TACTICAL APPROACH
INVEST WITH CLARITY.
EXECUTE WITH IMPACT.
At Fillmore, our investment approach is grounded in the perspective of both broker and principal. We specialize in industrial assets—from small and mid-bay warehouses to industrial outdoor storage (IOS)—with a focus on value creation through strategic leasing, repositioning, and sale-leaseback structures. Every acquisition is underwritten with the same discipline we bring to client advisory, ensuring alignment, urgency, and accountability.
We target high-demand, supply-constrained submarkets where functionality, location, and land value drive long-term appreciation. From infill industrial near major distribution corridors to IOS parcels with redevelopment potential, we seek assets where fundamentals support both income stability and exit flexibility.
TACTICAL APPROACH
LOCATION CRITERIA
Dense urban locations
Restrictive zoning
Intense supply constraints
High barriers to entry
Outsized rent growth
Irreplaceable assets
fillmore
KEY DIFFERENTIATORS
01
Dual Platform Advantage
We operate as both brokers and principals, bringing alignment, urgency, and accountability to every deal.
02
Institutional-Grade Execution
Every assignment receives the same rigorous underwriting, buyer engagement, and market strategy as a large-capital transaction.
03
Principal-Led Process
No layers of bureaucracy—every deal is led by decision-makers who are directly invested in outcomes.
04
Ownership Mentality
As equity stakeholders ourselves, we approach each transaction with the same discipline we bring to our own acquisitions.
05
Off-Market Access
Through proprietary outreach and relationships, we uncover opportunities before they hit the market—creating an edge for our clients and partners.
06
Tailored Strategy, Not Templates
We don’t recycle playbooks. Every marketing process, valuation, and negotiation is customized to the asset, the market, and the client’s goals.
