NEW INVESTMENT OFFERING ALERT
    Class B+ Asset in an Affluent DFW Market

NEW INVESTMENT OFFERING ALERT Class B+ Asset in an Affluent DFW Market

We are excited to present a unique opportunity to acquire a 168-unit multifamily asset in the heart of affluent Addison, TX, with prime golf course views, an outstandingly tenant base, and a very attractive low-interest rate assumable loan.?


To view this confidential offering, please email our Director of Investor Relations, Jeannette Friedrich, at [email protected].


  • Investor Webinar (Live) - Click below for registration details for joining us on Sunday, July 21st (3:00 PM PST/ 6:00 PM EST)

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5 REASONS WE LOVE THIS DEAL

#1.?Prime Location:?The property is located in the?highly sought-after Plano-Addison area, often likened to the 'Beverly Hills' of Dallas. With household income generally exceeding $90K+, this location offers a high concentration of restaurants, retail, and entertainment options, which attracts a diverse and affluent tenant base, ensuring consistent demand and stability.?

#2. Strong Financial Performance: The property has a?stable 96.4% occupancy rate and offers large units with golf course views. It features an assumable $27.5 million Fannie Mae loan at a?2.59% fixed interest rate.?This structure provides?low-cost, stable financing, enhancing the investment's appeal by?minimizing financial risk and ensuring strong returns.

#3. High-Quality Asset:?The Asset is an institutional-quality property with?minimal deferred maintenance, reducing the risk of unexpected capital expenditures. The property was built in the 1990s and has been?well-maintained by a family office, which significantly minimizes risk and maximizes returns.

#4. Robust Business Plan: Blue Lake Capital's strategic business plan aims to enhance cash flow through the addition of tech packages, additional washer/dryer units, and the creation of private yards. These upgrades will generate fees?independent of rental rates,?boosting the already strong cash flow in place. Additionally, curb appeal improvements and market rate fee adjustments are planned to further?increase NOI and overall property valuation.

#5. Strong Tenant Base: The property boasts a?high-quality and consistent resident base with minimal bad debt and an average tenant tenure of 3.8 years. This ensures a reliable and steady stream of rental income, reducing financial risk and enhancing the investment's appeal.


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RETURNS - IDEAL FOR CASH FLOW INVESTORS

Investing in this Asset means capitalizing on a prime location, strong financial performance, high-quality asset, robust business strategy, and exceptional tenant base, making it an?ideal choice for those seeking a stable and profitable investment in the multifamily?real estate market.

The conservative return profile exceed that of money market accounts, in addition to providing the tax benefits from depreciation and the upside of a sale upon exit.?

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Saman Samii

Account Vice President - Wealth Management, Financial Advisor at UBS

7 个月

Please email me more information on this if possible. We have a lot of connections in DFW.

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