At AGM Real Estate, our approach to real estate investment is rooted in decades of experience, market intuition, and a disciplined framework that matches strategy to opportunity. Whether managing capital for private investors or institutional funds, we apply a mix of proven investment strategies tailored to timing, asset quality, and long-term goals.

This guide explores three foundational real estate strategies—Core, Value-Add, and Opportunistic—as we practice them through our integrated platform of investment, syndication, brokerage, asset management, and advisory services.

CORE STRATEGY

Stable Cash Flow | Prime Locations | Lower Risk

Core real estate investing focuses on long-term ownership of income-generating properties. At AGM, we deploy this strategy when our goal is to preserve capital and produce predictable returns.

What defines a Core strategy?

• Location: Institutional-grade properties in established, high-demand submarkets.

• Income Generation: Steady rental cash flows with minimal variance.

• Asset Profile: High-quality, stabilized assets with minimal need for capital improvements.

• Risk Profile: Low to moderate risk, ideal for conservative investors.

• Leverage: Conservative loan-to-value (LTV), typically under 50%.

How AGM applies it: We use Core investments as a foundational layer in syndications and long-term portfolios. These assets are frequently paired with professional asset and property management services from our in-house team to maintain high occupancy, optimize operating income, and ensure tenant retention.

Ideal for: Investors prioritizing income stability, downside protection, and long-term capital appreciation.

VALUE-ADD STRATEGY

Repositioning Assets | Operational Upside | Moderate to High Return Potential

The Value-Add approach involves acquiring properties that are underperforming or mismanaged, then improving them to unlock hidden potential. This may involve leasing efforts, renovation, rebranding, or management overhaul.

What defines Value-Add?

• Asset Quality: Properties that may be well-located but need capital improvements or operational changes.

• Opportunity: Revenue upside through higher rents, improved tenancy, or repositioning.

• Timeline: Typically held for 3 to 7 years with an execution-heavy business plan.

• Leverage: Moderate to high, depending on the scope of improvements.

How AGM applies it: We source undervalued or transitional assets, often where our in-house team can drive operational turnaround. Through syndications, we give investors access to higher IRR potential projects with clear execution plans.

Recent example: Our repositioning of a 12-unit Redmond multifamily property capitalized on zoning value after long-term hold, turning $2M in gains into new, tax-deferred investments.

Ideal for: Investors comfortable with more risk, seeking improved cash flow and value appreciation.

OPPORTUNISTIC STRATEGY

High Risk | High Reward | Specialized Execution

Opportunistic strategies are reserved for projects with the greatest potential upside—and the highest complexity. These are often development plays, distressed assets, or investments in non-core locations where our team sees a unique angle others miss.

What defines Opportunistic investing?

• Asset Type: Often ground-up development, major repositioning, or distressed properties.

• Market Timing: Capitalizing on market dislocations, such as post-COVID leasing trends.

• Execution: Requires seasoned teams, flexible capital, and deep market knowledge.

• Timeline: Shorter windows (1–5 years), with clearly defined exit strategy.

How AGM applies it: We selectively pursue opportunistic investments when we can control multiple variables—zoning, construction, tenant pipeline—or access deals with minimal competition. Many of our most successful syndications have originated from a well-timed opportunistic thesis.

Ideal for: Experienced investors with longer-term vision and higher risk tolerance.

OUR DIFFERENCE

What makes AGM unique is not just understanding these investment strategies—it's our ability to execute them from every angle. With in-house brokerage through Lee & Associates, and integrated property and asset management services, we have visibility into every step of the investment life cycle. From acquisition to exit, we align strategy with structure.