CLOSED
CONTI STRATEGIC VALUE
FUND III
CLOSED
CONTI STRATEGIC VALUE
FUND III
948 UNITS
MULTIFAMILY ASSETS
2020
DATE CLOSED
3-5 YEARS
TARGET HOLD PERIOD
948 UNITS
MULTIFAMILY ASSETS
2020
DATE CLOSED
3-5 YEARS
TARGET HOLD PERIOD
948 UNITS
MULTIFAMILY ASSETS
2020
DATE CLOSED
3-5 YEARS
TARGET HOLD PERIOD
CONTI Strategic Value Fund III was designed to provide investors with income generation, diversification, and wealth preservation. The Fund assets were acquired in 2020, largely during the COVID-19 pandemic, and as result are anchored by conservative rent growth projections, historically low interest rates, and approximately 60% leverage. The Fund is currently outperforming the business plan and has increased distributions by 200 basis points.
CONTI Strategic Value Fund III acquired 3 high-quality assets totaling 948 units in the Dallas-Fort Worth and Austin metros that have been performing above performa. Each property had a tailored strategy based on the submarket, competitive set, and target demographic. Rent growth at the assets has been generated through exterior renovations, interior upgrades, and operational efficiencies.
Assets were acquired at historically low interest rates, providing investors with capital preservation, consistent yield, and long-term wealth creation. The investment period closed in 2020, and all properties are still held, delivering above proforma yield to investors.
FUND III PROPERTIES
HILLSIDE CREEK
268 UNITS
VINE APARTMENTS
420 UNITS
RUSTIC OF MCKINNEY
260 UNITS
SOLD
HILLSIDE CREEK
268 UNITS
3.39% INTEREST RATE
VINE APARTMENTS
420 UNITS
2.66% INTEREST RATE
RUSTIC OF MCKINNEY
260 UNITS
2.84% INTEREST RATE
*Net of all Fees and Expenses
Figures related to CONTI’s historic transactions are based on unaudited financials of all transactions (acquisitions, refinances and dispositions) to date since 2008. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. No conclusion of any type or kind should be drawn regarding the future performance of investments offered or managed by CONTI based upon the information presented herein. No representation is being made that you will achieve profits or losses. Under no circumstances should any material on this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any securities. The material on this website does not constitute, and may not be used in connection with, an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not permitted by law or in which the person making such offer or solicitation is not qualified to do so or to any person to whom it is unlawful to make such offer or solicitation. Information on this page is based on information available to CONTI as of the date of posting and CONTI does not represent that it is accurate, complete or up to date.