Portfolio Expansion: Two New Investments

We’ve recently added two investments to the Freedom Income & Growth Fund, continuing to diversify across asset types and geography:

Robertson’s Creek (Dallas, TX):
A 233,000+ SF retail center acquired as a secondary equity position at a 35% discount to original investor basis. The property is 100% occupied with strong in-place cash flow and a projected 22% IRR and 13% annual cash yield. 

Click HERE for more details.

Venture on 16th (Phoenix, AZ): 
An 86-unit multifamily value-add investment with a projected 17% IRR and 5% annual cash yield. We acquired the property at a 34% discount off prior owner’s cost basis, as an off-market pre-foreclosure purchase. 

Click HERE for more details.

These investments reflect our continued focus on sourcing opportunities with attractive basis, conservative underwriting, disciplined downside protection, and alignment with experienced operating partners.