Real Estate PortfolioGreen Leaf

  • RiverOak Investment Corp., LLC, (RiverOak Realty Fund III, LLC) RiverOak The Principals of RiverOak have acquired, managed, underwritten, developed or provided capital with respect to over 15 million square feet of real estate in three investment funds. StoneGate's member investors participated in the U.S. $25 million RiverOak Realty Fund III which will be targeted to a diversified portfolio of real estate development opportunities. The Principals of RiverOak have established an impressive track record through their first two funds, accomplishing a greater than 15% compounded return to date. RiverOak is currently targeting a compounded return of greater than 15% to Fund III investors.
    Site: http://www.riveroakic.com
  • Leggat McCall Properties, (Leggat McCall Properties Fund III, LP) Leggat McCall Established in 1965, Leggat McCall has acquired and developed over seven million square feet of properties with an aggregate value in excess of U.S. $1.5 billion dollars. StoneGate's member investors participated at a level equal to 55% of an U.S. $18 million real estate private equity fund managed by Leggat McCall. This Fund is dedicates to large development projects in both the residential and commercial real estate markets. By participating in the Fund, individuals were able to invest alongside large institutional investors in high-profile projects in the greater Boston area. Capital appreciation is currently forecasted to return 15% to 20% to investors on an IRR basis.
    Site: http://www.lmp.com
  • Inland Real Estate Corporation, (Inland Real Estate Trust, Inc.) Inland The Inland Group specializes in purchasing and managing high quality community shopping centers which are leased by major regional grocery store chains and discount retailers. StoneGate member investors participated in Inland's U.S. $2.5 billion real estate fund for a total of U.S. $2.5 million partnership interests. This REIT continues to pay participating StoneGate investors monthly dividends equivalent to annual average returns of 8.3%.
    Site: http://www.inlandrealestate.com
  • The Lynd Company, (The Lynd Real Estate Fund I) Lynd The Lynd Fund focuses on acquiring, in joint venture with institutional partners such as GE Capital and Charlesbank Investments, residential, multi-family real estate properties in the Southwestern United States. StoneGate's member investors participated at a level equal to 45% of Lynd Real Estate's U.S. $8.5 million real estate private equity fund. Through StoneGate, investors in the Lynd Real Estate Fund I were given the opportunity to invest along side top-tier institutional investors on the exactly the same terms. To date, the Fund has acquired five properties and is projecting overall annual returns of 25% to 30%, including quarterly cash flows.
    Site: http://www.lyndweb.com
  • Tenant in Common 1031 Exchanges A 1031 tax deferred exchange is the IRS approved method that enables you to defer federal (and most state) capital gains taxes incurred on the sale of real estate investment property. Investing in a tenant in common replacement property provides passive long-term income, eliminates active property management, and alleviates the burden of being a landlord. StoneGate Partners has relationships with several property sponsors around the country offering programs in office buildings, retail space, industrial or residential properties.