Net-Lease Investment Criteria

  • Geography: United States of America and Western Europe

  • Occupancy: Single-Tenant or Multi-Tenant

  • Tenant Industry: All Industries

  • Property Types: Retail, Industrial, and Medical (Other Property Types Will Be Considered)

  • Lease Structure: Net Lease (Preferably Absolute NNN)

  • Transaction Types: Sale-Leasebacks, Forward Commitments, or Built-to-Suit

  • Tenant Credit Profile: Credit Rating of BB-/Ba3 or Better (S&P, Fitch, or Moody’s)

  • Transaction Size: Evaluated on a Case-by-Case Basis

  • Lease Term: 10+ Years of Term Remaining

Opportunistic Investment Criteria

  • Geography: United States of America and Western Europe

  • Investment Type: Non-Performing Loan Acquisitions or Value-Add Opportunities

  • Transaction Size: Evaluated on a Case-by-Case Basis

  • Property Types: All Property Types Will Be Considered

  • Business Types: Diversified without a Strong Sector Preference

  • Potential Value-Add Strategies:

    • Reduce Operating Expenses

    • Execute Lease-Up Plan

    • Perform Property Renovations

    • Parcel Development

    • EBITDA Expansion

About

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At Apex Capital Management, LLC, we pride ourselves on creating value for our investors in the most consistent manner possible. We do this by adhering to sound financial principles as well as committing ourselves to two core tenets that define our investing philosophy.

Buying at an Attractive Basis:

We firmly believe that the foundation of a sound investment lies in acquiring assets at substantial discounts to their intrinsic value; therefore, we only enter investments when there is an immediate positive return for our investors upon acquisition. We are able to source deals like this through our well-developed relationships with a select number of brokers, banks, and debt funds, which results in our firm having access to proprietary deal flow even in the most competitive markets. This commitment to securing assets at meaningful discounts is central to our investment philosophy, guiding us to navigate through market fluctuations and economic cycles while consistently creating value for our financial partners.

Minimal Debt:

A distinctive aspect of our investment strategy is our strict aversion to overutilizing debt. We firmly adhere to a principle of prudence, believing that the use of excessive debt can introduce undue risks and constraints for an investment portfolio. By avoiding the use of high-leverage or high-interest rate debt, we safeguard the stability of our investments by allowing ourselves the freedom to make decisions independently, and as a result, we achieve greater economic neutrality, which enables us to act only when it favors our interests. This, in combination with buying at an attractive basis, ensures that we preserve our investors’ capital.