Access proven and unique wealth building & preservation strategies
Access proven and unique wealth building & preservation strategies
DECARBONIZED, ALL-CASH AND LOW-LEVERAGE INVESTING BACKED BY REAL ASSETS
DECARBONIZED, ALL-CASH AND LOW-LEVERAGE INVESTING BACKED BY REAL ASSETS
Invest in proven asset classes, their unique
operators and future-proof operating models:
Affordable Coliving, Short, Mid & Long-Term Rentals
all on one integrated, decarbonized platform.
Invest in proven asset classes, their unique
operators and future-proof operating models:
Affordable Coliving, Short, Mid & Long-Term Rentals all on one integrated, decarbonized platform.
Invest in proven asset classes, their unique operators and future-proof operating models: Affordable Coliving, Short, Mid & Long-Term Rentals all on one integrated, decarbonized platform.
$100M
$100M
Total Equity
3X Flagship Fund
Total Equity 3X Flagship Fund
6 Markets
6 Markets
Across the US
Across the US
Control
Control
Determine your own risk & leverage-level
Determine your own risk & leverage-level
45+ Years
45+ Years
Team Expertise
Team Expertise
3X Diversified
3X Diversified
...by geography, operating model and exit strategy
...by geography, operating model and exit strategy
$100M
Total Equity 3X Flagship Fund
6 Markets
Across the US
Control
Determine your own risk & leverage-level
45+ Years
Team Expertise
As an investor today, you have a myriad of investment options
At the same time, there is less clarity than ever
As an investor today, you have a myriad of investment options
At the same time, there is less clarity than ever
As an investor today, you have a myriad of investment options
At the same time, there is less clarity than ever
Choosing the best real estate strategy
Choosing the best real estate strategy
There are many different types of real estate investments, but which is best for you?
How future-proof is your investment?
How can you diversify within each investment?
There are many different types of real estate investments, but which is best for you?
How future-proof is your investment?
How can you diversify within each investment?
There are many different types of real estate investments, but which is best for you?
How future-proof is your investment?
How can you diversify within each investment?
While real estate far outperforms typical income investments...
While real estate far outperforms typical income investments...
While real estate far outperforms typical
income investments...
... and you know it’s a smart move, there
are many ways it can go wrong.
How do you vet deals and operators?
Operators love to boast 20-30% returns.
But... what will your returns really be?
What are the risks?
... and you know it’s a smart move, there are many ways it can go wrong.
How do you vet deals and operators?
Operators love to boast 20-30% returns.
But... what will your returns really be?
What are the risks?
... and you know it’s a smart move, there
are many ways it can go wrong.
How do you vet deals and operators?
Operators love to boast 20-30% returns.
But... what will your returns really be?
What are the risks?
Investors are exposed to often overlooked,
hidden and inherent risks
Investors are exposed to
often overlooked, hidden
and inherent risks
Timing Risk
Luck & timing often contribute more to returns than operator performance.
Deals boasting 20%+ returns rely heavily on market timing and often ignore “value-add” downside construction risk.
Bad timing or construction issues? Your returns disappear.
Leverage Risk
Operators and sponsors use leverage to boost returns and IRR, exposing investors to risks beyond their control. This is can lead to partial or total investment loss.
Concentration Risk
Investments often focus on a single property or a fund that is limited to one geography & operating model (e.g. long-term rental) with no competitive edge.
Better hope that everything goes right... with projected appreciation, smooth operations and the primary deal fundamental all materializing.
Leverage Risk
Operators and sponsors use leverage to boost returns and IRR, exposing investors to risks beyond their control. This is can lead to partial or total investment loss.
Timing Risk
Luck & timing often contribute more to returns than operator performance.
Deals boasting 20%+ returns rely heavily on market timing and often ignore “value-add” downside construction risk.
Bad timing or construction issues? Your returns disappear.
Concentration Risk
Investments often focus on a single property or a fund that is limited to one geography & operating model (e.g. long-term rental) with no competitive edge.
Better hope that everything goes right... with projected appreciation, smooth operations and the primary deal fundamental all materializing.
Timing Risk
Luck & timing often contribute more to returns than operator performance.
Deals boasting 20%+ returns rely heavily on market timing and often ignore “value-add” downside construction risk.
Bad timing or construction issues? Your returns disappear.
Leverage Risk
Operators and sponsors use leverage to boost returns and IRR, exposing investors to risks beyond their control. This can lead to partial or total investment loss.
Concentration Risk
Investments often focus on a single property or a fund that is limited to one geography & operating model (e.g. long-term rental) with no competitive edge.
Better hope that everything goes right... with projected appreciation, smooth operations and the primary deal fundamental all materializing.
So... we built a better solution!
So... we built a better solution!
A series of proven wealth-building and preservation strategies designed to counter-act common real estate investing pitfalls, all wrapped into a fund structure.
A series of proven wealth-building and preservation strategies designed to counter-act common real estate investing pitfalls, all wrapped into a fund structure.
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THE SOLUTION: INTRODUCING THE 3X FUND
THE SOLUTION: INTRODUCING THE 3X FUND
Capitalize on the fast-growing coliving, short & mid-term
rental markets and their 10-15% CAGR*
Capitalize on the fast-growing coliving, short & mid-term
rental markets and their 10-15% CAGR*
Capitalize on the fast-growing coliving, short & mid-term rental markets and their 10-15% CAGR*
(*compound annual growth rate)
(*compound annual growth rate)
Investing in growing markets can pay off, especially if you catch the trend early. The projected 2024-2028 CAGR for US real estate
is only 4.51% (according to Statista). Coliving, short-term and mid-term rentals are poised to grow between 10-15% per year.
Investing in growing markets can pay off, especially if you catch the trend early. The projected 2024-2028 CAGR for US real estate is only 4.51% (according to Statista). Coliving, short-term and mid-term rentals are poised to grow between 10-15% per year.
It pays to invest in growing markets, especially if you catch the trend early. The projected 2024-2028 CAGR for US real estate is only 4.51% (according to Statista). Coliving, short-term and mid-term rentals are poised to grow between 10-15% per year.
REAL Company 3X investors primarily invest into these fast-growing operating models, operating companies & underlying assets.
REAL Company 3X investors primarily invest into these fast-growing operating models, its operators and underlying assets.
REAL Company 3X investors primarily invest into these fast-growing operating models, its operators and underlying assets.
You’re in good company!
Major investors and sovereign wealth funds invest in coliving...
You’re in good company!
Major investors and sovereign wealth funds invest in coliving...
You’re in good company! Major investors and sovereign wealth funds invest in coliving...
RECENT COLIVING INVESTMENTS
BACKED BY
... and short & mid-term rental operators,
with investments well exceeding US $1 Billion.
... and short & mid-term rental operators, with investments well exceeding US $1 Billion.
RECENT STR INVESTMENTS
BACKED BY
Global, cutting-edge investors further back these operators’ assets
with recent investments exceeding US $12 Billion.
Global, cutting-edge investors further back these operators’ assets
with recent investments exceeding US $12 Billion.
Global, cutting-edge investors further back these operators’ assets with recent investments exceeding US $12 Billion.
Request Invite
RECENT COLIVING INVESTMENTS
RECENT STR INVESTMENTS
RECENT COLIVING INVESTMENTS
BACKED BY
What makes this such a good opportunity?
What makes this such a good opportunity?
A “perfect storm”, severe, affordable housing shortage affecting Gen Z & Millennials
Affordability is plummeting due to historical under-building of new housing and minimal wage-growth.
This gap created a generational gap in affordability and drives demand for sub-studio priced housing to sky-rocket.
Enter Coliving.
Affordability is plummeting due to historical under-building of new housing and minimal wage-growth.
This gap created a generational gap in affordability and drives demand for sub-studio priced housing to sky-rocket.
Enter Coliving.
Coliving cures underutilized real estate
Single family homes and large multifamily units are
often underutilized by design, offering low density
and high $/sqft housing.
Coliving addresses the unmet demand:
• Unlock Existing Housing: Offer sub-studio priced rental rates.
• Reduce Liability: Residents only responsible for their room.
• Flexible Terms: Lease lengths & home/locations.
• Spacious, Well-Maintained Homes: Consistent,
welcoming and serviced environment for first or
second time renters.
Single family homes and large multifamily units are often underutilized by design, offering low density and high $/sqft housing.
Coliving addresses the unmet demand:
• Unlock Existing Housing:
Offer sub-studio priced rental rates.
• Reduce Liability:
Residents only responsible for their room.
• Flexible Terms:
Lease lengths & home/locations.
• Spacious, Well-Maintained Homes: Consistent, welcoming and serviced environment for first or second time renters.
Coliving solves the generational mismatch in product-market-fit
Inflexible terms, outdated and tech-handicapped living spaces are not what the new generation wants.
Fueled by a lack of in-person connection that’s driven by social media, they deeply desire to connect, build community and friendships.
As the most tech-enabled generation ever, they demand flexibility, modern homes and a built-in community.
Coliving addresses all unmet demands.
How we meet this growing demand
How we meet this growing demand
By expanding the scope of product and service offered to meet the under-served Gen-Z and Millennial market demands, we unlock product-market-fit.
By expanding the scope of product and service offered to meet the under-served Gen-Z and Millennial market demands, we unlock product-market-fit.
We combine coliving, short-, mid- & long-term rentals into one serviced product
We combine coliving, short-, mid- & long-term rentals into one serviced product
We combine coliving, short-term, mid-term and long-term rentals into one serviced product
Standard rentals offer little differentiation beyond
“better countertops” and “stainless steel appliances.”
Contrast with Coliving:
• Affordable by Default: Access to spacious homes and
a built-in community, including events!
• Fully Serviced: Includes a variety of services (see
table), maintenance and more.
Urban Professional Rentals: “Affordable Luxury” fully serviced short- & mid-term rentals for the same audience.
Standard rentals offer little differentiation beyond
“better countertops” and “stainless steel appliances.”
Contrast with Coliving:
• Affordable by Default: Access to spacious homes and a built-in community, including events!
• Fully Serviced: Includes a variety of services (see table), maintenance and more.
Urban Professional Rentals: “Affordable Luxury” fully serviced short- & mid-term rentals for the same audience.
Modern & tech-forward
Modern & tech-forward
Members use app-based communication to stay in touch and manage their home, arrange new lease terms or bookings, re-order household supplies and to make service requests.
Gone are the days of “call this number and leave a voicemail” or “send an email and wait”.
Members use app-based communication to stay in touch and manage their home, arrange new lease terms or bookings, re-order household supplies and to make service requests.
Gone are the days of “call this number and leave a voicemail” or “send an email and wait”.
Serious about the environment
Serious about the environment
Decarbonized, eco-friendly homes attract
eco-concious residents and those concerned
about our planet’s future.
Properties will be upgraded with solar, heat pumps, new-gen insulation and water
monitoring where financially viable.
Decarbonized, eco-friendly homes attract eco-concious residents and those concerned about our planet’s future.
Properties will be upgraded with solar, heat pumps, new-gen insulation and water monitoring where financially viable.
The result? Decreased expenses, increased resident satisfaction and higher net income.
The result? Decreased expenses, increased resident satisfaction and higher net income.
The result? Decreased expenses, increased resident satisfaction and higher net income.
Social benefits that reward residents
Social benefits that reward residents
Through our partnership with Stake, residents get cash back on rent paid and additional benefits:
• Credit Reporting: On-time payments result in a
42-point average score increase.
• Early Paychecks: That, plus 1% cash back on the
no-fee Stake debit card.
Through our partnership with Stake, residents get cash back on rent paid and additional benefits:
• Credit Reporting: On-time payments result in a 42-point average score increase.
• Early Paychecks: That, plus 1% cash back on the no-fee Stake debit card.
Through our partnership with Stake, residents get cash back on rent paid and additional benefits:
• Credit Reporting: On-time payments result in a 42-point average score increase.
• Early Paychecks: That, plus 1% cash back on the no-fee Stake debit card.
How we create highly favorable economics
How we create highly favorable economics
Combining fast-growing operating models creates 50-100% upside in
gross revenue at the property level and more “buy-low” opportunities
Combining fast-growing operating models creates 50-100% upside in
gross revenue at the property level and more “buy-low” opportunities
We don’t pass up great properties
We don’t pass up great properties
Some homes underperform as long-term rentals, but excel with mid-term or coliving models. Others are great long-term rentals but not for coliving. Multifamily properties perform best with mixed models.
With in-house & partner experts in each sub-market, we’re uniquely capable to mix operating models across assets.
The result: 3X increases home-run properties.
Some homes underperform as long-term rentals, but excel with mid-term or coliving models. Others are great long-term rentals but not for coliving. Multifamily properties perform best with mixed models.
With in-house & partner experts in each sub-market, we’re uniquely capable to mix operating models across assets.
The result: 3X increases home-run properties.
Strict buying criteria & focus on distressed, undervalued assets
Strict buying criteria & focus on distressed, undervalued assets
Our investment strategy has three core components:
1. Deploy the best operating model(s) for each asset,
to ensure it performs at its highest & best use.
2. Identify distressed assets in markets impacted by high interest rates and market shifts* (e.g. work from home, city-flight, office space crash).
3. Underwrite all assets using multiple operating models to fit our cap-rate ranges.
Our investment strategy has three core components:
1. Deploy the best operating model(s) for each asset,
to ensure it performs at its highest & best use.
2. Identify distressed assets in markets impacted by high interest rates and market shifts* (e.g. work from home, city-flight, office space crash).
3. Underwrite all assets using multiple operating models to fit our cap-rate ranges.
Our investment strategy has three core components:
1. Deploy the best operating model(s) for each asset, to ensure it performs at its highest & best use.
2. Identify distressed assets in markets impacted by high interest rates and market shifts* (e.g. work from home, city-flight, office space crash).
3. Underwrite all assets using multiple operating models to fit our cap-rate ranges.
Investment in operating companies provides
control & multiple exit opportunities ✨
Investment in operating companies provides control & multiple exit opportunities ✨
Investment in operating companies provides control & multiple exit opportunities ✨
The assets we invest in are managed by best-in-class operating partners, experts in their respective sub-markets. This partnership grows our partner’s business, which generates returns for 3X investors.
1. Engineered Win-Win: We grow the operator’s business and our investment value simultaneously.
Want to have your cake and eat it too? This is it.
2. Exclusive Relationship: Investing in our partners ensures your assets are well-managed and unlocks exclusive access to deals not disclosed externally.
3. Liquidity Events: Our “portfolio partner businesses” are eventually acquired by larger operators or go public, generating returns for 3X investors.
The assets we invest in are managed by best-in-class operating partners, experts in their respective sub-markets. This partnership grows our partner’s business, which generates returns for 3X investors.
1. Engineered Win-Win: We grow the operator’s business and our investment value simultaneously.
Want to have your cake and eat it too? This is it.
2. Exclusive Relationship: Investing in our partners ensures your assets are well-managed and unlocks exclusive access to deals not disclosed externally.
3. Liquidity Events: Our “portfolio partner businesses” are eventually acquired by larger operators or go public, generating returns for 3X investors.
Boost Returns by 30-50%
Boost Returns by 30-50%
Boost Returns by 30-50%
Multiple Exit Opportunities
Multiple Exit Opportunities
Multiple Exit Opportunities
Investor Opt-In or Out
Investor Opt-In or Out
Investor Opt-In or Out
Target <20% Investable Assets
Target <20% Investable Assets
Target <20% Investable Assets
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Profitably reducing carbon footprint by 70%
Profitably reducing carbon footprint by 70%
We share a commitment to the environment with our residents and investors. We’re also committed to investor returns. Any property that can be profitably decarbonized will have the following applied:
1. Electrify Building Systems: Retrofit water heater & HVAC to reduce heating costs by 36% and carbon emissions by 85%.
2. Install Solar Photovoltaic: At $1,800 per kW, yielding $259-519/year in utility savings (assuming $0.15 to $0.30/kWh).
Investors will enjoy a projected 50-75% ROI on this initiative.
We share a commitment to the environment with our residents and investors. We’re also committed to investor returns. Any property that can be profitably decarbonized will have the following applied:
1. Electrify Building Systems: Retrofit water heater & HVAC to reduce heating costs by 36% and carbon emissions by 85%.
2. Install Solar Photovoltaic: At $1,800 per kW, yielding $259-519/year in utility savings (assuming $0.15 to $0.30/kWh).
Investors will enjoy a projected 50-75% ROI on this initiative.
Profitably reward
resident loyalty
Profitably reward
resident loyalty
Through our unique partnership with Stake.Rent,
3X investors realize the following benefits:
• 43% increase in lease renewals
• 38% reduction in delinquency
• 20% lower rental listing Days on Market (DOM)
• 54% concession savings
• 15% higher lease conversions
Through our unique partnership with Stake.Rent,
3X investors realize the following benefits:
• 43% increase in lease renewals
• 38% reduction in delinquency
• 20% lower rental listing Days on Market (DOM)
• 54% concession savings
• 15% higher lease conversions
Through our unique partnership with Stake.Rent, 3X investors realize the following benefits:
• 43% increase in lease renewals
• 38% reduction in delinquency
• 20% lower rental listing Days on Market (DOM)
• 54% concession savings
• 15% higher lease conversions
You’re in control. Choose your own
leverage level and risk versus reward.
You’re in control. Choose your own
leverage level and risk versus reward.
There will be a distribution of 5% per year (paid monthly) on all investments.
There will be a distribution of 5% per year (paid monthly) on all investments.
Leverage the resources of a seasoned team
Leverage the resources of a seasoned team
Rely on 45+ years of collective operating and investing experience.
Rely on 45+ years of collective operating and investing experience.
Fathi Said
Managing Partner
Full bio →
Daniel Idzkowski
Advisor
Full bio →
$1Bn+
Historical Assets
2
2
2
0
0
0
0
0
+
+
Properties Bought/Sold
10
Companies Started/Exited
Peter Lynch
Managing Partner
Full bio →
Full bio →
Full bio →
Sam Wegert
Advisor
Full bio →
Intrigued?
Request an Invite.
Intrigued?
Request an Invite.
Step 1
Step 1
Request private consultation
Request private consultation
Step 2
Step 2
Choose investment goals
& allocate funds
Choose investment goals & allocate funds
Step 3
Step 3
Define return & leverage targets
Define return & leverage targets
Step 4
Step 4
Monitor and track earnings
Monitor and track earnings
Request Invite
Request Invite
A “perfect storm”, severe, affordable housing shortage affecting Gen Z & Millennials
Affordability is rapidly decreasing because of historical under-building of new housing and near zero inflation adjusted wage-growth.
This has created a generational gap in affordability and is causing demand for sub-studio priced housing to sky-rocket.
Enter Coliving.
Coliving cures underutilized
real estate
Single family residences and large multifamily units are underutilized by design, offering low density and high $/square foot housing.
Coliving addresses the increasing, unmet demand in the Gen Z and Millennial renter markets:
• Unlock already existing housing to offer sub-studio priced rental rates
• Reduce liability to individual residents – they are only responsible for their room
• Flexible terms including home / location transfer
• Spacious, well-maintained homes that provide a consistent, warm, welcoming and serviced environment for first or second time renters