Client Investment Criteria

Client Tango

Asset Class: Student Housing

Primary Capital Source: Family Office

Risk: Core, Core-Plus, Value-Add

Total Capitalization: $15MM to $60MM

Vintage: 2000s+

Size: 150+ beds

Location: Power 4 with 25K+ enrollment

Hold: 5 to 10 years

Cash on Cash: Not applicable

IRR: 15%+ (core-plus); 17%+ (value-add)

Client Foxtrot

Asset Class: Conventional Market-Rate

Primary Capital Source: HNWIs, Family Offices, Private Equity, Institutional Funds

Risk: Value-Add, Distressed

Vintage: 1960 to 2010

Size: 100+ units (1990s+); 150+ units (pre 1990s)

Location: Austin, Charlotte, Denver, Cincinnati, Columbus, Kansas City, Wichita, San Antonio

Hold: 3 to 5 years

Cash on Cash: Not applicable

Yield on Cost: 7.0%+ (2000s+); 7.5%+ (pre 2000s)

IRR: 18%+

Client Sierra

Available

Client Zulu

Available

Client Bravo

Asset Class: Conventional Market-Rate & Affordable

Primary Capital Source: HNWIs, JVs & Balance Sheet

Risk: Core-Plus, Value-Add

Vintage: 1960 to 2019

Size: 100+ units

Location: New Hampshire, Massachusetts, Upstate NY, Rhode Island, Connecticut, Maine, Vermont

Hold: 5 to 10 years

Year 1 Cash on Cash: 5.0%+

Average Cash on Cash: 8.0%+

IRR: 14% to 20%

Client Echo

Available