Investment Approach

Tudor McLeod Asset Management provides investors access to institutional grade, direct property investments. Opportunities are presented on a deal-by-deal basis offering investors access to a diversified, income-producing, tax-efficient real estate portfolio. Our disciplined investment approach, institutional-quality reporting and comprehensive underwriting provide investors with a fully transparent real estate portfolio.

Acquisitions

Multi-Family Investment Criteria

Transaction Size:

$3M – $30 Million
Minimum 100+ Units

Asset Type:

B to C+ multi-family properties. Prefer B properties in A markets and C+ properties in A/B markets

Occupancy:

Prefer stabilized properties. Will consider lower occupancy if property is well located and has value-add upside

Age:

Preference is 1978 and newer, but will consider all age properties

Target Markets:

Nationwide growth and emerging markets

Location:

A+ to C+ areas with strong demographics and economic diversity

Target Return & Investment Period:

8%+ cash on cash return
3-5 year hold period

General Criteria:

Potential high yield income streams
20% below replacement cost
Value-add opportunities sought

Repositioning

Tudor McLeod Asset Management buys well located properties that are in good structural condition with a value-add component. We look for opportunities to increase rents and reduce expenses by finding properties that have some deferred maintenance, poor management or distressed sellers. By correcting any deficiencies and making cosmetic and management improvements, we are able to increase the net operating income (NOI) of the property and create substantial cash flow and appreciation. At the same time we are creating clean and safe environments that our tenants are proud to work or live in.

A typical project will require a 6 to 12 month period to make capital improvements, upgrade the tenant base, increase rents, and reduce expenses. At that point cash flows improve significantly and appreciation begins to increase rapidly. Once these improvements have been made we stabilize the property for another year or two and then refinance or sell the property. The entire process is usually 3 to 5 years.

Another reason for our success in repositioning is our property managers. We use only the best on-site managers with proven track records of improving property performance. Our managers think like owners – increase income, reduce expenses, maintain a clean property, and keep tenants happy. These are the true keys to success in this business.

Investing With Us

Tudor McLeod Asset Management is a privately held investment firm and our offerings are made under Regulation D Federal Securities Laws. We accept investments from accredited U.S. investors and certain offshore (non-U.S.) investors. Tudor McLeod makes priority preferred payments to all investors quarterly. Once we have qualified an investor, we can provide a deal sheet with detailed facts and financials for each specific property available. Please contact us for details and assistance.

Offshore Investors

We work closely with our offshore investors and have a sophisticated structuring method to mitigate U.S taxes including FIRPTA tax rules. By using our British Virgin Islands Holding company, offshore investors have no U.S. tax filing requirements.

IRA Investors

We can provide assistance to investors who wish to use their IRA’s to make tax-deferred real estate investments. Gone are the days when your only choice was to invest your IRA in mutual funds or ETF’s. Using a self-directed IRA, you can now make direct property investments in your tax deferred account. Please contact us for details and assistance.