Direct Private Real Estate
Strategic Partners U.S. Value
Americas, Value
Our U.S. flagship value-add platform aims to capitalize on current market dislocation to acquire high-quality repriced assets with resilient fundamentals at the beginning of a new cycle.
We focus on resilient sectors, including modern logistics and residential, with in-place cash flow, driven by weighted average lease term (WALT) and strong, consistent tenant and user demand. We favor investments in submarkets with liquidity and high barriers to entry that have several drivers of growth, including robust employment and population growth.
The current environment favors vertically integrated managers with deep experience in thematic investing and a proven ability to identify mispriced assets and enhance property cash flows. We aim to improve income profiles and asset values through renovation, operational improvements, repositioning, lease-up, re-tenanting and aggregation strategies. Preferred equity and structured financing solutions are also utilized when appropriate.
Related Insights
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Investing at the Intersection
Solving Europe’s Housing Challenge Starts with Supply — and Unlocking the Capital to Deliver It
March 31, 2026
Europe faces a structural housing undersupply; unlocking long‑term institutional capital and ensuring stable, predictable policy frameworks are key to accelerating new supply.
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Investment in European retail parks shows positive trends, but success hinges on local factors and asset-specific execution.
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Investment Perspectives
Turning houses into homes: how institutional practices can assist the delivery of quality affordable housing
February 5, 2026
Institutional best practice can elevate affordable housing through better design, resident focus and long‑term investment, helping create quality homes and stronger communities.
