OUR INVESTMENT PHILOSOPHY
To best steward your tax-free, retirement income, we are interested in "real returns" - investment returns that are mostly consistent regardless of market conditions.
Our investment thesis is anchored in our belief that acquiring fundamentally sound properties has the potential to provide an array of benefits, like stabilized monthly cash flow, excellent tax benefits, and appreciation, even during economic downturns.
In order to make fundamentally sound acquisitions, we focus on smaller multi-family and student-housing properties that have a track record of negligible vacancy in high-demand, limited-supply markets with strong economic anchors.
We stay agile so that we can adapt to complex market dynamics. Sensitive to escalating inflation, we favor low-expense properties with compelling prospects for sustained rental-rate growth. These properties attract quality tenants due to location, newness, innovation, differentiation, and/or price point without requiring expensive staffing, amenity, or upkeep costs.
In July 2021, Freddie Mac reported a 3.8 million-unit housing shortage in the US, just as inflation began to soar. At College Yard Investments, we believe this under-supply may lead to strong demand in certain markets, while inflation could continue to create prohibitive construction costs and markedly higher starting rents for new supply.
Recently built, stabilized properties can offer real investment advantages in a market of rising inflation and falling housing supply.
Newer, stabilized properties - built prior to hyperinflation - have the potential to realize significant and sustainable pricing advantages and offer the best long-term competitive advantages in a given market. The result is healthy financials, eye-popping DSCRs to mitigate risk, and appreciation potential that is tied to accelerated NOI growth.