Investment Program Summary

INVESTMENT THESIS

The purchase of multi-tenanted commercial real estate on the I-85 corridor with a going-in asset value below the institutional size threshold in quality “infill” locations. 

The key tenets of the investment thesis are:

  • High Growth Markets: The I-85 corridor (Raleigh-Durham, NC, Charlotte, NC, Greenville, SC and Atlanta, GA) and its deep-port markets (Savannah, Charleston) have consistently been an important real economic and population growth engine for the country and thereby create a vibrant investment venue that should outperform the general US CRE marketplace.  By way of example, all these markets have population growth above 35% since 2000.  Further, future growth is expected to be high in coveted “STEM” jobs (Science, Technology, Engineering and Mathematics).  In 2017, Raleigh-Durham (2), Charlotte (3) and Atlanta (9) all ranked in the top ten “STEMdex” growth markets, a proprietary index created by RCLCO.
  • Infill Scarcity: While in the past these markets had sufficient nearby land to make “infill” scarcity less relevant to value, that is changing due to this region’s incredible growth.
  • Attractive Niche Pricing: At the targeted investment size, the institutional premium that accompanies larger properties can be avoided.
OPPORTUNITY SUMMARY FOR ACCREDITED INVESTORS

Accredited Investors will have the opportunity to invest as limited partners in a single asset real estate transaction.  Both the product type (potentially industrial, retail or office) and risk-adjusted return profile will be dictated by the particular opportunity.  Generally, these transactions will reflect the above investment thesis. 

A general description of the anticipated investment structure is as follows:

  • Risk-Profile:              Core Plus to Value-Add
  • LP Investment:         $25,000 (Minimum)
  • GP Coinvestment:    5-10%
  • CF Distribution:       Structured
  • Life-Span:                 7 years +-  
  • Fee Details:               In Offering Documents

Subject to change and availability.  Actual terms will be described in each investment’s Offering Memorandum.

TO REQUEST A MORE DETAILED INVESTMENT PROGRAM PRESENTATION, PLEASE FILL OUT THE FORM BELOW: