Investments

New-Multifamily & Mixed Used Developments

The Edison (Milwaukee, WI)

Summary: Entitlement and Design work in progress more to come soon.

Total Units: Estimated to be 250 Units

Total Commercial: Estimated to be 15,000 Rentable Square Feet (RSF)

Bakers Place (Madison, WI)

Summary: Construction in progress.

Total Units: Estimated to be 206 Units

Total Commercial: Estimated to be 8,500 Rentable Square Feet (RSF)

The Bloom (Monona, WI)

Summary: Entitlement and Design work in progress more to come soon.

Total Units: Estimated to be 93 Units

Total Commercial: Estimated to be 6,500 Rentable Square Feet (RSF)

Investment Philosophy

Our investment philosophy derives from Howard Marks, one of the greatest investors of the 21st century. In Howard Mark’s Mastering the Market Cycle, he states, “There are three ingredients for success—aggressiveness, timing and skill—and if you have enough aggressiveness at the right time, you don’t need that much skill.” We believe that our economy’s current state creates the perfect timing to be holding market-rate apartments within one’s profile. Our approach to development site selection is to make aggressive but judicious and calculated selections to produce our investors’ most consistent intrinsic returns. 

*The investments described herein are open to “accredited investors” only, through an offering made in accordance with Regulation D, Rule 506(c) of the Securities Act of 1933, as amended. In purchasing securities through a 506(c) offering, we are obligated to verify any participating investor’s status as an “accredited investor” in accordance with Rule 501 of Regulation D. Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. We do not make any representations as to the accuracy or completeness of the information contained on this website and undertake no obligation to update the information. Past performance is not an indicator of any future results. All investments contain risk and may lose value. This does not constitute an offer to sell or a solicitation of interest to purchase any securities or investment advisory services in any country or jurisdiction in which such offer or solicitation is not permitted by law.