Investment Strategy

Deploy Capital With Conviction

DMF’s acquisition strategy is predicated on targeting middle/lower middle-market, multifamily real estate assets that are undervalued and provide asymmetric return profiles.

 

We seek mismanaged and undercapitalized assets that are located in high-growth corridors with submarket catalysts. 

DMF Proprietary Systems

Acquisition Platform

Proprietary Database that utilizes algorithmic modeling to screen for highly attractive acquisition targets.

DMF Model

Internal model to stress-test key data against multiple performance bands to mitigate downside risk.

Asset Management Platform

System created to provide our team with real time KPI’s and trend visualizations to drive operational performance and NOI.

Investment Thesis

Mark to Market Rents

Seek opportunities with rents significantly below market.

Attractive Basis

Purchase price offers attractive value in relation to recent sales comparables.

Compelling Ownership Story

Acquire deals from out-of-state or institutional owners that may be undercapitalized or at the end of a fund life.

Great Locations

Acquire in well-located growth corridors with positive trending median incomes.

Clear Value-Add

Target deals with a clear path to add value and significantly grow NOI .

Submarket Demand Drivers

Seek submarkets with consistent job and population growth.

Nathan Cloud

Managing Principal

Nathan is the founder and Managing Principal of Discover Multifamily where he is responsible for acquisition strategy, strategic vision, and overall firm development. He has sponsored over $70MM of multifamily acquisitions since 2020. Before founding DMF, Nathan ran a long/short equity portfolio for Kershner Trading Group in New York City. While on Wall Street, he was responsible for portfolio construction and developing algorithmic trading strategies for the firm’s portfolio. While at Kershner, Nathan had the privilege of working with two of the top trading psychologists in the hedge fund industry.

Nathan is an experienced investor in both public and private markets and is now focused on executing DMF’s platform growth vision. Nathan resides in Dallas, TX, and is a graduate of the University of Mississippi holding a degree in accounting.