The Birgo Heartland Multifamily Fund targets assets in resilient Heartland markets, capitalizing on robust supply/demand dynamics while providing superior downside protection.
This fund aims to acquire 100 to 350-unit multifamily properties, consisting of a blend of stabilized and value-add deals for steady cash flow and upside potential.
This is 506(c) investment available to accredited investors only.
$345M+
Assets Under Management
3,500
Units Under Management
21.3%
Gross IRR of All Properties
Our focus on the Heartland benefits from durable, needs-based demand and constrained new supply. With dislocated capital markets creating attractive entry pricing, this vehicle will assemble a diversified, cash-flowing portfolio of 100 to 350-unit communities.
Necessity-based housing in resilient Heartland metros, diversified across markets and 100–350-unit communities, with vertically integrated ops that drive steady occupancy and NOI.
Disciplined underwriting with 50–70% leverage, Investment Committee oversight, and hands-on asset management to mitigate volatility and preserve capital.
Target 5–7% cash yield with an 8% preferred return; distributions expected to begin ~12 months after launch and paid quarterly thereafter.
Past performance is not indicative of future results. Investing involves risk and may result in partial or total loss. You should carefully consider your investment objectives, risks, charges, and expenses, and should consult with tax, legal, and or financial adviser before making any investment decision. Neither Birgo nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment. For additional information visit our Investment Disclosure. All information on this website is qualified in its entirety by the Offering Documents that must be reviewed prior to investing, including risk factors.
DISCLAIMER: THE OFFERING MATERIALS MAY CONTAIN FORWARD-LOOKING STATEMENTS AND INFORMATION RELATING TO, AMONG OTHER THINGS, THE COMPANY, ITS BUSINESS PLAN AND STRATEGY, AND ITS INDUSTRY. THESE FORWARD-LOOKING STATEMENTS ARE BASED ON THE BELIEFS OF, ASSUMPTIONS MADE BY, AND INFORMATION CURRENTLY AVAILABLE TO THE COMPANY’S MANAGEMENT. WHEN USED IN THE OFFERING MATERIALS, THE WORDS “ESTIMATE,” “PROJECT,” “BELIEVE,” “ANTICIPATE,” “INTEND,” “EXPECT” AND SIMILAR EXPRESSIONS ARE INTENDED TO IDENTIFY FORWARD-LOOKING STATEMENTS. THESE STATEMENTS REFLECT MANAGEMENT’S CURRENT VIEWS WITH RESPECT TO FUTURE EVENTS AND ARE SUBJECT TO RISKS AND UNCERTAINTIES THAT COULD CAUSE THE COMPANY’S ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE CONTAINED IN THE FORWARD-LOOKING STATEMENTS. INVESTORS ARE CAUTIONED NOT TO PLACE UNDUE RELIANCE ON THESE FORWARD-LOOKING STATEMENTS, WHICH SPEAK ONLY AS OF THE DATE ON WHICH THEY ARE MADE. THE COMPANY DOES NOT UNDERTAKE ANY OBLIGATION TO REVISE OR UPDATE THESE FORWARD-LOOKING STATEMENTS TO REFLECT EVENTS OR CIRCUMSTANCES AFTER SUCH DATE OR TO REFLECT THE OCCURRENCE OF UNANTICIPATED EVENTS.
