INVESTMENT STRATEGY

Knickerbocker Asset Management acquires apartment communities in primary and secondary markets with existing cash flows, which provide the opportunity to force appreciation through various management strategies and capital improvements. Our firm identifies attractive risk-adjusted investments in key Metropolitan Statistical Areas (MSA’s) that exhibit population growth, low unemployment, job growth, and constrained supply. Knickerbocker’s thesis is predicated on the long-term demographic and macroeconomic trends driving the multifamily sector. The Knickerbocker principals focus on key growth factors, both near-term and long-term, when evaluating a potential acquisition.

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INVESTMENT PROCESS

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Target Markets

Identify key MSA's with population growth, low unemployment, job growth, and constrained supply & strong demand.

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Investment Analysis

Perform extensive research and analysis with risk-weighted underwriting fundamentals and downside protection.

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Acquisition / Due Diligence

Partner with specialized market experts for all legal, financing, and inspections to ensure a smooth closing process.

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Value-Add & Repositioning

Capitalize on strategic exterior and interior improvement programs, while creating management efficiencies.

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Exit Strategy

Maximize returns through refinancings and dispositions via tactical and timely transactions.

ACQUISITION CRITERIA

PROPERTY TYPE:  Multifamily or Mixed-Use

ASSET CLASS:  Class-B & Class-C Multifamily

TRANSACTION SIZE:  $10,000,000 to $50,000,000

PROPERTY SIZE: 100 to 300 Units

Vintage:  1960 to 2010

TARGET MARKET:  GA, NC, SC, FL

INVESTMENT PROFILE:  Distressed / Opportunistic, Value-Add, Core Plus

PROPERTY SPECIFIC FACTORS

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Below market rents
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Deferred maintenance
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Under-managed or under-performing assets
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High vacancy rates relative to the submarket