Valeo Fund Investment Strategy
Success in today’s investment marketplace depends on two key factors – solid principles and unwavering focus. Valeo Fund is an actively managed alternative investment strategy providing investors unique opportunities in the U.S. commercial real estate market.
Valeo Fund is building its investment strategy on three principles:
Opportunistic deployment of capital.
Valeo Fund seeks to utilize its expertise in U.S. commercial real estate in order to provide its investors with secure cash flow and capital appreciation through the opportunistic deployment of capital. While expertise and market knowledge produce opportunities in any environment, Valeo Fund believes that the current dislocation in the capital markets will provide tremendous opportunities in the coming years. The opportunistic deployment of capital into prime U.S. real estate will create value as the U.S. economy and commercial real estate markets recover. Investors aligned with these strategically selected and professionally managed assets will be positioned for attractive returns on investment.
Building a Recession-Resistant Portfolio.
Valeo Fund targets selected geographic markets with the objective of acquiring high quality recession-resistant assets, at significant discounts to replacement costs. Valeo Fund will pursue a "core-plus" investment strategy that will focus on real estate properties in demand driven/supply constrained markets. The real estate classes targeted by Valeo Fund consist of office, retail, and debt instruments secured by these classes of real estate. Valeo Fund principals have extensive and long term relationships with premier full service real estate companies, national and regional lenders, and securitized mortgage servicers. As a result, Valeo Fund has uniquely positioned itself to capture strategic assets, including on-market and off-market opportunities, that fit its investment objectives.
Preservation of Capital.
Valeo Fund will seek to minimize our investors’ risk of capital by employing relatively low leverage and maximizing debt maturities. With a 5 to 8 year Fund term, our timeline is sufficient to bridge the current cycle, create value, and maximize the harvest.