Rectangle Private Capital Core
Long-Duration Industrial real estate income and growth strategy focused on aggregating high-quality, infill, small and shallow-bay assets
Stable Cash Flow
Capital Appreciation
Minimized Risk
Investment Strategy Overview
- Capital market dislocation and healthy industrial fundamentals creates attractive valuations and the ability to acquire attractive assets at a discount to replacement cost
- Below-market rents create upside upon lease renewal with durable cash flow profile
- SSB and IOS assets have industrial sector’s highest demand and are difficult to replicate
- Niche focus on sub-$25M assets reduces acquisition competition, blending value-add properties for optimal portfolio construction
- Assets with high tenant appeal to achieve steady cash flow and long-term growth
- No development exposure
- Target four high-growth markets primed for industrial expansion
- Focused submarket approach close to end users & transportation hubs
- Create and regularly update detailed market justifications for target markets & submarkets
- Proven track record of institutional expertise applied to sub-institutional space
- Long-term strategy delivers stable, growing cash flows and value appreciation, utilizing attractive debt structures
