INVESTMENT PROCESS

THE FOUR CORNERSTONES OF OUR INVESTMENT PROCESS

Focus on what we do best

invest in high-quality commercial real estate in high-demand tech hubs with targeted investment strategies based on current macroeconomic, microeconomic, and current market and real estate market data

Lead with integrity

to do what is right for all stakeholders

Create long-term value

through exacting execution, active investment management, and prudent risk management

Build strong partnerships

with tenants, brokers, lenders/financial sources, and investors

INVESTMENT GUIDELINES

Menlo seeks to deliver superior risk-adjusted returns, while placing a premium on preserving capital. When evaluating investment opportunities, we target assets that provide or exhibit some (or all) of the following characteristics:

Technology-Driven, Innovation-Hub Markets

Robust technology markets where people want to live, businesses want to locate and institutions want to invest.

Acquire at the Right Cost Basis

Providing potential appreciation while limiting downside risk.

Acquire at the Right Cost Basis

Providing potential appreciation while limiting downside risk.

Mission-Critical Facilities

Properties with an “entrenched” tenancy that are “mission critical” to the existing tenant’s business.

Geographic Diversification

Diversification mitigates downside risk during market and economic fluctuations.

Geographic Diversification

Diversification mitigates downside risk during market and economic fluctuations.

Focus on Large Corporate Users

Measurable impact to the bottom line, with buildings attractive to large anchor tenants. Triple net leases with tenants generally responsible for operating costs.

High-Barriers-to-Entry Locations

Desirable favorable supply/demand fundamentals.

High-Barriers-to-Entry Locations

Desirable favorable supply/demand fundamentals.

Functional Improvements

High quality, Class A buildings in high-demand locations that are functional, readily reusable and easy to re-tenant.