About Us
Executive Management Team
Jay D. Burchfield
Founder & Senior Principal
Jay has served as Lead Director of O'Reilly Automotive, Inc. and Simmons Bank, Mr. Burchfield provides Greystone with best-in-class operational standards. His contributions in strategic planning, fiscal management, and leadership development have positioned Greystone as a top-tier private equity investment firm.
Wilson Burchfield
CIO, Portfolio Engineer, & Risk Manager
Wilson's commitment and dedication to the fiduciary responsibilities of Greystone to Co-Investment Partners, combined with his passion for Modern Monetary Mechanics, Portfolio Engineering, and the utilization of advanced Data Analysis Techniques, provide Greystone with world-class investment modeling, performance, and financial stewardship.
Jay A. Burchfield
Founder & Senior Principal
Serving multiple board and sub-committee positions with institutions such as Central Bank of Boone County and the Missouri Governor’s Incentive Review Committee, Jay provides Greystone with a broad range of unmatched earned expertise, crucial for achieving the generational wealth goals of Greystone’s Investment Partners.
Greystone
Greystone exists to provide simple, management free, turnkey ownership in premier real estate assets that are not traditionally accessible. We align our interests with our Co-Investors and are only rewarded when they are successful. Furthermore, we strive to have fewer, more meaningful investment partners, providing them numerous solid ownership opportunities over the long-term.
Our Cornerstones
- Asset Quality (Market, Property & Tenant Quality).
- Operational Integrity (Sound Investment & Asset Management Practices).
- Identifying & Adapting to Market Trends.
- Providing our Co-Investors Access to Investment Grade Assets through Non-recourse Financial Vehicles.
Why choose Real Estate
Tangible Ownership. To achieve ownership in an asset you can see & touch.
For Value Appreciation in a Finite Asset. We believe that properties acquired at favorable entry points together with active management produce a finite asset with appreciating value.
Market Comparable Returns. We target investment opportunities with market comparable returns on an annualized basis over the life of the investment.
Tax Efficient Investing. Initial annual returns that equal your initial investment, booked as a return of capital together with additional tax mitigation as a featured byproduct.
Cash Flow. We target income producing properties with distributions paid to Co-Investors quarterly.
Sound investment & asset management practices
Tenant Quality. Tenant quality is a primary focus of Greystone. A tenant's ability to pay rent in a variety of economic conditions determines the performance and return of any project. A real estate investment is only as good as the underlying location & tenant. We diligently audit tenant’s business track record, liquidity levels, credit scores, previous payment records, and must believe their business will be a long-term success. The same rigorous focus is placed on tenant quality whether the tenants are commercial or residential.
Cash on Cash Returns. Any investment opportunity Greystone pursues must meet specific financial performance projections centered around rental income from quality tenants, ultimately resulting in free cash flow that is paid out to the investor in the form of quarterly distributions as the target.
Aligned Interests. By design our interests are aligned for mutual success. We do not receive notable upside until a project is first performing well for our Co-Investors. With compensation & potential equity claims tied to investment performance, our founding & operational partners are motivated to create value & execute. We are not compensated in a meaningful fashion until the asset is ultimately sold and our Co-Investors have been substantially rewarded with priority. It’s not uncommon for a financial advisor to offer investments to clients in which they themselves do not personally invest in. At Greystone, we invest in every project alongside our Co-Investors.
Proven Track Record. The Executive Management Team & Founding Members of Greystone have all achieved long-term success in real estate investing & asset management. Collectively our group represents over 90 years of earned expertise within both the Investment Real Estate & Finance Industries.
The GreystonE Roadmap
World Class Portfolio Engineering & Record-setting Value Creation
Technology & Fundamentals
Greystone aims to transform the real estate investment industry by providing a well-rounded, result oriented investment experience that promotes the financial success of our Co-Investment Partners.
Our unique value proposition is built on our ability to combine extensive market knowledge, advanced technology, and a commitment to long-term wealth creation, while relentlessly striving for excellence. This sets the foundation for an exceptional partnership experience in a new era of active management.
We streamline the investment process by making it systematic and scientific, ensuring the interests of our investment partnerships are perfectly aligned. Our innovative and principled investment strategies include:
- ASYMMETRIC INVESTMENT STANDARDS.
- DATA-DRIVEN ANALYTIC INVESTMENT PROCESSES & ALGORITHMIC INVESTMENT MODELING.
- INCOME GROWTH FOCUSED (Near-term & Long-term).
- TRADITIONAL, THEMATIC, & CONTRARIAN INVESTMENTS.
- INVESTMENT OVERLAYS & CAPITAL EFFICIENCY STANDARDS (also known as Asset or Alpha Overlays).
Discover more about the key elements behind
Greystone's World Class Portfolio Engineering &
Record-setting Value Creation in
our Comprehensive Roadmap below.
1. Asymmetric investment standards
Our Asymmetric Investment Standards provide a distinctive approach to private equity real estate investment. Our primary objective is to optimize returns while minimizing risks for our Co-Investors, fostering a collaborative partnership built on trust and transparency.
Our Asymmetric Investment Standards encompass three core principles:
- Rigorous Selection Process: We employ a meticulous due diligence process to identify undervalued, high-potential assets in emerging markets. Our expert team diligently underwrites each property's financial performance, market dynamics, and growth potential to ensure that we invest in opportunities that offer exceptional long-term value.
- Strategic Asset Management: Our hands-on approach to asset management focuses on maximizing property value through targeted improvements, efficient operations, and proactive tenant relations. By leveraging our deep industry expertise and local market knowledge, we unlock hidden value and drive superior returns for our Investors.
- Prudent Risk Management: Protecting our Co-Investors' Capital is paramount. We maintain stringent underwriting standards and adhere to disciplined investment guidelines. By diversifying our portfolio across property types and geographies, we mitigate risk and create a balanced, resilient investment platform.
Together we navigate the dynamic real estate landscape, capitalizing on our Asymmetric Investment Standards to deliver outstanding results.
2. Data-driven analytic investment processes & algorithmic investment modeling
Our unique approach to real estate investing is powered by our data-driven analytic investment process and advanced algorithmic investment modeling. By leveraging big data and algorithmic modeling, we efficiently identify and evaluate investment opportunities, enabling us to make informed decisions and optimize returns for our Co-Investors.
Our cutting-edge investment process is designed to thoroughly analyze market trends, property data, psychographic segmentation data, and macroeconomic indicators. This in-depth analysis allows us to uncover hidden opportunities, assess potential risks, and ensure our investments are strategically aligned with market conditions.
Furthermore, our proprietary algorithmic investment models continually adapt to ever-changing market dynamics, enabling us to make swift, data-backed decisions. By seamlessly integrating technology into our investment approach, we minimize human bias and maximize the potential for success.
3. Income Growth Focused (Near-term & Long-Term)
Our focus on Income Growth is a core component of Greystone’s overall investment strategy. By prioritizing both near-term and long-term income generation, we aim to provide our Co-Investors with stable, consistent returns while capitalizing on the upside potential of our assets.
Our Income Growth Focus is guided by two primary objectives:
- Near-Term Income Generation: We prioritize assets with strong cash flow potential, ensuring that our investments provide immediate income to our Co-Investors. Through diligent asset management, we work to enhance rental income and occupancy rates, while streamlining operational costs. This focus on near-term income generation allows us to deliver dependable, ongoing returns for our Co-Investors.
- Long-Term Income Growth: Our expert team also identifies assets with robust long-term growth prospects. By targeting properties in emerging markets and implementing strategic value-add initiatives, we position our investments to capitalize on market trends and capture future income growth. This long-term perspective enhances the appreciation potential of our assets and contributes to the overall success of our portfolio.
By combining a focus on both near-term and long-term income growth, we create a well-rounded, resilient investment platform that optimizes risk-adjusted returns for our Co-Investors. In turn allowing Greystone to seize the opportunities presented by the dynamic real estate market, driving consistent income and long-term value for our Co-Investors.
4. TRADITIONAL, THEMATIC, & CONTRARIAN INVESTMENTS
Our diverse investment strategy is built upon a foundation of Traditional, Thematic, and Contrarian Investments. By exploring a wide range of investment opportunities, we aim to deliver optimal risk-adjusted returns for our Co-Investors while maintaining a balanced and resilient portfolio.
Our investment approach encompasses three distinct elements:
- Traditional Investments: We believe in the enduring appeal of core real estate assets, such as Commercial, Industrial, Multifamily, and Office properties, in established markets. These investments provide a stable foundation for our portfolio, delivering consistent income and long-term value appreciation.
- Thematic Investments: We recognize the potential of emerging trends and niche markets, such as e-commerce-driven logistics facilities, data centers, and senior living communities. By capitalizing on these thematic opportunities, we diversify our portfolio and tap into new sources of growth and income generation.
- Contrarian Investments: Our experienced team is adept at identifying undervalued or overlooked assets that offer significant upside potential. By taking a contrarian approach, we uncover hidden gems in the real estate market and create value through strategic asset management and repositioning efforts.
By combining Traditional, Thematic, and Contrarian Investments, we construct a well-rounded portfolio that is adaptive to changing market conditions and resilient in the face of rapidly evolving market factors, capitalizing on our versatile investment strategies to deliver exceptional results.
5. Investment overlays & capital efficiency standards (also known as Asset or Alpha Overlays)
Greystone’s passion for creating industry leading investment products & dedication to maximizing returns for our Co-Investors is supported by the implementation of proprietary Investment Overlays with Capital Efficiency Standards, also known as Asset (or) Alpha Overlays. This technical approach enhances investment performance and ensures that our portfolio remains resilient, adaptable, and capital efficient.
Our Investment Overlays with Capital Efficiency Standards consist of two key components:
- Capital Efficiency Standards: Capital efficiency refers to the effectiveness with which a company uses its financial resources to generate returns or achieve its objectives. A company with high capital efficiency is able to generate more revenue or profits with less investment.
- We maintain strict capital allocation guidelines to ensure that our monies are deployed in the most efficient manner possible. By prioritizing assets with strong risk-adjusted returns, we optimize the use of capital and enhance the overall performance of our portfolio.
- Greystone’s practice of Active Portfolio Management continually evaluates the performance of each asset in our portfolio of funds, identifying opportunities for improvement and optimization. By closely monitoring market trends and adjusting our investment strategies accordingly, we are able to unlock hidden value and generate alpha – the excess return on an investment relative to its benchmark.
- Investment Overlays (also known as Asset or Alpha Overlays): Is an investment strategy used by industry leading investment & asset management firms, to generate additional returns (referred to as “alpha”) on top of an existing investment portfolio.
- The aim of Greystone’s proprietary alpha overlay strategies are to enhance the overall performance of a portfolio by implementing various active management techniques, such as asset selection, asset rotation, and tactical capital allocation, without significantly altering the underlying assets performance or changing the portfolio’s risk profile.
From Asset Selection - Position Sizing - Market Timing - Risk Management - to Asset Protection, Greystone’s Investment Asset Overlay approach allows our Co-Investors to realize enhanced returns without deviating from the portfolios core investment strategy, while minimizing transactional costs and maximizing our ability to invest in a tax efficient manner.
Investor testimonials
"Really appreciate all of your hard work & the opportunity to take part!!"
Scott Strawn, P.E.
Vice President, Burns & McDonnell
"AS A CO-INVESTMENT PARTNER of GREYSTONE, I AM CONTINUALLY IMPRESSED BY WILSON'S KNOWLEDGE AND CREATIVE STRATEGIES. HIS COMMITMENT TO FINANCIAL STEWARDSHIP, METICULOUS INVESTMENT MODELING, RELIABLE RETURNS, AND ROBUST PORTFOLIOS CONSISTENTLY YIELDS EXCEPTIONAL OUTCOMES. I WHOLEHEARTEDLY RECOMMEND WILSON AND THE GREYSTONE TEAM FOR THEIR TOP-NOTCH INVESTMENT EXPERTISE AND REMARKABLE, RESULTS-ORIENTED PERFORMANCE."
Mac LeMone
Managing Member, Little Dixie Construction
*This website contains certain forward-looking statements related to our future results and other matters, including certain projections and business trends. Assumptions relating to forward-looking statements involve judgments with respect to, among other things, future economic, competitive, and market conditions, as well as future business and regulatory decisions, all of which are difficult or impossible to predict accurately and many of which are beyond our control. When used in this website, the words “general,” “generally,” “target,” “estimate,” “anticipate,” “project,” “proposed,” “prospective,” “pursues,” “intend,” “believe,” “expect,” and similar expressions identify forward-looking statements. These and other statements that are not historical facts are based largely on management’s current expectations and assumptions and are subject to a number of risks and uncertainties that could cause actual results to differ materially from those contemplated by these forward-looking statements. Although we believe that the assumptions underlying these forward looking statements are reasonable, any of the assumptions could prove inaccurate, and we may not realize the results contemplated by the forward-looking statement.
In light of the significant uncertainties inherent in the forward-looking information included in this website, you should not regard the inclusion of this information as our representation that we will achieve any strategy, objectives, or other plans. Any forward-looking statements on this website are based only upon information currently available to management and speak only as of the date on which it is made. The Company undertakes no obligation to update any forward-looking statement contained herein, notwithstanding any change in information available, future developments, or otherwise.
Distributions/returns are not guaranteed at any time and are subject to distribution at the sole discretion of the fund manager. The fund’s ability to pay any returns is subject to the fund having available cash to distribute, subject to debts, reserves, and other obligations. Information set forth herein contain “forward-looking information” and are projections and/or goals of the investment funds. Investments are highly speculative and are subject to risk factors outside the control of the fund and our actual returns may be higher or lower and may include a complete loss of your investment. Under no circumstances should any information contained on this website be construed as an offer to sell, or solicitation of any offer to purchase, any securities, membership, or other investments. Past performance is not an indicator of future success. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Neither Greystone Capital Holding Co LLC, nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should consult with a tax or legal adviser before making any investment decision. Offering materials relating to investments in entities managed by Greystone Capital Holding Co LLC or any of its affiliates are not available to the general public at this time.