Birgo Opportunistic Fund, LP (the “Fund”) is a private real estate investment fund that seeks to take advantage of temporary price dislocation in the multifamily real estate market.
The Fund seeks to identify and acquire properties that need to be sold due to distress from rapid shifts in the macroeconomic climate. The objective of the Fund is to achieve an annualized net return of 16-20% for investors.
Invest nowThe present real estate market contains many assets with the following characteristics which combine to provide a unique temporary acquisition window.
By specifically targeting assets that are currently underperforming, we expect to achieve disproportionately strong appreciation for this portfolio.
Fund capital will be deployed into properties that are exiting due to necessity; as such, weexpect to mitigate risk through immediate value creation by purchasing at a discount.
While other financial assets are underperforming, we expect to quickly identify, acquire,improve, and exit properties; the Fund aims to generate a 2x return multiple in 5 years.
A $250K investment is expected to grow to $500K after five years and $939K after eight years.
We target properties in The Heartland: Pennsylvania, Ohio, West Virginia, Western New York, and other similar markets as deemed appropriate by the general partner
Unlike previous Birgo funds, wherein our funds have invested 100% of the equity to acquire each of its investment properties, this fund will syndicate a portion of the equity for each property.
For the first time in Birgo’s history, Fund investors will have an opportunity to co-invest directly into individual assets for certain Fund acquisitions. This opportunity will be presented first exclusively to Fund investors, and then shared with our broader network if allocations remain.
Investors will participate in the upside from co-invested equity capital, further increasing returns through sharing in the sponsor’s profits.
The Fund will be highly tax-efficient as depreciation will be passed through to investors and profits are expected to be taxed as long-term capital gains
$345MM
Assets Under Management
3,600
Units Under Management
27.5%
Gross IRR of All Properties