Real Estate Investment

Case Studies

1031 Exchange + Arranged Financing

Verona Apartments (16 Units) to Roseland Apartments (30 Units)
Timeline
2019 - Current
Engagement Type
1031 Exchange + Place/Invest Cash
Realty Yield Role
Listing Agent, 1031 Exchange Coordination, Buyer’s Agent, Mortgage Broker
Cash/Capital
$991,423 (1031 Funds) + $646,680 (Cash)
Client
John B
Investor Profile

As of 2019: Client's current investment property portfolio includes small/mid-size apartment complexes and a "Class A/B" mixed-use property. Client primarily utilizes professional property management to manage the day-to-day operations of his properties. The objectives moving forward are continued wealth (capital) growth, increased cash flow and the consolidation of invested capital into fewer/larger high quality assets.

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Roseland Apartments, Acquired (through 1031 Exchange), June 2019 - $5,250,000. Realty Yield arranged acquisition financing.
Roseland Apartments, Acquired (through 1031 Exchange), June 2019 - $5,250,000. Realty Yield arranged acquisition financing.

Pooled Fund (Syndicated) Real Estate Investment

Wellington Square Apartments (27 Units)
Timeline
2018 - Current
Engagement Type
Pooled Fund (Syndication), Acquisition, Arrange Financing
Realty Yield Role
1031 Exchange, Buyer's Agent, Mortgage Broker, Syndication Coordinating
Cash/Capital
Client (90% - 1031 Funds) + Realty Yield (10% - Cash) = ~$800,000
Client
Ted J
Investor Profile

As of 2018: Client now nearing retirement from a career in marketing and as a corporate communications executive. Client has been investing in real estate since his first rental house purchase at the age of 19 and has accumulated a portfolio of 10+ rentals homes over the course of four decades. In 2016, Client "exchanged - 1031" by selling most of his single-family rentals and acquired a 12-unit apartment complex. The primary objective moving forward is continued capital (equity) growth.

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Wellington Square apartments, Acquired (through 1031 Exchange), February 2018 - $3,100,000. Realty Yield partnered in this acquisition (10% position). Realty Yield arranged acquisition financing and coordinated legal/operating agreement-s drafting.
Wellington Square apartments, Acquired (through 1031 Exchange), February 2018 - $3,100,000. Realty Yield partnered in this acquisition (10% position). Realty Yield arranged acquisition financing and coordinated legal/operating agreement-s drafting.

Refinance & 1031 Exchange

Hollywood Apartments (16 Units) to Verona Apartments (16 Units)
Timeline
2012 & 2015, 2018/2019 - Current
Engagement Type
Cash-Out Refinance (2x), 1031 Exchange
Realty Yield Role
Listing Agent, 1031 Exchange Coordination, Buyer's Agent, Mortgage Broker
Cash/Capital
$1,133,984 (1031 Funds)
Client
Gary M
Investor Profile

As of 2018: Long-time owner of several small/mid-size apartment properties located in the Portland-metro area plus a single-tenant Industrial property located in Bend, Oregon. Client has over the years strategically sourced built-up equity in owned properties and purchased additional income-producing real estate of various property types. Client's main focus and priority is continued wealth (capital) growth through the optimal allocation of invested capital (equity) and the strategic use of leverage.

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Verona Apartments, Acquired (through 1031 Exchange), May 2019 - $3,625,000. Loan Assumption.
Verona Apartments, Acquired (through 1031 Exchange), May 2019 - $3,625,000. Loan Assumption.

1031 Exchange + Arranged Financing + Refinance

Wellington Square Apartments (27 Units) to Eco Flats Mixed-Use (18 Residential Units + 2 Commercial Spaces)
Timeline
2012 - Current
Engagement Type
1031 Exchange
Realty Yield Role
Listing Agent, 1031 Exchange Coordination, Buyer’s Agent, Mortgage Broker
Cash/Capital
~$845,000 (1031 Funds)
Client
John B
Investor Profile

As of 2012: Client has been a long time investor in small multiplexes and small/mid-size apartment complexes. Client has both directly managed owned properties and contracted with professional property management companies on others. The primary objectives moving forward are continued wealth growth, increased cash flow, and over time, the gradual repositioning of invested capital into newer/lower maintenance properties.

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Eco-Flats (18 Units & Commercial), Acquired (through 1031 Exchange), January 2013 - $4,271,776. Realty Yield arranged acquisition financing. Additional: Realty Yield arranged new loan in 2017. Client still owns this property, estimated current value as of December 2020 - $6.5 million.
Eco-Flats (18 Units & Commercial), Acquired (through 1031 Exchange), January 2013 - $4,271,776. Realty Yield arranged acquisition financing. Additional: Realty Yield arranged new loan in 2017. Client still owns this property, estimated current value as of December 2020 - $6.5 million.

Out-of-State Buyer Investor

Acquired Wellington Square Apartments (27 Units, 2012) & Grant View Apartments (80 Units, 2018)
Timeline
2012 - Current
Engagement Type
Acquisition-s, 1031 Exchange, Arrange Financing
Realty Yield Role
Buyer's Agent, 1031 Exchange Coordination, Mortgage Broker
Cash/Capital
2012: ~$700,000 (1031 Funds), 2018: Part 1- $1,890,000 (1031 Funds) + Part 2- $883,835 (1031 Funds)
Client
Eric A
Investor Profile

Professional California investor was looking to reallocate some capital that was invested in the high price Northern California market into the more attractive and affordable Portland, Oregon MSA. Investor objective was continued capital (equity) growth plus improved cash-flow. Client also owns and operates a professional property management company and directly manages his own properties.

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Grant View Apartments, Acquired (through 1031 Exchange), 2018 - $7,750,000. Realty Yield coordinated financing (loan assumption).
Grant View Apartments, Acquired (through 1031 Exchange), 2018 - $7,750,000. Realty Yield coordinated financing (loan assumption).

Acquisition + Arranged Financing

Stark Street Apartments (13 Units)
Timeline
2011 - Current
Engagement Type
Acquisition & Arrange Financing
Realty Yield Role
Buyer’s Agent, Mortgage Broker
Cash/Capital
~$425,000 (Cash-On-Hand)
Client
Clinton L
Investor Profile

Client interest was in continued asset class diversification by reallocating additional funds (capital) that was in the stock market and purchasing another income-producing investment property. Client is a passive investor, hence a suitable property would be one that either required minimal active owner management or could effectively be managed by a third party property management firm. Newer/quality retail (single & multi-tenant) and apartments were the likely target property types.

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Stark Street Apartments, Acquired 2011 - $1,466,000. Realty Yield arranged acquisition financing. Client still owns this property, estimated value as of December 2020 - $2.7 million.
Stark Street Apartments, Acquired 2011 - $1,466,000. Realty Yield arranged acquisition financing. Client still owns this property, estimated value as of December 2020 - $2.7 million.

Consulting & Advisory - Investment Property/Portfolio Analysis (IPA) + 1031 Exchange + Arranged Financing

Sold Several Smaller Multiplexes (through 1031 Exchange) & Acquired 2 Larger Apartment Complexes (30 Units & 16 units)
Timeline
2015 - Current
Engagement Type
Consulting & Advisory - IPA, 1031 Exchange, Arrange Financing
Realty Yield Role
Consultant, Listing Agent, 1031 Exchange Coordination, Buyer's Agent, Mortgage Broker
Cash/Capital
Invested Capital (Equity) - 1031 Funds (~$1.6M)
Client
George & Peter
Investor Profile

As of 2016: Clients' current real estate investment portfolio included several smaller residential rentals. Properties have been owned many years and most were paid off (overall LTV of portfolio, under 5%). Clients' were interested in exploring the option of selling their smaller properties and combining funds to acquire one or two larger properties. Objectives were improved cash-flow, accelerating capital (equity) growth and taking a more passive role in the day-to-day management of owned properties.

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Investment Property Analysis (IPA) Report Cover
Investment Property Analysis (IPA) Report Cover
Real Estate Brokerage
Transactions
Apartment / Commercial Financing
Transactions
1031 Exchange
Transactions