Successfully arranging various forms of financing from multiple sources will always factor prominently in the ultimate success of the Company. One such form of financing includes securing private equity from individual and /or institutional investors that recognize real estate as a viable investment alternative with relatively low risk exposure through diversification across multiple asset classes whereby the Company can build investor wealth through disciplined underwriting that produces above average risk adjusted returns.
The Company’s underlying investment principles include capital preservation, focus on cash flow and building stable long term value. The Company will seek to develop fundamentally sound, well located investment grade real estate projects in select markets throughout the United States that unlocks value through tailored capital improvement programs and an efficient approach to maintaining operating expenses while at the same time enhancing the overall value of the asset.
Throughout the investment cycle, the Company will leverage all available resources including the expertise of each team member that will allow us to accomplish our intended objectives and exceed the expectations of any discerning investor.
Through a combination of equity and debt, the Company will establish each project as a separate limited liability company and that will serve as the managing agent for the Company. With the necessary financing secured, the Company will proceed with the construction phase of the project with a minimum completion period from ground breaking. As a project nears completion, permanent fixed rate financing will be arranged through traditional sources including bank and / or institutional lenders.
In order to achieve an acceptable annual return on investment, an investor will receive for their equity investment a return in accordance with FFO for Distribution with distributions being made quarterly in:
- May (for the period January – March).
- August (for the period April – June).
- November (for the period July – September).
- February (for the period October – December).
The necessary 10Q and 10K statements will be provided approximately thirty (30) days after the end of each calendar quarter and calendar year, respectively, with distributions being completed approximately forty five (45) days after the end of each calendar quarter and calendar year. These reporting requirements are in accordance with the Code of Federal Regulations under the Securities Exchange Act of 1934.
The holding period for each investment will be an appropriate length of time so as to provide an acceptable return on investment. Due to the confidentiality of the Company’s development pipeline, organizational and management structure as well as ensure that all proprietary and confidential information regarding any project remains protected, each Investor shall be required to execute an Investment Agreement for the project in which there is a vested interest.