We currently solely invest in multifamily apartment buildings, one of the most recession-proof segments of the Real Estate Market, particularly with the United States population continuing to grow. While the continued advancements in online marketing (particularly Amazon) and “work from home” threatens the retail and office real estate, people will always need to live somewhere. Within this segment, we focus on C+ to B+ class multifamily properties and prefer B class in A markets and C+ class in B markets. This positions us in a very stable segment of the market.

To qualify as an accredited investor, a person must demonstrate an annual income of $200,000, or $300,000 for joint income, for the last two years with expectation of earning the same or higher income. An individual must have earned income above the thresholds either alone or with a spouse over the last three years. Or a person is also considered an accredited investor if he or she has a net worth exceeding $1 million, either individually or jointly with his or her spouse excluding a personal home.

Of course, you do not have to be an accredited investor to invest in our deals. Additionally, there are ways for you to become a part of an apartment deal with no money in the deal. Contact us to find out how!

We maintain strong relationships with commercial brokers across the United States, often receiving exclusive opportunities before they reach the open market. Upon receiving an opportunity, our team rigorously underwrites each property to the highest standards, ensuring that only those meeting our stringent criteria proceed to the next stages.

All of our investments are property-specific, with each offering unique returns. However, the target returns typically range from a 5% to 10% average annual cash flow during the 5- to 7-year holding period. Additionally, upon sale or refinance, investors can expect an additional lump sum, resulting in a 13% to 18% or higher total average annual return. By consistently applying our proven Legacy Wealth System to every apartment investment, our objective is to, at a minimum, double investor capital within 5 years or less.

This is an exciting point. Over a 5-year period it is our goal to have our properties not be more than 50-60% leveraged. While we start out with a 75%-80% leverage based on purchase price, we decrease that ratio rapidly by actively paying down the loan and by forcing appreciation of the property through value add improvements, superior management, and rent increases, leading to a 5-year loan to value ratio of no more than 60%. This conservative approach provides additional buffer from the ups and downs of the real estate market.

Great news. You will be a limited liability owner of the property and are, therefore, entitled to all of the LLC protections and benefits of ownership, like depreciation and cash flow. The property is owned by a “Property LLC” as the only asset in the LLC, which controls liability risk. You, in turn, will be a direct shareholder in this “Property LLC,” so you are part owner of the company that owns the property. This allows for a direct flow-through of cash flow and depreciation benefits, and allows you, upon sale of the asset, to realize long term capital gains… PLUS, you literally get to tell your friends you “own” an apartment complex, because you do. Check out our process for additional info and graphics.

Yes. Investing in multifamily real estate through a structure like ours is ideal for retirement plans, as it is inherently passive. To get started, set up a self-directed IRA or Solo 401(k) with an independent custodian (we can help you with this). Once established, you can invest using your IRA, 401(k), or other self-directed retirement accounts. If you have any questions, submit a form here, or email us directly at (contact@eaglecapinvesting.com).