Our rigorous screening process ensures that only 2%–3% of offerings in our targeted U.S. markets proceed to further review. We focus only on assets that meet our conservative underwriting and maximize cash flow for investors. We emphasize markets with strong employment and population growth across the U.S. 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.
Our systematic team approach to performance, KPIs, and people consistently elevates our apartment communities to the highest standards, ensuring predictable investor cash flow and property appreciation, leading to substantial payouts. 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.
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. While we typically plan a 5-7 year exit, we may hold properties long-term for cash flow if conditions are favorable. Once stabilized, we often refinance to return investor capital, hold for steady cash flow, or execute a 1031 exchange for a larger property. This approach allows our investors to benefit from returns while positioning them for future opportunities with EagleCap's next acquisition.
Asset Acquisition & Protection
| Criteria | Target |
|---|---|
| Transaction Size | $1M – $40M |
| Minimum Units | 20+ units (prefer 50+) |
| 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 | Nationwide growth markets |
| Annual Cash-on-Cash Return | 6%–12% |
| Total Annual Return (IRR) | 14%–21% |
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:
For passive investors (Limited Partners) who contribute capital and receive quarterly cash flow. LPs take a completely passive role.
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.
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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