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Sunbelt Fund I & II Annual Bonus Coupon

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Sunbelt Fund II Updates > 2021 Annual Bonus Coupon Announcement

 SB1 & SB2 Annual Bonus Coupon Details


We are proud to announce that we will be making a bonus coupon payment for both Sunbelt Fund I (“SB1”) and Sunbelt Multifamily Fund II (“SB2”) as follows:  
  • SB1: 1% bonus coupon, which when combined with our 7% SB1 target coupon (paid in quarterly installments) means SB1 will have paid out a total of 8% net cash-on-cash to investors for 2021.  This exceeds our 7% preferred return for SB1. 
  • SB2: 2.5% bonus coupon, which when combined with our 5% SB2 target coupon (paid in quarterly installments) means SB2 will have paid out a total of 7.5% net cash-on-cash to investors for 2021.  This exceeds our 7% preferred return for SB2. 
​
Thanks to the hard work and dedication of the Ballast Rock team and Sunbelt Properties (our in-house property management group), both funds are currently outperforming their relevant pro forma expectations for 2021 (see SB1 Final Pro Forma and SB2 Current Pro Forma and see the SB1 Updates and SB2 Updates pages for monthly asset management reporting). 

This is our first year for SB2 (which is still in the acquisition stage of the fund), and now our third year of high cash-on-cash distributions to investors in SB1.  We are confident in our ability to continue to add value to these portfolios. 

We expect the SB2 fundraise to finish shortly, so please make your reservation in the Ballast Rock investor portal if you wish to participate in this fund. ​
​

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If you would like to learn more about the team, the Sunbelt strategy, and investing in a Ballast Rock fund, please contact us via email by clicking the button below or IR@ballastrock.com.
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The information contained on the Ballastrock.com web site has been prepared by Ballast Rock Holdings LLC (“Ballast Rock”) without reference to any particular user’s investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities.  An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest.  All private placements of securities and other broker dealer activities are currently offered through a partnership with Independent Brokerage Solutions LLC MEMBER: FINRA / SIPC (“IndieBrokers”), which is located at 485 Madison Avenue 15th Floor New York, NY 10022. (212) 751-4424. Ballast Rock Holdings LLC and its affiliates are independent and unaffiliated with IndieBrokers.  Any securities transactions or related activities offered by Ballast Rock associated persons are conducted in their capacities as registered representatives of IndieBrokers.  Please see our Form CRS. 
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To check the background of IndieBrokers and its representatives, visit FINRA’s BrokerCheck. 
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  • Home
  • What We Do
    • Real Estate >
      • Multifamily
    • Ventures >
      • Acronym Venture Capital
      • Louisiana Green Fuels
    • Capital Advisory
  • About Us
    • Our Story
    • Leadership
  • Fund Updates
    • Acronym VC Funds
    • Louisiana Green Fuels
    • Sunbelt Fund III
    • Sunbelt Fund II
    • Sunbelt Fund I
  • Education
    • Portal "How To"
    • Corporate Deck
    • Articles
    • Press >
      • Lument Workforce Housing Webcast
      • CoStar Gleneagle Article
      • CoStar Coleman Article
      • Multifamily Executive
  • Login