Capital Perservation & Capital Growth
Every Investor's Goal: minimize downside risk and maximize upside opportunity. In real estate, risk can be controlled and opportunity can be maximized by:
BUYING RIGHT → FINANCING RIGHT → MANAGING RIGHT
5 STEP INVESTMENT STRATEGY CYCLE
Target an Underperforming Property. Conduct a Preliminary Financial Analysis and Pro Forma. Secure the Property.
Conduct Due Diligence, Underwriting, and Analysis on the Property. Negotiate, Finance, and Acquire. Partners review and complete the Private Placement Memorandum (PPM), Investor Subscription Booklets (ISB), LLC Operating Agreement (OA), and Buy-Sell Agreement (BSA). Investors Contribute the Investment Capital.
The redevelopment, Renovation, and Physical Improvement to the Property. Reposition, Rebrand, Increase Occupancy, Improve Tenant Base, Increase Rental Rates, Decrease Expenses, and Stabilize the Property. Monthly Partner Distributions and Cash Flow start.
Implement Proven Management Methods, Procedures, and Services. Improve Net Cash Flow, Optimize Property Performance, and Maximize Property Value. Monthly Partner Distributions and Cash Flow continue to increase.
Cash-Out Refinance and/or Sell the Property. If refinanced, up to 100% of the Invested Capital will be returned and the partners will continue to receive monthly Cash Flow Distributions. If sold, the initial capital invested will be returned first and then the profit will be shared pro rata.