You Get Our Experience Without Our Scar.
During the Great Financial Crisis — We learned to use grit, hustle and self-sacrifice keep our promise to our investors— no matter the economy.
17 years after our first deal — Our mission remains the same…
Give you easy access to commercial real estate, so that you can fortify your portfolio.
You diversify outside stocks
Apartments offers steady returns that aren’t tied to stocks volatilities.
You create generational wealth
Make sure your legacy is set — no matter what the economy does.
You get ample cash flow
Whether you want to retire early — or just have extra income.
But… the first time we syndicated a real estate deal, it didn’t go how we expected…
In fact, the market jumped off a cliff.
We —Jason & Casey— forged a friendship in the battlefields of brokerage: selling multifamily properties side by side for years.
We helped our brokerage clients increase their cash flow and multiply their wealth.
Everyday, we witnessed how the truly wealthy invest in real estate to live off cash flow and grow their wealth.
If your first photos aren’t embarrassing, you haven’t been doing this long enough! Photos from our first apartment syndication in 2008.
Our first investment property: a 9-unit apartment building in Queen Anne, Seattle in 2008.
We stopped sitting on the sidelines.
In 2008, we found a 9-unit apartment building in a prime Seattle neighborhood at an unbeatable price.
We wanted to:
- Invest how our brokerage clients did.
- Give our friends and families real estate access.
These commercial real estate deals were inaccesible to most people—most didn’t know how to join these deals, much less find, buy or manage them.
Our Goal? Give more people access to the hidden world of private real estate.
We underwrote the deal with:
- Meticulous risk-averse numbers
- A solid value-add investment thesis
- Access to conservative, fixed-rate financing
with skin-in-the-game:
- We put skin-in-the-game (our dollars)
- Raised $675k from friends and family
- Purchased the 9-unit and got to work
Unfortunately, the Market Had Other Plans….
Only months after purchasing, we watched the economy collapse in 2008. Banks failed, credit tightened, and Lehman Brothers went bankrupt.
Mentors, friends, and seasoned investors lost everything from risky decisions and over-leveraged loans.
We made a decision: do whatever it takes to keep our promise to our investors.
We personally took over the demo and renovations of the 9-units to save on costs for our investors.
Nights and weekends looked like:
- sledge-hammering kitchens
- ripping up flooring
- saw cutting crown molding
Casey moved into the building and got a real-life masterclass on property management.
It worked: we kept our promise and began delivering the forecasted returns.
Through hands-on renovations and cost-cutting, we increased the property’s operating income 47.8% in the first 18 months of the project.
But there was still one more battle ahead…
We needed to understand the choppy market and sell the property at the right time. We withstood pressure and kept our cool.
Finally in 2014— the market was right.
We sold the 9-unit in Queen Anne and almost doubled our investor’s money (1.78x equity multiple.)
We outperformed the Dow Jones in the same time span by 267%.
The lessons forged in our first deal still guide us today…
You Only Invest When We Do — Skin in the Game
We invest alongside you— From our first deal, and every deal since, our personal capital goes in every deal.
You Keep Your Investments Meticulously Risk-Averse
We don’t take wild risks —the GFC showed us how that goes— We focus on making reliable solid returns.
You Get Our Experience Without Our Scar
Surviving the GFC gave us the battle scars and the experience—that still guide our investment philosophy today.
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