While providing equity, preferred equity and mezzanine debt financing for projects that receive positive CRA consideration and result in meaningful economic development for Southern California's low and moderate income communities, Genesis has provided mid-teen returns to its investors by  adhering to the following investment strategy:
Prudent Capitalization – Design financial structures that protect the financial viability of the Fund's investment and are flexible enough to meet the business conditions, internal capital requirements, and growth objectives of each project
Alignment with Operating Partners – Emphasize sponsorship participation in the equity ownership of portfolio projects that closely align the interests of the operating partners with those of the Fund
Active Management – Establish close working relationships with project sponsors to ensure implementation of business plan and continual focus on creating value throughout the development/redevelopment, management, leasing, and disposition processes
Local Market Expertise – Directly invest with real estate firms active in Southern California in order to identify and maximize relationships with a strategic network of local partners
Disciplined Investment Approach – Utilize conservative underwriting standards, thorough due diligence, and rigorous monitoring of all investments
 
 
 
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  Shamrock Selects New Managing Director for the Shamrock Activist Value Fund - July 2, 2008   4444 Lakeside Drive
Burbank, CA 91505 USA
Phone: (818) 845-4444
 

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