ABOUT

Hale is a private commercial real estate firm that provides education services for all commercial property types and investment opportunities. The firm executes value-add strategies through direct and joint venture investments, primarily in existing assets located throughout the U.S. Utilizing our extensive real estate expertise and industry relationships to create value through aggressive marketing, leasing, strategic capital improvements, and prudent financing programs.

TEAM

TerryHale

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

Todd Festa

ACQUISITIONS, CLIENT MANAGEMENT

Primary responsibilities include sourcing and executing new investments, client management, and overseeing investor relations.

59754130852__4BD2CAB4-E64E-41E6-BC4C-213F74C3D63C

Rodney Wilson

ANALYST

His primary responsibilities include underwriting, implementing and executing asset business plans, and assisting with asset management activities.

Eli

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

PORTFOLIO

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

TRANSACTION TYPES

TRANSACTION SIZE

Exit Strategy

Acquisition and Reposition

$300K to $10MM

Wholesale or Long-Term Hold

PRODUCT TYPES

OFFICE

INDUSTRIAL

Self-Storage

MULTI FAMILY

RV PARKS

WHOLESALE PROPERTY TYPES: Hospitality, Assisted Living, Mobile Home Parks, and Land.

STRUCTURES

DIRECT ACQUISITION, NON-RECOURSE SELLER FINANCING, OPTION TO PURCHASE, WHOLESALE TO END BUYERS

LOCATIONS

U.S. MARKET

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.

Building-front-1024x526

24955 Pacific Coast Hwy, Ste A103
Malibu, CA 90265

President

Terry Hale

Executive Assistant

Eli Jane

Acquisitions Manager

Todd Festa

TerryHaleLogo

TERRY HALE

©2020 All Rights Reserved