Unmatched Returns and Volume Through Data-Forward Investing
We combine industry-leading investing expertise with a sophisticated data and economics approach to create opportunities throughout any investing cycle that consistently produces unmatched returns.
WHAT MAKES CARROLL DIFFERENT?
Our investing framework enables us to quickly navigate multifamily transaction markets and efficiently invest capital. Our methodical process combines deep experience with thousands of aggregated data points and sources to find and buy the most advantageous deals in the strongest markets.
We overlay hot markets (dictated by proprietary portfolio data and macro-economic trends) with a dynamic mapping database that includes debt maturities, nationwide travel and migration trends, and our proprietary portfolio data to prioritize underwriting opportunities in those markets – then quickly make strong offers to win deals. We maintain all the information for the thousands of deals we underwrite to track trends and further refine conviction and inform capital return expectations.
We are investors at our core, committing our own capital alongside trusted partners to ensure the short- and long-term success of every deal. We have built a fully integrated ecosystem that is backed by proprietary tools, data, and processes – supported by industry-leading technology – that, when coupled with our in-house, end-to-end marketing solution, enables us to recognize and stay ahead of trends. Our risk-adjusted, strategy-forward foundation has helped elevate us as a nationally recognized firm in the multifamily industry.
We rely on our proven deal-flow process to guide our investment strategy. We seek out long-term investment potential and capital preserving assets to generate immediate cash flow through value-creation strategies. We leverage a vast network of personal relationships with ownership groups and brokers, our transaction history of more than 250 deals in the past 10 years, and a wealth of underwriting data in our proprietary database to identify and acquire the best deals.
With more than 100 years of total experience that includes previous roles with blue-chip employers like JLL, Newmark, Voya, John Hancock, Berkshire Group, EY, Houlihan Lokey, Duff & Phelps, AIMCO, and Trimont, our team provides a blend of expertise across disciplines and industries to help CARROLL stay closer to the entire lifecycle of the deal without outsourcing. This wealth of experience is supported by an internal culture of growth and complemented by our commitment to shaping the future of the industry through a diverse workforce.
Our Core/Core+ strategy targets longer term holds with growth attributes, including moderate capital infusion and repositioning to allow for more appreciation; while our Value-Add strategy targets well-located assets with rents below market to apply our repeatable value-add programs that provide additional upside to grow revenue and NOI.
Creating Deal Flow
Our investing framework enables us to navigate markets to efficiently invest capital. Our methodical process leverages team experience and ideas, along with thousands of transactional data points and a central data warehouse that aggregates hundreds of sources to find and buy the most advantageous deals in the strongest markets.
2020 Annual Report
After a year full of challenges that no one could have imagined, we are extremely proud of how CARROLL transitioned and excelled throughout 2020.