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VALUE-ADD INVESTMENT PARAMETERS

The principals of Excel Equities LLC have demonstrated historical success in acquiring Class B and C value-add retail properties with untapped market potential, then repositioning and rebranding these assets to create value.

Value-Add

Risk

Target Return (IRR)

Return Composition

Target Hold Period

Investment Profile

Moderate

15 - 20%

In-Place Cash Flow + Created Value

5 - 7 Years

Buildings with upside potential through active value-add management, improved operations, and mark-to-market rental increases

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