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Investment Strategy

Our Investment Approach

Arise Investments invests selectively in key markets in California, Arizona, Nevada, Colorado, Utah, Oregon, Texas, and New Mexico. Using a data-driven approach, we target markets positioned for sustained growth and value appreciation, evaluating population trends, employment growth, historical and projected vacancy rates, and supply and demand relative to new construction starts.

Although they span varied geographies, the markets we invest in share several characteristics: large and diverse populations, a well-educated and creative workforce, world-class healthcare, higher education, and research institutions, and a broad base of major employers and industries. Taken together, we believe these factors support continued growth and opportunity in commercial real estate.

Our wide-ranging experience gives us the ability to pinpoint attractive infill properties that are undervalued or underutilized, creating long-term value for our partners and investors.

Our decision-making process rests on three components: extensive market research, sophisticated analysis, and comprehensive due diligence. Our ability to analyze investments quickly, quantify risks, and commit the resources needed to capitalize on opportunities gives us a competitive advantage over larger, slower-moving companies with many layers of bureaucracy. Our investment strategy focuses on ground-up development and value-add repositioning of existing properties in three key real estate segments: multifamily residential, retail, and industrial.

Our Process

Every investment follows the same path, from the first look at a property to closing and launching the business plan.

  1. Sourcing

    We find opportunities through long-standing relationships with brokers, owners and lenders, on and off market.

  2. Underwriting

    We analyze market data, rents and trends, operating costs and model numerous business plans quickly to quantify risk and value, and determine the best path forward.

  3. Due Diligence

    We perform extensive physical, financial, legal and environmental review before we ask our partners and investors to commit any capital.

  4. Execution

    We close and launch the business plan: renovation, repositioning, entitlement or construction.

Acquisition Criteria

Multifamily Residential

  • Asset Class: B and C
  • Unit Count: 15+ Units
  • Property Age: 1980 Construction & Newer
  • Land Size: 10,000sf & Larger (for Ground-Up Development)

Retail

  • Asset Class: A and B
  • Building Size: 8,000sf – 50,000sf
  • Tenancy: Multi-Tenant
  • Land Size: 15,000sf & Larger (for Ground-Up Development)

Industrial

  • Asset Class: A, B and C
  • Building Size: 25,000sf & Larger
  • Tenancy: Single or Multi-Tenant
  • Land Size: 100,000sf & Larger (for Ground-Up Development)