reTIre EARLY WITH PASSIVE INCOME
POWERED BY COMMERCIAL REAL ESTATE
We retired early on passive income from commercial real estate, and so can you!
STEP BY STEP TO YOUR NEXT INVESTMENT
BROWSE investment opportunities
Evaluate and COMPARE based on your unique goals
Review Offering Pitch Deck and business pro forma
Schedule a CALL to ask any questions with our team and your professional advisors
SIGN documents in the portal
If using IRA FUNDS, get custodian approval
WIRE your investment funds
Review monthly newsletters and quarterly REPORTS
Attend online CALLS
Receive scheduled cash DISTRIBUTIONS
Schedule a CALL with our team for any questions
current investing opportunities
One major goal of our investing club is to diversify our portfolio by partnering with top operators. In the case of The Orchards at Ocean Isle, we teamed up with Build Vacations to add both new construction and luxury inventory.
Open to accredited investors offering depreciation for 2023, this beach location is booming with vacation rental tenants looking for a quiet experience in a beautiful location.
Luxury leisure rentals are one of the best-performing assets during recessions, but building new gives the economy time to reboot during construction with the first homes coming online mid 2023.
HOW CAN COMMERCIAL REAL ESTATE BUILD WEALTH?
Most commercial real estate such as multifamily outperforms the stock market, is the most stable asset class during a recession, and combines lower risk with higher returns to diversify your portfolio.
However, the greatest advantage of commercial real estate investing is the unique tax advantages to maximize both your investment and ordinary income. Make your money work harder so you can achieve you financial goals while focusing on your career and family.
WHAT'S YOUR STORY?
You already have a successful career, and while you want to diversify your investing into real estate, you don't want to be a landlord or get a part-time side hustle. You're looking for full-time professional partners whom you can trust to earn passive income together from commercial real estate investments.
You are ready to learn and make confident real estate investing decisions while spending your own time on the things that matter most to you, letting us do the work.
WHAT'S OUR STORY?
As full-time landlords, multifamily operators, and renovation experts with a portfolio of nearly 1,000 units, we have the experience you're looking to partner with to invest in real estate with confidence.
Our background in entrepreneurial management by working and investing in startups led us to diversifying our stocks and private equity into real estate, where we can apply our business management skills to create legacy wealth for our family and yours.
BENEFITS OF COMMERCIAL REAL ESTATE
WHAT IS A REAL ESTATE SYNDICATION?
Group of investors combine resources to complete a project difficult to accomplish alone
Limited partners contribute cash, General Partners/Managers contribute expertise and work
Above-Average Returns and Cash Flow
Projected Returns Higher than Stock Market Average
Get Paid Distributions without Selling
Limited Liability with Huge Upside
RISK-AVERSE ASSET CLASS
#1 Asset for highest SHARPE Ratio over the last 20+ years
Lowest Default Rate in Recessions
Economies of Scale & Diversification
Lower Cost Per Unit by having more under one Roof
Less Vacancy Risk by spreading across more Units
Spread Total Investing Dollars across Multiple Projects
Passive Income with Little to No Direct Involvement
Frequent Reporting Including Financials and Highlights
Partner/Mentor Relationship to Gain Experience if Desired
Up to $25-50k Depreciation Write off per $100k Invested
Favorable Long-Term Capital Gains Tax Rates
Cost Segregation Study for Accelerated Depreciation
Easy to Invest
Variety of Funding Options
Experienced Sponsorship Team
Passive, No Landlord Responsibilities
If you are accredited, you have many investment options open to you
If you're not accredited, you still have options to invest!
Joint Venture or Investing Club Partnerships
Partner as a manager with capital with full decision making, voting, and hands-on experience running a deal
GRAND RESERVE, OCALA FLORIDA
263 Multifamily Units | Class B | Value Add | 506(b) Club Partners w/ JT Capital | FUNDED | Purchased Jul 2022
This light value-add in Ocala FL was the perfect addition that our portfolio needed to grow into institutional, easy-to-manage assets, as well as diversify into the central Florida market. This gem is like a small village with private driveways and first-floor entries to feel more like houses than apartments.
Our club partnered with JT Capital to help on this gorgeous property where all the exterior and common area upgrades were completed by the previous owner, leaving us with the easy and more lucrative opportunity to renovate the apartment interiors.
MUELLER PLACE, AUSTIN TEXAS
110 Multifamily Units | Class C | Value Add | 506(b) Club Partners w/ Zion Capital | FUNDED | Purchased Jan 2022
As 20-year residents of Austin TX where 5 of our children were born, investing there feels like coming back home. This asset was sourced off-market from a skilled operator who renovated some major exterior features like roofing and paint. Our club came together to partner with Zion Capital, Austin locals, to fund this amazing property near the downtown central business district with impressive projected returns .
HIDDEN VILLAGE, WARREN OHIO
118 Townhome Units | Class C | Value Add | JV Partner with Stout Construction | FUNDED | Purchased Jun 2021
Positioned between the rapidly growing nearby markets of Cleveland, Ohio and Pittsburgh, Pennsylvania, this townhome-for-rent community was purchased for less than $19,000 per door! This reflects a fatigued owner unable to put in the capital improvement funds to bring this back from over 40% vacancy while the nearby comps are 95% occupied. Our plan includes a "whitewash" approach of the vacant units, with the other 68 renovated over the next two years as tenants move out. Another diamond in the rough with the nearby neighborhood in better condition: our specialty of taking low-performing projects to safe, clean, affordable housing can shine on this property.
EXECUTIVE INN APARTMENTS, POCATELLO IDAHO
26 Units | Class C | Value Add | Joint Venture FUNDED | Purchased Jun 2021 | Stabilized and Refinanced Nov 2022
Just 5 minutes from our 51-unit property in Pocatello, Executive Inn Apartments is directly across the street from the main entrance of Idaho State University. Purchased from an estate sale direct to owners, needing very little exterior improvements and huge upside with 7 ready-to-renovate, demo-ed, vacant units. Utilizing our established same property management and contractor teams make this project an easy win for the team.
HIGHRISE @ EMERIL, SALT LAKE CITY UTAH
161 Units | Class A | New Development | Joint Venture FUNDED | Purchased Dec 2020 | SOLD Nov 2021
Directly west of the central business district in a downtown Salt Lake City Opportunity Zone with attractive TSA "right to build" zoning, these 4 parcels totaling 0.51 acres is in progress to be redeveloped from the existing 2 warehouses, duplex, and 1 small empty lot into a market-rate mid rise modern apartment building. The property is purchased, city development review team is complete, existing warehouse demolition is underway, and final design is nearing completion with Design West Architects. Major equity share from a joint venture partner and opportunity zone fund to close the construction loan is currently in escrow.
FOSTER FLATS, LITTLE ROCK ARKANSAS
16 Units | Class C- | Moderate Renovation | Joint Venture and Private Lenders FUNDED | Purchased June 2020 | SOLD Dec 2021
Surrounded by well-cared for single family homes, this building needs heavy interior updating to achieve maximized rents in line with nearby property quality. With a lot of room to force value and having renovated more than half the units, this building is achieving rapid returns.
HOFFMAN ENCLAVE, LITTLE ROCK ARKANSAS
18 Units | Class C- | Moderate Renovation | Joint Venture and Private Lenders FUNDED | Purchased June 2020 | SOLD Dec 2021
Tucked away in a heavily-treed pocket of south Little Rock just ten minutes from The University of Arkansas and the Clinton International Airport, these bungalows provide workforce housing with almost no vacancy. The exterior and major systems were in good shape, needing only a new roof on two of the buildings, we have renovated half the units and quickly forcing appreciation.
RIDGELINE APARTMENTS, POCATELLO IDAHO
51 Units | Class C- | Heavy Renovation | 506(c) Syndication FUNDED | Purchased Feb 2020 | Refinanced and Stabilized Oct 2021
Located 1.6 miles from Idaho State University, this neglected property is thriving under professional management as it finally undergoes the renovations it needs to bring it up to the level of the surrounding neighborhood. A heavy lift on the renovation is a big job, but just in our backyard near where we grew up makes it the perfect hands-on project.