Investment Approach

In selecting and acquiring investments, Willis Bond & Co concentrates on:

• Sectors and areas which it understands.
• Properties and businesses which have inherent advantages over others.
• A realistic assessment of upside potential.
• In-depth financial models including sensitivity analysis and cash flow projections.
• A margin of safety on entry price to provide suitable protection against downside risks.
• Rigorous analysis of options and opportunities.

This private equity-type approach to real estate investments has served the business and its investors well through different economic and market cycles.