Portfolio
General Partners – Multifamily & Memory Care/Assisted Living
Serenity Villas ALF/ALZ
The Villages/Lady Lake, FL
Under Construction
Units: 120
Projected Equity Multiple: 2.15X
Acquisition Date: October 2020
Purchase Price (Land only): $2.76M
Deal Structure: 506(C) Syndication
Projected Hold: 3-5 Years
Unit Mix: 96-1B | 24-2B
Grand Reserve
Apartment Homes
Ocala, FL
Units: 263
Projected Equity Multiple: 1.8X-2.1X
Acquisition Date: July 2022
Purchase Price: $70.6M
Deal Structure: 506(B) Syndication
Projected Hold: 3-5 Years
Unit Mix: 95-1B | 134-2B | 34-3B
Coconut Villas
Dunedin, FL
Condo Conversion
Units: 20
Projected Equity Multiple: 1.89X
Acquisition Date: July 2021
Purchase Price: $4.6M
Deal Structure: 506(B) Syndication
Projected Hold: 3-5 Years
Unit Mix: 20-2B
Oasis at Ballast Point
Tampa, FL
Units: 135
Projected Equity Multiple: 2.02X
Acquisition Date: February 2022
Purchase Price: $23.3M
Deal Structure: 506(B) Syndication
Projected Hold: 2-5 Years
Unit Mix: 68-1B | 67-2B
Limited Partners - Multifamily
