Investment Approach

Investment Criteria

Summit seeks value-add investments in 50 to 200+ unit apartment communities within markets whose local economies exhibit strong population, job, and apartment demand traits. We seek attractive risk-adjusted returns in the form of current cash flow and capital appreciation.

Size

50 – 200+ Units

quality

"B" class properties

price

$10-100 Million

location

Strong secondary markets in the U.S.

summit's strategic fit

We invest in assets that enable Summit to create value through the execution of management, lease-up, rehabilitation, and/or repositioning strategies.


summit equity investment

Our Process

Step 1:

Identify


Using our 5-point list of investment criteria, we identify cities, submarkets, and apartment communities in which we can best deploy our value-add strategy.

Step 2:

Implement


Acquire and reposition assets through a combination of renovating units, exteriors, amenity enhancements, and professional management.


Step 3:

Harvest


Monetize investment at the appropriate time based on an asset's improved performance, as well as apartment and capital market conditions.