Our Investment Approach

Utilizing a targeted investment strategy, Waverly Bay Capital acquires multifamily housing and purpose-built student housing in demand-driven markets. We improve the physical quality of our units and establish first-rate management practices to enhance tenants’ overall living experience. Waverly Bay’s investment goals include building a portfolio of quality properties for the long-term as a source of steady cash flow, capital preservation, and wealth creation.

 

How We Optimize Returns

  • Target markets with strong population and wage growth, and unemployment rate below the national average
  • Prioritize assets near employment hubs, cultural centers, major roadways and public transportation
  • Identify underperforming assets with potential for enhanced cash flow and profitability
  • Leverage government-backed, fully-assumable debt financing options
  • Reposition assets by enhancing physical quality and amenities to support higher rents and reduce turnover
How We Optimize Returns
How We Optimize Returns
Our Investment Approach
How We Optimize Returns

Our Philosophy

Focus

Asset Selection

Our core renters are gray- and blue-collar workers primarily living in the Southeastern United States. It’s imperative these cities reside in markets that boast more than 1 million people and project above-average population and employment growth. Communities with entrenched organizations, such as government institutions, healthcare and universities, are preferred.
Value Creation

Value Creation

Through strategic sourcing, we acquire undermanaged or distressed properties, and enhance their value by streamlining operations, performing efficient capital improvements, and implementing proven management practices.
Exit Strategies

Exit Strategies

Our multi-pronged philosophy involves establishing a range of exit strategies to broaden our portfolio and produce high-yield returns. This includes conversing with potential buyers and exploring opportunities for partial sales or refinancing to return capital.
Risk Mitigation

Risk Mitigation

To safeguard our company and investments and to remain resilient in the face of economic uncertainty, we seek to acquire assets at a discount to both market and replacement cost while utilizing long-term financing.

The Investment Process

Contact Us

If you’re a broker, investor, or an interested party curious to learn more about our investment philosophy, please contact us today.