Our Approach

Our in-house Research team brings an experienced and focused approach to helping guide the company’s investment strategy and market selection as well as aiding in the analysis of market assumptions and major economic drivers that may impact investment performance. Our Research team utilizes a proprietary research framework supported by:

• Top-down fundamental economic and market investment research
• Real-time, bottom-up market intelligence from the company’s national investment footprint and regional transactional and operating teams

This framework is used to make market allocation decisions and to guide underwriting assumptions for individual transactions.

Because our in-house Research team is integrated directly into the investment sourcing, underwriting and approval processes, we can develop more astute market viewpoints, as well as economic, investment and property fundamental outlooks.

We embody certain critical attributes that drive successful investment sourcing for our portfolios:

• Strong relationships with various types of market participants
• Positive reputation for underwriting efficiency and certainty of execution
• Ability to differentiate ourselves from the competition by leveraging proprietary information

Our Acquisitions team is dedicated to the company’s investment sourcing, underwriting and due diligence. The team is distributed across the U.S. and each professional is responsible for specific geographic territories. Our in-house Development team has extensive residential construction and development experience and provides management oversight and value creation expertise by contributing to the design and engineering of the project and providing extensive oversight of the project’s construction.

As stewards of our clients’ capital, we place portfolio management at the center of our investment management structure. We operate under a portfolio management construct with a dedicated team that serves as the investors’ representative, taking primary responsibility for the fund - setting the strategy, implementing that strategy and actively managing the portfolio. With a deep understanding of the fundamentals and dynamics that drive residential real estate markets, our Portfolio Managers are armed with the skills, talent and experience to meet our clients’ investment objectives.

Working closely with our Portfolio Management team, our dedicated Debt Capital Markets team is responsible for sourcing attractive financing for Berkshire’s investments. The Debt Capital Markets team has extensive residential financing experience and maintains strong relationships with Fannie Mae, Freddie Mac, life insurance companies and major national and regional banks.

Our in-house financial accounting and valuation team is focused on generating informative, consistent and timely reporting for our clients. Each quarter, investors receive an individualized capital account statement, unaudited financial statements of the fund in which they are invested and a quarterly report providing detailed information on the fund’s investments, portfolio activity and other quarterly fund-level information. We also provide our investors with annual reports and audited financial statements at the end of each fiscal year to maintain transparent communication and stay in lockstep with our clients’ needs and expectations.

We take our role as an operator very seriously. Our dedicated Property Operations team actively manages each property, striving for more efficient operations each day, and is fully integrated into many facets of the investment execution process. Rather than rely on third-party operators, our internally-aligned, in-house team offers dedicated property management, renovation and engineering services, and resident and community relations.