The Stallion Equity RE Investment Fund, LP
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The Stallion Equity RE Investment Fund, LP
Offering Platform
An Introduction
The Stallion Equity RE Investment Fund, LP, a new portfolio fund, has been formed with the purpose of raising investor funds to acquire select Real Estate from a diversified mix of income producing, value-add Class B and C residential multifamily assets across the Southeastern corridor of the United States, but with particular emphasis on the Charleston, South Carolina MSA. The fund will seek to leverage the company’s core capabilities in enhancing assets, to produce an income generating investment for US accredited investors.
The fund’s advantage lies in Stallion’s operational capabilities. Through vertical integration, we can efficiently source, acquire, renovate, reposition, and operate real estate assets that are trading below their intrinsic value due to structural, capital, and management inefficiencies. In doing so, the fund can create superior, risk-adjusted returns to investors and partners, while emphasizing downside protection.
The Stallion Equity RE Investment Fund, LP
operations summary
Focus
The Fund's primary focus is to invest in targeted, value-add multifamily residential properties over a projected three to five year holding period, though the holding period may vary based on the Manager's sole discretion. The properties selected will meet specific criteria that includes, among other things, the opportunity for significant value-add creation through renovation and capex improvements, location, the desirability and growth of the submarket, and the size of the property. Each property will then be stabilized and managed to market rents and standards by an affiliate of the Fund, local to the properties, during the holding period to maximize investor returns.
The Manager intends to utilize Manager's extensive vertically integrated existing infrastructure to benefit the Fund. This includes procurement, warehousing, construction, asset management and property management teams, maximizing the profitability of the properties in both the short term and long term, and passing those returns on to the investors.
The Fund will invest in any opportunity the Manager sees fit within the confines of the market, marketplace, and economy so long as those investments are real estate related and within the investment objectives of the Fund. Assets acquired will benefit from strong cashflow projections, rapid forced appreciation, and significant rent increases.
TARGET
The Fund will invest in multifamily rental/investment properties with an average deal size of $2.5 to $30 million. The target market for the Fund will be the Southeastern corridor of the US, with a particular emphasis on the Charleston, South Carolina market. Potential properties will be an aggregate of resale and income producing, based on the maximum value that the property may derive.
The Manager intends that the properties will be held for the duration of the Fund until the property is refinanced or sold. The Fund intends to operate for up to 5 years or more. However, nothing in the Operating Agreement will limit the duration of the Fund, as it is up to the sole discretion of the Manager.
Through proactive asset management, diligent execution of renovation and repositioning initiatives, and strategic market positioning, the aim of enhancing the asset value, optimizing cashflow and driving long-term appreciation will provide significant returns for investors.
Exit
Sale of All, Some, or Individual Properties. The Fund will sell if it determines the conditions favorable to selling a property or properties to a third-party or to Affiliate(s) of the Manager. Once all of the Fund's properties are sold it is presumed the Fund will dissolve.
Refinance the Properties. The Manager expects the Fund's properties to have a maximum leverage not to exceed 75% loan-to-value ratio ("LTV") on purchase bridge financing and 60-65% LTV on permanent debt financing. If the properties' cash flows and the future appraised value of the properties allow for all Investors to receive a) their return of capital, and b) realized gains on investment, the Fund may elect to refinance the properties and return capital and any appreciation back to Investors through distributions (see the “Description of the Securities” section below). If the Fund refinances a property, or properties, the Fund may retain ownership of the properties.
Equity Buyout or Merger. A buyout or merger may occur if another Fund wants to buy the equity of the Fund. It may propose a deal to acquire, either in cash or new stocks for the current equity holders of the Fund.
Maximum Offering
$50,000,000
Minimum Offering
$1,000,000
Minimum Investment
$50,000
$50,000,000
Minimum Offering
$1,000,000
Minimum Investment
$50,000
$1,000,000
Minimum Investment
$50,000
$50,000
The Stallion Equity RE Investment Fund, LP
terms of the offering
$50,000,000
Minimum Offering: $1,000,000
Minimum Investment: $50,000
The Partnership Interests are being offered at a purchase price of $1.00 per Unit. The Minimum Offering Amount for any Investor is $50,000.00. Upon purchase of Membership Interests, a Member is granted (i) the right to vote on all matters subject to a Class A Member vote; and (ii) the right to receive dividends or disbursements, when the Manager declares such dividends or disbursements.
As explained more fully in Section 11.1 of the Limited Partnership Agreement, at the discretion of the General Partner, the Company shall initially distribute, at least annually, all positive net income to the Limited Partners to achieve a preferred return of eight percent (8.0%), and then split the remaining amount, if any, between the Limited Partners and General Partner, in which the Limited Partners receive seventy percent (70%) and the General Partner receives thirty percent (30%) as Carried Interest. Notwithstanding the foregoing, the General Partner will be entitled to withhold from any distribution amounts necessary to create, in its discretion, appropriate reserves for, without limitation,
For the avoidance of doubt, the preferred return described in the previous paragraph is not intended to be a representation or projection of future performance of the Company and should not be construed as such.
Distributions In-kind.
Partnership Assets may be distributed to both the General Partner and the Limited Partners in lieu of cash in connection with the liquidation of the Partnership.
Voting Rights
Each outstanding Common Unit shall be entitled to one vote per Common Unit on all matters submitted to a vote of the Limited Partners. Limited Partners shall have no voting rights on any matter not explicitly stated in the Limited Partnership Agreement to require a vote of the Limited Partners.
Estimated Use of Proceeds
The Stallion Equity RE Investment Fund, LP
Management Team
The Company is currently managed by seasoned business and sector professionals dedicated to the success of the Company and efficient execution of its planned operations.
Glenn
Barlow
Glenn Barlow
Chief Executive Officer
Mr. Glenn Barlow serves as the Chief Executive Officer of Stallion Equity RE Investment Fund LLC and Stallion Equity Management LLC, where his primary focus revolves around the acquisition, repositioning, and effective management of the company's extensive real estate portfolio and projects. With a career spanning back to 2001, Mr. Barlow has established himself as a successful entrepreneur within the real estate industry. He spearheads Stallion’s entire spectrum of activities, including identifying lucrative opportunities, conducting thorough analyses, executing acquisitions, overseeing day-to-day management, implementing strategic marketing initiatives, and securing capital for property ventures. By adopting a comprehensive and holistic strategy towards real estate, Glenn has made Stallion Equity into a flexible organization adept at smoothly navigating every stage of a real estate transaction from inception to conclusion. Whether it’s acquisition, procurement, construction, maximizing cash flow, or eventually handling asset disposition, Stallion stands out as a unique player in the industry, skillfully leading in all aspects of value-add creation.
Judy
Treichler
Judy Treichler
Chief Operating Officer
Ms. Judy Treichler serves as the Chief Operating Officer at Stallion Equity RE Investment Fund LLC and Stallion Equity Management LLC, and is responsible for overseeing the company's operations and implementing strategies to achieve its objectives. Ms. Treichler is a seasoned executive with a wealth of experience in real estate and banking, spanning various business channels such as retail, wholesale, commercial, and private lending investors/capital partners. With her extensive background, Ms. Treichler brings expertise in operations management, including fulfillment and underwriting, procurement, process improvement, strategic planning, quality control, and project and operational risk management. She plays a key role in leading her team and fostering connections with business partners to ensure top-notch client experiences while effectively managing costs and driving revenue growth. Ms. Treichler holds a master’s degree in business administration and a bachelor’s degree in business management and finance.
Brindley
Venables
Brindley Venables
Vice President of Marketing and Brand Development
Brindley Venables serves as the Vice President of Marketing and Brand Development for Stallion Equity RE Investment Fund LLC and Stallion Equity Management LLC, Mr. Venables is a dynamic leader with a multifaceted approach to driving brand visibility and investor engagement. With over a decade of experience, he specializes in crafting comprehensive marketing strategies that leverage social media, print media, and email campaigns. Mr. Venables excels at harnessing the power of social platforms to connect with audiences, build communities, and generate leads.
With his strategic use of print media, he ensures the fund's presence in key publications, while targeted email campaigns effectively nurture relationships with investors and stakeholders. Mr. Venables’ track record includes launching successful marketing initiatives that have elevated brand recognition and driven investment interest. He is known for his innovative thinking, collaborative spirit, and commitment to delivering measurable results in the competitive real estate fund space.
Raymond
Riccelli
Raymond Riccelli
Capital Markets Director
Mr. Raymond Riccelli serves as the director of Stallion Equity RE Investment Fund LLC and Stallion Equity Management LLC’s capital markets operation, and boasts over two decades of experience in senior roles within the financial industry, specializing in the intricate structuring and financing of diverse real estate transactions. Throughout his career, Mr. Riccelli has collaborated closely with investors, developers, and builders across various projects, spanning from small-scale single-family home developments to expansive multifamily communities encompassing hundreds of units, both residential and commercial. Over the past five years alone, Mr. Riccelli has successfully concluded real estate transactions totaling more than $350 million directly and has overseen commercial real estate deals exceeding $1.5 billion in volume as the team lead. As a valued member of the Stallion team, Mr. Riccelli contributes invaluable expertise and insight, ensuring a robust financial foundation for the fund through prudent planning strategies, thereby paving the way for sustained success into the future.
CONTACT US
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The Stallion Equity RE Investment Fund, LP
so much more than what you see
The Stallion Equity RE Investment Fund, LP Investor Portal provides the ability to learn about our investment opportunity. Once registered, you will be able to:
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