Lionstone analyzes diverse data sets and uses a proprietary algorithm based approach to translate information into a highly detailed understanding of location and physical space.
This process starts at a national level in an effort to understand which US cities house the most competitive industries—industries that capture out-sized GDP and heightened productivity in areas where they cluster. We call these “Places For Productive People.”® We then measure and map these productivity clusters and target properties that feature the physical characteristics that attract the greatest tenant demand. This data-driven, productivity-based approach to investing results in a nuanced understanding of space that is part of Lionstone’s DNA and is a key source of Lionstone’s competitive advantage. The result of this advanced analysis, combined with the Lionstone Network of market leaders, informs the investor decisions and property strategies that drive and maintain investment value.
|15,000,000||square feet of assets|
|$2+ Billion||in new investments in 2015 and 2016|
|8 Projects||in active development|
Fast, actionable, and constantly evolving analysis is the foundation for investment decisions and the source of competitive advantage for Lionstone.
The firm’s advanced analytics is applied to the selection of often obscure but highly valuable opportunities that typically go unseen in other investment firms. With this proprietary in-house approach, Lionstone Investments hunts for investments within certain internationally competitive cities where the most productive U.S. professional workers congregate. Lionstone’s advanced analytics isolates geographic areas and then drills down into submarkets and specific locations—revealing where the highest economic productivity and greatest demand for space exists relative to supply.
It’s the simple idea of a space combined with the data-driven analysis of what’s informing the demand—exactly who wants it, specifically why, and precisely when—that drives us here.”
New York City
Salt Lake City
Lionstone’s capital markets analytics are designed to identify pricing inefficiencies, or instances in which debt or equity markets diverge from fundamental value. Those moments can lead to attractive buying and selling opportunities for our investors.
While primarily focusing on core, our investment programs span the spectrum into value-add and opportunistic risk. They are customized with consideration given to market opportunities and the structure that our investors desire. Fiduciary responsibility to our investors is the paramount and immutable tenet of our philosophy. Everyone at Lionstone is a fiduciary, and we mean everyone. That fiduciary sense is exemplified by our portfolio managers. Portfolio Management is the core function at Lionstone Investments charged with delivering top portfolio performance and putting the investor first. Communications and reporting are timely and transparent. Every decision a Lionstone portfolio manager executes is supported by Lionstone’s advanced analytics and is designed to minimize risk and maximize value to the investor.