Investment Criteria

Seeking Value-Add and Core Plus Investments
Typical Transaction Size: $50 million to $100 million with no upper limit
Markets: primary and secondary U.S. markets
Targeted Returns: 17% for value-add and 12% for core plus

Target Assets:

• Warehouse/ distribution
• Light industrial
• Freezer/ cooler
• Manufacturing facilities
• Surplus corporate facilities
• Sale/ lease-backs

For more information, contact Brian Scruggs at 214-884-3722

Seeking Value-Add and Opportunistic Investments
Typical Transaction Size: $10 million to $40 million (200+ units) for a single asset and $50 million+ for portfolios
Markets: primary Texas markets and select Southwest U.S. markets
Typical Investment Horizon: 3-5 years depending on objectives
Investment Goals: attractive cash-on-cash returns with improvements that provide the highest return on cost

Target Assets:

• Class: C+ to A- / Location: B to A+
• Capital Improvements: $5,000/ unit to $20,000/ unit
• Leverage: 70% +/-
• Targeted Returns: mid-teens (13% to 16%)
• Vintage: late 1970’s to early 2000’s

For more information, contact Michael Anderson at 214-884-3729

Westmount is seeking to acquire central business district, suburban and infill stabilized and value-add office assets
Typical transaction size: $20MM and up
Markets: primary and secondary U.S. markets
Targeted returns: 20% for value-add and 14% for stabilized

Target Assets:

• Business parks
• Single-story
• Mid-rise
• High-rise

For more information, contact Jim Fant at 214-884-3696