Current Portfolio
Heritage Square
Acquired May 2025
183 Units
Target Returns - 15% IRR, 2X EM, 7% COC
Spectra Velocity Fund I
Senior Position Debt Fund
July 2023 - Present
Average Annual Return - 15%
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
1.6%
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
3.17%
Bozeman Mezzanine Opportunity Fund
Investment Highlights
Exit Date
April 2025
Hold Period
14 months
Average Annual Return
13.7%
Equity Multiple
1.16%