Opportunistic Direct Investment

Deeper value-add and opportunistic direct investments in multifamily, commercial, and self-storage.

Direct Investments made since 2010

Net IRR on Realized Investments*

Losses on Realized Investments

*Performance is net of fees for all realized transactions on single asset and sidecar opportunities made by the Firm since its inception.
Past Performance is not indicative of future results.

Buchanan's Opportunistic Direct Investment Strategy

Custom Tailored

No blind pool risk
Investments that fit your constraints
Build your core RE portfolio or use to compliment an existing one

Higher Return Objectives

Higher returning value-add and opportunistic investments with a single transparent layer of fees
Alpha strategy for special situations with outsized risk/return potential
Higher multiples due to efficient upfront deployment of capital

Tax Advantaged

Income sheltered by depreciation
Tax deferral through 1031 exchange may be possible

Spectrum Centre Business Park

Orange County, CA | Industrial Acquisition | 227,388 SF | March 2025

Our Proven Approach

Market Analysis

Identifying high-demand, stable markets with long-term growth potential.

Sector Selection

Reviewing opportunities across property types for relative value.

Property Selection

Acquiring or developing well-located properties with significant appreciation potential.

Value Enhancement

Renovating or developing projects to maximize the stabilized return on cost.

Long-Term
Wealth

Potential for outsized returns predominately through property appreciation

Our Portfolio

Inception Date

2010

Property Types

Multifamily, industrial, office, and self-storage

Target Property Size

$10M-$100M

Locations

Western and Southwestern United States

Investment Type

Value-Add/Opportunistic

Return Target¹

13%-18%+

Explore Other Strategies:

Real Estate Fixed Income

Income & Growth

Value-Add Storage

IRR CALCULATION

The internal rate of return (“IRR”) target is calculated based on the timing of investors’ projected capital contributions and projected distributions, through the life of the strategy, which are estimated by Buchanan in good faith pursuant to its internal valuation practices, policies, and experience.
To the extent the strategy has cash flow (which can generally be defined as all revenues, inclusive of collected rents and other incomes, less operating expenses, including debt service and fees), such cash flow will generally be distributed to the investors per the disclosure documents.
Buchanan feels the net IRR is achievable given Buchanan’s reasonable underwriting assumptions of each asset that are supported by nearby comparables and historical data sourced from independent third parties.
A projected return should be regarded as an investment goal or objective and is not intended to suggest that such investment performance is likely or assured. There can be no assurances that a projected return can be achieved despite any past success in achieving that return for any particular period. There are many risks that could prevent achievement of that projected return or any positive return, and an investment could instead result in substantial losses.
FOR INFORMATIONAL PURPOSES ONLY
This material is for informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing on this website is an offer to sell or the solicitation of an offer to buy securities. Securities are not being offered by means of this preliminary material. No investment decision should be made until the prospective investor has read the applicable offering documents.