Track Record

Deal-Level Performance

Transparent, deal-level reporting for accredited investors. Every metric you see here is auditable and tied to specific assets in our portfolio.

Performance Disclaimer: Past performance is not indicative of future results. Returns shown are deal-specific and do not represent guaranteed outcomes. All investments involve risk, including possible loss of principal. Returns referenced include projected and realized figures. Projected returns are forward-looking estimates only.

Portfolio Overview

Aggregate Metrics

Across all completed and active investments since inception.

22.9%
Average Realized Net IRR

Across exited owned deals · Actual

2.53x
Avg Equity Multiple

Realized exits · Actual

100%
Profitable Track Record

Every exited deal · Since inception

Deal-Level Track Record
Property Location Units Acq. Date Exited Net IRR Equity Multiple Hold Period
The Shavelson Houston, TX 26 2011 2024 32.1% 4.56x 13 Yrs
Cambridge in the Groves Houston, TX 101 2015 2018 21.05% 1.89x 3 Yrs
4 Eighty Houston, TX 137 2016 2022 20.14% 2.07x 6 Yrs
Edge at Independence Heights Houston, TX 112 2019 2022 18.21% 1.58x 3 Yrs

All figures shown are realized results from completed exits. Past performance is not indicative of future results.

Transparency

How We Report

Investment partners receive timely, detailed reporting on every asset. We believe transparency isn't optional — it's the foundation of trust.

  • Quarterly investor reports with NOI, occupancy, and renovation updates
  • Annual K-1s for tax purposes, delivered by March 31
  • Real-time investor portal with on-demand financials
  • Monthly cash distributions (where applicable)
  • Deal-level performance vs. underwriting model
  • Direct GP access for questions and calls
Investor Portal

Access Your Investments

Current investment partners can access their portfolio data, distributions, and tax documents through the secure investor portal.

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