Strategy
As a result of S. Lew & Associates, Inc.'s proven track record, the company is poised to continue its growth by leveraging its fiscal responsibility and superior asset management.
For S. Lew & Associates, Inc., every investment has four critical principals:
1. Protect Investment Capital
2. Provide Continuous Cash Flow
3. Return High Investment Return
4. Capitalize on Appreciation
Investment Objectives
S. Lew & Associates, Inc. focuses on sub- markets of growth and stability with properties available below replacement cost. Additionally, we prefer stabilized properties requiring a renovation or upgrade where the property’s grade or class is below that of the other competitive properties in its market.
Acquisition Criteria
Property Type: Multifamily - Garden Style Apartments (preferred)
Asset Class: B to B+(Primary focus is Class B assets)
Location Quality: B to B+
Property Size: 200 - 400 units; single asset or portfolios
Property Vintage: 1980's+
Investment Structure: All cash to seller; Loan assumptions on a case-by-case basis.
Value Plays: Seeking stabilized assets with operational and physical repositioning opportunities.
S. Lew sources stabilized and value-add apartment properties in size and repositions them by 1) adding capital improvements and 2) reducing expenses by creating operational efficiencies through the implementation of institutionalized property management.
Process
Market evaluation
Extensive access to information and coveted relationships for exclusive deal flow access
Expertise in equity and debt financing
sourcing & Structuring
analysis & Due diligence
Focus on value-potential with solid long-term growth and cash flow
Seek to maximize proceeds through optimal and timely exits
Disposition & Refinancing
asset management
Work to increase value of the asset within the operating budget and through strong financial discipline as an owner/fiduciary
Efficient and timely execution is of the highest priority
acquisition
analysis & Due diligence
Focus on value-potential and high-yield investment analysis