[Underwriting Analysis] Tampa Off-Market Multifamily Investment Opportunity

We are thrilled to share with you an exclusive behind-the-scenes glimpse into our rigorous underwriting process for Atlas at Bay Point Apartments investment opportunity. At CPI Capital, transparency and thoroughness are at the core of our approach, and we believe in providing our investors with a comprehensive understanding of our investment strategies.

In this exclusive video, our Acquisitions Director, Paul Hopkins, delves deep into our underwriting methodology, illustrating why CPI Capital stands out in the realm of real estate private equity. From meticulous market analysis to conservative financial projections, Paul breaks down how we prioritize risk mitigation and long-term value creation for our investors.

This deep dive into our underwriting process showcases our commitment to excellence and our dedication to delivering optimal returns while minimizing risk. We invite you to watch the video and gain valuable insights into our investment philosophy.

Access the exclusive video here: Atlas at Bay Point UW Analysis  

Should you have any questions or require further clarification, please do not hesitate to reach out to us. We value your trust and are here to provide you with the information and support you need to make informed investment decisions.

FREQUENTLY ASKED QUESTIONS 

Q: When is the funding deadline for Atlas at Bay Point? A: Tuesday, May 11th

Q: When are you expected to close Atlas at Bay Point? A: Target closing date is Wednesday, June 11th

Q: What is the minimum investment?

A: $50,000 USD 

Q: How frequently are distributions made?

A: Distributions will be made on a quarterly basis. 

Q: What is the projected hold time?

A: 5-year hold

Q: What is a 506(c) Offering?

A: A 506(c) offering is a Regulation D securities offering only available to accredited investors

Q: What is an accredited investor?

A: A US accredited investor is one who earned $200,000+ for at least the past 2 years ($300,000+ if investing jointly) OR has a net worth of $1,000,000+ outside of their primary residence

A: A Canadian accredited investor is one whose net income before taxes exceeds $200,000 (or $300,000 combined income with spouse) in each of the two most recent years and who reasonably expects to exceed that net income in the current year OR is one who has at least $1 million in financial assets OR is one who has at least $5 million in net worth OR has corporations, limited partnerships, trusts or estates having net assets of at least $5 million

Q: What is a Preferred Return? Is it also known as a hurdle?

A: A Preferred Return is also known as a hurdle. A Preferred Return is offered to the investors before the Sponsor participates in any upside. The Sponsor is not compensated until the principal AND the preferred return (Class B: 8%) has been repaid to the investor.

Q: As an American can I invest using a self-directed IRA?

A: Yes, investments are accepted via 401k/IRA funds

Q: As a Canadian can I use registered funds to invest?

A: No, cash investment only. 

Q: Do we receive K-1s/T5013 for our investments?

A: CPI Capital provides K-1s(US Investors) and T5013 slips(Canadian Investors) every year for their investors, which are emailed by March 31st.

Q: How much are the Sponsors investing in the deal?

A: The Sponsors are investing 10% of the total LP raise

This email summary is for informational purposes and to gauge potential investor interest. This email summary is not intended to be a general solicitation or a securities offering of any kind. Prior to making any decision to contribute capital, all investors must review and execute all private offering documents, including the Private Placement Memorandum & Sub. The information contained herein is from sources believed to be reliable, however no representation by Sponsors, either expressed or implied, is made as to the accuracy of any information on this property and all investors should conduct their own research to determine the accuracy of any statements made.