Our Investment Process
EagleCap Professional Screening Filter
Target markets: the Houston and Dallas-Fort Worth metros. Our rigorous screening process ensures that only 2%–3% of offerings in these markets proceed to further review. We focus only on assets that meet our conservative underwriting and maximize cash flow for investors. On-site, our experts thoroughly inspect financials and property conditions to mitigate potential risks and identify opportunities for our investors. Only qualified deals move forward.
EagleCap Expert Project Operations
Our systematic team approach to performance, KPIs, and people consistently elevates our apartment communities to the highest standards, with the aim of steady cash flow for investors and a stronger property at sale. Our strategy includes addressing deferred maintenance and upgrading units upon turnover to increase rents. Additionally, we partner with skilled third-party property managers to improve operations and reduce operating expenses.
EagleCap Maximum Return Strategy
Our strategy focuses on maximizing cash flow and profits while stabilizing and maintaining the asset, to position for a profitable exit. Stabilized, cash-flowing properties are attractive to institutional buyers, including REITs and investment firms. Each property's exit depends on its business plan and the market. Once stabilized, we may sell, refinance to return investor capital, hold long-term for cash flow, or execute a 1031 exchange for a larger property.
Asset Acquisition & Protection
Asset Acquisition Criteria
CAP Rate
- At Purchase: Calculated based on current financials, accounting for potential value-add opportunities.
- At Sale: The business plan typically projects a conservative 0.1% annual increase for each year held.
General Criteria
- High-yield income potential
- 20% below replacement cost
- Cash equity: "All cash" or "Cash to existing debt"
- Focus on value-add opportunities
| Criteria | Target |
|---|---|
| Transaction Size | $1M – $40M |
| Minimum Units | 50+ units |
| Asset Type | B+ to C+ class multifamily |
| Utilities | Individually metered units preferred |
| Roofs | Pitched roof construction preferred |
| Occupancy | 85%+ (will consider lower for strong value-add) |
| Age | Built 1980 or later (older rarely considered) |
| Target Markets | The Houston and Dallas-Fort Worth metros |
Asset Protection
At EagleCap Legacy Wealth Partners, we prioritize asset protection in all our deals. We work closely with SEC attorneys to establish the necessary organizational structures, including LLCs and Private Placement Memorandums (PPM). Our PPM clearly defines roles and responsibilities for all parties:
Member Shares
For passive investors (Limited Partners) who contribute capital and receive quarterly cash flow. LPs take a completely passive role.
Manager Shares
For active deal sponsors (General Partners) who manage the asset from acquisition to disposition and share in the general partnership (GP).
This structure ensures proper governance and documentation, guiding our decision-making and protecting our assets.
Did You Know You Can Invest with Your IRA?
Many people are unaware that they can use funds from their Roth or Traditional IRA, or 401(k), to invest in real estate. The challenge is that many traditional brokers don't permit this type of investment. Fortunately, we have strong relationships with Self-Directed IRA and Solo 401(k) providers who can help you transfer funds into a qualified account. Once complete, you can use that money to partner with us in real estate deals.
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