BR4 KLOTZ Fund Overview

The purpose of BR4 KLOTZ Fund will be to acquire, on a programmatic basis, value add/opportunistic class A/B/C multifamily properties throughout the Southeastern United States. BR4 KLOTZ will also endeavor to invest in land for economically favorable ground up multifamily development projects in markets deemed exceptional for growth and returns. The business plan and value add strategy for the program will include moderate to light physical rehab/uplift, aggressive leasing, re-tenanting, corrective management, expense control, and other ROI generating capital improvements. The hold term for acquired assets will be targeted between 18 and 36 months.

Why Programmatic? Programmatic investment capital provides several benefits to investors, the investment program and to the return profile of the program. This is especially true in today’s fast paced, highly competitive United States multifamily real estate space.

This form of Capital for BR4 KLOTZ, allows our Fund Managers to act quickly to take control of the best deals in the marketplace, providing a competitive and economic advantage to the BR4 KLOTZ fund. Programmatic capital allows our Fund Managers to gain confidence from owners in the marketplace by being financially agile, thus being able to move quickly lowering the average cost basis of assets by buying right and buying with velocity - optimizing the speed of performance when entering deals is key. Programmatic capital enables recycling (immediate movement of disposition proceeds into the acquisition pipeline), allowing for significantly higher returns through the increase of committed (deployable) capital to available, pre-qualified deals.

The compounding effect and yield of programmatic capital investment produces far superior returns when compared to traditionally managed funds with antiquated methods of operating and low capital churn velocity.

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BR4 KLOTZ BODY OF WORK

To date, BR4 KLOTZ principals have sponsored or co-sponsored a series of four blind pool, discretionary real estate funds, a separate series of institutional programmatic joint ventures, numerous separately managed accounts and co-sponsored client projects involving over 100,000 units and +$3 billion in real estate over a nearly thirty-year period. BR4 KLOTZ principals are actively developing a portfolio of ten ground-up development projects along coastal areas of the Southeast with an estimated value of over $1 billion. Though involved in the full spectrum of commercial real estate investments and operations, BR4 KLOTZ principals have maintained a strategic focus on two main business strategies in which it takes pride having won achievement awards and being recognized as “best in class”:

Opportunistic Repositioning of Multifamily - The group of Principals within BR4 KLOTZ have become well-known in the industry for extraordinary performance, return-focused investment strategy and client satisfaction in the execution of opportunistic acquisitions of distressed, undervalued & high-yield B/C Class and low-risk “A” Class Multifamily assets.

Ground-Up Luxury & Class “A” Multifamily - BR4 KLOTZ’s Principals have sponsored and co-sponsored some of the most exciting real estate development projects, including large Class “A” apartment complexes and luxury, waterfront condominium towers. BR4 KLOTZ’s affiliated company, Tierra Linda Development (TLD), is trusted by several institutional real estate investment firms as a partner developer having received recent financial commitments in excess of $1 billion.


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VERTICALLY INTEGRATED MULTIFAMILY.