Essex Capital Management is the principal investment arm of Essex. Through Essex Capital Management, Essex makes principal investments for our own account alongside and on behalf of a stable of exceptional institutional and high net worth partners across a broad range of geographies and asset classes. 

Essex is a firm focused on profitable investment of capital and approaches and analyzes every situation as such.  Every opportunity is viewed with a simple focus, value creation.   We focus on value creation for our own account and for our investment partners by deploying capital in investment opportunities where the greatest amount of value can be created for the lowest relative amount of risk. By employing a disciplined, technologically advanced investment process overseen and managed by seasoned professionals, Essex has a unique ability to understand the risk reward profile of even the most complex investment opportunities and situations.  

Investment Policy Statement:

Essex primarily focuses on opportunities secured by ownership in real estate assets and investments generally related to real estate assets which are anticipated to return a minimum 15-20% pre tax gross Internal Rate of Return (“IRR”). In addition to analysis of expected project IRR, Essex uses a quantitative/qualitative risk analysis system to further analyze the IRR derived from financial models based on a comprehensive understanding of material risk factors.  This vital process is used to differentiate and measurably understand the risk(s) associated with each prospective investment relative to other investment opportunities. Only opportunities conservatively meeting these return parameters will be selected for investment.

Preferred Transaction Types:

Essex will seek to achieve its objectives by investing in transaction types including but not limited to the following:

·          Traditional Acquisitions

·          Special Situations

·          Deep Value Distressed Purchases

·          Undercapitalized Projects

·          Bank Note Purchases

·          Equity / First Mortgage Positions With Management Control

·          Joint Venture Arrangements With Management Control

·          Project Repositioning, Recapitalization, or Turnaround

·          Liquidity Injections/Bridge Financings

·          Bankruptcy Related Asset Purchases and Repositioning

·          Debtor In Possession Financing Strategies

Transaction Size:

Essex has no mandated minimum or maximum investment size but has a general preference of $5-50 Million in total equity capitalization per investment.  

If you would like to submit an opportunity to Essex for consideration Click Here