The Shops at Fort Union with the Wasatch Mountains in the background
Our Strategy

A disciplined, value‑add thesis.

The Thesis

Acquire selectively.
Lease strategically.
Operate efficiently.
Grow cash flow.
Unlock land value.

Our business is the creation of net operating income — actively managing assets to maximize cash flow and value. We are a disciplined, hands-on value investor focused on the acquisition of undervalued, well-located real estate with sustainable cash flow and a near- to medium-term opportunity to unlock value.

Many acquisitions are off-market, sourced through long-standing industry relationships.

We channel retail's constant evolution into upgraded tenancy, higher NOI, and increased value, drawing on long term industry tenant and broker relationships and deep experience in zoning, development, and financing to maximize returns.

How We Execute

Four pillars of the playbook

Disciplined acquisition

Necessity-anchored centers at well-located, hard-corner sites with durable in-place cash flow and a clear path to upside — many sourced off-market through long-term relationships. We underwrite conservatively and pass often.

Hands-on value creation

Active strategies include rezoning, re-development, re-parcelization, refinancing and ongoing frequent communication with tenants. Our in-house leasing team works through existing, long term tenant relationships, in coordination with brokers, to upgrade tenancy to uses that are customer experience and service oriented and to maximize net operating income.

Aligned, integrated platform

In-house investment analysis, acquisition, disposition, financing, leasing, site planning and entitlements, construction, and asset management — with principals investing alongside our partners. Fast decisions, no agency friction, full accountability for outcomes.

Covered-land conversion

Many of our centers sit on far more land than retail requires. We pursue rezoning and entitlement of excess acreage for multifamily and mixed-use density — converting parking stalls into apartment doors and a second layer of value on the same basis.

How We Manage Risk

An owner-operator, hands-on approach to every asset

  • Purchasing assets with materially below-market lease rates creates a margin of safety
  • Staggered lease expirations across the rent roll
  • Strong, ongoing tenant relationships
  • Growing NOI to offset interest-rate and cap-rate risk
  • Avoidance of single-tenant concentration
  • Comprehensive due diligence and conservative underwriting
  • Disciplined exit strategy
  • Prudent use of leverage — LTV typically does not exceed 65%, loan terms aligned with the business plan, and flexible prepayment emphasized
Tenant Relationships

National and regional retailers we work with

Long-standing relationships with the country's leading grocers, discounters, fitness operators, and restaurateurs anchor our centers and de-risk our re-leasing.

Walmart
Target
Kroger
Safeway
Sprouts Farmers Market
Best Buy
Dick’s Sporting Goods
Nordstrom
Burlington
T.J. Maxx
HomeGoods
Sierra Trading Post
Ross Dress for Less
Hobby Lobby
Michaels
Ulta Beauty
Dollar Tree
Five Below
Daiso
Harbor Freight Tools
PetSmart
Petco
DSW (Designer Shoe Warehouse)
Barnes & Noble
Staples
OfficeMax
Hibbett Sports
CVS
7-Eleven
Ace Hardware
AutoZone
O’Reilly Auto Parts
Savers
Goodwill
Planet Fitness
VASA Fitness
Crunch Fitness
Momentum Climbing Gym
Fun City Adventure Park
Starbucks
Chick-fil-A
Chipotle
Panera Bread
Applebee’s
In-N-Out Burger
Raising Cane’s
Carl’s Jr.
Freddy’s
Qdoba
First Watch
Mission BBQ
Dave’s Hot Chicken
Dutch Bros
7 Brew
Track Record

Nearly three decades of compounding

Since 1998, CDRE and CCA Acquisition Company have acquired, developed, or re-developed approximately 7 million square feet of retail, multifamily, and self-storage across more than 73 properties, and today manage roughly $700 million in assets. The firm also has a long track record of successful triple-net shopping center and single-tenant build-to-suit development.

Interested in partnering with us?

We welcome conversations with institutional investors and limited partners who share our long-term, fundamentals-first approach.

Contact the Firm