Investment Criteria

Please call or email us with any compelling opportunity. Our prior investments tend to share these characteristics:

Price Range/Physical Characteristics/Location:

• Typically priced in the 500k-5mm range
• Typically multi-tenant, B or C physical quality
• Located in metro areas in the Southeast US

Investment Objectives:

• Attractive basis level relative to comparable properties
• Credible investment durability during market downturns
• Opportunistic returns achievable with realistic assumptions and modest leverage

Deal Profiles:

• Value-add opportunities
• Preferential pricing in exchange for expedited closings
• REO or note acquisitions
• Opportunistic lending or preferred equity

Property Types:

• Warehouse/Flex
• Shopping Centers
• Office
• Other property types on a case-by-case basis

Please view our Previous Investments to learn more about our investment activity.

Please view Broker Relationships to learn more about our relationships with investment brokers.

For new deals, please contact:

Bill Madson
Office: 828-237-3365
Email: bill@cliftontrust.com