We seek to generate attractive risk-adjusted returns across cycles by acquiring assets underpinned by solid economic fundamentals. We strive to enhance value across our portfolio through our active management approach focused on revenue enhancement, expense management, capital improvements and/or property repositioning and creative capital structuring.
Our strategic approach targets core-plus and light-value-add real estate investments throughout the US that generate strong cash flows while providing potential for capital appreciation through light-value-add opportunities and active management.
Nearly a decade ago, we made a strategic shift to focus our investments on the residential and industrial sectors. Significant drivers for this decision included what we believed to be expected outperformance in these property types over the long-term as they are yield generating properties with light capex requirements. Today, 98% of our portfolio consists of these property types.
We consistently rank among the most active real estate buyers and sellers in the US. According to Real Capital Analytics, Investcorp is among the top-5 largest cross-border buyers and top-50 largest overall seller of US real estate over the past five calendar years ending December 31, 2024.
Our long and proven history of successful investment is attributed to our tenured, disciplined and experienced team, based in New York. It is led by Global Co-Heads of Real Assets, Herb Myers and Michael O’Brien. They have been at Investcorp for an average of 22 years and have 35 years of industry experience individually on average.
By The Numbers:1
- 80% of global portfolio invested in US properties
- ~11,000 multifamily units
- ~9,000 student beds
- ~40 million industrial sq. ft. across ~600 buildings
1 As of December 31, 2024