Investment Strategy

Next Realty RPO’s investment strategy is to invest in a diverse range of retail related debt and equity investments in both opportunistic and value-added transactions within the middle market. The firm’s investments may take the form of subordinate capital (B-notes, mezzanine loans or preferred equity) and joint venture equity.

Next Realty broadly invests in retail oriented commercial assets by leveraging both its capital markets expertise and extensive background in developing, owning and operating commercial retail assets. The firm’s origination activities span across the continental United States (MSAs larger than one million) with a primary focus on Chicago/Milwaukee, Washington D.C., Philadelphia and Boston. 

Next Realty’s investments are generally focused on assets valued between $7 million and $25 million with specific investment sizes ranging from $1 million to $5 million per transaction. The firm specifically targets this segment of the marketplace as its inefficiencies and fragmentation offers validation of the firm’s value proposition to its clients.