Income-Oriented Investment Solutions

Investment Philosophy

ReedsBay’s investment solutions are developed through persistent observation of thematic and systemic trends. Our strategies reflect an understanding of CRE valuation cycles, demographic trends, property life cycles, and inter-market capital flows. In addition to its analytically rigorous approach, Reedsbay’s commitment to tactical flexibility allows the firm to be proactively responsive to market uncertainties and to deliver consistent results.

ReedsBay Income Opportunities

Delivering Quality CRE Middle-Market Credit to Institutional Investors

Investment Strategy Highlights

  • The Strategy captures illiquidity and complexity premia and may invest opportunistically in secondary market positions.
  • Our fixed- and floating-rate investments are secured by senior mortgages, B-notes, mezzanine loans and pledged equity.
  • The Strategy’s portfolios consist of short- and intermediate-term investments capitalizing CRE projects that enhance and contribute to their markets.
  • The Strategy is fueled by our direct origination model, which thrives by cultivating relationships among a variety of experienced owners, operators, developers and intermediaries.
  • Our nimble and solution-driven approach targets domestic middle-market CRE investments such as bridge loans, development financings, property repositioning and recapitalizations.

Investor Benefits

Compelling Risk-Adjusted Returns
Comparable returns with less volatility relative to other major asset classes
Two-tiered Portfolio Diversification
Niche CRE credit Strategy complements other asset classes while also providing diversification within real estate allocations
Secured Interests in Quality Real Assets
CRE-secured investments in major markets help to preserve capital
Income-Driven Return Attribution
Current income orientation reduces return reliance on CRE asset appreciation
Moderated Duration
Floating-rate & short-term loans offset interest rate and duration risk
Asset-Level Transparency
Investor-focused origination facilitates transparency and alignment
ReedsBay encourages prospective Investors to contact the firm for current offerings and key terms