Driving Value Through Vertical Integration: Inside Crystal View Capital’s Fund IV Strategy

At Crystal View Capital, we believe that true value creation comes from control, and no one knows our assets better than we do. Through a fully integrated, in-house approach, we are able to manage every facet of property acquisition, development, and ongoing operations. This hands-on model is a cornerstone of how we deliver superior results for our investors, and it is at the heart of the strategy for Fund IV.

From Acquisition to Execution: Doing It All In-House

Our approach starts long before we close on a property. During the due diligence phase, our team conducts exhaustive analyses, from reviewing local regulations and prior financials to evaluating opportunities for infill development and infrastructure upgrades. Every potential value-add opportunity is identified upfront so our investment committee has a full picture of what it will take to maximize returns.

Once a property is acquired, the real work begins. Our vertically integrated team handles everything internally:

• Development and Construction: We partner with contractors and manufacturers to execute infill projects, utility upgrades, and renovations, ensuring homes are installed to HUD standards.

• Operations and Asset Management: Our team manages on-the-ground coordination, from permitting to utility connections, ensuring projects stay on schedule and meet quality standards.

• Home Sales and Marketing: From ordering homes to selling them quickly, either through cash sales or financing partnerships, our corporate office handles all aspects of the transaction, fully leveraging our internal marketing and sales teams.

This end-to-end control allows us to quickly address challenges that naturally arise with older properties, such as outdated utilities or infrastructure limitations. By having all key functions in-house, we eliminate bottlenecks and maintain a direct line of sight into every lever that drives value.

Long-Term Value Creation

Vertical integration does not stop after the first line is added or the initial upgrades are completed. For properties held over multiple years, we continue executing long-term strategic plans, adding homes, converting rental units to sales, and making targeted capital improvements. Each of these initiatives enhances tenant quality, occupancy, and overall portfolio performance, sustaining growth well beyond acquisition.

Fund IV: Applying Our Model Across a Growing Portfolio

Fund IV is a direct reflection of this integrated strategy. Across the portfolio, we are deploying these value-add initiatives within the first 100 to 120 days of ownership, setting each asset up for long-term success. From infill development to continued CapEx execution, every step is designed to maximize returns while maintaining operational control.

For investors, this means transparency, efficiency, and confidence. We own the levers, manage the process, and deliver results without handing off critical functions to third parties.

Interested in learning more about Fund IV and our approach to value creation? We would be happy to walk you through our strategy and discuss how our vertical integration model is delivering results across regions.

To invest and for a deeper look at how we’ve positioned our portfolio, please reach out to invest@crystalviewcapital.com or schedule a call.

Disclaimer: Past performance is not indicative of future results. The investment returns referenced herein, including IRR and MOIC, reflect historical outcomes specific to this asset and are not a guarantee of future performance. This communication is intended for informational purposes only and should not be construed as an offer to sell or a solicitation of an offer to buy any security or investment product. Any offering is made only pursuant to formal offering documents and in accordance with applicable securities laws.