Core Investment Principles

Adherence to Core Investment Principles

We chose the name “Perennial” deliberately to convey strength and reliability, and to represent our core beliefs and investment principles. The three priorities of a Perennial investment are:

Capital
Preservation

Cash
Yield

Asset
Appreciation

We work with deliberate and disciplined institutional investors who have consistently benefited from Perennial’s investment experience, market discipline and entrepreneurial energy.

Maintaining the Balance Between Risk and Return

As institutional investors, our team members completed transactions and oversaw investments across North America, aggregating over $10 billion.

At Perennial Investments & Advisors, we integrate the experience, rigor, and relationships of large institutions in our business model while discarding rigidity and cost-inefficiency. The comprehensive nature of our principals’ skill sets bolstered by our extensive relationships, have enabled Perennial Investments & Advisors to formulate a comprehensive investment strategy, identify investment themes, and execute specific investments based on market conditions.

Our lean size and structure allow us to pursue these promising strategies for as long as the balance of risk and return makes sense, and to efficiently move into new niches as conditions change.

Yield Centric Investments

Helping investors achieve optimal returns on investments at all levels of risk.

Ground Lease Program

One of the most active buyers of ground lease investments over the past few years.