Exeter Partners identifies market opportunities using research-based "Top-Down" market analysis combined with fundamental "Bottom-Up" asset analysis.

Investment Committee Approval
Exeter Partners has established an Investment Committee, which is comprised of Principals and senior executives representing various fields related to real estate as well as non-real estate related companies. The Committee meets formally before an asset is acquired to assess the viability and risk. In this formal Committee meeting, the project and submarket is presented and evaluated. When final Investment Committee approval is granted, the acquisition team moves forward to close the transaction.

Completing Escrow/Closing
In conjunction with the acquisitions team, our legal group negotiates and coordinates final sale documents. The finance group deals with final lender documents and closing statements. Finally, the title officer records with the appropriate state and municipal authorities.

Dynamic Asset Management
After closing, our asset management group begins executing the investment’s business plan. The asset management group works within a strict monthly, quarterly and annual budgeting process to manage assets for maximum performance and to prepare and disseminate appropriate financial reports. The group also works closely with the brokerage community to continually evaluate the assets value in the market.

Disposition Strategy
As part of our disciplined acquisition process, Exeter Partners identifies multiple strategies for each of our investments. Exit strategies are identified on an asset-by-asset basis and vary depending on the specifics of the investment, such as product type, location, size, and quality. Certain assets may be bundled into a group and sold as a portfolio if we feel this will garner greater value.

Target Markets
Exeter Partners LLC concentrates their acquisitions efforts in the western United States. The competitive advantage for this selective approach allows us to be effective recognizing market conditions, cultivating relationships, and identifying opportunities - contrary to our competitors who have a national market strategy. We believe by focusing on growth markets, more specifically Phoenix/Scottsdale, AZ, Denver, CO, and Austin, TX metro areas, we are able to be proactive with evolving market trends which affect occupancy, rental rates, and property values. Below are some of the specific criteria evaluated by Exeter Partners.