Find an Advisor

North Austin Apartment Portfolio

ExchangeRight

Investment Highlights

Overview

This offering consists of three Class-B garden style apartment complexes located in Austin, Texas.  Combined there are 422 units which the sponsor intends to upgrade along with the amenities. 

  • Year 1 Cash Flow 6.25%
  • Initial Occupancy 95.02%
  • Est. Time Horizon 10 years
  • Yr 1. Cap Rate to Investors 5.58%
  • Investor Purchase Price $44,640,000
  • Total Offering Size $21,030,000

Loan Information

The loan has a 10-year term with interest only payments for the entire term and fixed interest at 3.78%. There is a cash sweep provision which is triggered by the debt service coverage ratio dropping below 1.75.

  • Yr. 1 DSCR 2.57
  • Loan-to-Value 52.89%
  • Hold Period DSCR 2.89

Key Benefits

Strong population growth projected surrounding the properties. 1.72% projected over the next 5-years.

Approximately 50% of the units in the portfolio have received prior interior renovations. The sponsor plans to renovate the 193 untouched unit, at an average cost of $3,500/unit. 

Austin has well-paid tech and professional jobs in addition to a well educated work force.  

Key Risks

Should the Austin market experience a recession, despite past population increases and rent growth, occupancy rates could suffer, hindering property distributions. 

About ExchangeRight

According to the sponsor's website: "ExchangeRight Real Estate, founded in 2012, is a private real estate investment firm focused on the acquisition and management of single-tenant properties throughout the United States. With over $1.2 billion in assets under management diversified across 425 properties in 28 states, we focus on investment-grade, necessity-based retail and Class B/B+ value-added multifamily.

We believe that investors deserve an investment strategy that provides them with stable cash flow, capital preservation, and value-added return potential in the face of uncertain economic and financial conditions. We have implemented a strategy designed to directly address this so that we can preserve our investors' capital and provide attractive income on their capital until the timing is right to execute a strategic exit to maximize their returns."