Birgo Opportunistic Fund

Private real estate investment fund that seeks to take advantage of temporary price dislocation in the multifamily real estate market
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Target Net IRR
16 - 20%
Target Equity Multiple
2.0x
Preferred Return
8%

Fund Overview

Birgo Opportunistic Fund, LP (the “Fund”) is a private real estate investment fund that seeks to take advantage of temporary price dislocation in the multifamily real estate market.

The Fund seeks to identify and acquire properties that need to be sold due to distress from rapid shifts in the macroeconomic climate. The objective of the Fund is to achieve an annualized net return of 16-20% for investors.

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The Opportunity

The present real estate market contains many assets with the following characteristics which combine to provide a unique temporary acquisition window.

1
Loans approaching maturity which cannot be refinanced at current leverage ratios
2
Overleveraged properties with negative cash flow due to floating interest rates
3
Assets with rents deeply below market due to the abnormal recent pace of inflation

Investment Characteristics

Outsized Value Creation
Outsized Value Creation

By specifically targeting assets that are currently underperforming, we expect to achieve disproportionately strong appreciation for this portfolio.

Downside Protection
Downside Protection

Fund capital will be deployed into properties that are exiting due to necessity; as such, weexpect to mitigate risk through immediate value creation by purchasing at a discount.

Rapid Returns
Rapid Returns

While other financial assets are underperforming, we expect to quickly identify, acquire,improve, and exit properties; the Fund aims to generate a 2x return multiple in 5 years.

Projected Returns

A $250K investment is expected to grow to $500K after five years and $939K after eight years.

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Projected Returns Line Chart
Investment Locations

Where We Invest

We target properties in The Heartland: Pennsylvania, Ohio, West Virginia, Western New York, and other similar markets as deemed appropriate by the general partner

Additional Features

Unlike previous Birgo funds, wherein our funds have invested 100% of the equity to acquire each of its investment properties, this fund will syndicate a portion of the equity for each property. 

For the first time in Birgo’s history, Fund investors will have an opportunity to co-invest directly into individual assets for certain Fund acquisitions. This opportunity will be presented first exclusively to Fund investors, and then shared with our broader network if allocations remain.

Investors will participate in the upside from co-invested equity capital, further increasing returns through sharing in the sponsor’s profits. 

The Fund will be highly tax-efficient as depreciation will be passed through to investors and profits are expected to be taxed as long-term capital gains

Birgo Principals

We take the time to assess risk and fully manage your investment, allowing you to grow your capital without the hassle of managing property yourself.

Wondering if Birgo is the right investment for you? Schedule a no-commitment call with our team to see if Birgo Capital can help you reach your financial goals.

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Andrew Reichert

Dan Croce

Josh Fischer

Birgo Capital
Track Record

$293MM

Assets Under Management

2,900

Units Under Management

14.8%

Prior Funds Net IRR

Birgo Team

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