Our Services

Why Real Estate?
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CASH FLOW

One of the goals of investing in real estate is to get a positive return on the investment

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STABILITY

Multifamily is less volatile and continues to outperform traditional stock based investments.

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TAX BENEFITS

Depreciation is a tax write-off that enables you to keep more of your profits.

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LEVERAGE

You can leverage real estate, this allows you to buy a $10M property with only $2.5M.

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AMORTIZATION

You make every payment according to the original schedule on your term loan

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APPRECIATION

Forced appreciation through strategic value plays increase the overall value of the property.

Investment Process

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How it Works
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WE RAISE MONEY TO BUY REAL ASSETS

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WE PURCHASE INCOME-PRODUCING REAL ESTATE

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WE SEND OUR INVESTORS QUARTERLY DISTRIBUTIONS

Investment Strategy

Acquisition Criteria

The following criteria is used to identify undervalued commercial properties for acquisition, value optimizations, management and disposition.

Market Segments

  • Age: The 18-35 year old market segment is 22% of the U.S. population
  • Income: Renters who earn $40,000 or more annually
  • Price: Where rent is 30% or less of the median income
  • Retiring Baby Boomers are scaling down and enjoying maintenance free multifamily living
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Property Criteria

  • Properties with residential apartments
  • Pitched roof construction preferred
  • Occupancy above 80% with the exception of properties that require renovation, providing properties are well located and present value-add opportunities

Target Values

  • Size and Price: 50+ units in the $4MM – $50MM range
  • Returns: 7-10% Cash on Cash, Minimum Debt Service Coverage ratio of 1.25
  • Type: C- to B+ properties located in C- to A areas
  • Property Vintage: 1975 or newer
  • Location: Emerging market areas with indicators for strong near and long-term economic growth

Emerging Markets

Choosing the “right” JV properties apartment complex to acquire is a critical aspect of investment strategy. We are diligent in our exploration and focus on opportunities in emerging markets, where jobs and local economies are expanding.

Emerging Markets Are Characterized By:

  • People moving in, rather than leaving the area
  • Jobs being created and moving in rather than lost
  • Rents and property values rising
  • Local government dedicated to attracting jobs
  • Markets starting to absorb oversupply

There are many indicators and a lot of research that goes into identifying an emerging market in the US. We start out by performing thorough market research that includes the following areas:

  • Job Growth Report
  • Population Growth
  • Path of Progress Reports
  • Local Economic Reports & Trends
  • Chamber of Commerce Reports
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Target Values

  • Size and Price: 50+ units in the $4MM – $50MM range
  • Returns: 7-10% Cash on Cash, Minimum Debt Service Coverage ratio of 1.25
  • Type: C- to B+ properties located in C- to A areas
  • Property Vintage: 1975 or newer
  • Location: Emerging market areas with indicators for strong near and long-term economic growth