MarbleCliff2.jpg

Private Equity

Private Equity

The Income Fund Real Estate Series co-invests in direct U.S. multi-family residential real-estate apartment complexes that are already generating annuity-like, predictable gross cash flows ~8% per annum.  The Income Fund’s co-investment partners have:  more than 20 years of real estate investment and management experience; over $2.0 billion in total transactions, with more than $800 million in multi-family transactions; conservative, disciplined underwriting & investment process (i.e., net sellers in 2005-2007); thorough due diligence & strong transactional capabilities; and “hands-on” approach, with a fully-integrated property management company managing over 7,000 units.

3 Years
From concept on paper, to a fully executed and deployed investment strategy
13 properties
Diversified across the midwestern and southeastern United States
10.6%
Gross weighted annual yield of portfolio
4,739
Units in the multi-family portfolio
$454 Million
Total equity invested, including co-investor capital
$131 Million
Total equity invested, including coinvestor capital
2x
Gross return on equity from 1st property sold
22%
Gross IRR on 1st property sold

Income Fund I

Real Estate Investments