Following the pandemic, investment strategies have shifted. For some, that means reallocating capital to safer assets; for others that means taking a new approach to underwriting to assess risk factors; and for some, it means waiting on the sidelines for the market to stabilize. Whatever the strategy, a holistic approach to investment is essential to getting through the market downturn.

Irvine-based Avanath Capital Management has taken a holistic approach to investment, but believes the practice more important now—during the current cycle downturn—than ever before. A holistic investment approach requires that an investor look at the entire real estate portfolio and financial goals, rather than looking at investments on an asset-to-asset or deal-to-deal basis. This requires that each investment is true to the strategy, helps accomplish the firm's objectives and meets investment timelines.

At Avanath, this approach applies to both investments and property management. "A holistic investment strategy has always been our approach from the beginning. We believe that you can still have an impact on residents and the community without sacrificing the bottom line," John Williams, president and CIO at Avanath Capital Management, tells GlobeSt.com.

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Kelsi Maree Borland

Kelsi Maree Borland is a freelance journalist and magazine writer based in Los Angeles, California. For more than 5 years, she has extensively reported on the commercial real estate industry, covering major deals across all commercial asset classes, investment strategy and capital markets trends, market commentary, economic trends and new technologies disrupting and revolutionizing the industry. Her work appears daily on GlobeSt.com and regularly in Real Estate Forum Magazine. As a magazine writer, she covers lifestyle and travel trends. Her work has appeared in Angeleno, Los Angeles Magazine, Travel and Leisure and more.