Investors who diversify to commercial real estate out-perform those who do not.

Our four-stage investment process promotes dependable return and principal safety.

(1) Market and Location Suitability

Identify and evaluate stable, profitable markets with the best long term performance for multifamily investments.

(2) Acquisition

Investor equity and well-structured debt financing

  • Class B properties of 100-150 units

  • Class C properties of 80-150 units

(3) Operations

Consistently improve the asset by driving occupancy, increasing gross income,  decreasing expenses and maintaining or improving property condition.

(4) Liquidity and Distribution

What does this mean for you?

Each of our properties are well researched and carefully selected based on the underwriting analysis, opportunity for value-add, and overall potential for growth.

As an investor, your money is invested right alongside us, the principals. Our goal is to increase distributable cash flow every year. Our primary strategy is to refinance assets rather than sell them to free up leverage-able equity to purchase more assets while still maintaining the already proven income stream.

“This allows us  to increase our investors’ cash flow at a greater rate over a period of 7 to 15 years. ”

Direct real estate has outperformed traditional investments nearly two-to-one since 2000.

Stable Asset Class

Since the Great Depression, commercial multi-family investments have 300% fewer down years compared to both the bond and stock markets.

Lower Risk than Stocks

With the best Sharpe ratio over the last 20 years, real estate investing provides compelling risk-adjusted returns compared to other asset classes.

No Legal or Debt Liability

With non-recourse lending, LLC structured investments and robust insurance coverage, you are protected from the legal and financial exposure of active ownership. 

Tax Advantages

Multi-family has a unique combination of four  tax advantages not available to stock and bond investors.

Passive Ownership

Direct fractional investing delivers the benefits of real estate ownership without the drama of being a landlord. 

Lower Volatility

An income generating multifamily asset is valued  strictly by its business performance and is immune to volatility of stocks and bonds.

FAQs

  • There are many ways you can participate in this type of investing.   You can invest with cash, through trusts, using truly Self-Directed Ira’s, 1031 Exchanges, and more. 

  • There are several tax advantages to investing in Multifamily Apartments:

    • Distributions will flow to you on a tax deferred basis

    • Proceeds from refinance events come to you with no immediate tax obligation

    • 1031 Exchanges allow you to defer capital-gains taxes 

    • The Step Up in Basis benefit reduces your heir’s tax obligation when they sell the inherited asset

    This is not professional tax advice. Consult with your tax professional to better understand your individual tax situation.

  • The properties must meet the following goals:

    • 5% to 7% Average Annual Cash Flow

    • 10% to 15% Annualized Cumulative return from all sources including cash flow and equity growth as reflected by appreciation and principal pay down

Contact us.

Whether you’re an experienced investor or new to direct multifamily investing, we’re here to help.

We look forward to hearing from you.