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KeyPoint Concentrated Real Estate Opportunity, LP

KeyPoint Capital Management, LLC

Company Overview

KeyPoint Capital is an opportunistic hedge fund that specializes in very liquid long/short investments in real estate related U.S. equity securities. The firm's Principals, whose careers have been dedicated to real estate investment management, utilize their collective knowledge, experience, and skill set to identify and invest in real estate-related equity securities that deliver strong absolute returns while minimizing risk through hedges. Each of the firm's Principals maintains a vested personal interest in the fund. While working in the real estate private equity group at Goldman Sachs (Whitehall), and completing over $2 billion in global real estate transactions, the firm's Portfolio Manager, Rod Hinze, developed a proprietary model that highlights valuation differences between securities public market and fair market values. Mr. Hinze supplements his financial models through an exclusive partnership with one of the country's largest commercial real estate lenders, which provides the Portfolio Manager with real-time capitalization rates, financing terms, and valuations so as to facilitate investment decision-making and has been using this investment strategy for over five years. The firm's principals include Rod Hinze, Portfolio Manager, Glenn Solomon, Chief Operating Officer and Carl Esrey, Advisor.

Fund Strategy

KeyPoint Concentrated Real Estate Opportunity Fund, LP is a concentrated, directional, fund that takes positions in liquid, publicly traded real estate companies, including REITs, REOCs and C-corps, with event-driven or catalyst- driven characteristics. KeyPoint Capital Management, LLC has and may become active in certain situations where management is not acting in the best interest of shareholders. The Fund typically invests in 10 or less positions at any given time and may use leverage and/or derivatives.

Quick Facts

  • Directional » Equity Long/Short
Inception Date: 2016-10
Monthly Performance Data:
Mar 7%

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