Investment Strategy
small- and shallow-bay Industrial
Capturing Value Up and Down the Risk Spectrum
Development
Build-to-core projects targeting value-add to opportunistic returns.
Value-Add
Leveraging our operator mindset and vertical integration to unlock value.
Core+
Infill sub-institutional assets focused on long-term income and growth.
Opportunistic
Acquiring debt and distressed assets to capitalize on dislocation.
APPROACH
What Makes us different
01.
Pure Industrial Focus
We exclusively aggregate light last-mile industrial assets. These properties are located in the most densely populated submarkets, are limited in supply, have high barriers to entry, are extremely difficult to build, and are the bulk of the leasing demand.
02.
Data-Informed Market Selection
Through our in-house, real-time “Market Tracker” tool, we’re able to translate historical market-level data into potential absorption, rent growth and industrial growth, giving us actionable insights into which (sub)markets offer the strongest long-term value based on the best opportunities for economic growth and compelling supply/demand real estate fundaments.
03.
Vertical Integration
As investors and operators, we can add value from acquisition through sale as our in-house resources and expertise allows us to address needs and create value in ways our competitors can’t.
04.
Nimble Approach to Investment strategy
While we know the assets we like, we constantly evaluate and re-evaluate how we can acquire these assets – whether it be through development or acquisition of value-add or core-plus properties – while delivering the best risk-adjusted returns. We believe if the market fundamentally changes, so should our strategy.
05.
Partnerships built on trust
We aim to provide institutional quality investments with the transparency, humility, and relationship service of a small firm. Our team is directly invested in Rectangle’s continued success.
our focus
target assets
PRIMED FOR WHAT'S NEXT
Data-Driven investment manager
Rectangle’s data-driven approach is dedicated to investing in high growth markets most likely to continue outpacing other top-75 industrial metro areas – taking into account economic, demographic, and real estate specific data points from more than 30 sources.
Rectangle developed an in-house, real-time market evaluation tool (Market Tracker) used to identify and target markets best poised for industrial growth balanced with fundamentals.
Our Target Markets Greatly Outpace the US
