Real Estate Investment Strategy

We Build Wealth Through Commercial Real Estate

Clear Path is an accomplished commercial real estate investment manager focused on delivering compelling risk-adjusted returns to our investors.

Real Estate Investment Philosophy & Strategy

At Clear Path, our investment strategy targets privately held commercial real estate in high-growth markets in the Southeast, with a primary focus in the Carolinas. The resilience of durable assets coupled with the potential of strong markets form an ideal backdrop to generate compelling investment returns.

But success in commercial real estate demands more – we understand the intricacies of value creation and how to precisely execute investment plans. Our experienced team is dedicated to realizing successful outcomes at every turn.

Our Real Estate Investment Process

Our success is built on a meticulously crafted and repeatable investment process.

We Keep It Local

We primarily invest in our own extended backyard.  From our home base in Durham, North Carolina, some of the nation’s strongest markets are within a short drive.  North Carolina has the unique distinction as a top ten state in both population and population growth.  We love big markets like Raleigh and Charlotte, and also smaller nearby markets like Greenville, South Carolina.

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We Benefit from our Relationships

We are proud of the relationships we’ve built with brokers who act as our eyes and ears to seek out and bring us interesting investment opportunities. We combine our network with a host of other deal-sourcing avenues, including public and private data. And we top it off with the most reliable tool – good old fashioned hard work.
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We Examine Deeply

We take our underwritings seriously and dig in deep when a property looks promising. By the time we make an offer, we’ve delved deep into the building, the tenants, and the neighborhood. And most importantly, we conduct a proprietary financial analysis to determine a purchase price that is consistent with achieving our investment objectives. Our goal here is to identify a “Clear Path” to generate compelling returns.
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We Dive In

Before we ever put our principals’ and investors’ capital at risk, we drill down into every detail to make sure there are no surprises that weren’t previously disclosed. We painstakingly review leases, interview tenants, and partner with third-party experts to examine the property. Thorough diligence ahead of the acquisition allows us to identify and address problems before closing.
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We Optimize the Asset

This is where our plan comes to life. Our improvements can take many forms and there is much that we might choose to change. Physical improvements like paint, roofing and parking go a long way. Often we can’t improve the quality of the tenants until we’ve made physical improvements.
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We Deliver Results

No two properties are the same. In some cases, the improvements phase may take years to implement. In other cases, despite improvements being completed, we may see upside from continued ownership. We carefully consider various scenarios for generating returns. We don’t mind holding a property for many years or selling it fairly soon if we have already created meaningful upside.
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