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.
Market analysis and relationship development, often with proprietary deal pipelines.
Proprietary model-driven financial analysis, portfolio attribution analysis, evaluation of likely exit options.
Investment committee review and approval, legal review and documentation.
Ongoing asset and market analysis, engagement of local property management companies, capital planning, budget management.
Ongoing asset mark-to-market, compliance monitoring, portfolio and asset level risk analysis, hedging programs (where appropriate), reporting.
Hold/sell analytics, analysis and execution of exit options, portfolio rebalancing.