Lake Highlands Investment 
CLOSED!

PROJECTIONS​

Lake Highlands Fund I
INVESTMENT SNAPSHOT:

The trifecta effect:

2X Total Return over 5-year hold

7+% Average Annual Cash Flow

20% Average Annual Return

80-100% tax write off (Please consult your CPA)

3-5 year hold

 

BONUS​

Newest BONUS structure:

$1M investment 15% bonus on exit, OR $20K at closing & 14% bonus on exit.

• An investment of $250K+ gets a 5% bonus on exit

• An investment of $500K+ gets a 10% bonus on exit

First come, first served...space is limited!

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FINANCIAL UPDATE​

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Since the PSA was signed...

Great news, the latest April financials are in and looking fantastic!!!!

We are up $2.1M in value (at 5 CAP) prior to closing!!

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$45,576 = Total Income Increased 

(T3 through April)
 

Operational Savings

• $15,000 = Reduction in Staffing because of Portfolio Efficiencies - 1 (one) Manager

• $12,500 = Prime at Lake Highland (PLH) Water savings confirmed 

• $27,687 = Prime Tax Savings - No Tax Increase at Prime LH since each is individually parceled

$100,763 = Total Savings

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CAPEX Savings

• $13,000- 13 W/D already purchased

• $93,600 - Savings - cabinets already installed

$106,600 = Total

                                                     

Equity: $12,600,000 

• $2,121,857 = Total Value @ 5 CAP 16.84%

• $2,625,671 = Total Value @ 4 CAP 20.84%

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PROPERTY OVERVIEW​

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• Class B- Properties Built in 1979 and 1984

• Significant Value-add opportunity with minimal deferred maintenance

• 97.5% / 98% Occupied

• Centrally located, near many known retailers, restaurants, hospitals (Sprouts Farmers Market, Starbucks, Verizon, Texas Health Presbyterian Hospital, First Watch, Fish City Grill, Jersey Mike’s, Taco Diner)

• Lake Highlands Town Center is located less than a mile and a half from Forest Ridge

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These assets have tremendous potential, minimal deferred maintenance,

and are in a phenomenal location near schools, parks, retail, and more.

We're excited to be adding more to our deal and leveraging scale to lower our costs, providing better service to our tenants, and decreasing risks for investors.

 

Conservative Underwriting:

Conservative assumptions for future rent growth, expenses, capital budget, and economic vacancy & economies of scale

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WEBINAR RECORDING​

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