Willow Peak Value-Add Method™
A proprietary framework derived from 20+ years of experience across every phase of real estate.
Unlocking potential others miss.
Unlocking potential others miss.
Unlocking potential others miss.
Unlocking potential others miss.
Unlocking potential others miss.
A repeatable, cycle-driven framework for maximizing value across acquisition, repositioning, leasing, and disposition — rooted in timing, data, strategic risk, and disciplined execution.
A repeatable, cycle-driven framework for maximizing value across acquisition, repositioning, leasing, and disposition — rooted in timing, data, strategic risk, and disciplined execution.
A repeatable, cycle-driven framework for maximizing value across acquisition, repositioning, leasing, and disposition — rooted in timing, data, strategic risk, and disciplined execution.
A repeatable, cycle-driven framework for maximizing value across acquisition, repositioning, leasing, and disposition — rooted in timing, data, strategic risk, and disciplined execution.
A repeatable, cycle-driven framework for maximizing value across acquisition, repositioning, leasing, and disposition — rooted in timing, data, strategic risk, and disciplined execution.
Acquisition
Acquisition
Acquisition
Acquisition
Repositioning
Repositioning
Repositioning
Repositioning
Disposition
Disposition
Disposition
Disposition
Leasing
Leasing
Leasing
Leasing
The Willow Peak Value-Add Method™
1
Acquisition
2
Repositioning
3
Leasing
4
Disposition
1. Acquisition
Buy right. See what others miss.
- •Target undervalued assets in misunderstood sectors or locations — contrarian plays with long-term upside.
- •Source deals through off-market relationships with owners, lenders and special servicers.
- •Prioritize buildings with strong bones, institutional-quality systems and partial distress (financial or operational).
- •Focus on markets with pro-business policies, public incentives and early-stage momentum.
- •Buy all-cash or with flexible capital; use debt to fund improvements, refinance after stabilization to maximize leverage.
1
Acquisition
2
Repositioning
3
Leasing
4
Disposition
1. Acquisition
Buy right. See what others miss.
- •Target undervalued assets in misunderstood sectors or locations — contrarian plays with long-term upside.
- •Source deals through off-market relationships with owners, lenders and special servicers.
- •Prioritize buildings with strong bones, institutional-quality systems and partial distress (financial or operational).
- •Focus on markets with pro-business policies, public incentives and early-stage momentum.
- •Buy all-cash or with flexible capital; use debt to fund improvements, refinance after stabilization to maximize leverage.
1. Acquisition
Buy right. See what others miss.
- •Target undervalued assets in misunderstood sectors or locations — contrarian plays with long-term upside.
- •Source deals through off-market relationships with owners, lenders and special servicers.
- •Prioritize buildings with strong bones, institutional-quality systems and partial distress (financial or operational).
- •Focus on markets with pro-business policies, public incentives and early-stage momentum.
- •Buy all-cash or with flexible capital; use debt to fund improvements, refinance after stabilization to maximize leverage.
2. Repositioning
Invest in potential, not perfection.
- •Add value with thoughtful upgrades: reconfigure space, modernize finishes, or convert use.
- •Design spaces for end-user experience — whether it’s tenants, guests, or customers.
- •Leverage public-private incentives (TIF, historic tax credits, energy rebates) to reduce capital outlay.
- •Avoid overbuilding: keep what works, fix what doesn’t.
- •Focus on creating durable income through high-use, high-yield spaces.
3. Leasing
Pre-lease, partner, or program to drive NOI.
- •Whenever possible, sign leases before closing or during the early hold period.
- •Develop a network of operating partners aligned with your asset types and markets.
- •Maximize value by leasing to your own entities or joint ventures for speed and control.
- •Tailor space to anticipated demand—based on tenant psychographics, market gaps, or operator needs.
- •Streamline lease-up with a repeatable process: broker incentives, fast turnaround, tenant-friendly operations.
4. Disposition
Exit early in the peak — not late in the cycle.
- •Sell when your asset type becomes desirable, not after it peaks.
- •Position the asset for institutional buyers with clean financials, long-term leases, and minimal capex needs.
- •Consider portfolio sales, REITs, or programmatic buyers for scale and premium pricing.
- •If holding, plan for capital reserves and potential future repositioning as finishes and systems age.
- •Always keep the next cycle in mind: sell high, reinvest where no one else is looking.
1. Acquisition
Buy right. See what others miss.
- •Target undervalued assets in misunderstood sectors or locations — contrarian plays with long-term upside.
- •Source deals through off-market relationships with owners, lenders and special servicers.
- •Prioritize buildings with strong bones, institutional-quality systems and partial distress (financial or operational).
- •Focus on markets with pro-business policies, public incentives and early-stage momentum.
- •Buy all-cash or with flexible capital; use debt to fund improvements, refinance after stabilization to maximize leverage.
2. Repositioning
Invest in potential, not perfection.
- •Add value with thoughtful upgrades: reconfigure space, modernize finishes, or convert use.
- •Design spaces for end-user experience — whether it’s tenants, guests, or customers.
- •Leverage public-private incentives (TIF, historic tax credits, energy rebates) to reduce capital outlay.
- •Avoid overbuilding: keep what works, fix what doesn’t.
- •Focus on creating durable income through high-use, high-yield spaces.
3. Leasing
Pre-lease, partner, or program to drive NOI.
- •Whenever possible, sign leases before closing or during the early hold period.
- •Develop a network of operating partners aligned with your asset types and markets.
- •Maximize value by leasing to your own entities or joint ventures for speed and control.
- •Tailor space to anticipated demand—based on tenant psychographics, market gaps, or operator needs.
- •Streamline lease-up with a repeatable process: broker incentives, fast turnaround, tenant-friendly operations.
4. Disposition
Exit early in the peak — not late in the cycle.
- •Sell when your asset type becomes desirable, not after it peaks.
- •Position the asset for institutional buyers with clean financials, long-term leases, and minimal capex needs.
- •Consider portfolio sales, REITs, or programmatic buyers for scale and premium pricing.
- •If holding, plan for capital reserves and potential future repositioning as finishes and systems age.
- •Always keep the next cycle in mind: sell high, reinvest where no one else is looking.
1
Acquisition
2
Repositioning
3
Leasing
4
Disposition
1. Acquisition
Buy right. See what others miss.
- •Target undervalued assets in misunderstood sectors or locations — contrarian plays with long-term upside.
- •Source deals through off-market relationships with owners, lenders and special servicers.
- •Prioritize buildings with strong bones, institutional-quality systems and partial distress (financial or operational).
- •Focus on markets with pro-business policies, public incentives and early-stage momentum.
- •Buy all-cash or with flexible capital; use debt to fund improvements, refinance after stabilization to maximize leverage.
1
Acquisition
2
Repositioning
3
Leasing
4
Disposition
1. Acquisition
Buy right. See what others miss.
- •Target undervalued assets in misunderstood sectors or locations — contrarian plays with long-term upside.
- •Source deals through off-market relationships with owners, lenders and special servicers.
- •Prioritize buildings with strong bones, institutional-quality systems and partial distress (financial or operational).
- •Focus on markets with pro-business policies, public incentives and early-stage momentum.
- •Buy all-cash or with flexible capital; use debt to fund improvements, refinance after stabilization to maximize leverage.
1
Acquisition
2
Repositioning
3
Leasing
4
Disposition
1. Acquisition
Buy right. See what others miss.
- •Target undervalued assets in misunderstood sectors or locations — contrarian plays with long-term upside.
- •Source deals through off-market relationships with owners, lenders and special servicers.
- •Prioritize buildings with strong bones, institutional-quality systems and partial distress (financial or operational).
- •Focus on markets with pro-business policies, public incentives and early-stage momentum.
- •Buy all-cash or with flexible capital; use debt to fund improvements, refinance after stabilization to maximize leverage.
Invest in a proven method.
Invest in a proven method.
Invest in a proven method.
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