Real Estate • Renewable Energy

BVT | Investment Guidelines

BVT seeks to make attractive investments across all property types and risk spectrums, excluding hospitality.

Investment Preferences:
CORE - Grocery-anchored retail portfolios with 3 or more properties in stable and growing markets. Grocer should be #1 or #2 in their respective markets with long-term leases and increasing sales. BVT would act as operating partner.

When investing in development an value-add projects, BVT seeks experienced local and institutional sponsors with successful track records.

BVT typically funds the necessary equity simultaneously with the construction landclosing. We do not provide credit enhancement or repayment guarantees.

VALLUE-ADD – Moderate renovations of retail or multifamily assets will compelling rationale and achieving higher NOI while producing in-place income. BVT would seek a joint-venture partner for this type of transaction.

OPPORTUNISTIC – Ground up development of retail or multifamily projects.

  • Multifamily: Intown or close-in suburban location of a top 15 multifamily markets notably in the Northeast, Southeast, TX and CA.
  • Retail: Grocery-anchored or lifestyle center in any major market nationwide.

BVT would seek a joint-venture partner for this type of transaction.

BVT Equity Sources:
As an investor, BVT-U.S. has always fulfilled its funding requirements at closing. We use a variety of sources from corporate funds, retail syndication, high-networth “club” deals, and capital from institutional investors such as German pension funds. BVT typically targets equity requests between $2-20 million.