Co-Investing / Sponsorship

SYNDICATIONS AND COMMINGLED PRIVATE EQUITY PROGRAMS

  • Sponsored by, and Co-Invest With, Axial
  • High Net Worth Individuals & Family Office Investors
  • Approximately 5-7 Year Investment Life
  • Utilizing 60-65% Leverage
  • Development, Value-Add, Core Plus and Stabilized
  • Balance Between Current Income & Capital Appreciation
  • Projected Returns of 8%+ Average Annual Leveraged Returns & 11-13% Leveraged IRRs
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SEPARATE ACCOUNT TRANSACTIONS

    • Co-Invest With Axial as Local Operating Partner
    • Both High Net Worth & Institutional Clients
    • Flexible Structure; Typically 90/10 Equity Partnership
    • Strategic One-Off Acquisitions
    • Asset Value Generally Ranging Between $10 Million – $50 Million
    • Multi-Family, Senior Housing, Industrial and Commercial
    • Development, Value-Add, Core Plus and Stabilized
    • Returns Dependent on Risk Profile
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Advisory

1031 EXCHANGE ADVISORS

  • Discuss Client Objectives and Make Recommendations to Add Value
  • Locate and Coordinate with a Qualified Exchange Intermediary
  • Source Appropriate Exchange Property Through Deep National Relationships
  • Conduct an Analysis of the Acquisition and Financial Projections
  • Extensive Market Analysis and Due Diligence
  • Option for Axial to Assist on Multiple Additional Fronts:
    • Obtain 3rd Party Mortgage Debt
    • Work with Client’s Legal Counsel to Negotiate Relevant Transaction Documents for both the Acquisition and Mortgage
  • Complete Due Diligence and Closing Process
  • Provide On-Going Asset Management Services, which include but are not limited to:
    • Reporting
    • Budgeting
    • Hold/Sell Analysis
advisory

INSTITUTIONAL & FAMILY OFFICE REPRESENTATION

  • Represent Family Offices, Foundations, Endowments and Corporate Employee Benefit Plans For Their Real Estate Allocations
  • Invest Responsibly on behalf of Our Clients in a Diversified Portfolio of Commercial Real Estate Assets based Upon Individual Investment Goals
  • Source Acquisitions and Prepare an Institutional-Grade Analysis of the Acquisition and Financial Projections
  • Obtain Advantageous 3rd Party Mortgage Debt to Match Business Plan of Specific Asset and/or Client’s Investment Goals
  • Complete Due Diligence and Closing Process
  • Provide On-Going Asset Management Services, which include but are not limited to:
    • Reporting
    • Budgeting
    • Hold/Sell Analysis
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