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FUND I CLOSED

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Precision & Success

At Apta Investment Group, precision and success go hand in hand. We recently opened, funded, and successfully closed the APTA 37P Fund I, acquiring five carefully selected multifamily (apartment) properties.

The five properties in the portfolio continue to perform for our investors, even during these challenging economic times. This success is a direct result of our rigorous due diligence process and strategic loan structure, which provide stability and resilience in fluctuating markets. Our proactive approach ensures that your investments are well-positioned for long-term success, no matter the economic climate.

PROVEN PERFORMANCE

Apta and its partners have successfully acquired and sold 17 multifamily properties, delivering a 17.4% average annual return to investors, with over $1B in total acquisitions. None of our investors have lost money.

15.9

15.9%
IRR

internal rate of return

1.7

1.7X
MOIC

multiple on invested capital

17.4

17.4%
Annual Return

Average

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APTA 37P FUND I OVERVIEW

Fund Is Closed

SPONSORS: Apta Investment Group & 37th Parallel Properties

INVESTMENT STRATEGY: Value-Add and Core-Plus
ASSET CLASS: Class A-, Class B+ Multifamily
DEAL SIZING: $25M-$80M
FUND SIZE: $20M-$40M

ANNUALIZED RETURN TARGETS: 8% Preferred Return | Total Annualized Return Estimate 12%-15%
FUND TERM: 8-10 years, including capital gain deferral opportunities

MINIMUM INVESTMENT: $100,000
AVERAGE INVESTMENT: $230,000

FUND OBJECTIVE & INVESTMENT CRITERIA

The objective of the Fund was to strategically acquire, enhance, and divest multifamily real estate properties in prime U.S. markets. We aim to achieve attractive, risk-adjusted returns by identifying opportunities for value optimization and capitalizing on key market dynamics.

  • Population and Economic Growth: Target areas with population and employment/income growth rates that exceed the U.S. average, complemented by positive net domestic migration.
  • Employment Diversification: Seek markets with a robust mix of industries to ensure economic stability and reduce dependency on any single sector.
  • Environmental Stability: Prioritize regions known for predictable environmental conditions that minimize the risk of natural disasters.
  • Investor-Friendly Environments: Focus on states known for being supportive of landlords and businesses, offering favorable regulatory and tax frameworks.
  • Market Viability: Select markets based on attractive demographic factors, strong tenant demand, supply constraints, and strong exit liquidity to ensure sustainable investment returns.

APTA 37P FUND I

CURRENT HOLDINGS

Greys Harbor at Lake Norman

  • Huntersville, NC
  • 312 units
  • Acquired 2023
Greys Harbor at Lake Norman, developed in 1997, has been institutionally owned and maintained since completion. The three-story garden-style property has 9-foot ceilings and features upscale amenities, detached garages and storage, a resort-style pool and outdoor lounge area. The property is located in the Lake Norman/Huntersville submarket of Charlotte, NC, which has experienced significant growth in recent years due to its strong economy, great schools, and attractive lifestyle.

Grand Reserve

  • KATY, TX
  • 291 UNITS
  • ACQUIRED 2022
Grand Reserve, developed in 2013, has been professionally owned and maintained since completion. The three-story garden-style property has 9-foot ceilings and features an impressive 141 attached garages, an additional 69 detached garages, upscale amenities, green space, a resort-style pool, and outdoor lounge area. The property is located in the highly sought-after Houston suburb of Katy, Texas, where all key demographic trends support sustained housing demand, income growth, and rent growth. It is situated near the highly visible intersection of the Westpark Tollway and Grand Parkway, where more than 35,000 vehicles travel per day.

Creekside South

  • Wylie, TX
  • 252 units
  • Acquired 2022
Creekside South is a community located in Collin County, in beautiful Wylie, Texas. The garden-style apartments offer one-, two-, and three-bedroom options with a variety of in-home and community benefits. In-home features include designer custom cabinetry, and open concept kitchens with granite countertops and stainless steel appliances. Enjoy the convenience of the suburban lifestyle close to City Park, with everything you need at your fingertips.

Heights of Cityview

  • FORT WORTH, TX
  • 344 UNITS
  • ACQUIRED 2022
The Heights of Cityview offers a variety of spacious one-, two-, and three-bedroom layouts with open kitchens, stainless steel appliances, walk-in closets, and private patio/balcony space. The property features a Wi-Fi cafe, gym, garden, putting green, and resort-style pool. The community offers easy access to downtown Fort Worth and Clear Fork Trinity River. Also, The Stockyards, Hulen Mall, and Seventh Street are only a few miles away, and downtown Fort Worth is a quick commute.

Haven North East

  • Atlanta, GA
  • 240 units
  • Acquired 2021
Haven North East is the premier community located northeast of Atlanta with close proximity to Chamblee, Norcross, and more. By choosing Haven North East, you are within minutes of Interstates 285 and 85 N, allowing a short commute to Buckhead, Brookhaven, downtown, and more. Our open kitchen concept designed for entertaining and our breathtaking landscaped scenery offer a relaxing and beautiful place to call your new home. You can find solace in our one-, two-, and three-bedroom floor plans.

Where surgical precision meets real estate mastery

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Disclosure of Interest: No Offer of Securities

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments is limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

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