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What we do
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
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
Recent Representative Transactions
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
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
Recent Representative Transactions