Multi-Family
Invest in multifamily real estate with Countrywide Capital. Explore apartment acquisition and value-add opportunities backed by disciplined underwriting, experienced asset management, and a focus on durable cash flow and long-term growth across key U.S. markets.
Countrywide Multi-Family
Countrywide Capital Group, LLC (CCG) seeks to acquire well-located multifamily assets in select markets, primarily in the southeast and adjacent regions, with particular emphasis on the Florida, California, Dallas/Fort Worth, Virginia, North Carolina, Atlanta, and other major markets in the Texas and DC/Baltimore markets. The desired investment includes Class A, B quality in B+ or better locations. We will consider garden, mid-rise and high-rise communities, as well as assets that can benefit from renovation and repositioning.
Why Multifamily?
The multifamily real estate asset class provides stable, non-correlated returns to help your clients achieve optimal portfolio diversification. Multifamily properties have consistently demonstrated lower risk and higher returns than other property types and have a low correlation to equities, bonds, and other alternative asset classes.
The bubble sizes in the corresponding chart represent the Sharpe Ratio, a measure of return per unit of risk, for each property type. The data’s source is the National Council of Real Estate Investment Fiduciaries (NCREIF) Property Index and represents the average annualized return over each five-year period from 1/1/1990 to 12/31/2023. Returns are unlevered.
Why Invest in multi-family real estate
Multifamily offers resilient demand, diversified income from multiple units, and the potential for stable cash flow and long-term appreciation, making it a proven asset class for many real estate investors across market cycles.
Strong Return
Private multifamily investments have historically outperformed bonds, public REITs, and even the S&P 500 when you review average annual returns since 2000.
Tax Benefits
Real estate owners and limited-partnership investors can often capture unique tax advantages, particularly when investing in programs such as Opportunity Zones.
Greater Stability
Because housing is a basic human need, multifamily has historically been more resilient than other investments during times of economic uncertainty, especially when comparing private multifamily developments to the volatility of public assets like stocks and REITs.
Diversification
Incorporating a mix of liquid and longer-term investments across multiple asset types can help insulate investors from downward-trending economic conditions and prime market conditions can lead to incredible multifamily returns.
Regions
- Florida
- Texas: Dallas/Fort Worth, San Antonio, Houston, Austin
- Washington: DC/Baltimore
- Virginia: Northern Virginia, Richmond, Tidewater, Charlottesville
- North Carolina: Charlotte, Raleigh, Greensboro, Wilmington
- South Carolina
- Georgia
- Tennessee
Category: Class A or B communities. Rehab and repositioning properties considered.
Submittal Information:
- Location map and area description
- Aerial photograph of site and vicinity
- Complete property description
- Color photographs
- Current tax bill
- Three years operating statements plus current YTD
- Current and past three months rent rolls (including concessions and delinquencies)
- Terms of financing (if assumable) including any prepayment provisions
- Detailed market data (include sales and rent comps)
- Capital improvements listing for the last five years
Size: 150 units or larger.
Terms: Typically all cash, but will consider assumption of existing financing or seller financing.
Ready to Invest in Multifamily Real Estate?
Speak with a Countrywide portfolio advisor to review your goals, discuss our multifamily investment approach, and see whether an allocation may fit your portfolio, no obligation required.
