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Strategy


sTRATEGY

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Strategy


sTRATEGY

BLUE HERON… DISCIPLINED, FOCUSED, AND COMMITTED TO SOUND REAL ESTATE FUNDAMENTALS.

Blue Heron targets primarily multifamily and mixed-use real estate investments in the Southeast, in some of the most economically diverse and highest-growth metropolitan areas of the United States. Blue Heron invests in value-add assets, which typically include current income with upside potential, and opportunistic assets, such as ground-up development, both of which focus on growing net operating income via a hands-on approach. Blue Heron's goal is to protect and grow capital through active portfolio management and risk mitigation measures. Enhanced by the more than twenty years of average real estate experience of its team across multiple property types and market cycles, the firm couples macro-level analysis with granular local knowledge to formulate its investment strategy. Blue Heron capitalizes on deep, long-standing relationships to consistently cultivate a robust pipeline of opportunities and employs a replicable, scalable, hands-on approach to create and drive value and harvest gains for each of its investments.

 

 

 

Target markets include (but are not limited to):

Raleigh, North Carolina

Charlotte, North Carolina

Charlotte, North Carolina

Durham, North Carolina

Durham, North Carolina

 
Charleston, South Carolina

Charleston, South Carolina

Orlando, Florida

Orlando, Florida

 

 

 

Nashville, Tennessee

Nashville, Tennessee

 

 

 

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Competitive Edge


HIGH-GROWTH MARKETS+ASSET-LEVEL VALUE CREATION+PROVEN TRACK RECORD

Competitive Edge


HIGH-GROWTH MARKETS+ASSET-LEVEL VALUE CREATION+PROVEN TRACK RECORD

BLUE HERON’S DIVERSE EXPERIENCE, Our INTEGRITY, AND OUR ANALYTICAL

and CREATIVE APPROACH ARE KEYS TO OUR SUCCESS.

 

OPPORTUNITY

Blue Heron's regional knowledge, deep, long-standing relationships, and established platform provide access to attractive investment opportunities in high-growth secondary markets in the Southeast, concentrating on Raleigh-Durham and Charlotte.

With vibrant, innovative economies driven by diverse industries, and strong, steady demographic tailwinds, these markets are fertile ground for ongoing commercial real estate investment.
Blue Heron's team members bring an average of more than twenty years of real estate experience across multiple property types and market cycles.

APPROACH

Blue Heron seeks to generate attractive returns and mitigate risk by focusing on strong asset-level fundamentals and net operating income growth to drive value across its portfolio.

With a primary focus on multifamily assets, the firm combines a well-defined value-add and opportunistic investment strategy with a replicable, scalable process, and a hands-on approach to create value and harvest gains for each of its investments.

TRACK RECORD

Blue Heron's team members bring an average of more than twenty years of real estate experience across multiple property types and market cycles.

The firm’s leadership and investment team members have demonstrated success through numerous real estate endeavors and across a spectrum of value creation strategies, including renovations, development, and repositioning, and they have served in advisory, consulting, and brokerage roles for clients and investors.