Value-Add Opportunity Portfolio
ActiveBridge & Refinance

Value-Add Opportunity Portfolio

6 Properties across 4 Markets

Target Yield

8.5%

Term

4 years

Min Inv

$100,000

Raise

$24,800,000

Value

$98,500,000

Occupancy

78%

Funding Progress28%

Portfolio Overview

A strategic portfolio of underperforming assets with significant upside potential through renovations, improved management, and market repositioning. This portfolio targets superior returns through active value creation.

Significant rent growth potential
Below-market occupancy rates
Capital improvement plans in place
Experienced operating partners

Portfolio Metrics

Total Properties

6

Total Portfolio Value

$98,500,000

Average Occupancy

78%

Total Square Feet

445,000 SF

Total Units

342

Geographic Markets

Indianapolis, IN, Kansas City, MO, Memphis, TN, Birmingham, AL

Risk Diversification

Geographic Diversification4 markets across 4 states
Asset Type Diversification3 asset classes (Multifamily, Retail, Industrial)
Tenant Diversification350+ tenants across residential and commercial

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 Gardens

Riverside Gardens

Indianapolis, IN

Multifamily

Built

2005

Square Feet

112,000 SF

Units

98

Occupancy

76%

Annual Rent

$1,680,000

Property Value

$16,200,000

Westside Apartments

Westside Apartments

Kansas City, MO

Multifamily

Built

2008

Square Feet

98,000 SF

Units

86

Occupancy

72%

Annual Rent

$1,420,000

Property Value

$14,500,000

Parkview Residences

Parkview Residences

Memphis, TN

Multifamily

Built

2006

Square Feet

88,000 SF

Units

78

Occupancy

80%

Annual Rent

$1,280,000

Property Value

$13,800,000

Southgate Commons

Southgate Commons

Birmingham, AL

Multifamily

Built

2007

Square Feet

75,000 SF

Units

80

Occupancy

82%

Annual Rent

$1,180,000

Property Value

$12,500,000

Crossroads Shopping Center

Crossroads Shopping Center

Indianapolis, IN

Retail

Built

2004

Square Feet

52,000 SF

Occupancy

68%

Annual Rent

$845,000

Property Value

$8,200,000

Northside Distribution Center

Northside Distribution Center

Kansas City, MO

Industrial

Built

2010

Square Feet

85,000 SF

Occupancy

88%

Annual Rent

$1,245,000

Property Value

$15,800,000

Investment Structure

Structure TypeRing-Fenced SPV Structure with Individual Lockboxes
Total Senior Debt$59,100,000
Weighted Avg LTV60%
Weighted Avg DSCR1.32x
Total Reserves$2,450,000

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

$59,100,000

6.0% - 6.5%

20%

Preferred Equity

Priority over common equity • Preferred returns

$19,700,000

10.0% - 11.0%

20%

Common Equity

Sponsor position • Absorbs first losses

$19,700,000

14.0% - 18.0%

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

Financial Projections

Projected Annual Return8.5% - 10.2%
Distribution ScheduleQuarterly
Hold Period4 years
Exit StrategyStabilization and individual asset sales
Total Annual Rent$7,650,000

Investment Summary

Funding Progress28%
Target Yield8.5%
Minimum$100,000
Term4 years
Properties6

Our team will contact you within 24 hours

Investment Documentation

Offering Documents

4 documents available for review

Portfolio Private Placement Memorandum

5.8 MBJan 12, 2026

Subscription Agreement

1.3 MBJan 12, 2026

Operating Agreement

1.9 MBJan 12, 2026

Value-Add Business Plan

4.2 MBJan 12, 2026

Need assistance?

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

Sylvan - Standardized Real Estate Sponsor Diligence