Investments

Jonathan Rose Companies provides investors with best-in-class acquisition, financing and asset management expertise through the Investment practice group.

Jonathan Rose Companies, sponsor of the Rose Smart Growth Investment Fund I, L.P., is the first in the country to focus exclusively on creating value for investors through the acquisition and green transformation of existing buildings in smart growth locations.

The Investment practice leverages Jonathan Rose Companies' longstanding experience with green building and skill in using complex community redevelopment financing to create a conservative portfolio of diverse green real estate assets in smart growth, mass transit accessible locations.

3_tapestry 2_clipper_mill
Tapestry
Clipper Mill
3_135th_st 4_investment
135th Street Affordable Housing Preservation The Joseph Vance and Sterling Buildings


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PROPERTIES
vance_thumb The Joseph Vance and Sterling Buildings
Green Historic Retail and Office Property
Seattle, Washington
clipper_thumb Clipper Mill
Green Adaptive Re-Use of Mixed-Use
Historic Mill
50east_thumb 50 East San Francisco Street
Green Historic Retail Asset
Santa Fe, New Mexico
45_55Church_thumb 45-55 Church Street
Green Office Property
New Haven, Connecticut
135th_st_thumb 145 West 135th Street
Green Affordable Housing Preservation
Harlem, New York

tapestry_thumb Tapestry, 245 East 124th Street
Mixed-Income Residential and Retail
Harlem, New York
FOR MORE INFORMATION, CONTACT
Wendy Rowden
Managing Director, Investments
917.542.3605
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INVESTMENT PRINCIPLES

Invest conservatively: Our first principle is to not lose money, a critical component of which is buying at the right price in the right location.

Create value: We create value through transformation of buildings with careful investment, better management, attention to community prosperity, and greening.

Build value: We make judicious investments in our buildings in order that they may return current cash flow and proceeds from refinancings and timely sales.

Gain knowledge: Not only are we creating financial capital, but also collecting data, growing intellectual capital, and advancing thought on how to green America's building stock.



COMPETITIVE ADVANTAGE

  • Long track record as an industry thought leader in green building development, financing and investment
  • Talented team of seasoned professionals who manage risk at all stages of the investment process
  • Strong reputation of sponsorship provides access to debt and equity, often in the form of subsidized interest rates, whether from Community Reinvestment Act lenders or through New Markets Tax Credit structures
  • Wealth of knowledge across Jonathan Rose Companies practice groups, especially in project management and integrated design processes
  • Regular engagement with municipalities and governmental entities, and track record of public private partnerships, affords access to public funding sources, incentives and quicker approvals