| |
|
|
The Yield: Q3 Data.
|
| |
| |
|
6.8%
AVG CAP RATE
|
4.2%
RENT GROWTH
|
14
OFF-MARKET DEALS
|
| |
| |
|
|
|
Sunbelt Industrial Shifts.
|
|
Logistics demand outpaces supply in secondary Sunbelt markets. Vacancy remains under 4%. Rents grew 6% year-over-year. Institutional capital is rotating out of office assets into class-B industrial. We target infill warehouses under 50,000 square feet.
|
|
Read the thesis →
|
|
|
Project Alpha
|
|
Price: $4.2M | Cap: 7.1% | IRR: 14%
|
|
Multi-tenant industrial. 100% occupied. WALT is 3.5 years. Rents are 15% below market.
|
|
Review financials →
|
|
|
|
|
Project Beta
|
|
Price: $2.8M | Cap: 6.9% | IRR: 15.2%
|
|
Anchored retail strip. Value-add opportunity. Roof replaced in 2022. One vacancy.
|
|
Review financials →
|
|
|
|
Deal Pipeline.
|
|
We source off-market assets weekly. Access the full data room.
|
|
View Pipeline
|
|
|
|