Investment Formats

To better serve our investors' financial goals, we offer two distinctly different partnership investment formats, as summarized below.

 

Moderate Term (3 to 5 Years)

Cash Flow & Capital Gain Focus


INVESTMENT​
$200,000 per share

EQUITY VS. DEBT
Equity Capital - 25% to 40%
Debt - 60% to 75%

OWNERSHIP TERM
3 - 5 years. Resale upon plan maturity. 

INVESTMENT GOALS
Maximizing profits upon resale through renovations, emerging and contrarian market execution (buy low-sell high), economic repositioning.

TYPICAL PROFIT SPLITS
75% Investor + Preferred Return
25% GP/Manager

 

Long Term (7 to 10 Years)

Stable, Growing Income Focus


INVESTMENT​
$200,000 per share

EQUITY VS. DEBT
Equity Capital - 40% to 50%
Debt - 50% to 60%

OWNERSHIP TERM
No Preset Exit. After 10 years and every 5 years thereafter, LPs vote to continue original plan, modify or sell.

INVESTMENT GOALS
Reliable, quarterly cash flow dividends. Lower risk. Dividend growth with renovations, repositioning, etc. Long-term inflation hedge.

TYPICAL PROFIT SPLITS
80% Investor + Preferred Return
20% GP/Manager