Commercial Real Estate Investing
Terry Hale
PRESIDENT
Partner and Founder. Primary responsibilities include education fulfillment, sourcing and executing new investments, procuring asset financing and directing the firm’s investment strategy.
Todd Festa
ACQUISITIONS, CLIENT MANAGEMENT
Primary responsibilities include sourcing and executing new investments, client management, and overseeing investor relations.
Rodney Wilson
ANALYST
His primary responsibilities include underwriting, implementing and executing asset business plans, and assisting with asset management activities.
Eli Jane
EXECUTIVE ASSISTANT
Her primary responsibilities include office management, providing executive level administrative support, and overseeing special projects and supporting the investment committee.
EXPERIENCE
The team is experienced in managing all types of commercial real estate investments through multiple business cycles and through the life cycle of each investment, from acquisition and business plan execution, to realization. Collectively, the founders have assets through all asset classes surrounding the US.
The firm applies an integrative management approach to optimize asset performance. Areas of expertise and focus include:
ASSET REPOSITIONING
PROPERTY MANAGEMENT & LEASING COORDINATION
FINANCINGS, REFINANCINGS, & DISPOSITIONS
LEGAL REVIEW & TRANSACTION DOCUMENTATION
REAL-TIME MARKET RESEARCH & HOLD/SELL ANALYSES
52 Unit Multi-Family
The target markets will include CA, TX, GA, FL, Although, the Fund may occasionally invest in other markets within the United States region as well as other classes of multi-family, single family and commercial properties, and other real estate backed investments as may be determined by the Manager and the Investment Committee.
| Location | Various |
| Asset Class | Multifamily Apartments |
| Offering Size | $3,000,000 |
| Min/Max Investment | 100K / 10M |
| Projected IRR | 15% |
The Texas Villas
The TexasVillas is single asset fund. Conveniently positioned near Austin Texas, is a reposition property with a prime opportunity to increase occupancy and increase the current rent levels after renovations. The capital raise for this property was highly successful. We raised the required capital in less than two weeks and there were more interested than we could accommodate.
| Location | Austin, TX |
| Asset Class | Multifamily Apartments |
| Offering Size | $400,000 |
| Purchase Price: | $1,695,000 |
| Projected Value: | $4,600,000 |
Current Update: The Tex Villas is fully rehabbed and 100% leased with a waiting list. Consistent monthly cash flow of over $39,960.00, huge appreciation, and the return of invested capital is the reason for the demand for our fund.
St Augustine Self Storage
Terms: 80% Non- Recourse Seller Financed 7 Year Note 4.25% Interest
This Storage Facility is single asset fund. Located just outside the historical area of St Augustine, Florida with a prime opportunity to increase occupancy, automate management and collection procedures and raise rents. The capital raise for this facility was an instant success and will produce monthly passive income.
| Location | St Augustine, FL |
| Asset Class | Self Storage Facility |
| Offering Size | $200,000 |
| Purchase Price: | $480,000 |
| Projected Value: | $1,200,000 |
Canyon Lake Self Storage
Terms: 80% Non- Recourse Seller Financed 5 Year Note 5.5% Interest
| Location | Canyon Lake, TX |
| Asset Class | Self Storage Facility |
| Offering Size | $100,000 |
| Purchase Price: | $390,000 |
| Projected Value: | $610,000 |
Tex Pines RV and Storage
Terms: 80% Non- Recourse Seller Financed 10 Year Note 4.5% Interest
| Location | Granbury, TX |
| Asset Class | Asset Class: RV Park and Storage |
| Offering Size | $200,000 |
| Purchase Price: | $2,000,000 |
| Projected Value: | $2,900,000 |
Glenn Rose Self Storage
Terms: 90% Non-Recourse Seller Financed. 4 Year. Note 4% Interest.
| Location | Glenn Rose, TX |
| Asset Class | Asset Class: RV Park and Storage |
| Offering Size | $100,000 |
| Purchase Price: | $304,000 |
| Projected Value: | $590,000 |
Whitney RV Park
Terms: 85% Non-Recourse Seller Financed. 5 Year. Note 5% Interest Ony.
| Location | Lake Whitney, TX |
| Asset Class | Asset Class: RV Park and Storage |
| Offering Size | $200,000 |
| Purchase Price: | $675,000 |
| Projected Value: | $1,100,000 |
Dallas Self Storage
Terms: 90% Non-Recourse Seller Financed. 4 Year. Note 5.5% (Interest only for first 2 years).
| Location | Dallas, TX |
| Asset Class | Asset Class: RV Park and Storage |
| Offering Size | $100,000 |
| Purchase Price: | $625,000 |
| Projected Value: | $980,000 |
Teague Mini Storage
Terms: 95% Non-Recourse Seller Financed. 7 Year. Note 4.5% Interest (30 Year amortization).
| Location | Teague, TX |
| Asset Class | Mini Storage Facility / 3 acres Land |
| Offering Size | $100,000 |
| Purchase Price: | $110,000 |
| Projected Value: | $390,000 |
Garden View Apartments
Terms: 80% Non-Recourse Seller Financed. 5 Year. Note 5% Interest (6 month deferment).
| Location | Orlando, FL |
| Asset Class | Multifamily Apartment |
| Offering Size | $300,000 |
| Purchase Price: | $1,250,000 |
| Projected Value: | $2,900,000 |
Kissimmee Self-Storage
Terms: Purchased all cash
This Storage Facility is single asset fund. Located just outside the Orlando, Florida market with a prime opportunity to increase occupancy, automate management and collection procedures and raise rents. The capital raise for this facility was an instant success and actually cash flowed at closing.
| Location | Kissimmee, FL |
| Asset Class | Self Storage Facility |
| Offering Size | $500,000 |
| Purchase Price: | $500,000 |
| Projected Value: | $1,320,000 |
Target assets exhibit one or more of the following characteristics:
Under Performing Assets
BELOW REPLACEMENT COST
DISTRESSED OWNERSHIP
INEFFICIENCY IN THE SALES PROCESS
VALUE POTENTIAL DUE TO OVERSIGHT / MISMANAGEMENT
Opportunites
How You Can Join Our Team
Education and Limited Partnership
Learn from Terry Hale and the team with over 35 years of combined commercial investing experience how you can invest using non-conventional methods. Once educated there is an opportunity for limited partnership to build a portfolio of equity and cashflow.
24955 Pacific Coast Hwy, Ste A103
Malibu, CA 90265