STRATEGY
The BluPhoenix Advisors' Real Estate Investing Team acquires institutional-quality multifamily assets throughout the United States. We strive to improve our communities through moderate interior and exterior renovations. In addition, our team is experienced in identifying operational inefficiencies which allows us to improve operations to exceed investor expectations.
At Real Estate Investing, We Are Targeting Markets with Strong Apartment Fundamentals and Moderate Cap Rates
Employment Drivers
Strong employment drivers provide stable rental income and lower the risk of the investment by keeping the occupancy rates high.
Supply Constraints
The submarket must have high barriers to entry and a population growth sufficient enough to absorb the schedule future supply of new apartments.
GDP Growth
Being sure to avoid markets nearing a potential bust and that are currently experiencing extremely low cap rates.
MultiFamily Cap Rate Trends
In order to achieve our annual preferred returns for our investors, the economics of the metro area must be very strong.
MultiFamily Rental Trends
Growing rents serve as an important indicator of a healthy and stable economy with lower associated risk of investment.
Multifamily Occupancy Trends
Healthy occupancy rates signal a growing population that is outpacing the current supply of new apartments.
Target Multifamily Markets
Our team is actively searching for quality multifamily assets in the following markets:
Austin, TX
San Antonio, TX
Dallas, TX
Houston, TX
Atlanta, GA
Jacksonville, FL
Orlando, FL
Tampa, FL
Miami, FL
Investment Philosophy
BluPhoenix Advisors is focused on achieving attractive returns for investors while maximizing long-term capital appreciation by investing according to our disciplined strategy of acquiring high-quality real estate investments at an attractive purchase price.
Through an intensive research underwriting process along with our strategic partnerships with experienced operators, BluPhoenix Advisors seeks to foster growth and unlock value across our portfolio by focusing on asset management, property operations, leasing, and targeted value initiatives.
Strategic Partnerships
Invest alongside best in class operators with asset and market expertise
Asset & Market Focus
Invest in high quality assets in markets with attractive demographic fundamentals
Acquisitions Fundamentals
Purchase assets at a discount to replacement cost with in-place income
Active Asset Management
Work with partners to ensure best results for investors
Capital Preservation
Focus on investor capital preservation & growth
Tax Benefits
Levered real estate equity ownership
Risks
Economic Uncertainty
Political / International Risks
Affordability
New Supply
Rent Control
Interest Rate Uncertainty
Mitigant
Market Demographics
Geographic Focus
Purchase at a Steep Discount to Replacement Cost
High Barrier to Entry Markets w/ In-Place Income
Avoid Markets with Significant Rent Control Laws
Banking Relationships, Long Term Debt, Fixed Rate, Hedges
Opportunities
Strong Demographics
Consistent Job / Wage Growth
Strong Demand / Absorption
High Construction Costs
Purchase Below Replacement Cost
Significant Tax Benefits
Best in Class Sponsor Relationships
