Investment Strategy

A Forward Looking Approach

RCLCO believes that achieving attractive real estate investment returns and long-term performance is driven by investing in what will be in demand, not necessarily what has been in demand as cyclical and structural shifts occur.

We use informed real estate analytics to help institutional investors create and implement top performing portfolios. We derive strategies from bottom-up knowledge and analyses of property markets, and help clients make critical decisions even during times of uncertainty—decisions that prove to be durable and lead to successful outcomes.

Our investment strategy recommendations are based on:

  • Understanding of user needs and market dynamics
  • Time-proven economic, demographic, and policy analyses
  • Innovative allocation, policy, and risk parameters
  • Strategic thinking with client objectives in mind

Our research and consulting work enables us to continually analyze the state of the real estate industry, including both property and capital markets for the full range of property types. We publish our observations quarterly in RCLCO’s U.S.Real Estate Chartbook, which can be found on our website and delivered via email to subscribers.

Alignment of Interest

RCLCO is a pure consulting firm. We do not have any brokerage, fund of funds, investment management, banking services, or other services or products that could conflict with our consulting business. We are solely focused on providing the best service to our clients.

We Can Help You

Our in-depth property knowledge gives us a unique “bottom-up” view of the market when helping investors think about portfolio construction and analyses.

Specific investment strategy services include:

  • Portfolio Strategy, Structure & Pacing
  • Investment Sourcing/Selection
  • Investment Underwriting & Analysis
  • Manager/Operating Partner Selection
  • Manager Underwriting & Analysis
  • Negotiations
  • Portfolio & Risk Management
  • Asset Management & Reporting
  • Fee Analysis
  • Independent Fiduciary Services
  • Target Market Analyses
  • Special Consulting & Custom Research

Case Studies

Structuring a Strategic Acquisition on Behalf of an Institut...Structuring a Strategic Acquisition on Behalf of an Institutional Investor

On behalf of an institutional investor client, RCLCO sourced...On behalf of an institutional investor client, RCLCO sourced an “off-market” opportunity to recapitalize a best-in-class natio...

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Investment Strategy for a U.S. Public Pension Fund

Our work with a U.S. Public Pension Fund (“Fund”) illust...Our work with a U.S. Public Pension Fund (“Fund”) illustrates our ability to apply an evidence-based, strategic approach that ...

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We take a strategic, data-driven approach to solving your real estate problems.

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