Founded in 2004, Vertical Ventures is an established, highly-focused investor, developer and operator of institutional quality commercial real estate assets. The firm concentrates on identifying, acquiring and revitalizing well-located, quality projects that are temporarily undervalued. Our primary focus is on office, R&D and industrial properties in well-established, supply-constrained, submarkets in Northern California. The professionals of the firm average nearly 20 years’ experience transacting and operating real estate and generating attractive investment returns from both institutional and entrepreneurial platforms. Investments are made on a direct and joint-venture basis, in collaboration with select institutional and high-net worth individuals and family offices. The unwavering goal of the firm is to extract unrecognized value from the real estate and maximize returns to its investors, while providing a high level of service and communication to our financial partners. This is accomplished through meticulous adherence to a sustained investment process, which involves: 1) The astute discovery, investigation and acquisition of strategically located and undervalued properties; 2) The aggressive execution of thoughtful, detailed, and efficient business plans, and; 3) The skilled and efficient disposition of assets at the optimum time, based upon property-specific economics and general market conditions.
Greater San Francisco/Bay Area, California
Targeted investor Internal Rate of Return: 18%-20%
Targeted Equity Multiple: 2.0x
Targeted Average Cash Yield: 6-8%
Targeted Investment Period 5 Years
McFarlin Opportunistic Senior Living Fund I, LP (the “Partnership” or the “Fund”) is formed to acquire non-performing loans and value-add acquisitions of senior living properties across the U.S. Leveraging over 50 years of collective senior living management experience, the team specializes in identifying and acquiring distressed assets in a market segment that is experiencing temporary disruption from supply-demand imbalance. The Sponsor will look to create value through acquisition of value-add assets, buying loans at a discount to Par value, and by implementing capital improvement plans, creating operational efficiencies, and improving operations. The portfolio is expected to benefit significantly from an aggregation premium upon sale. The Sponsor believes that in buying small single assets and pooling them, a 15% premium can be achieved by institutionalizing the sale of the assets.
Sponsor: McFarlin Group, LLC
Fund Size: (Target) $100,000,000
Minimum Investment: $500,000
Sponsor Investment: 10% up to Maximum of $5,000,000
Preferred Return 10%
Annual Management Fee: 1.5% of committed capital
Promote Split 80% to LP / 20% to GP
Fund Life 5-7 Years with Mandate to Liquidate at 10 Years
Targeted Investor Return 20% + IRR (subject to hold duration)
Targeted Equity Multiple 2.0x + (subject to hold duration)
Olympus Salt and its affiliate companies Pandora Packaging, SGT. P Brands, Orion Lubricants and Dinpak which are all owned by Olympus Salt and can fulfill multiple solutions. They have a private label Military Brand already developed (i.e. SGT. P). Dinpak is the only company within their affiliate companies that is 51% owned by a Veteran, which has enable us to be a VA Certified SDVOSB, plus participate on the GSA schedule. They are a Manufacturing, Distribution, Transportation and Storage HUB in Chicago, IL and looking to expand their operation into another 18 acres located just south of our current property. This property has a 1400 foot seaway and is labeled a Free Trade Zone. They have streamlined the process for Importing, Exporting, Packaging, Warehousing and Distribution at our current location and are positioned to grow into another location due to their packaging contract growth. They are projecting to employee an additional 20 to 30 people over the next 12/18 months.
They are the Midwest's Leading Bulk & Material Handling Facility based in Chicago, Illinois
Targeted investor Internal Rate of Return: 15%-17%
Targeted Equity Multiple: 2.6x
Targeted Average Cash Yield: 7-9%
Targeted Investment Period 5 Years
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