midloch value fund i - made daily€¦ · 12-07-2019 · midloch value fund i fund brief. midloch...
TRANSCRIPT
MIDLOCH VALUE FUND IF U N D B R I E F
Midloch bridges the gap between quality real estate, quality investors and quality management.
Midloch is focused on providing investors access to quality small and middle market real estate investments with value-add returns.
Target Equity $25 millionProjected Fund IRR 14% - 20%Investor Pref Rate 8%GP Profit 20%*Hold Period 5 to 10 YearsLeverage Target 65% LTC**Unit Size $100,000EUM Fee 1.25%Return of Capital 100% pre-promote
*once the investors receive a return of all their invested capital and the preferred return, the Manager receives a 100% catch-up distribution. Thereafter, distributions of 80% are made to the investor and 20% to the Manager.**reference PPM for full details
I N V E S T M E N T S T R A T E G I E S
JV Equity Partnerships - Midloch maintains coast to coast relationships by partnering up with quality real estate operators and investing in their deals.
Direct Investments - Midloch and our affiliates buy directly in our strong Midwest markets.
Debt Investments - Midloch may invest as a real estate debt instrument vs equity to reduce potential deal risk.
F U N D I - K E Y T A R G E T S
A P A R T M E N T S
O F F I C E
I N D U S T R I A L
R E T A I L
Andy SinclairPrincipal & CEO
Rafi GolbersteinPrincipal
Josh KrsnakPrincipal
DEAL SIZE
Midloch focuses on the small-to-middle market opportunities. Why this size? With a quality business plan, they have an opportunity to unlock profitable value.
DEAL ACCESS
Finding the right deal is paramount. The right deal takes key relationships. Midloch’s team has completed deals and maintains relationships coast to coast.
EXPERIENCED LEADERSHIP
Investing | Lending |Development
The combined experience of Midloch’s principals creates a unique perspective to review and select deals.
This brief is provided for informational and discussion purposes only and is not, and may not be relied on in any manner as legal, business, financial, tax or investment advice or as an offer to sell or a solicitation of an offer to buy an interest in any fund or other opportunity sponsored by Midloch, LLC or its affiliates (each, an “Opportunity”) or to participate in any investment strategy and may not be used or relied upon in connection with any offer or sale of securities. A private placement of interests in an Opportunity will only be made pursuant to a definitive confidential private placement memorandum, an Opportunity’s subscription documents, and a Opportunity’s limited liability company agreement, as it may be amended and/or restated from time to time, which will be furnished to qualified prospective investors on a confidential basis at their request and should be reviewed in connection with any consideration of an investment in an Opportunity. The information contained herein is confidential and may not be reproduced or distributed