Stack Unfair Advantages With A Connected Multifamily Operator
Current & Upcoming Opportunities
JEFFERSON RESERVE PHASE II
- 45L Tax Credits that DIRECTLY offset W2 income (~3.44% of invested capital)
- Opportunity Zone designation allows investment from gains on ANY asset sale, deferring capital gains taxes owed
- Phase I units already cash flowing, Phase II units will be completed in 2025
SPECIAL OPPORTUNITIES FUND
- 5-property portfolio acquisition at 35-40% below recently appraised value
- Off market transaction sourced directly from lenders due to existing relationship
- Quality workforce housing in the Sun Belt
- 20%+ IRR
FOSS FIELDS PHASE I DEVELOPMENT
- Up to 90/10 profit splits for early investors
- 500+ unit premier project
- Midwest memorial to WWII flying ace; land only acquired due to local connections with the heirs
- Depreciation write-offs will be available once units are completed