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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 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 preserve, 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

Greenville, South Carolina

Greenville, South Carolina

 

 

 

Nashville, Tennessee

Nashville, Tennessee

 

 

 

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Competitive Edge


why blue heron?

Competitive Edge


why blue heron?

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

and CREATIVE APPROACH ARE KEYS TO OUR SUCCESS.

 

THE OPPORTUNITY: Access to HIGH-GROWTH  markets

  •  Investing in commercial real estate in high-growth markets in the southeastern US 

TEAM AND TRACK RECORD: EXPERIENCED TEAM with long-standing relationships, STRONG TRACK RECORD, and robust pipeline

  • Long-standing relationships which provide access to compelling investment opportunities
  • The experience and capability to invest in multiple property types based on economic and market conditions

PLATFORM AND APPROACH: Active, hands-on portfolio management via established, INSTITUTIONAL PLATFORM and a REPLICABLE, SCALABLE PROCESS

  • Sound acquisitions that adhere to the portfolio strategy using real estate fundamentals and preserving multiple exit strategies to help mitigate risk
  • A granular, “boots on the ground” approach to value creation; adding value at multiple iterations in the asset-level business plan; focus on growing NOI
  • Harvesting investment gains through a calculated and thoughtful exit strategy
  • The ability to be nimble and responsive as opportunities arise with a private equity fund structure