Investment Approach

Opportunity starts with our approach

Ascentris utilizes a research-driven approach to target risk-adjusted returns through investment in transitional and generational real estate assets exclusively within the United States. Ascentris believes its approach enables it to create a diversified portfolio that maximizes profits with a long-term perspective and short-term potential.

Below are the key factors to Ascentris’ investment approach:

01

Research & Analytics

Ascentris combines research, predictive analytics, and local market expertise to identify secular trends, thematic investment strategies and mis-priced investment opportunities throughout real estate cycles.

02

FULLY DIVERSIFIED

Ascentris focuses on Office, Multifamily, Industrial, Retail, and Mixed-Use properties within the United States. As a result, it is adept at identifying relative value across property type and region. Ascentris invests capital into property sectors or markets early within a fundamental recovery and rotates capital out once those property sectors or markets have fully recovered.

03

Value Investing

Ascentris seeks to generate attractive risk-adjusted returns through the acquisition, redevelopment, and development of high-quality, well-located institutional real estate that has been mismanaged, under-utilized or is experiencing a dislocation in value.

04

Risk Management

Ascentris manages risk through researched-based sourcing, quantitative analysis, thorough due diligence, portfolio diversification, and proactive asset management. Ascentris designed its approach to risk management to (i) avoid unquantifiable risks, (ii) quantify and assess range-bound risks and (iii) proactively manage risks that can result in an outsized negative value.

05

Transitional and Generational Strategies

Ascentris targets both short-term and long-term investment strategies across its various investment vehicles, which include both perpetual life separately managed accounts and closed-end commingled funds. The strength of a particular location, quality of the real estate and underlying submarket dynamics are the primary factors in determining the investment strategy and appropriate capital structure.

06

Investment Management Process

Ascentris utilizes a Cradle-to-Grave approach that ensures each team member is responsible for their investments from sourcing through disposition. This approach provides higher accountability and better alignment of interests between the company and its investors. Additionally, the Cradle-to-Grave structure promotes an environment that encourages the growth of each professional and emphasizes quality investing rather than quantity investing.

07

Sourcing Process

Ascentris’ sourcing strategy leverages its expansive partner network that has been established and maintained through seven market cycles. Through its local operating and development partners, Ascentris’ clients are able to access a robust pipeline of investment opportunities across property sector and US region.

08

Alignment

Alignment of interest between all parties associated with each investment is core to Ascentris. It is the foundation of both the capital structure and joint venture structure that Ascentris implements on each investment in order to withstand downturns and unforeseen events, provide transparency and accountability, and successfully align the interests of all parties.

09

Organizational Structure

Ascentris keeps a flat, nimble organizational structure where the entire team is located in Denver, Colorado, enabling more efficient execution and the ability to move faster and make quicker, more accurate decisions throughout the life of an investment.