Investment Focus & Thesis

Harrison Street focuses on real estate and infrastructure companies with strong fundamentals and growth potential: Investment Range Equity investments typically ranging from $50M-$250M in companies with enterprise values of $150M-$800M. Stage Focus Growth equity and buyout investments in established real estate and infrastructure companies. Healthcare Real Estate — Medical office buildings, senior housing, and healthcare facilities Education Real Estate — Student housing and educational facilities Storage — Self-storage and cold storage facilities Infrastructure — Digital infrastructure and essential services

Recent Investment Activity

Harrison Street has maintained active investment activity in the real estate and infrastructure sectors, partnering with management teams to build market-leading companies. Company Sector Investment Theme Year Healthcare Real Estate Platform Healthcare Growth Equity 2024 Student Housing Company Education Buyout 2024 Storage Platform Storage Growth Equity 2024 The firm leverages deep real estate expertise to help portfolio companies capitalize on demographic and structural trends.

Notable Portfolio Companies

Harrison Street has built a portfolio of leading real estate and infrastructure companies across their target sectors: Healthcare Real Estate Medical office buildings and senior housing with strong demographics. Student Housing Student housing and educational facilities near major universities. Storage Platforms Self-storage and cold storage facilities with strong fundamentals. Harrison Street takes an active role in helping portfolio companies grow through operational expertise and strategic guidance.

What Harrison Street Looks For

Harrison Street evaluates potential investments based on several key criteria: Demographic tailwinds — Companies benefiting from strong demographic trends Defensible position — Real estate in prime locations with barriers to entry Stable cash flows — Long-term leases or contracts providing predictable revenue Growth potential — Clear pathways to value creation through development or redevelopment Experienced management — Management teams with real estate industry expertise }> Pro Tip Harrison Street looks for companies with strong demographic tailwinds and defensible real estate positions. Demonstrating occupancy rates and lease terms is essential.

How to Connect With Harrison Street

Approaching a firm of Harrison Street's caliber requires thorough preparation: 1 Demonstrate Property Quality Showcase your real estate assets, location quality, and tenant relationships. 2 Prepare Financial Infrastructure Ensure clean financials with strong occupancy rates and lease terms. 3 Articulate Value Creation Strategy Develop a clear plan for development, redevelopment, or operational improvements. 4 Build Industry Connections Leverage real estate industry networks to get introductions.

The Value of Real Estate Expertise

Companies seeking real estate PE investment must demonstrate property quality and stable cash flows. This is where many companies need support: Property Management • Occupancy optimization • Lease management • Tenant relationships • Property operations Financial Preparation • Financial reporting upgrade • Due diligence data rooms • Cash flow modeling • Asset valuation }> How Eagle Rock Helps We help real estate companies prepare for PE investment by building financial infrastructure and property management frameworks. Our fractional CFO services ensure you're ready for due diligence.

Frequently Asked Questions