The RIO Advantage
RIO has effectively applied its investment strategy throughout a variety of market conditions. As competitive pressures in the Southern California portfolio sector reduced expected yields, RIO expanded the geographic and product scope of its investment activities while maintaining the discipline of its historically successful strategy.
RIO’s real estate investments have been made in a variety of sectors, geographic locations and business climates. A significant number of investments are in the multifamily sector, but also includes office buildings, distribution and warehousing centers and retail properties. This broad investment mandate allows the firm to source and execute unique and complex transactions including direct equity investments in real property, debt investments secured by real estate, privately-placed real estate securities and joint ventures. To achieve this goal, RIO seeks to identify and execute proprietary deal flow.
RIO has based its entrepreneurial investment strategy on identifying well-located institutional quality and private owner properties that suffer from temporary or correctible flaws in their tenancy, physical attributes, capital structures, market position and /or management (value- added). By exploiting the pricing inefficiencies inherent in assets of this nature and employing intensive asset management to correct the identified flaws, RIO can reposition the assets for subsequent sale to institutional investors or private owners at premium pricing. RIO’s ability and willingness to source, evaluate and execute complex transactions within a short time frame is one of its key competitive advantages. In general, RIO has focused on finding creative solutions to complex situations involving under-performing and/or improperly capitalized assets or companies, which allows it to make investments at attractive valuations and to create incremental value in the investment.