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Investment Strategy

Strategic Real Estate Investment

Capitalizing on supply-demand imbalances in high-growth markets, with a focus on mountain resort communities and strategic urban locations.

The Mountain Market Opportunity

Post-COVID migration patterns have accelerated a decades-long trend of wealthy individuals relocating to mountain resort communities. Combined with severe development restrictions and natural geographic constraints, this has created an unprecedented investment opportunity.

$21M
Average Aspen Home Price
+18% YoY
0.9%
Jackson Hole Availability
Historic Low
4M+
Breckenridge Tourism
Annual Visitors
51%
Cash Buyers
Rate Insensitive

Supply Constraints

Development caps, geographic limitations, and environmental protections create permanent supply scarcity in mountain markets.

Wealthy Demographics

Ultra-high net worth individuals and cash buyers dominate these markets, creating recession-resistant demand.

Secular Tailwinds

Remote work adoption and climate migration patterns favor mountain communities for the next decade+.

Our Target Markets

Aspen, Colorado

Market Dynamics

$21M
avg Price
120+
billionaires
9,250 sq ft
dev Cap
18% YoY
appreciation

Investment Focus

  • Luxury retail anchors
  • Workforce housing development
  • Mixed-use properties
  • Value-add renovations
Breckenridge, Colorado

Market Dynamics

$1.8M
avg Price
21% YoY
growth
4,000+
rentals
19.2%
remotework

Investment Focus

  • Short-term rental properties
  • Service business real estate
  • Mixed-use development
  • Essential retail locations
Jackson Hole, Wyoming

Market Dynamics

$7.4M
avg Price
0.9%
availability
$1.68B
tourism
3.6M+
visitors

Investment Focus

  • Hospitality properties
  • Essential services locations
  • Tourist-oriented retail
  • Limited development sites

Our Investment Strategy

Anchor Tenant Strategy

Following the Benjamin Moore model, we acquire properties with strong anchor tenants that drive consistent foot traffic and create value for the entire property.

Value-Add Opportunities

We identify properties with renovation potential, inefficient operations, or suboptimal tenant mix where our expertise can drive immediate value creation.

Technology Integration

Leveraging modern property management systems, dynamic pricing algorithms, and data analytics to optimize revenue and reduce operating costs.

Long-Term Holdings

With patient capital and a focus on cash flow, we hold properties for the long term, benefiting from appreciation while generating consistent returns.

Interested in Mountain Real Estate Opportunities?