RIZE Investment Strategy
At RIZE Equity, our investment strategy is built on discipline, data, and a deep understanding of the markets we serve. On this page, you’ll find the core principles that guide every acquisition decision we make — from how we identify opportunities to how we manage assets over the long term. Our approach is organized into three pillars: Investment Criteria, Investment Process, and Target Markets.
Our Investment Criteria
In our selected markets, we actively pursue the acquisition of Class A, B, and C properties. However, we don’t just take opportunities at face value. Each potential deal undergoes a meticulous evaluation process to ensure it aligns with our expected return criteria. In our examination of prospective investments, we prioritize the following key factors:
- Employment Opportunities
- Proximity to Major Cities
- Market Supply and Demand
- Dynamics
- Safety Measures
- Accessibility and Transportation Infrastructure
With these crucial parameters in place, we ensure that each investment opportunity is well-poised to deliver robust returns and long-term value.
Jobs
City Proximity
Supply/Demand Profile
Safety
Transportation
Our Investment Process
STEP 1
Acquisition
We relentlessly pursue opportunities through three channels:
- Strong broker relationships
- Direct to seller mailing campaigns
- Technology such as Reonomy and COSTAR
We may screen 100 deals before choosing one.
STEP 2
Underwriting
Sound underwriting principles are a key component of our risk management program and we employ the following practices to protect our investor’s capital:
- Conservative projections for rent growth, vacancy and capital expenditures
- Pro forma projections are based on historical data, not speculative numbers
- Properties are capitalized with adequate cash reserves
- If a deal meets our stringent underwriting criteria, we move to place it under contract.
STEP 3
Contract
The contract phase demands rigorous attention to detail to ensure that the deal structure maximizes the return potential for our investors and we employ a team of highly vetted real estate lawyers to review all contracts prior to signing.
STEP 4
Due Diligence
Purchase contracts are conditioned upon a meticulous due diligence inspection. Highlights include:
- Audit and verification of seller financial statements
- Third party inspectors for major structural components
- Individual unit inspections with photo and video documentation
- If the property passes the due diligence inspection, we proceed to closing.
STEP 5
Closing
The days leading up to closing can be chaotic. To ensure we don’t miss a step, we employ:
- A 180 point closing checklist and will not consummate the transaction until complete.
- Consistent communication between all parties to the transaction
- Final walkthrough prior to closing
After closing, we shift into the post-closing/asset management phase of the transaction.
STEP 6
Asset Management
Although we hire a professional property manager, we remain actively involved in the following:
- Daily communication with property management
- Quarterly audits of rent and collection reports, investor updates and distributions
- Preparation and distribution of required tax documentation
- To facilitate these activities, we utilize state of the art investor management software
Our Target Markets
Atlanta serves as our primary market, offering a powerful combination of strong population growth, a diverse employment base, and sustained demand for quality multifamily housing. Beyond Atlanta, we selectively pursue opportunities across the broader Southeast and Mid-Atlantic regions — focusing on markets with favorable supply-demand dynamics, proximity to major employment centers, and strong long-term economic fundamentals.
Each market we enter undergoes rigorous analysis across job growth, infrastructure investment, and demographic trends to ensure our investments are positioned to deliver substantial, risk-adjusted returns.
RIZE to The Challenge
A Passive Investor’s Guide to Multifamily Investment.
Read this overview and learn about:
- How our company paves the way for your journey to Financial Independence. Align yourself with a team of seasoned real estate investment professionals committed to supporting you at every juncture.
- Supercharge your wealth creation with the commercial real estate asset class that offers an optimal risk-adjusted return.
- Identify, Assess, and Secure profitable multifamily apartment projects situated in some of the United States’ most robust markets.
Dive into this comprehensive guide and kickstart your journey towards robust financial growth with RIZE Equity.
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Embark on Your Journey Today!
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