Overview & Objectives

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Overview:

• Real estate private equity firm with a focus on multifamily opportunities in Phoenix, Las Vegas & California markets
• Formed in 2024 after successfully establishing and running the Southwest multifamily platform for a national private real estate firm, managing the entire cradle-to-grave investment process for 10 years as a key partner of the GP (2014-2024)
• Locally-based platform leveraging boots-on-the-ground market knowledge and local acquisitions, asset management and construction management relationships to find and execute on attractive risk-adjusted multifamily investment opportunities
• Over 23 years institutional-level experience in real estate investments and asset management
• Team/Structure
  • Acquisitions
  • Financing - 3rd party mortgage brokers w/ 10-year relationship
  • Asset & construction management
  • Property management - 3rd party.  Local experts with extensive operating experience.  Long-standing relationships
  • Accounting & investor reporting
  • Outside legal counsel.  Local experts with 10-year relationship

Objectives:

• Provide superior level returns to investors along with superior service & transparency for a true partnership
• Boots-on-the-ground strategy leveraging local market expertise in conjunction with over 23 years experience operating within an institutional mindset
• Professional-level execution of each business plan through established and proven processes and procedures (personally developed and widely adopted by prior, national real estate firm) at the asset & construction management fronts
• Leverage established relationships to find exceptional acquisition opportunities for investors
• Implement a dynamic and fluid approach to finding the best value available in multifamily investments at a given point in the cycle.  Carryover that same flexibility on existing investments when market and submarket dynamics justify revisions to original vision for each asset
• Out-source 3rd party property management to established partners with extensive operating experience thus reducing operational risk and eliminating potential conflicts of interest while leveraging existing scale and efficiencies crucial to hiring best in-class staff