Our Investment Criteria and Strategy
Our acquisition strategy is to acquire class B and C multifamily properties. We focus on population and job growth markets where we can reposition the asset through physical and operational improvements.
Primary market: Texas (ideally Houston, Dallas, San Antonio, and Austin)
Secondary market: Any other emerging U.S. market that include a value-add component.
We target 5-150 unit Class B and C multifamily properties in A and B markets built after 1978, offering value-add opportunities. We seek to increase the existing cash flow by making improvements to the property. This generally includes making physical upgrades to the asset which in turn allows rent increases, improvement of property management, and lowering operating expenses.
How We Select Markets
.01
Our five-year rent growth forecast stands as a pivotal indicator, and we leverage a robust proprietary m
.02
We seek metropolitan areas and submarkets experiencing substantial growth in high-paying job opportuniti
.03
Our ongoing scrutiny of local sales data enables us to calculate cap rates and assess their alignment wi
.04
We meticulously track the local unit supply to preempt any potential surges in vacancy rates that could
Join the Income Revolution: Multifamily Investments for Financial Freedom.
Meet our growing team
Units
0
Combined Experience
0
y
Assets Under Management
100
m
At the core of every successful real estate investment lies a foundation of unwavering trust. For us, trust is not just a principle; it’s an obsession. It’s about more than mere reliability; it’s about forging a bond of mutual respect and understanding. Trust means transparency in every transaction, ensuring that every investor is fully informed and confident in every decision made. It means integrity, consistently upholding the highest ethical standards, and placing your interests alongside our own. It’s about accountability, being answerable for every action and decision, and ensuring that each step taken is in the best interest of our collective goals. In this journey, trust is our compass, guiding us towards prosperous and secure investments. Our commitment to you is unshakeable trust, the cornerstone upon which we build not just investments, but lasting partnerships.
Anchal Dwivedi
Anchal is multifaceted, insightful, goal oriented, a smart strategist and a passionate expert with very good communication skills. His open-minded approach leads his team to very successful results. Anchal has an in-depth understanding of the real estate investment business. Anchal loves to do triathlons and is a two-time IRONMAN.
Mike Volkin
Mike is an Army vet, entrepreneur, author, and former real estate broker who managed 15 offices spanning 5 states. As an entrepreneur, he has built and sold 6 companies. As a fractional CMO, he has helped hundreds of companies scale.
Rod Khleif
As a senior adivisor to the group, Rod is a passionate real estate investor who has owned and managed over 2000 properties. He hosts one of the Top-Ranked iTunes Real Estate Podcasts – “The Lifetime Cash Flow Through Real Estate Investing Podcast” – which has been downloaded almost 6 million times.
FAQs
$50,000 USD for first-time investors. For recurring investors, $25,000 is the minimum investment.
This depends on the size of the equity raise, which varies for each deal.
Experience-our team has tens of millions of dollars of AUM (Assets Under Management), we have intimate knowledge of the areas in which we invest and have developed deep relationships with key players in the area.
Transparency-You get access to all the analysis and data we develop and we don’t cherry pick data to make investments appear better than they are.
Trust-Honesty and trust are at the foundation of everything we do.
Lastly, many syndicators don’t pass the depreciation benefit onto their investors, we do, which is a huge benefit.
Individual asset
We provide our investors with a Schedule K-1 tax form at the beginning of the year. Please consult with your account for the specifics of how your taxes will be impacted by the investment. But generally, investors are attracted to real estate because of the depreciation. Sometimes, the depreciation will be greater than the distributions paid out that year. In such cases, investors won’t pay taxes until they receive the proceeds from the sale of the property. At that point, capital gains on the returns will need to be paid.
By default, distributions are paid annually, unless disclosed otherwise.
Historically, there is less risk and better rewards for multi-family investments compared to other investment classes like stocks and bonds. Multi-family generally has less volatility than residential real estate.
The deal, the market and the team are all risk factors. To combat this, we live by the three immutable laws of real estate investing: buy for cash flow, secure long-term debt and have adequate cash reserves.
Generally about 5 years, but this varies for each deal
Generally, the investment is not liquid. However, sometimes investors can sell their shares with the written consent of the general partner.
No, we do 506B offerings. Submitting your financials is only needed for 506C offerings.
No, an LLC (set up by the general partners) will own the property and you will own shares of the LLC.
No, be cautious of anyone or any company that guarantees a return.
No, recurring investors are offered new deals first. After that, if existing capital needs to be raised, we will pitch to our new investors.
Yes, however you will need to consult your CPA for specifics on how best to invest in that manner given your particular situation.
Yes, you will receive regular communication from us regarding the status of your investment(s).
Simply fill out the investor qualification form (3 minutes) on this website and we will review your application and get back to you.
Our Portfolio
Arlington, TX
44 Units
San Antonio, TX
204 Units
San Antonio, TX
296 Units
Murfreesboro, TN
252 Units