Investment Process

Buying an asset at the correct price is certainly of critical importance; however, Capri believes that the investment process does not end at the time of acquisition or the completion of an asset. Rather, this marks the beginning of the value creation process for an asset. To this end, Capri employs a six-step asset lifecycle investment process in every transaction.

 

CAPRI’S ASSET LIFECYCLE INVESTMENT PROCESS

DEAL SOURCING AND INITIAL INVESTMENT

Market analysis and relationship development, often with proprietary deal pipelines.

DUE DILIGENCE

Proprietary model-driven financial analysis, portfolio attribution analysis, evaluation of likely exit options.

APPROVAL
AND CLOSING

Investment committee review and approval, legal review and documentation.

PORTFOLIO
MANAGEMENT

Ongoing asset and market analysis, engagement of local property management companies, capital planning, budget management.

RISK MANAGEMENT

Ongoing asset mark-to-market, compliance monitoring, portfolio and asset level risk analysis, hedging programs (where appropriate), reporting.

DISPOSITION

Hold/sell analytics, analysis and execution of exit options, portfolio rebalancing.