Investment
Drawing upon decades of hands-on experience as principals – sourcing, acquiring, and managing retail, office, and residential assets across the U.S. within leading REITs and private equity firms – our investment philosophy is rooted in a simple mantra:
Right Basis
Patience & Perseverance
Ingenuity
We focus on acquiring overlooked and distressed properties and notes in markets where we hold deep conviction and local insight. Our core geographies include:
NYC Tri-State Area:
Our home turf, where we evaluate a high volume of opportunities with discipline and timing, prepared to act when the fundamentals align.
Rationale:
- Reset in Property Values:
Property values have reset to levels equivalent to late 1990s valuations, presenting a generational opportunity to acquire assets at prices below replacement cost.
- Post-Pandemic Dislocation:
Ongoing disruption in office and mixed-use sectors, driven by shifting workplace trends, is creating opportunities to reposition undervalued assets.
- Banking System Distress:
Elevated interest rates and declining collateral values are fueling non-performing loan sales, enabling discounted acquisitions across asset classes.
- NYC Resilience:
The New York City metro presents rare long-term value amid volatility, supported by major price resets, reinvestment momentum, and a flight to quality.
Emerging East Coast Tier 2 Cities:
We leverage longstanding relationships with local partners to find early opportunities, uncover hidden value, and diversify beyond New York.
Rationale:
- Co-Investments & Capital Raising:
VAL-ADD serves as a trusted co-GP partner for opportunities in high-growth secondary and tertiary markets along the East Coast.
- Local Sponsors Network:
We source proprietary deal flow and partner with proven local operators who offer strong execution and market insight.
- Market Diversification:
Our strategy offers geographic and sector diversification by targeting stable yet growing metros outside major gateway cities.
- Platform for Scaling Local Expertise:
By acting as a bridge between local sponsors and institutional capital, VAL-ADD helps scale strong regional platforms.
Acquisition Criteria
We target undervalued and distressed assets across key sectors, including:
Office:
- Undervalued Class B and C assets
- Well-located, older Class A assets
- Repositioning or Conversion potential
Retail:
- Undervalued urban retail properties
- Suburban strip centers with redevelopment potential
- Retail at base of hotels or office assets
Residential:
- Distressed condominium development projects
- Sponsor-held units in mixed-use buildings
- Mixed-rate apartment buildings with value-add potential
VAL-ADD Advantage
Our team brings unparalleled expertise and a proven track record in the NYC Tri-State real estate market. Key advantages include:
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Over $6.0 Billion in Transaction Experience:
Our partners have acquired, financed, leased, and overseen over $6.0 billion in NYC real estate, including $3.0 billion in retail assets.
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Deep Industry Relationships:
We have established partnerships with investment sales & leasing brokers,
attorneys, city agencies, and development consultants, enabling us to
execute complex transactions efficiently. -
Specialized Expertise:
We collaborate with operators with decades of focused expertise in targeted asset types, including retail, office, residential, and mixed-use properties.
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Amenities-Driven Value Creation:
We focus on enhancing user experience through health and wellness, F&B,
and other hospitality-driven amenities, which drive implied rents and
increase property value.
Contact Us
Park House @ Bryant Park
104 West 40th Street
New York, NY 10018