Sunbelt Multifamily Growth Portfolio
ActiveSenior Secured

Sunbelt Multifamily Growth Portfolio

4 Properties across 4 Markets

Target Yield

7.8%

Term

5 years

Min Inv

$50,000

Raise

$18,500,000

Value

$112,000,000

Occupancy

94%

Funding Progress42%

Portfolio Overview

A carefully curated portfolio of Class A multifamily properties across high-growth Sunbelt markets. This diversified portfolio combines stable cash flow with appreciation potential in markets experiencing strong population and job growth.

Diversified across 4 high-growth markets
Average 94% occupancy rate
Properties built 2015 or newer
Strong institutional-quality assets

Portfolio Metrics

Total Properties

4

Total Portfolio Value

$112,000,000

Average Occupancy

94%

Total Square Feet

520,000 SF

Total Units

485

Geographic Markets

Austin, TX, Phoenix, AZ, Charlotte, NC, Nashville, TN

Risk Diversification

Geographic Diversification4 markets across 4 states
Asset Type DiversificationClass A Multifamily
Tenant Diversification485+ residential tenants

Risk Factors & Disclosures

Understanding the risks is essential for informed investment decisions

Important: All investments carry risk, including potential loss of principal. Please review all offering documents carefully.

For a comprehensive list of all risk factors, please review the Private Placement Memorandum in the Investment Documentation section.

Properties in Portfolio

Riverside Luxury Apartments

Riverside Luxury Apartments

Austin, TX

Multifamily

Built

2018

Square Feet

145,000 SF

Units

120

Occupancy

95%

Annual Rent

$3,240,000

Property Value

$28,500,000

Desert Vista Residences

Desert Vista Residences

Phoenix, AZ

Multifamily

Built

2019

Square Feet

132,000 SF

Units

115

Occupancy

93%

Annual Rent

$2,875,000

Property Value

$26,200,000

Queen City Gardens

Queen City Gardens

Charlotte, NC

Multifamily

Built

2017

Square Feet

128,000 SF

Units

125

Occupancy

96%

Annual Rent

$2,950,000

Property Value

$27,800,000

Music Row Apartments

Music Row Apartments

Nashville, TN

Multifamily

Built

2020

Square Feet

115,000 SF

Units

125

Occupancy

92%

Annual Rent

$3,180,000

Property Value

$29,500,000

Investment Structure

Structure TypeRing-Fenced SPV Structure with Individual Lockboxes
Total Senior Debt$67,200,000
Weighted Avg LTV60%
Weighted Avg DSCR1.48x
Total Reserves$1,850,000

Capital Stack Structure

The capital stack shows the investment structure and priority of claims. Sylvan Capital holds common equity and absorbs first losses, ensuring alignment with investors.

60%

Senior Debt

First in line for repayment • Lowest risk

$67,200,000

5.5% - 6.0%

20%

Preferred Equity

Priority over common equity • Preferred returns

$22,400,000

9.0% - 10.0%

20%

Common Equity

Sponsor position • Absorbs first losses

$22,400,000

12.0% - 15.0%

Alignment of Interests: As the common equity holder, Sylvan Capital absorbs first losses before any investor capital is impacted.

Financial Projections

Projected Annual Return7.8% - 8.5%
Distribution ScheduleQuarterly
Hold Period5 years
Exit StrategySelective refinance or portfolio sale
Total Annual Rent$12,245,000

Investment Summary

Funding Progress42%
Target Yield7.8%
Minimum$50,000
Term5 years
Properties4

Our team will contact you within 24 hours

Investment Documentation

Offering Documents

4 documents available for review

Portfolio Private Placement Memorandum

4.8 MBJan 10, 2026

Subscription Agreement

1.2 MBJan 10, 2026

Operating Agreement

1.8 MBJan 10, 2026

Portfolio Strategy Overview

2.1 MBJan 10, 2026

Need assistance?

Contact our investor relations team at invest@sylvan.com for document questions or access issues.

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