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Sunbelt Multifamily Fund II ("SB2") Pro Forma & IRR Scenario Analysis

The Ballast Rock management team have commenced the acquisition stage of Sunbelt Multifamily II L.P. ("SB2").  SB2 expects to purchase a portfolio of approximately $120-130mm of workforce multifamily housing assets in the Southeast.  This acquisition stage will take as long as is needed to identify assets that fit the quantitative and qualitative criteria of the fund. 

The below information will be updated as properties are put under contact, but please be aware that closings regularly change and properties do on occasion fall out of contract.  We do not provide names of properties in contract until they are under management as we are typically under confidentiality agreements with the seller during the contract period. 

​Projected investor-level return data is presented on a net basis and reflects the deduction of carried interest and entity-level expenses, including, but not limited to, management fees, professional fees, organizational fees, and interest. There is no assurance that projected returns will be achieved.  ​The full pro forma and scenario analysis spreadsheet is available upon request.

SB2 Pro Forma

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SB2 Geographic Breakdown

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SB2 Scenario Analysis

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SB2 Example Net Investor Payment Scenarios

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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 (“IndeBrokers”), 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 IndeBrokers. Any securities transactions or related activities offered by Ballast Rock associated persons are conducted in their capacities as registered representatives of IndeBrokers. To check the background of IndeBrokers and its representatives, visit FINRA’s BrokerCheck. Please see our Form CRS.
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  • Home
  • Funds
  • Updates
    • Sunbelt Fund II
    • Sunbelt Fund I
  • Leadership
  • Education
    • Articles
    • Brochure
    • Press >
      • CoStar Article
      • Multifamily Executive
  • Login