VALUE ADD


Bristol Group, Inc.'s value add strategy takes advantage of the firm's investment and operational expertise to unlock asset value through strategic transaction structures, turnaround plans, and a deep understanding of market conditions.


Acquisition Criteria - Investment size: $10 million to $1 billion

Bristol Group has discretionary capital and invests in the following types of assets: 

  • Assets which may require recapitalization, re-tenanting, or re-positioning
  • Fee simple or leasehold interests, joint ventures, options, secondary or partial interests, discounted performing, sub-performing or non-performing loans
  • Apartments, self-storage, retail, office, land, data centers, and alternative use assets                                                                                                                                                                                              

Transaction types include the following:

  • Infill location with strong demographic momentum
  • Off-market deals selling at 30-60% of replacement cost
  • Multiple product type/family-operated portfolios concentrated in one or two markets
  • Ownership fragmentation or complex capital structures
  • Asset sales requiring rapid due diligence and capital infusion
  • Over-leveraged or under-capitalized assets
  • Non-performing debt on assets or platforms
  • Under-utilized or under-managed assets or land

For more information on Bristol Group's value add platform, please contact:

Jeffrey Kott   P: (415) 398-1022   E: jkott@bristolgroupinc.com