Market

MFVA1
Multifamily Value Add Fund 1

Multifamily Value Add Fund 1

How to buy Asset: Equity
Offering: Private
Hold Period: 5 Years
Investment Objective: Capital Growth
Minimum Investment: $25K
Fund Status: Pre-sale | open | closed | evergreen
Investor type: Accredited

Investment Approach

Multifamily Value Add Fund 1 is a multifamily real estate fund focusing on a multifamily value-add strategy operating in lower-middle-income markets and designed to drive a risk-adjusted return on investment alongside social impact for passive investors.

MFVA1's mission is to supply quality housing in the lower-middle-income markets.

MFVA1 Strategy is a Multifamily value add strategy. Fund purchases an existing multifamily underperforming property and then adds value to the property through renovations and upgrades of physical property or property management.

Exposure Breakdowns

  • Property type: Commercial multifamily buildings - 100%
  • Geography: North America 100%
  • Asset Class: Equity 100%
  • The end-user: The lowest and lower-middle-income households or 29% share of US adults ^1.

Product Features

  • Economic downturn mitigation
    We invest in the lowest and lower-middle markets that are less impacted, historically, by economic downturns.
  • Control of assets
    We own real estate assets; even when we loan money, we still hold the first note on a property and are actively involved in its management. 
  • Value Investing
    Appreciation is not a part of our financial projections
    We do not invest in real estate, hoping the market will appreciate or betting the values will rise. We invest based on its cash flow on-time of investment or potential cash flow during the first months of acquisition.
Fund Key Facts

Target Return

6 - 12%

|

International Investor

Yes

Distribution

Quarterly

|

Market

lower-middle-income rental market.

Preferred Return

Cumulative Preferred Return 8%

|

Timing

Equity members are subject to a 24-month lockup.

Profit Split

50% to the investors 
50% to the manager

| IRA Funds Allowed Yes

Security Instrument

Shares in the LLC

| Reinvestment Option Yes

Minimum Investment

$50,000 single fund or $25,000 double fund

| Historical Returns Our blended net return to investors on a similar strategy has exceeded 18%.

Accredited Investors Only

Yes*

| Investment Open  No

Manager, US Equity

 The US Equity operates under three explicit principles.
*Focus on deals that are at a discount on the replacement cost. 
*Invest in high-growth markets.
*End-user typically has 3rd party payer.




*Accredited Investors must meet ONE of these guidelines:
Net worth exceeding $1 Million, excluding primary residence
Individual annual income over $200,000
Joint yearly income over $300,000


References

[1] Source: PEW Research  

FAQ

What is a private equity real estate fund?

A private equity real estate fund is an investment vehicle that allows high-net-worth individuals and institutions like endowments and pension funds to invest in equity and debt holdings in property assets. Using an active management strategy, private equity real estate takes a diversified approach to property ownership. General partners invest in a variety of property types in different locations.


Legal disclaimer

This page contains only pre-market material. 

Our offerings under Rule 506(c) are for accredited investors only.
FOR OUR CURRENT REGULATION A OFFERING, NO SALE MAY BE MADE TO YOU IN THIS OFFERING IF THE AGGREGATE PURCHASE PRICE YOU PAY IS MORE THAN 10% OF THE GREATER OF YOUR ANNUAL INCOME OR NET WORTH. DIFFERENT RULES APPLY TO ACCREDITED INVESTORS AND NON-NATURAL PERSONS. BEFORE MAKING ANY REPRESENTATION THAT YOUR INVESTMENT DOES NOT EXCEED APPLICABLE THRESHOLDS, WE ENCOURAGE YOU TO REVIEW RULE 251(D)(2)(I)(C) OF REGULATION A. FOR GENERAL INFORMATION ON INVESTING, WE ENCOURAGE YOU TO REFER TO WWW.INVESTOR.GOV.

For our anticipated Regulation A offering, until the Offering Statement is qualified by the SEC, no money or consideration is being solicited. If sent in response before qualification, such cash will not be accepted. No offer to buy the securities can be accepted, and no part of the purchase price can be received until the offering statement is qualified. Any offer may be withdrawn or revoked, without obligation or commitment, before notice of its acceptance is given after the qualification date. A person's indication of interest involves no responsibility or duty. Our Offering Circular, part of the Offering Statement, when filed, may be found at sec.gov or on our website at paperfree.com.

tags  #multifamily value add  #real estate fund #private real estate fund USR9-117D345