Current Portfolio
Heritage Square
Acquired May 2025
183 Units
Target Returns - 15% IRR, 2X EM, 7% COC
Ivy Green
Acquired December 2025
100 Units
Target Returns - 15.47% IRR, 2.37X EM,
9.1% COC
Ross Center Village
Acquired January 2026
56 Units
Target Returns - 18.7% IRR, 2.62X EM, 8.8% COC
Crescent Court Apartments
Acquired August 2025
22 Units
Target Returns - 23% IRR, 2.4 EM, 9% COC
Exited Investments
Oxford Terrace
Indianapolis, IN
40-Unit Property
Acquired January 2022
Initial Occupancy 50%
Investment Highlights
Exit Date
April 2024
Hold Period
2 years
IRR
15%
Equity Multiple
1.6X
Foster’s Cove
Evansville, IN
40-Unit Property
Acquired January 2021
Initial Occupancy 70%
Investment Highlights
Exit Date
February 2025
Hold Period
4 years
IRR
51.6%
Equity Multiple
3.17X
Bozeman Mezzanine Opportunity Fund
Investment Highlights
Exit Date
April 2025
Hold Period
14 months
Average Annual Return
13.7%
Equity Multiple
1.16X
Spectra Velocity Fund 1
Investment Highlights
Exit Date
June 2026
Hold Period
36 months
Average Annual Return
9-13%*
*Total returns dependent on timing of investment