xEquity Fund I

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Targeted Fund Returns

Objectives

Deliver Attractive Risk-Adjusted Returns

Targeting a 16% IRR and 2.6x equity multiple through a strategically balanced portfolio of multifamily acquisitions and development projects in high-growth Sunbelt markets.

Address Demand for Attainable Housing

Invest in Class B/C properties and new developments to provide quality, affordable rental options, meeting the needs of underserved markets with strong demand. Implement targeted renovations and operational improvements to increase asset value, optimize rental income, and enhance tenant satisfaction.

Drive Value Creation Through Strategic Enhancements

Utilize targeted property upgrades and operational efficiencies to improve cash flow and asset performance, creating value for investors.

Optimize Capital Structure for Stability and Flexibility

Match leverage levels to each deal’s profile, ensuring financial flexibility while protecting against market volatility.

Maintain Transparency and Active Investor Communication

Provide regular, detailed reporting on fund performance, project milestones, and market conditions to keep investors informed.

Highlights

Targeted High Returns: Targeting 16% IRR and 2.13x equity multiple through a diversified portfolio of multifamily assets in Sunbelt growth markets.

Investor-Centric Model: Investors receive 100% up to 7% IRR, then a 65% split, supported by active reporting and transparent 2% management fee.

Tax Efficiency: Offers tax-advantaged returns through depreciation benefits and efficient real estate investment structures.

Focus on Attainable Housing: Investing in new developments and B/C to meet rising demand for quality and affordable living near urban core.

Consistent Cash Flow: Steady distributions supported by high-occupancy assets and a 7% preferred return for investors.

Strategy

Targeted Investment Focus:

We focus on mid-market multifamily assets in urban core locations, leveraging strategic

Value Creation:

Through an active asset management approach, we implement improvements, repositioning strategies, and operational efficiencies to increase property value and optimize returns.

Competitive Advantage:

Our specialized focus on mid-market multifamily assets allows us to capture unique opportunities within a stable asset class, maximizing investor returns while mitigating exposure to overbuilt, highly competitive sectors.

Risk Management:

We employ rigorous market and asset-level due diligence, and strategic cost controls, and work closely with experienced contractors and property managers to promote operational efficiency and minimize risk.

Upside Potential:

By targeting assets with both appreciation potential and stabilized cash flows, we create a balanced portfolio with reliable returns and the opportunity for significant capital gains.

Track Record

Through 18 high-performing investments and over $300MM in total asset value, xEquity Group has on average delivered a 2.38x equity multiple and a remarkable 29% IRR, underscoring our expertise in maximizing investor returns through meticulous asset selection and proactive management.

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