Multifamily Fund I

FOR ACCREDITED INVESTORS ONLY

Thesis

The multifamily real estate sector, particularly in the middle market, has provided attractive investment opportunities. Demographic shifts, urbanization trends, and a preference for rental living among various age groups all contribute to the ongoing demand for well-located, well-managed multifamily assets.

This fund offers investors an opportunity to participate in the resilient and growing middle-market multifamily sector. With a disciplined investment strategy, a focus on value creation, and proactive asset management, the fund seeks to deliver stable cash flow, long-term capital appreciation, and attractive risk-adjusted returns.

Objectives*

20%+
Target IRR
2.0x
TARGET MOIC

Investment Criteria for Assets

Investment Strategy

Value Add / Core Plus

Objective:

Cash Flow + Appreciation

Sponsor

Strong relationship and track record

Favoring

Acquisition cost

Geography

50% Primary MSAs (Los Angeles, Dallas/Fort Worth, Houston, Atlanta, Miami)

50% Secondary MSAs (Phoenix, Tampa, San Diego, Denver, St. Louis, Salt Lake City)

Property Types

Multifamily Class A/B

Property Investment Size

$5 to 50 million (TPC)

Leverage

65% LTC (asset level)

Spread (ROC-Cap Rate)

150 bps minimum

*Target returns are not meant to be used as predictors of future performance, but rather to provide general insight into the Fund's objectives, risk profile, and strategy. There can be no assurance that any investment or the Fund in general will achieve the expected returns. Actual returns may differ significantly from expected returns.