Trying to call a market cycle is futile – we use data and research to build superior knowledge that allows us to focus on picking the right markets and assets.

A business plan should not rely on short-term execution and market forecast assumptions outside historical norms to generate returns.

Focus on transaction risks and balance those concerns with the deal potential – steer clear of “home-run” opportunities with outsized risk.

Assess and improve the resiliency and growth potential of cash flow streams - not on projecting future exit pricing (which will take care of itself).

Ultimate attention on driving profit improvement - using technology and focusing on both revenue and expenses to achieve higher, more durable profits that will sell at a premium.

Drive returns through the real estate – not high risk capital stacks that can put principal and asset level profitability at risk.