Anthem Investing

Project Fundamentals

A great way to understand market opportunities and determine if these assets fit your investment strategy. Although we see a consistent volume when the projects release they are filling fast depending on the amount of capital raise. Much more detail can be shared upon request.
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Sample investment project

Introducing our 7th deal with Sample Apartments, a 209-unit, Class B value add property.

Built in 1983 and is located in Arizona, where Sample manages several other properties.


The Market- complete review of the market

Phoenix ranked #1 in the US with 15.7% rent growth from May 2020 to May 2021…

Phoenix ranks #1 in the US as the fastest growing city for the 5th consecutive year and leads the country in 10-year population growth…

Personal income growth rate in Phoenix increased to 8.4% from 2019 to 2020 which tied for the 1st in the entire U.S. Average US personal income growth rate was 6.1% (BEA).

Property / Business Plan- Light value add to Class B asset

Sample is a solid Class B property and presents an excellent opportunity to increase the value by renovating 100% of the units that are still in their classic 1983 condition.

Sample plans to implement improvement to the interior look including vinyl plank flooring, stainless-steel appliances, white shaker door cabinets with modern hardware, quartz countertops, kitchen backsplash, and modern electrical and plumbing fixtures. New stackable washer / dryers will be added to each unit.

The asset will be re-branded, including signage; new exterior paint and color scheme; while adding security gates.

New amenities to be added include a dog park, fitness center and upgraded office.

Property is 100% occupied. Sample will bring in their own property management company.


Investment Structure-

Class A units: 10% preferred return

Class B units: 7% preferred return + share of profits

70/30 LP/GP profit split to 2x multiple

Greater than 2x multiple, then 50/50 split on every dollar over the 2x hurdle.

Hold Period: 3 to 5 years

Distributions and Reporting monthly


Schedule

4/20 - Deal out to investors / PPM available

5/10 - PPM signed and Funding in.

5/17 - Close
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