Stable Philosophy
At HFI we understand that our partners primary investment objectives are principal protection and income continuity. To that end, we take a heads we win, tails we don’t lose approach to investing, preferring loss of opportunity to loss of capital. To accomplish this goal, we attempt to avoid investments where downside risk cannot be effectively quantified, anticipated, and managed.

Core Objectives
We seek to acquire tangible real estate assets that can provide our partners with tax-efficient income for life, long-term capital appreciation, and wealth preservation


Defensive Strategy
HFI discovers, researches, and acquires distressed assets at below market values where value added rehab will result in quantifiable appreciation of the asset, as well as stabilized assets that are fully operational and cash flow positive. This strategy typically carries less risk than higher return investments as these types of properties are already occupied and producing income, thus mitigating entitlement, development, and absorption risks.


A Disciplined Approach
After identifying investment opportunities that appear to be attractive and lucrative, HFI adheres to a rigid due diligence protocol. This protocol includes the engagement of a high-powered, carefully vetted team of professionals who explore all potential assets. These professionals include:

• Economists – perspectives/insights on demographics and statistics
• Consultants – review of financial projections for accuracy/reasonableness
  
• CPA’s – performance verification of strategic partners (developers/operators)
  
• Appraisers – ensure purchase price is at or below market value
  
• Attorneys – prepare or review legal documents; perform due diligence
  

Risk Management
To mitigate risk and adhere to its defensive investment approach, HFI deploys multiple tiers of risk aversion and diversification techniques. These include:

• Diversification across sectors, such as multi-family residential, SFR, and commercial
• Diversification across geographies
  
• Diversification across tenant bases, such as families and/or companies in various employment industries

Our APPROACH