"An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative”
— BENJAMIN GRAHAM
In a quality investment, expectations of profit should be based not on optimism but on arithmetic.
Thus we believe in acquiring properties based on intrinsic value which relates to the basics of cash flow and replacement cost. We do not speculate and choose only to acquire properties that meet our strict value-add criteria:
1
Revenue Growth Opportunities
2
Management Optimization & Economies of Scale
3
Fixed+Variable Operating Expense Reduction
We review and incorporate the seven major trends that impact real estate cycles and property performance:
- Inflation
- Interest Rates
- Flow of Funds Into Real Estate
- Job Growth
- In/out migration
- Path of Progress
- New Construction
Anthology Investments ascribes to a long-term investment performance horizon pertaining not only to investment returns but also on individual investor's wealth creation and preservation. This mind-set allows us to treat investor’s contributions holistically rather than as disparate or unrelated parts. In so doing we aim to unlock investor cash from refinancing events to reinvest in other properties to grow investor cash flow, equity, and net worth.