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Strategy
Strategy Overview
With over 40 years of combined experience, ZenEquity Capital is a private real estate firm, focused primarily on distressed mortgages and commercial real estate. With a focus on capital preservation, we seek to utilize our expertise and trusted partnerships to deliver consistent risk-adjusted returns to our investors in any economic environment.
The How:
Our business model starts with you, the investor. Through our accredited investor network and institutional partners, we invest primarily in mortgage loans, residential, and commercial real estate. Our portfolio of assets is diversified geographically throughout the United States with varied investment time horizons and characteristics.
These investment opportunities are sourced directly or via joint venture partners who bring specific expertise in their region and asset class. Prior to any investment, we utilize proprietary economic analysis to conduct thorough due diligence to evaluate the loan trade or commercial project on a risk-adjusted basis. This analysis enables us to forecast returns against various market conditions.
Once selected for inclusion in the portfolio and we allocate capital, we then actively manage the assets through a team of portfolio managers and property managers, as well as work with our experienced joint venture partners throughout the lifecycle of the investment, from the time of purchase to disposition.
How It Works
Source
Raise
Evaluate
Manage
Distribute
Featured Strategy:
Real Estate Note Investing
With its extensive mortgage background, ZenEquity Capital was founded, specializing in purchasing non-performing notes (i.e. real-estate-backed loans). Today, we buy, sell, and hold notes in our portfolio both as a direct asset manager and through Joint Venture partnerships.
The majority of NPL (non-performing loan) purchasing is done through a trade desk via banking institutions, as well as through fund-to-fund transactions.
Acquisition Criteria:
- 1st Position
- Nonperforming
- Non-rural
- Nationwide (price adjusted for foreclosure timeline)
- FMV (fair market value) greater than $100k
- UPB (unpaid principal balance) over $50k
Featured Strategy:
Commercial Multi Family Real Estate
ZenEquity Capital utilizes their experience and extensive network to find, identify, and partner with time-tested sponsors and developers with a demonstrable track record.
We choose asset classes within the commercial space that have beneficial long-term supply/demand characteristics such as Class B or Affordable Housing located in areas with long term favorable fundamentals.
As a capital partner of these sponsors, we help acquire or construct properties of a sufficient size that can benefit from economies of scale, that will ultimately serve as a valuable addition to our overall portfolio.
Acquisition Criteria:
- Properties located in high-growth US markets
- Class C+/B+ property with opportunity for strategic capital improvements
- Well-located, underperforming multifamily properties
- Properties in secondary markets which provide higher quality for affordability living
- Opportunities that offer unique tax incentives
- 100+ unit assets or portfolios
- Three to Seven-year holding period
- $10M to $100M in total capitalization
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