DFW Financial Services Portfolio - Preferred Equity
Preferred equity investment in a two-property, three tenant, 100% leased industrial office portfolio located in one of the strongest Dallas-Fort Worth submarkets directly south of DFW airport.
Location
Fort Worth, TX
Investment Strategy
Core-Plus
Property Type
Flex/Office
Open To
Accredited Investors
Closed Date
Feb 2023
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Status
Investment Strategies
There is a reason Investopedia has named us Best Overall Real Estate Crowdfunding Platform three years in a row.
*As reported by Investopedia, on 12/31/22, based on a variety of factors.
Sponsor Details
Other Offerings by Vertical Ventures
Sponsor Designation
CrowdStreet categorizes sponsors based on their experience and track record so our investors can get a sense of the firm behind the deal.
Enterprise
FIRM AGE15+ YEARS
LEADERSHIP EXPERIENCE30+ YEARS
PORTFOLIO VALUE$5 B +
National Platform
Ranked in the top 250 for estimated value of total holdings per Real Capital Analytics
Tenured
FIRM AGE10+ YEARS
LEADERSHIP EXPERIENCE20+ YEARS
PORTFOLIO VALUE$500 MM +
Leadership has invested together over multiple cycles
Dedicated investor relations and accounting staff
Seasoned
FIRM AGE5+ YEARS
LEADERSHIP EXPERIENCE10+ YEARS
PORTFOLIO VALUE$100 MM +
Network of repeat investors
Established banking relationships
Affiliations with national industry associations ULI, NAOIP, CCIM, SIOR or IREM
Emerging
FIRM AGE< 5 YEARS
LEADERSHIP EXPERIENCE2-5 YEARS
PORTFOLIO VALUE< $100 MM +
Strong leadership experience
Experience in the proposed asset class and geographic market
Experience in managing individual investors
Common Equity and TI/LC
$4,549,235
14.1%
Sponsor Co-Investment
$223,306
0.7%
Preferred Equity (CS)
$7,850,000
24.3%
Senior Debt
$19,638,000
60.9%
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Total
$32,260,541
100%
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On the CrowdStreet platform, offerings are treated pari-passu. |
Additional Resources for Flex/Office Real Estate Investors
- Read more on How CrowdStreet Advisors is evaluating flex/office real estate investing in 2025
- Learn more about the deal review process each offering goes through before being listed on the CrowdStreet platform
- Commercial Real Estate Investing Basics
- The Definitive Guide to Commercial Real Estate Property Types
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