Investment Strategy

Our Strategy

Big Rock Equities’ team is cycle-tested. We have a geographically diverse investor and management network with 50+ years of operating and management experience, and over $1.0 billion in assets under management. Big Rock Equities will continue to take a top-down approach for our investors. We take the time to intimately understand the strategic markets that we and our partners ultimately choose to invest in. Our team has actively worked in many of these markets for 30+ years. Our networks are established, and we are selective with the properties that we bring into the portfolio.

We believe that the combination of intentional market selection, intense due diligence, and aggressive execution of our proven business model are essential to creating value and maximizing each investment’s potential.

Our Investment Strategy

Big Rock Equities’ team is cycle-tested. We have a geographically diverse investor and management network with over 34 years of operating and management experience, and $835+ million of assets under management.

Big Rock Equities will continue to take a top-down approach for our investors. We take the time to intimately understand the strategic markets that we and our partners ultimately choose to invest in. Our team has actively worked in many of these markets for 30+ years. Our networks are established, and we are selective with the properties that we bring into the portfolio.

ASSET :
Full inspections, mechanical audits, roof assessments, line scoping of all sewer lines, electrical and plumbing assessment in addition to a review of all other major capital items.

Assets

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OCCUPANTS:

Comprehensive lease audit, demographic/income reports, occupancy/delinquency review, historical issues review, concessions etc

NUMBERS:

Verify rental income, other income, review all property related contracts and expenses.

BUSINESS PLAN:

Prior to closing we have an established capital budget and operations plan in place to implement upon takeover.

COMPETITORS:

Thorough analysis of the competitors in the immediate submarket. Physically tour the comps and assess how the subject compares and how we can maximize its potential in the market.

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OCCUPANTS:

Comprehensive lease audit, demographic/income reports, occupancy/delinquency review, historical issues review, concessions etc.

NUMBERS:

Verify rental income, other income, review all property related contracts and expenses.

BUSINESS PLAN:

Prior to closing we have an established capital budget and operations plan in place to implement upon takeover. We underwrite any value-add component that may exist.

ASSET:

Full inspections including: environmental studies, engineering reports, electrical and plumbing assessment in addition to a review of all other major capital items.

COMPETITORS:

Thorough analysis of the competitors in the immediate submarket. Physically tour the comps and assess how the subject compares and how we can maximize its potential in the market.

Our Goal at Big Rock Equities

Our goal is to create value in the assets that we target and we find that this is often derived from distressed sellers, inappropriate capital structures, significant capital needs and/or poor management resulting in underperformance in rent growth and operations.

Big Rock Equities is also a vertically integrated real estate company that already has an experienced team specializing in development, acquisition, and operations of commercial real estate. These additional team members allow us to not only target a larger array of opportunities but also allows us to evaluate different approaches to each investment.

Philosophy

Our value creation plan relies on a singular focus on owned assets, enabling a proven hands-on, systematic business plan implementation.

We avoid real estate assets with extensive non-accretive maintenance, while specializing in transforming late-stage value-add properties with key asset upgrades that generate core rent levels and significant ROIC.

Our expansion team is evaluating ground-up development projects in the single-family asset class in growth markets, and self-storage as a secondary investment asset. With the addition of these two new classes, the operations team and strategic partners have already identified suitable properties to build a regional portfolio.