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Investing & Asset Management

As a triple net real estate investment trust (REIT), we invest in select, experiential properties which require unique industry knowledge and offer the potential for stable and attractive returns.

OBJECTIVES

Curate a portfolio of real estate assets that deliver the following characteristics:

  • Focused exposure to the experiential economy
  • Consistent and reliable cashflows
  • Stable underlying asset values with durability through economic cycles
  • Optimized risk/return through asset type and tenant diversity

CORE STRATEGIES

We are focused on building the premier experiential real estate portfolio, which allows us to gain unique insight, creating added and enduring value.

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EXPERIENTIAL
FOCUS

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LONG
TERM

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KNOWLEDGE
DRIVEN

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TRIPLE NET
STRUCTURE


INVESTMENT CRITERIA

Our experiential focus is consistent with our desire to continue to create a depth of knowledge across each of our property types. This creates a competitive advantage allowing us to more quickly identify key market trends.

We deliberately apply information and our ingenuity to target properties that represent logical extensions within each of our existing property types or potential future investments. As part of our strategic planning and portfolio management process we assess new opportunities against the following underwriting principles:

Industry FIRST

industry first


ASSET MANAGEMENT

PORTFOLIO MONITORING

We proactively monitor key property level metrics, tenant credit profiles and broader industry trends to ensure the long-term durability of our properties.

  • Tenant coverage
  • Lease compliance
  • Industry & asset reviews
  • Corporate credit reviews

PROPERTY REDEVELOPMENT

We will maximize the value of certain properties through renovation or repositioning them for a new use.

  • Partner with tenants to enhance customer experience
  • Expand site density in response to evolving use of existing space

DISPOSITIONS

Driven by a changing competitive environment, we may at times choose to dispose of properties and reinvest the proceeds.

  • De-risk when necessary
  • Opportunistic capital recycling