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Beautiful modern residential building in the city

Berkeley Assisted Living

Data by Year: 2022

Quarterly Dividend Amount*: 2019

* on $100,000 investment:

Property Status:

Financial Data

Close Date: 09-Jan-2019

Exit Date: N/A

Purchase Price + Cap Ex: $9,000,000

Raise Amount: $5,600,000

Minimum Investment: $50,000

Projected Hold Period: 1.5 - 2 years

Actual Hold Period: 3

Preferred Return: 0 %

Projected Avg Annual Return: N/A

Actual Avg Annual Return: 10.32

Projected IRR: 19 - 26 %

Actual IRR: 9.6

Loan Amount: $5,550,000

Loan Rate: 6 %

Property Facts

Property Type: Assisted Living / Land Entitlement

Year Built: 2021

Building Size: N/A

Lot Size: 1 Acres

Number of Buildings: 6

Number of Tenants: 24

Notes:

Existing 6 income producing buildings on lot to be entitled as an assisted living facility