Fund Companies and family offices

Strategi Stack now extends the opportunity for fund companies and investment firms to partake in our real estate projects on a deal-by-deal basis, aligning with our community of investors. Our distinctive investment options and established history of success provide fund companies with enhanced diversification and adaptability for their portfolio management.

Our strategic value-add methodology enables us to deliver returns that surpass the average, benefiting our investors. With our comprehensive management of every deal from inception to completion, we ensure that your investment yields are entirely passive, offering a hands-off approach to growing your wealth.

Within the Strategi Stack fund framework, the fund itself becomes the investor, taking an active role in our targeted real estate projects. When a fund opts for equity investment in one of our properties, it gains a stake in the LLC that holds the property title, with Strategi Stack managing the LLC and the fund becoming a member.

From inception through to the final stages, Strategi Stack oversees every aspect of the project. We offer regular updates on the project's progress and share visual updates through our online platform. After project completion, the fund receives the return of its initial capital along with any accrued profits. It is then the fund's responsibility to allocate the returns among its individual investors.

Strategi Stack welcomes investments from any fund where all participating investors are accredited. It is important to note that funds with non-accredited investors, or funds that do not themselves satisfy accredited investor criteria, will not be eligible to engage in our syndication offerings.

Many fund companies gravitate towards the larger institutional deals that represent 30% of the market, predominantly because handling numerous smaller projects concurrently poses significant challenges. The complexity of managing multiple projects includes extensive due diligence and considerable administrative efforts, which often result in increased overhead expenses. Consequently, larger funds usually prefer engaging in fewer, more substantial projects, inadvertently overlooking many attractive investment options.

Strategi Stack identified the potential within the untapped 70% of the real estate market, focusing on small to mid-sized investment projects and large projects that are unknown to the institutional players. 

Our super power is not only our experience and knowledge, but is also forming alliances with reputable debt providers, brokers, developers and operators across various U.S. markets, providing a continuous stream of investment opportunities. This strategy not only ensures a diverse portfolio but also introduces unique investment prospects to fund companies.

Several compelling reasons make investing in Strategi Stack’s real estate projects a strategic move for funds:

Portfolio Diversification Strategi Stack offers funds a seamless avenue for diversifying their portfolios. If your fund is currently devoid of real property assets and is looking to tap into the real estate market, or if it is excessively focused on commercial assets and needs to branch out into residential, Strategi Stack is the solution. Even for funds looking to balance their long-term holdings with short-term real estate projects, investing a portion with Strategi Stack can effortlessly augment your real estate exposure.

Our versatile investment options include value-add projects, new developments from the ground up, and multi-family rentals, providing the perfect mix to achieve a well-rounded fund portfolio.

Short-Term Real Estate Investment Opportunities Strategi Stack’s short-term real estate investments offer distinct advantages for fund investors. These include opportunistic bridge financing and smaller multi-family projects with hold periods of 6-24 months, ideal for funds seeking liquid investment opportunities.

For instance, if your fund has secured the necessary capital for a forthcoming investment project but doesn't require the entire sum upfront, placing that surplus in Strategi Stack’s short-term projects can enhance capital growth, ensuring it's ready and increased by the time it's needed.

Maximizing Overfunding It's not uncommon for a fund to find itself with more capital raised than required for a particular project. Strategi Stack presents an efficient solution to employ this surplus. Rather than parking the excess funds in low-yield accounts, investing with Strategi Stack can yield much more favorable returns for your investors.