OPEN FUNDS

SELECT FUND VI

A private real estate investment opportunity tailored for the moderate risk investor who desires both passive income and asset appreciation within a single venture. This Fund’s approach centers around, acquisition, development, and managing single-family residences in strong growth markets.

Target Returns (Annualized): 15% – 30%

Objective: Income + Growth

Hold Period: 5+ Years

IRR: 18%+

SINGLE PROJECT OPPORTUNITIES

TURNER RIDGE

48 townhome development in Arlington, zoned to highly-rated Mansfield schools. The site is a 35-minute drive from Downtown Dallas, a 25-minute drive from Downtown Fort Worth, and a 25-minute drive from DFW Airport.

Target Returns (Annualized): 24%

Objective: Income + Growth

Hold Period: 2-4 Years

IRR: 33%+

LOGAN SQUARE

Logan Square is an 8.6-acre property near Houston, just north of the Woodlands. 77 finished lots are developed and single-family home construction has commenced. This highly visible development is surrounded by retail and is three miles from I-45.

Target Returns (Annualized): 29%

Objective: Income + Growth

Hold Period: 2-3 Years

IRR: 75%+

RICHARDSON 88

88 townhomes planned on 8.62-acres of undeveloped soccer fields in the infill submarket of Richardson, Texas within the DFW metro area. The Project has an excellent location surrounded by primary transportation thoroughfares, shopping and amenities, and a nationally-recognized school district.

*Photo is for representative purposes only

Target Returns (Annualized): 40%

Objective: Income + Growth

Hold Period: 5 Years

IRR: 21%+

INVESTMENT FOCUS

TARGET MSA ATTRIBUTES

  • Net Population Growth
  • Net Job Growth
  • Net Economic Growth
  • Favorable Regulatory Environment
  • Access to employment hubs, dining, entertainment
    & freeways / transportation
  • Strong School Districts

GEOGRAPHIC FOCUS | SUNBELT

Why invest in real estate?

Strong Returns

Private real estate investments have historically outperformed bonds, public REITs, and the S&P 500 average annual returns since 2000.

Greater Stability

Because housing is a basic human need, multifamily has historically been more resilient than other investments during times of economic uncertainty, especially when comparing private single family developments to the volatility of public assets such as stocks and REITs.

Diversification

Incorporating a mix of liquid and long-term investments across multiple asset types insulate investors from downward-trending economic conditions. Prime market conditions will lead to incredible single family real estate returns.

Tax Benefits

Real estate owners and limited-partnership investors can capture unique tax advantages when investing in programs such as Opportunity Zones.

Frequently asked questions

How Can I Invest?

Traditional Cash Investment: Utilizing post-tax funds for investment opens the door to fully embracing the tax depreciation benefits associated with real estate ownership. This strategy offers the financial perks of property investment without the direct responsibilities of property management.

Self-Directed IRA: Many clients find a significant part of their wealth tied up in retirement plans. By partnering with a custodian, you can allocate a portion of your retirement funds into a self-directed IRA. This enables you to venture into real estate investments, adding a layer of diversification to your retirement portfolio.

Capital Gains and Opportunity Zones: For clients who have realized capital gains from selling stocks, a business, or property, we provide investment opportunities in designated opportunity zones. Investing in these areas not only allows you to defer taxes on capital gains but also eliminates tax obligations on the profits earned from these projects, underlining a significant tax advantage.

What does accredited investor mean?

An accredited investor is defined by specific financial thresholds established by the SEC, granting them eligibility to engage in investment opportunities beyond those registered with the SEC.  SEC.gov | Accredited Investors  

Qualification Criteria:

  • An individual income of $200,000 or a combined income of $300,000 for the last two years with the anticipation of sustaining or enhancing that income level in the current year.
  • A net worth exceeding $1 million is necessary, with the exception of the value of your primary home.


What is IRR?

Internal rate of return (IRR) is the annualized return metric that calculates both cash flow and equity returned over the course of the entire holding period.