What is the value-add investment play in OCP/Silver Star/33rd Street?
The play has three steps: (1) acquire from a local or family owner at $140-$185/SF; (2) execute light capex of $15-$25/SF, facade refresh, parking improvements, dock door additions where feasible, LED lighting, digital leasing platform; (3) mark-to-market the rent roll on rollover, pushing $7-$9/SF toward $11-$14/SF in OCP and $13-$15/SF in Silver Star. Hold for 24-36 months, then exit to an institutional buyer (TIAA, RREEF, CenterSquare, Midtown Capital) at $200-$240/SF. The transactions proving this. LRC Properties at $158/SF (Dot Com Court), Fort Capital at $156/SF (Silver Star), are already in the market.