— Chapter 02 · The Strategy

A method,
not a moment.

We call our playbook I-SOAR. It defines what we buy, how we operate, and how we exit — repeatable across every corridor we enter.

The I-SOAR Method

Five phases.
One repeatable playbook.

Phases overlap depending on acquisition and exit timeline. Value is created at every step, lots are strategically aggregated, and exit options are varied.

01
Identify
Corridor selection driven by zoning, transit alignment, infrastructure spend, and rent-gap analysis. On & off-market sourcing through local broker network.
02
Stabilize
Acquire well-located multifamily assets. Achieve >95% occupancy. Search for the next adjacent asset.
03
Operate
In-house property management. Rents stable from Year 1. Cash yield distributed to LPs while underlying land assembles.
04
Assemble
Acquire adjacent & contiguous parcels to reach developer-scale ownership. Each addition expands the eventual buyer universe and uplifts sale value.
05
Realize
Exit the assembled lots to developers, REITs, or institutional buyers at premium pricing. Pre-marketed at acquisition; not speculative.
The Buy Box

We say no a hundred times
before we say yes once.

Every property must clear hard discipline gates before we move forward. This is what creates Day 1 yield + long-term land optionality.

Asset Type

Garden / urban
multifamily.

4–24 units. Walk-up or low-rise. Built 1950–2000. T4–T6 zoning. No condos, no high-rise.

Location

Path-of-growth
corridors.

Little Haiti · Little River · Shenandoah · Silver Bluff. Within 10 min of major catalysts.

Economics

5%+ Day 1 cap.

Going-in cap rate >5%. DSCR >1.25x. Loan-to-cost ≤65%.

Optionality

Assemblage
potential.

Adjacent to existing positions or with clear paths to control 2.5+ acre developable land within 36 months.

Accelerators

Value accelerators to apply on each deal.

Beyond the core thesis, we operate a set of supporting strategies that compound returns across the portfolio.

— Tax
Opportunity Zones & cost-seg.

Most of our target footprint sits within QOZs. 100% bonus depreciation in 2025 unlocks meaningful Year 1 tax shielding.

— Capital
Refi & recycle.

Stabilization-driven refinances unlock 30–60% of equity within 18–24 months — recycled into the next acquisition.

— Operations
In-house management.

Vertically integrated property management drives 15–20% NOI uplift vs. third-party operators. No leakage.

— Density
Live Local Act.

FL Live Local Act unlocks by-right density bonuses on multifamily lots — accretive at exit even without a single new unit built.

— Liquidity
Pre-marketed exits.

Every acquisition has a defined exit thesis. Developer-buyer relationships established before we close, not after.

Risks & How We Address Them

No deal sheet works
without discipline.

We are direct about the things that can go wrong, and the structural choices that protect against them.

— Risk · Storm & Insurance

Florida insurance costs have spiked 40%+ over the last three years.

Hurricanes are real. Reinsurance markets are tight. Underwriting must accept higher premiums and storm-related operational risk.

— How We Address It

Inland positioning & concrete construction.

All target corridors sit on the inland ridge — outside Zones AE/VE. Concrete-block construction. Captive insurance program negotiated at portfolio scale.

— Risk · Interest Rates

A higher-for-longer rate environment suppresses cap rate compression.

If rates remain elevated, exit cap rates on stabilized multifamily may not compress as expected.

— How We Address It

Land value, not cap-rate compression.

Our exit thesis sells assembled lots to developers — pricing is driven by buildable density, not cap rate. Cash yield carries the hold period regardless of rate path.

— Risk · Local Regulation

Rent control or zoning rollback could compress upside.

Florida is broadly landlord-friendly today — but local politics can shift.

— How We Address It

State-preemption + diversified corridors.

Florida statute preempts local rent control. Live Local Act preempts zoning rollback on multifamily-zoned land. We diversify across 4+ corridors per fund.

— Risk · Liquidity

Real estate is illiquid; LP capital is locked.

A 7–10 year fund means committed capital is genuinely long-duration.

— How We Address It

Refi distributions + secondary windows.

Refinance proceeds distribute capital well before exit. We facilitate LP-to-LP secondary transactions at NAV at fund anniversaries.

Next · Chapter 03
The Team
Meet the Team