Strategy Overview

Saxum focuses on acquiring undervalued and underperforming middle market assets located in transit-oriented and/or urban-centric communities throughout the Northeast and Mid-Atlantic regions along with select high-growth national markets. Saxum has built a vertically-integrated platform which allows it to facilitate each step of the project life cycle including acquisition, development, construction, leasing, asset management and property management.

Saxum deploys capital through a series of funds as well as separate account vehicles for its investors.

Saxum Adamas Fund I:  $25mm flagship fund focused on value-add and opportunistic real estate opportunities throughout the Tri-State area. Saxum serves as owner, operator and developer of each project within the fund. Launched December 2016. 

Saxum Opportunity Zone Fund:  $100mm tax-advantaged fund focused on development opportunities located within government designated "Opportunity Zones" throughout the Northeast and Mid-Atlantic regions. Saxum partners with industry leading operators and developers to implement the business plan for each project. Launched August 2018.

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Acquisition Criteria

Investment Types:

Asset Class Agnostic: Office, Multi-Family, Retail, Medical, Industrial

Investment Attributes:

• Strong growth fundamentals
  
• High barrier-to-entry markets
  
• Physical, operational or financial improvement that can be addressed through active management
• Opportunity to reposition asset by renovating existing structure, re-branding asset and driving  rental rates
• Significantly increase rental rates by leveraging superior leasing knowledge and network

Investment Location Criteria:

Transit-oriented and/or urban-centric markets throughout the Northeast and Mid-Atlantic regions. 

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