OUR APPROACH
Capital Preservation First
At ODZ, downside protection and liquidity are evaluated before projected upside. We prioritise stability, tenant strength and long-term positioning to mitigate downside exposure.
Starting with the downside
Optimistic projections are easy to produce. We start instead by asking what could go wrong — a softer rental market, new supply nearby, a delayed handover — and how the asset would perform if it did. Opportunities that only work in the best case are not recommended.
Stability and tenant strength
Stable income supports stable value. We favour assets with dependable tenant demand, sensible service charges and characteristics that keep them attractive to occupiers over time.
Liquidity as protection
The ability to sell at a fair price when needed is a form of protection. We assess resale depth before acquisition, favouring assets that a broad pool of future buyers would want to own.