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Investment Strategy

A history of Creating Value through Innovation

Since its founding in 2001, Capstone Group has maximized returns and property values by identifying and investing in undervalued assets with high value-added potential in primary, secondary and even tertiary markets throughout the U.S. In their combined over 50-year history, Capstone and Capstone’s predecessor, Financial Packaging Companies, have purchased and operated more than 100 properties located in over 40 states. Through a disciplined identification and acquisition process and intensive, hands-on management that includes strategic asset repositioning and leasing, property renovation and capital improvements, combined with aggressive expense control, Capstone has consistently maximized the cash flows, returns and value of its properties.

Target Market

Commercial properties in primary & secondary markets

Objective

Create value through disciplined acquisition and intensive hands-on management
 

Results

Projected gross annual return exceeding 25% since 2001

Capstone’s projected gross return of over 25% since 2001 is the best evidence of its ability to execute this strategy. The strategic advantages that have facilitated Capstone’s success include:
 

  • Expertise that enables Capstone to identify value-added opportunities overlooked by other investors

  • Access to promising investment opportunities through relationships built over 20+ years

  • Experience investing and managing a range of situations and through all phases of the real estate cycle

  • Proprietary management systems to maximize asset cash flow and value while minimizing the downside exposure

  • An emphasis on aggressive cost management​

Our Current Focus

Looking Forward: Capstone’s Core-Plus Returns with Core Risk Investment Proposition

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