To provide further insight to our clients & partners, on a quarterly basis we will provide highlights from our various investment sectors, offering specific examples of our holdings and significant characteristics/changes that we are seeing. Though we do not believe we are able to fully "time" market cycles, we pride ourselves on the ability to focus on their trends and what we feel a reasonable, conservative approach might be.

Learn more about our latest acquisition/investment

In partnership with the Luther Group, we have acquired an interest in 10001 West Innovation Drive, a premier office asset in the Research Business Park of Wauwatosa, Wisconsin.

This opportunity was purchased well below current, replacement value and utilizes a moderate degree of leverage in an effort to further mitigate front end risk.

The deal presents a risk-adjusted, value-add opportunity during a high point of the current, market cycle, when it has become more difficult to achieve quality yield.

Details of this investment may be made available upon request.