Strategy

Ameritus prides itself on its proven ability to create value in the Core Plus and Value-Add segments of the investment spectrum. The Firm pursues middle market opportunities in which it can create attractive risk-adjusted returns through re-tenanting, physical and operational enhancements, market repositioning, or financial restructuring. Ameritus strongly believes that real estate is a local business and is selective about the markets where it invests. The Firm’s focus is in markets where it can leverage its experience and relationships to add value to our investors.

Ameritus also believes that enduring relationships are essential to maintaining a successful real estate investment platform. The principals of the Firm have developed a significant network of deep relationships with local brokers, tenants, contractors, consultants, and lenders over their many years of experience. These relationships support Ameritus’s ability to pursue attractive investment opportunities that may be more complex for other investors.
Ameritus prides itself on its proven ability to create value in the Core Plus and Value-Add segments of the investment spectrum. The Firm pursues middle market opportunities in which it can create attractive risk-adjusted returns through re-tenanting, physical and operational enhancements, market repositioning, or financial restructuring. Ameritus strongly believes that real estate is a local business and is selective about the markets where it invests. The Firm’s focus is in markets where it can leverage its experience and relationships to add value to our investors.

Ameritus also believes that enduring relationships are essential to maintaining a successful real estate investment platform. The principals of the Firm have developed a significant network of deep relationships with local brokers, tenants, contractors, consultants, and lenders over their many years of experience. These relationships support Ameritus’s ability to pursue attractive investment opportunities that may be more complex for other investors.

Value Add

Ameritus focuses on making office, industrial, and multi-family investments in the Chicago CBD, surrounding suburbs, and other select Midwest markets. For its Value- Add Strategy, Ameritus seeks well located, but underperforming assets due to mismanagement, under investment, or a broken capital structure. The Firm is acutely focused on investment opportunities in which a physical repositioning is required. By employing its substantial leasing and operational expertise, Ameritus is able to renovate and reposition assets in order to create significant value for its investors with typical hold periods of 3 to 5 years.

Core Plus

Ameritus seeks to acquire institutional quality commercial and multi-family properties that are well-located and provide a reliable, current income stream while generating moderate capital growth over a 7 to 10 year hold period. The strategy focuses on Class A and B+ office, industrial, and apartment assets in urban and infill suburban markets with the limited opportunity for new construction. A fundamental component of the Firm’s Core Plus Strategy is identifying opportunities in which there are opportunities to enhance core plus through optionality in its business plan. The strategy utilizes moderate leverage to enhance a stable return profile.

Value Add

Ameritus focuses on making office, industrial, and multi-family investments in the Chicago CBD, surrounding suburbs, and other select Midwest markets. For its Value- Add Strategy, Ameritus seeks well located, but underperforming assets due to mismanagement, under investment, or a broken capital structure. The Firm is acutely focused on investment opportunities in which a physical repositioning is required. By employing its substantial leasing and operational expertise, Ameritus is able to renovate and reposition assets in order to create significant value for its investors with typical hold periods of 3 to 5 years.

Core Plus

Ameritus seeks to acquire institutional quality commercial and multi-family properties that are well-located and provide a reliable, current income stream while generating moderate capital growth over a 7 to 10 year hold period. The strategy focuses on Class A and B+ office, industrial, and apartment assets in urban and infill suburban markets with the limited opportunity for new construction. A fundamental component of the Firm’s Core Plus Strategy is identifying opportunities in which there are opportunities to enhance core plus through optionality in its business plan. The strategy utilizes moderate leverage to enhance a stable return profile.

Funds

A cornerstone of Ameritus’s investment strategy is maintaining strong relationships with a select group of capital partners. As such, the Firm’s investment platform is built upon its series of Ameritus Real Estate Fund vehicles. These private equity funds are designed to co-invest with institutional investors, family offices, and real estate private equity Firms. With this structure, Ameritus operates with the confidence that all its investments are well capitalized, and as such, can perform throughout all market cycles.
Ameritus Real Estate Fund Ameritus Real Estate Fund II
First Close: December 2014 December 2017
Asset Count: 12 Currently Investing
Strategy: Value-Add Value-Add / Core Plus