CONSISTENT LONG-TERM
INVESTMENT OUTPERFORMANCE
$1.0 B
Assets Under Management
24%
Average Net IRR1
in 4 realized investment vehicles
0%
Realized
Losses
¹Net of investment vehicle expenses and promote. Target return for these vehicles was 15.0%
Realized Investment Vehicles
| FUND I | |||
|---|---|---|---|
| Vintage Year | 2011 | ||
| Type | Closed End Fund | ||
| Properties | 4 | ||
| Units | 464 | ||
| Net IRR | 20%+ | ||
| FUND II | |||
|---|---|---|---|
| Vintage Year | 2011 | ||
| Type | Closed End Fund | ||
| Properties | 7 | ||
| Units | 1,647 | ||
| Net IRR | 20%+ | ||
| WGA CO INVEST | |||
|---|---|---|---|
| Vintage Year | 2014 | ||
| Type | Single Asset Account | ||
| Properties | 2 | ||
| Units | 272 | ||
| Net IRR | 35%+ | ||
| HUNTINGTON | |||
|---|---|---|---|
| Vintage Year | 2015 | ||
| Type | Single Asset Account | ||
| Properties | 1 | ||
| Units | 262 | ||
| Net IRR | 15%+ | ||
Unrealized Investment Vehicles
| FUND III | |||
|---|---|---|---|
| Vintage Year | 2015 | ||
| Type | Closed End Fund | ||
| Properties | 9 | ||
| Units | 2,085 | ||
| Net IRR | 18%+ | ||
| FUND IV | |||
|---|---|---|---|
| Vintage Year | 2018 | ||
| Type | Closed End Fund | ||
| Properties | 8+ | ||
| Units | 1,932+ | ||
| Net IRR | 15%+ | ||
BUILDING &
PRESERVING WEALTH
THROUGH REAL ESTATE
INVESTMENTS
More than $614 million of equity raised through 7 investment vehicles
