INVESTMENT STRATEGY
Discipline Before Growth.
Iron Gate Equity begins with the asset as it operates today, tests the downside, and pursues value earned through disciplined execution.
HOW WE INVEST
Underwrite What We Can Control
Downside First
Begin with current cash flow, debt coverage, leverage, capital needs, and the margin of safety in the business plan.
Operational Value
Seek practical value creation through operations, technology, expense discipline, and customer experience.
Aligned Capital
Structure financing and equity around the asset, the plan, the risks involved, and transparent partner communication.
WHERE WE INVEST
Focused Where Operations Matter
PRIMARY
Self-Storage
Operationally focused assets where revenue management and disciplined ownership can matter.
SELECTIVE
Multifamily
Established Class B and C communities, generally 50 or more units, in markets with durable employment and housing demand. We focus on a disciplined acquisition basis, reliable in-place cash flow, prudent leverage, and value creation through stronger operations and targeted capital improvements.
OPPORTUNISTIC
Select Real Assets
Other real assets considered selectively when controllable value creation and a suitable risk profile are clear.
TARGET MARKETS
We evaluate opportunities in selected markets based on asset fundamentals and operating potential. This is not a statement of current ownership or operations.
Outlined star = Target Market
Solid star = Live IGE Location
Live locations will be identified only after operations begin.
OUR PROCESS
A Deliberate Path From Sourcing Through Exit
01 Source 02 Underwrite 03 Structure 04 Operate 05 Realize
RISK DISCIPLINE
Evaluate the Risk Before the Return
Every opportunity is tested against stress scenarios, current cash flow, debt coverage, leverage, financing terms, capital needs, execution risk, sensitivity analysis, and exit scenarios. We seek a clear understanding of the risks we can control before relying on future market conditions.
WORK WITH IRON GATE EQUITY
Build the Relationship Before the Opportunity.
We welcome a direct conversation with investors, advisors, and partners seeking a disciplined approach to private real estate.
