How we think: Durable Income and Long-Term Upside

Investment Approach

Middle Market Landscape

Rockridge Real Estate invests in high barrier-to-entry markets to generate durable cash flow and participate in long-term capital appreciation.

We focus on acquiring highly functional assets at a significant discount to replacement cost in defensive locations, to insulate against economic externalities.

Middle Market Landscape

Rockridge Real Estate seeks to play within the Middle Market.

These "Mid Cap" investments lie below the radar of traditional institutional investors and above that of smaller investors.

This segment is generally very fragmented and highly inefficient.

Necessity Driven Assets

Middle Market Landscape

Necessity Driven Assets

Rockridge pursues necessity-driven real estate that supports Greater Boston's dynamic economy.

In practice, this translates to workforce housing and smaller industrial spaces, both of which are essential for the efficient delivery of goods and services.

HOW WE Invest: HIGH-CONVICTION THEMATICs

Aerial view of a residential neighborhood near a river with red-roofed buildings.

Workforce Housing

Workforce housing, or 'middle income' apartments, serve an essential role by providing homes for the workforce that supports the Greater Boston Area. These properties are known for generating durable cash flow, offering downside protection, and ensuring long-term capital appreciation.

Aerial view of a large industrial building with parked cars in front.

Light Industrial

Smaller industrial assets provide durable cash flow and support the businesses essential to both commercial and residential customers, serving as the backbone of the regional economy. These assets, which are in scarce supply, are characterized by strong demand and are incredibly hard to replicate, making them a solid choice for long-term capital appreciation and workforce housing.