Investment Philosophy

Brookwood was founded with the conviction that individual and institutional investors can achieve attractive investment returns through private investment in the real estate and corporate markets. We believe that the addition of such investment classes to a portfolio provides an investor with the opportunity for meaningful diversification as well as favorable risk-adjusted returns. Generally, each of our real estate properties and portfolio companies are independently managed and financed; funds invested in one property or company may not be used in another. Accordingly, our clients have the ability to select investments that meet their targeted return and risk levels.

We are not wed to one investment category.
We do not concentrate our real estate investments in any single geographic location or asset class or our corporate investments in any single industry. Changes in economic cycles, general market sentiments and the availability and cost of capital result in shifts in the risk-reward profile among various markets, sectors and asset classes at any particular point in time. By not being narrowly focused, we have the flexibility and expertise to shift our resources to the markets, sectors or asset classes which, as a result of market inefficiencies, offer the highest risk-adjusted returns at the time of investment.

We take an involved, hands-on approach.
Once an investment is made, we remain intimately involved with each of our real estate assets and companies. Through our property management affiliate, Brookwood Management Partners, L.P., we oversee the management of our real estate assets. We are passionate about maximizing the value of every real estate investment through diligent oversight of the maintenance, renovation, leasing and marketing of every property. For our corporate investments, we provide strategic assistance through board representation, analytical resources and the financial support necessary for our companies to achieve their business plans.

Part of our hands-on approach involves closely watching the markets for trends and shifts that could impact our liquidity strategy. Our primary goal is to provide investors with the greatest return on their investments in the shortest period of time.

We deliberately maintain a manageable size.
We consciously limit the number of transactions we pursue each year. This allows us to maintain the selectivity of our investments and ensures that our professionals have the required time needed to achieve the maximum performance from our current portfolio.

We are conservative in our capital raising.
Perhaps the hardest investment discipline to practice is knowing when not to buy. We believe today's financial markets require careful consideration, intensive research and, most of all, restraint. Part of our approach to investing is to limit the amount of committed funds we raise at any point in time to an amount that we believe can be invested in a short period. By doing so, we are not pressured to make investments just because capital is available to us.

We provide diligent investor communication.
We are dedicated to providing investors with the most thorough and timely reporting possible. With respect to each investment entity, we furnish timely annual tax reporting and quarterly reports providing an overview of general market conditions and the entity's operational performance as well as specific financial information comparing quarterly and year-to-date actual performance to budgeted performance. In addition, we provide more frequent updates upon the occurrence of significant events.