Sterling Legacy helps high-net-worth individuals and family offices build and preserve wealth with proven income-producing multifamily real estate strategies.
Our strategy is centered around three core principles to achieve attractive risk-adjusted returns:
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Stabilized income from Core and Core+ multifamily housing communities located in high-growth markets that tend to be inflation-adjusted and resilient to recessions.
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Preservation of capital through prudent use of leverage, exhaustive research, and due diligence in the asset selection process.
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Investor-friendly approach with great transparency and high level of GP and LP alignment of interests.
Our approach focuses on the following acquisition criteria:
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Fiscally sound local governments located in AAA-rated states.
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Rental communities located on A+ land sites which combine a stable income stream with the potential for long-term capital appreciation.
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Conservative underwriting with minimum target IRRs and tax deferred cash yields distributed quarterly.
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Focused on transactions with asset values below the institutional market thresholds.
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Major national markets with diverse economies that offer thriving science, technology, and healthcare sectors, and significant employment growth.
We can incorporate longer-term strategies which are conducive to tax-efficient wealth transfers. If estate planning is a consideration, the Sterling Legacy team will work with you and your advisors to evaluate suitable multifamily assets for your portfolio strategy.
