Birchmont Capital Advisors | 11766 Wilshire Boulevard Suite 1450, Los Angeles, California CA 90025 | Phone 310.689.2118 | Fax 310.742.0291


Research Park Place (Austin, Texas)

JRK Birchmont Advisors seeks value-add investment opportunities located throughout North America where the company can leverage its acquisition, finance, ownership and operational expertise to maximize operating cash flow and unlock potential value. These opportunities include:

  • Properties that have below-market occupancy rates
  • Properties that have below-market rents
  • Potential for expense savings, renovation and repositioning
  • Other upside opportunities from the implementation of a strategic plan

Real estate assets are cyclical with respect to both operations and valuations, and the best way to achieve superior risk-adjusted returns is by identifying opportunities where the potential for improved operating efficiencies and area demographic trends outweigh the risk of a cyclical downturn.

As a general guideline, JRK Birchmont looks for investment opportunities in North America that have the following characteristics:

  • Purchase price of $20 million to $100 million
  • Equity investment of $5 million to $20 million
  • Cash-on-cash returns of 8% or greater
  • Project-level internal rates of return of 20% or greater
  • Below-market occupancy
  • Below-market rents
  • Expense savings
  • Renovation and repositioning
  • Positive regional demographic trends

Joint Venture Partnerships

As owner-operators, JRK Birchmont’s principals understand that efficient execution is paramount to success in sourcing and acquiring real estate assets, especially when working with a joint venture partner. JRK Birchmont seeks to provide its joint venture partners with responsive, real-time feedback on all decisions related to potential and consummated investments, so that they can aggressively pursue acquisitions and make decisions on a timely basis. As a general guideline, JRK Birchmont will structure its joint venture partnerships under the following terms:

  • Investment hold period of 2 to 8 years
  • JRK Birchmont equity investment of 90% or greater
  • Preferred return of 8 to 12%
  • Flexible promote structure for our joint venture partners