Joint Venture & Advisory Services

 

Joint Venture & Advisory

Joint Venture & Advisory

 

Looking to move from one market to another?

Or, want to sell a portfolio or business & receive the benefits of a multifamily investment combined with a more passive investing role this time around?

For those looking to participate in a joint venture, spi invests a significant amount of its own capital alongside our clients, thereby aligning our interests.


Owning & operating a multifamily asset is a large commitment, but it doesn’t have to be a burden. With SPI’s help, you can smoothly transition to the next property you are meant to own with less stress and tremendous rewards. Since 2014, SPI has been in the business of buying and operating multifamily properties in the markets in which we have expertise. We offer this same level of comprehensive service and expertise to help our high-wealth clients confidently move capital.

If you have just sold a property or have significant capital and are looking to place a minimum of $10MM in equity into multifamily investments, SPI can leverage its expertise and strategic relationships to streamline the process.

This includes working with your tax professionals to put the right business structure in place to preserve your 1031 Exchange (if applicable), identifying target markets/properties, crafting, and executing a business plan, etc.

For those looking for SPI’s expertise and extensive relationships in the markets they focus, SPI offers advisory services for a fee to assist you from identifying a target asset to closing on the deal and assembling a team of seasoned professionals to execute your business plan.

Our Joint Venture Model:

  • With nearly a decade of experience buying and operating multifamily properties in Texas, we leverage our established relationships to source the best available property & debt for your situation. We identify opportunities, underwrite, place the debt, and close on the property that will best achieve your goals for the investment.

  • We carry out our business plan, performing the day-to-day heavy lifting with our property management partner. From collecting rent to handling maintenance to monthly cash distributions, we offer a turnkey experience in property ownership.

  • Because we operate like a full-service investment firm, we make it our priority to keep you informed every step of the way with our fully transparent reporting approach.

  • We continuously oversee the assets with your wealth and prosperity in mind. From suggesting additional property features to a possible exit strategy, we make it our priority to deliver superior risk-adjusted returns.

We carry out our business plan, performing the day-to-day heavy lifting with our property management partner. From collecting rent to handling maintenance to monthly cash distributions, we offer a turnkey experience in property ownership

Because we operate like a full-service investment firm, we make it our priority to keep you informed every step of the way with our fully transparent reporting approach.

 

Want to learn more about Joint Venture Opportunities or Advisory Services with SPI?