Introducing EquityMultiple's long-awaited multifamily portfolio offering.
Foundations Portfolio: Multifamily is a cornerstone investment for growth-focused investors, offering access to a timely asset class with carefully curated underlying investments across the capital stack.
Invest NowOffering Overview
Foundations Portfolio: Multifamily
Foundations Portfolio: Multifamily is a cornerstone portfolio investment for growth-focused investors, comprising of various timely multifamily assets.
Each asset is professionally vetted and managed by our in-house underwriting and asset management teams, differing in terms of business plan, sponsorship, location and capital stack position which helps to diversify risks in the Portfolio. All four assets present a return profile that fits both our thesis and the current focus of our investor network, with the respective sponsors’ business plans well underway.
Multifamily properties have shown remarkable adaptability and strength during financial downturns, technology sector slumps, and worldwide health crises.
As homeownership becomes more expensive and mortgage requirements stricter, more people are opting to rent for extended periods further bolstering this sector.
During the 2020 COVID-19 pandemic, the multifamily sector, alongside industrial and retail segments, witnessed an uptick in rental growth, fueled by consistent housing demand and governmental fiscal support.
Single Investment: Access four investments that usually each demand a $20K minimum, now in a single Portfolio for just $15K.
Location: Assets are spread over four distinct markets for broad exposure.
Sponsor Expertise: Backed by distinct, experienced Sponsors, each with specialized knowledge in their market or asset class.
Capital Stack Diversity: A mix of preferred and common equity positions which offers a balance between payment precedence and exit upside.
Business Strategies: Each property has a different business plan, from light value-add, to simple lease up scenarios, rent adjustments, and development of the property.
Since inception in 2015, EquityMultiple has invested over $500M across more than 185 real estate projects, on behalf of a network of over 40,000 investors. Since the formation of its investment committee in 2019, fully realized EquityMultiple investments have produced a net return of 14.95% to investors (see full Track Record).
EquityMultiple has a dedicated in-house Asset Management Team with significant expertise managing investments from inception to exit.
Foundational Portfolio that allows investors entry into commercial real estate with a risk-adjusted profile.
FAQs About This Offering
The Foundations Portfolio: Multifamily is a cornerstone investment offering from EquityMultiple that provides diversified exposure to the multifamily real estate sector. This portfolio allows investors to access professionally curated and managed real estate assets with a single investment. It includes assets with different business plans, sponsorships, locations, and capital stack positions, helping to diversify risk and enhance potential returns. This approach leverages EquityMultiple's extensive investment experience and underwriting abilities.
Multifamily real estate has proven to be a resilient and flexible investment option across economic cycles. With rising homeownership costs and stricter mortgage qualifications, more individuals are opting to rent, boosting demand for rental properties. Multifamily property values are driven by the income they generate, providing stability even in challenging economic conditions. Additionally, EquityMultiple offers transparent access to well-vetted, professionally managed investments, backed by an experienced in-house asset management team.
Key benefits include:
- Diversification: Access to multiple assets across different markets, reducing risk.
- Lower Minimum Investment: Gain entry to four investments typically requiring higher minimums for just $15,000.
- Professional Management: Expertly managed by EquityMultiple’s dedicated asset management team.
- Resilient Sector: Multifamily properties have shown strength during economic downturns and crises.
- Transparent Process: Thorough due diligence and clear reporting for investors.
Investors in the Foundations Portfolio: Multifamily will incur an annual servicing fee of 1% of invested capital for asset management and related services. Additionally, the portfolio has annual administrative expenses totaling $10,000, which cover costs like Delaware franchise fees, accounting, tax return preparation, and allocable third-party asset management expenses. As an individual investor, you are only responsible for your share of these aggregate administrative expenses, which are paid from reserves or distributions received from the underlying investments.
In keeping with SEC regulations around marketing securities, we're able to show specific investment performance metrics - such as Target Net Return and Target Net Equity Multiple - only after you've created an EquityMultiple account, and self-qualified as an accredited investor. Signing up is quick and easy, and you'll have full access to these figures in just a few clicks.
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