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Portfolio

Current holdings and realized investments across the Southeast. Full property-level reporting is available to verified investors in the portal.

$120MTotal capitalization
1,480Units owned to date
2Full-cycle exits
94%Portfolio occupancy

Figures are as of 31 December and are unaudited. Past performance is not indicative of future results.

Owned and operating

Multifamily apartment building with private balconies Current hold

Atlanta, GA

Riverstone Commons

Units
216
Vintage
1998
Acquired
2023
Occupancy
94%
Modern mid-rise apartment building Current hold

Charlotte, NC

Oakbend Residences

Units
184
Vintage
2004
Acquired
2024
Occupancy
96%
Garden-style apartment community Current hold

Greenville, SC

Summit Trace

Units
148
Vintage
1994
Acquired
2022
Occupancy
93%

Realised investments

Assets taken from acquisition through disposition.

Contemporary apartment building facade at dusk Realized

Birmingham, AL

Legacy Park

Units
132
Held
2019–2024
Equity multiple
1.8x
Investor IRR
16.4%
Renovated apartment interior Realized

Nashville, TN

Harper Mill

Units
96
Held
2018–2023
Equity multiple
1.6x
Investor IRR
14.1%

Verified investors

Property-level reporting, quarter by quarter

Operating statements, rent rolls, renovation progress, and variance-to-budget for every asset are published in the investor portal.

Investor portal

Legacy Park

132 units, Birmingham, Alabama. Acquired 2019 at $71,000 per unit — roughly 45% below replacement cost. Held five years. Sold 2024.

Renovated apartment living room interior
Renovated unit — classic interior package
Underwritten versus actual results for the Legacy Park investment
MeasureUnderwritten at acquisitionActual at dispositionVariance
Hold period5 years5 yearsOn plan
Units renovated104118Ahead of plan
Average rent premium$165 / month$189 / monthAhead of plan
Operating expense ratio44%47%Behind plan — insurance repricing
Investor equity multiple1.7x1.8xAhead of plan

Insurance premiums rose 62% across the hold period — the largest single miss against our original model. We now underwrite Southeast insurance at a materially higher base and re-shop coverage annually. Results shown are for one asset and are not representative of the portfolio or of future performance.

Property-level reporting.

Verified investors receive property-level reporting, business plans and current offering materials through the investor portal.

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