Investment Strategy
The fund utilizes various portfolio diversification strategies with in many real estate classes, which include equity multi family, residential, commercial mixed use and land development. Not all of these strategies will be employed. The Account Strategy is anchored by an investment philosophy emphasizing portfolio construction with an asymmetric return profile and definable downside risk to capital invested.
The investment team manages real estate investments across all verticals mentioned. Some can include mixed real estate assets and can be leveraged thru other sources and in their entirety.
In portfolio development and management, the Manager adheres to a stringent 4- step process.
1. The manager utilizes institutional memory from over 30 years of experience in the real estate industry to position the companies investments across multiple verticals within the industry allowing for proper diversification and cyclical market conditions.
2. The manager develops time tested strategies allowing for arbitrage opportunities from strategic market locations.
3. The manager constructs a portfolio of real estate investments consistent with his above biases that offer advantageously return profiles and well defined downside risk.
4. The manager consistently manages the downside risk to the portfolio while simultaneously allowing favorably performing positions to earn maximized returns.
The AGI Fund Program is designed for sophisticated investors. Although the risk of loss exists, the objective of the Manager is to achieve consistent returns on its assets under management through alternative investment strategies, No assurance can be given that this objective will be met, and an investment by the Manager should only be considered by investors that can assume the risk.
The Manager will attempt to meet the objective of capital appreciation by making decisions based upon both fundamental and proprietary methods. The Manager may refine or change the implementation of the strategy as a result of ongoing research and development (including but not limited to technical factors, asset classes, market cycles and/or money management principals). Every attempt will be made to inform clients of any significant changes to the Manager’s investments.
Program.
There can be no assurance that a change in the Managers’ approach will yield the same results that it has in the past. Manager will allow questions regarding its strategy to be offered through email or other correspondence and will make its best effort to reply to such correspondence on a timely basis.
Risk Management
AGI utilizes multiple risk tolerance levels including but not limited too Conservative, Moderate and Aggressive categories. Each category can affect the Clients returns and risk. AGI utilizes proprietary-underwriting guidelines to help maximize Clients returns thru real estate assets.

