Asking price
$7,500,000USD
A principal-led real estate sponsor focused on value-add and opportunistic investments across multifamily, commercial, and industrial assets in high-growth U.S. markets. The business combines in-house underwriting, aligned capital, and a licensed mortgage origination arm — delivering the full investment lifecycle from acquisition through disposition across 13+ Sunbelt markets with 213+ transactions closed and 83 assets under management.
The business operates across three integrated revenue streams: **1. Real Estate Investment & Asset Management** Acquires value-add and opportunistic multifamily, commercial, and industrial assets across 13+ high-growth U.S. markets. Typical deal sizes range from $5M to $300M with 2–10 year hold periods. The team underwrites like owners, engineers full capital stacks (debt + equity), and manages assets through repositioning to maximize cash flow and exit value. Target IRR: 15–25%; target equity multiple: 1.8x–2.5x. **2. Licensed Mortgage Origination** In-house mortgage brokerage arm places debt across conventional, bridge, agency (Fannie/Freddie), mezzanine, CMBS, bank portfolio, and private debt products. Underwriting and financing advance in parallel, reducing deal timelines and removing dependency on third-party brokers. **3. Development Management** Oversees ground-up and repositioning projects from entitlements and permitting through construction and delivery. Manages general contractor bidding, value engineering, contract negotiation, and construction management — ensuring budget, schedule, and quality control requirements are met. Track record: 213+ transactions closed, 83 assets under management, 22 years of combined principal operating experience.
**Target Clients** - Private capital partners and family offices seeking co-investment opportunities in Sunbelt real estate - Property sellers (brokers, owners, institutional sellers) looking for reliable, principal-led buyers who close on schedule - Borrowers and sponsors needing mortgage origination through the licensed brokerage arm **Market Position** The business operates at the intersection of principal investing and capital markets — a niche that few competitors occupy. Most firms are either pure investors (no in-house debt placement) or pure brokers (no principal capital). Combining both on one platform gives the business a structural edge in speed and certainty of execution. **Geographic Focus** 13+ Sunbelt markets with emphasis on Florida, Tennessee, Virginia, and other high-migration, population-growth corridors. Sunbelt metros continue to dominate national absorption and rent-growth rankings, driven by domestic migration, business-friendly tax environments, and diversified employment bases. **Key Differentiators** - In-house underwriting + licensed mortgage origination = faster closings - Principal-led capital (not a fund) = aligned incentives, no GP/LP drag - Deep Sunbelt market expertise across multiple asset classes - Proven value-add track record (e.g., 117% asset appreciation on a recent multifamily repositioning)
**Team Structure** The business operates with a lean, senior-heavy team of ~8 professionals, each owning clear outcomes: - Chief Executive Officer — overall strategy, capital relationships, and investment committee - Chief Operating Officer — day-to-day operations, deal execution, and portfolio management - Vice President, Acquisitions — deal sourcing, underwriting, and market analysis - Director, Acquisitions — pipeline development and broker relationships - Underwriter — financial modeling, sensitivity analysis, and institutional-grade underwriting - Vice President, Asset Management — portfolio performance, asset-level strategy, and disposition planning - Head of Asset Management — operational oversight across the 83-asset portfolio - Legal Counsel (2 attorneys) — transaction documentation, compliance, and risk management **Operations** - Dual-office structure: registered office in Orlando, FL (Florida LLC) and main operations hub in Brooklyn, NY - Deal pipeline managed through proprietary underwriting models with institutional-grade sensitivities and downside cases - Licensed mortgage origination capability eliminates third-party broker dependency - Full lifecycle execution: acquisition → repositioning/development → asset management → disposition - The founding owner is actively involved in day-to-day operations and underwriting **Key Processes** - Proactive deal sourcing across 13+ markets - Rapid evaluation with transparent, shareable assumptions - Parallel debt/equity structuring reduces time-to-close - Post-close asset management with defined reporting cadences
**Quick Wins (0–12 months)** - Expand mortgage origination volume through the licensed brokerage arm — currently an underutilized revenue stream that can generate fees on third-party placements without requiring additional equity capital - Formalize a capital raising / investor relations function to grow AUM beyond the current 83 assets — the existing track record (213+ transactions, proven value-add returns) provides a compelling fundraising narrative **Medium-Term Plays (1–3 years)** - Enter new Sunbelt markets (the business currently covers 13; high-growth metros like Nashville, Charlotte, Raleigh, and Phoenix represent underserved opportunities aligned with the existing thesis) - Launch a dedicated development vertical for ground-up multifamily construction — the team already has entitlement and permitting expertise from managing repositioning projects - Build a third-party asset management platform to earn recurring management fees on outside capital, creating a more predictable revenue base **Long-Term Upside (3–5 years)** - Institutionalize the platform into a fund-style vehicle with committed capital, reducing deal-by-deal fundraising cycles and accelerating deployment velocity - Expand into adjacent asset classes (senior living, hospitality) where the principals already have deal experience - Geographic expansion beyond the Sunbelt into select secondary markets with similar supply/demand dynamics
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Asking price
$7,500,000USD
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