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
Status
Closed Investment Strategies
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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
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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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