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Claremont

CASE STUDY

Property Summary

Location: Texas

Affordable Housing Program: Low-Income Housing Tax Credit (55+)

Units: 261 units across 2 buildings

Lot size: 15 acres

The Claremont Case Study photo.jpg

ACQUISITION STORY

  • Acquired off-market through an existing relationship.

  • Held within a large portfolio of affordable housing that the seller has been unwinding.

  • Prime location in booming, amenity rich submarket. Significant rent discount to market.

  • Accretive long term fixed rate agency debt at 2.7% with 9 years of I/O.

  • 100% occupied and on a waiting list.

  • Strong going in cash-yields.

MANAGEMENT PLAN

  • Execute $2 million renovation plan to address minimal deferred maintenance and upgrade community amenities.

  • Bring in institutional property management to improve operating efficiency.

  • Focus on community events and creating access to local amenities. Create a home.

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