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Overview
 
Traditionally, commercial real estate development opportunities are primarily available to industry insiders, institutions or large individual investors.

The Portfolio-West opportunity offers investors participation in a targeted commercial real estate development program which, as its cornerstone:
  • Mitigates equity risk.
  • Provides cash flow return and profit participation.
  • Provides an appealing: Cash Flow/ ROI Return to Risk Profile.
  • Provides the opportunity through an experienced successful management group.
Equity investors participate financially with a "Quarterly" 8% Cash on Cash return, and an equity participation in future potential profits.

The financial equity target strategy is to: Mitigate investor Risk with a quarterly cash on cash payment and achieve a Minimum 20% annual overall ROI.

Program Highlights:
  • Portfolio-West uses its relationships through Lockehouse Retail Group, our in-house leasing company, with regional and national tenants to identify and attain tenant commitments for the project before financial commitment.
  • Based on early tenant commitments Portfolio-West can; mitigate risk, better predict the financial viability of the project and its potential profitability and provide investor cash flow.
  • Transactions are underwritten to strict development and financial return standards.
The development team is experienced and has "in-house" tenant relationships which means tenant mix and rental income maximization. It's a significant advantage for Portfolio-West to have Lockehouse as its in-house tenant- broker. Equity risk is further minimized thru the following:
  • PDP team pays for pre-development site investigations on any projects that does not move to the a "development" stage.
  • PDP team is responsible for upfront architectural and engineering costs for projects that are abandoned for any reason. ( if projects move forward then these costs are part of the normal funding process).
  • All equity funds used for land deposits are treated as a loan to developer until COE. These fund are either converted to equity at COE or repaid by developer if development is not commenced.
  • PDP obtains and personally guarantees the construction loans (Equity participants do not have exposure to project loans). Equity participants Do Not have any personal mortgage loan obligation.
PDP is an Experienced Development Team in both project acquisition, construction, tenant leasing, property management. Ongoing property tracking and constant contact with brokers, planning departments, and owners allows PD-W to find "off" market opportunities to invest in.

Financing Relationships
With over 30 years experience, there are established outstanding relationships with a variety of lenders who offer land construction loans, along with conduit and permanent long term financing. These relationships means preferred pricing and quick turnaround time.


For accredited investors, 1031 opportunities, pensions/401k, IRA's, Institutions, find out more:
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