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Public REIT · $18B AUM

Landmark Bulk Portfolio Acquisition

Rebuilding deal sourcing and asset-level underwriting from the ground up — and unlocking the first bulk deal in five years.

$500M
1,700 units

The Opportunity

The firm had not executed a bulk portfolio acquisition in five years. The underwriting infrastructure relied on portfolio-level discounts rather than asset-level precision, making it impossible to evaluate large, heterogeneous portfolios with the confidence needed to move at scale.

The Build

Directed a complete revamp of the deal sourcing architecture and asset-level portfolio metrics. Unified disparate data sources and integrated external macroeconomic indicators, school quality ratings, and crime data into an intuitive map-based platform — enabling bulk due diligence on every available for-sale asset with individual property-level precision.

The Outcome

The new infrastructure directly enabled a $500M, 1,700-unit portfolio acquisition — the firm's first bulk deal in five years. The portfolio is performing above pro forma projections, validating the asset-level underwriting approach.

Methodology: Performance versus pro forma measured at the asset level against acquisition underwriting, based on post-close operating results.

Key Metrics

Transaction Size$500M
Units Acquired1,700
vs. Pro FormaAbove

Capabilities

M&A ExecutionAsset-Level UnderwritingData IntegrationDue Diligence at Scale
Next Step

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