Services
Our firm is actively seeking to expand its portfolio through the acquisition of high-quality, multi-tenant retail assets across the Midwest. We specialize in the Tri-State region (OH, KY, IN), leveraging local market expertise to identify value in secondary and tertiary markets that institutional capital often overlooks.
1. Target Geography
We focus exclusively on the "Golden Triangle" and surrounding corridors of the Midwest:
- Ohio: Greater Cincinnati, Dayton, Columbus, and suburban submarkets.
- Kentucky: Northern Kentucky (Covington/Newport/Florence), Louisville, and Lexington.
- Indiana: Indianapolis metro, Southeast Indiana (Lawrenceburg/Madison).
- Location Quality: High-visibility corridors with strong "stickiness," proximity to major transit (I-75, I-71, I-65), and proximity to major employment hubs or universities.
2. Investment Profile
- Asset Class: Multi-tenant retail (Neighborhood shopping centers, unanchored strip centers, and shadow-anchored plazas).
- Transaction Size: Up to $10 Million.
- Sweet Spot: $2M – $7M.
- Property Type: * Unanchored Strips: 3–10 units.
- Neighborhood Centers: Anchored by "daily needs" (grocery, pharmacy, or medical).
- Occupancy: * Stabilized: 90%+ occupancy with staggered lease expirations.
- Value-Add: 60%–85% occupancy with clear "lease-up" or repositioning potential.
3. Physical & Tenant Requirements
- Tenant Mix: Preference for e-commerce resistant, service-oriented, or "necessity" retail (e.g., medical, dental, food & beverage, fitness, and discount retail).
- Credit Profile: A mix of national/regional credit tenants and strong local operators with "skin in the game."
- Lease Structures: NNN or NN (with minimal landlord responsibilities). Preference for leases with contractual rent escalations.
- Condition: Class B to Class A- assets. We will consider Class C properties if the location is superior and the basis allows for significant capital improvements.
4. Target Demographics
- Population: 75,000+ residents within a 5-mile radius (will consider lower in high-growth tertiary corridors).
- Income: Average Household Income (AHHI) of $100,000+.
- Traffic Counts: Minimum 15,000+ Vehicles Per Day (VPD) on primary frontage.
Why Partner With Us?
- Speed to Close: As a private investment group, we are not burdened by institutional red tape. We can provide a LOI within 24 hours of receiving a full OM or financial package.
- Discretion: We respect the sensitivity of off-market deals and provide a confidential underwriting process.
- Certainty of Execution: We have established relationships with regional lenders in the OKI region, ensuring streamlined financing and closing.