Multi Family Real Estate Investment Group

SGRE is a real estate investment firm that acquires, develops and manages work-force housing communities in the metropolitan Puget Sound and Houston, Texas. Our acquisition strategy targets multi-family assets offering an optimal combination of risk-adjusted cash flow, capital appreciation, and wealth preservation while producing stable income, tax benefits and returns to accredited investors. The firm specializes in deep value-add real estate and has an expertise in extracting maximum value from every asset it acquires. OUR VISION is to provide best in class capital preservation and growth opportunities via conservative underwriting, opportunistic value-add strategies and superior asset management.

SGRE has broad experience in architecture, real estate development, investment acquisitions, 1031 exchanges, and investment property consultation. Most importantly, SGRE provides expert project analysis that shepherds clients through the complexities of due diligence, design, entitlement and project execution with complete confidence. A dedicated attention to detail coupled with a conservative underwriting philosophy creates successful investments for our investors and sets us apart from our competition. OUR MISSION is to deliver stable and consistent returns for our investors.

With a track record of more than 30 years of multi-family design, acquisition, financing, construction and management, SGRE targets income producing multi-family opportunities that offer accredited investors some of the best risk-adjusted returns of any asset class. OUR VALUES are built on our experience, attention to detail and a belief that trust starts and ends with ethics and integrity.

Workforce housing caters to Gray-collar (“workforce”) renters who typically make between $35,000 – $75,000 per year and comprise roughly one-third of all U.S.-based renters. This workforce population is comprised of teachers, first responders, tradespeople, hospital and governmental workers and is generally made up of people who want to live close to where they work. The U.S. Department of Housing and Urban Development (HUD) creates a yearly statistic to determine the area median income (AMI) and defines workforce housing as units that target households making approximately 60-120% AMI.

We renovate apartment communities in underserved, Urban neighborhoods. These renovations overhaul mechanical systems, implement sustainable and energy-efficient systems while providing a finish level and amenity package that is not currently offered at nearby apartment communities at a comparable price point. Such improvements offer an elevated living experience at an affordable price while increasing resident and community engagement. At the same time, these renovations lower operating costs and raise net operating income (NOI) while significantly enhancing the living experience of our residents.

SGRE is built around a simple idea: put the interests of investors first and be good stewards of their money. That’s why our investment philosophy is conservative, and our deals always include a plan, a timeline and an exit strategy. We’re experienced managers and operators and are confident in our ability to add value and execute our business plan.

We started the company with these basic principles more than 10 years ago and it’s still the way we do business today. Strong, conservative underwriting is—and always will be—one of our core principals. We know our investors, brokers and lenders personally. Our relationships are built on trust, communication, and shared values. We’re honored many of our investors choose to work with us again and again and refer us to their friends and family. OUR FOCUS is the bottom line but relationships still matter. 

• Focus on investments exclusively in Class B & C multifamily workforce apartment properties in good neighborhoods in vibrant cities. 
• Choose quality over quantity, realistic over risky. 
• Carefully understand cash flow and appreciation. Preserve investor capital and deliver positive returns. 
• Renovate, Repositioning, and Refinance. Provide design changes that reduce operating expenses and significantly enhance net operating income (NOI)
• Focus on safe communities and ongoing resident engagement to provide consistent and stable occupancy. Transform properties into thriving communities.
• Communicate regularly with investors. Strive to be clear and transparent. Make it easy for investors, lenders, brokers and other partners to understand how they benefit from our investments.

SGRE’s disciplined investment approach focuses on targeting high-quality, well-located properties. We aim to identify assets in markets with strong multifamily fundamentals, employment growth, population growth and other key demand drivers. All the properties we acquire have value-add characteristics that include the ability to reposition the asset through capital improvements and upgrades, renovating the interior units, improving operations, decreasing expenses and creating other revenue generating projects.
Throughout the review and due diligence process of a property, the acquisitions team works closely with our talented asset management, property management, and construction management groups to formulate a unique business plan for every property acquired. The collaboration of SGRE’s fully integrated platform enables us to effectively execute the property’s

• Ability to partner with a highly experienced sponsor
• Strong returns on capital from secure, collateralized real estate investments.
• Portfolio diversification with minimal volatility and no correlation to the broader equity and fixed income markets.
• Guaranteed dividend stream
• De-risking of investments via return of principal from cash-out refinances
• Professional management by our in-house team of asset managers and contractors
• Ability to fund investments with cash, self-directed IRA’s, or both.
• 1031 Exchange gains