TilghmanAtlantic’s mission is to generate stable and substantial returns, looking for skewed risk profiles with enhanced downside protection, while responsibly creating long-term, sustainable value for our companies and our stakeholders.
Recognizing and responding quickly to capital flow cycles real estate is a cyclical business with its cycles determined, in large part, by capital flows. A sound investment strategy recognizes the importance of these cycles and requires willingness and an ability to move quickly to sell into capital that is overvaluing real estate, and to buy when capital is undervaluing real estate. Since 2009, there has been 10 straight years of growth and liquidity in the commercial real estate sector. Such growth has inflated asset prices as large pools of capital have sought places to park. We believe 2023 will be the event horizon for a correction that could mirror the likes of the Saving and Loan Crisis in the late 80s and the Great Financial Crisis of 2008. We believe values will begin to bottom within 1-2 years into the next correction regarding the risk of capital; hence, capital has already begun to overvalue real estate. TilghmanAtlantic will be in a great position to execute its strategy by purchasing high-quality commercial buildings and balance sheet debt at the bottom of the investment cycle.
OPEN FUNDS:
TilghmanAtlantic Real Estate/Clean Energy Tech Investment Fund I
100 Class A TARECETIF Fund I shares at $10MM per unit
