Growth & Income Fund III
The strategy, or mandate, of Fund III is:
- • Recapitalize six currently held, 1997- 2008 built Class B+ to A- assets.
- • Focus on upper workforce housing in suburban Indianapolis – a nationally top performing market
- • With a new capital stack, management can add significant value through a semi-major renovation and improvement program
- • Forcing appreciation while simultaneously taking advantage of a long-standing Indianapolis market trend of steady rent growth
Given the assets are among a current BAM Capital portfolio, the management team has the highest level of conviction in its ability to execute the business plan and deliver the targeted returns to investors. To view the offering memorandum, visit our free investor portal by clicking “Invest Now”.
- • Consistent passive income
Lower-risk assets with in-place cash flows with the ability to distribute preferred return after acquisition.
- • Significant tax benefits
A cost segregation analysis allows for accelerated deprecation to years of ownership. This large passive loss gets passed onto investors through a K1.
- • Vertically integrated company
In-house property management and construction allow for predictable cost reduction and value add.
Projected Investor Returns
*Above targets are the hypothetical capital contribution of and hypothetical sales proceeds. Hypothetical returns from (i) the operation, or (ii) a sale, of underlying assets, including, but not limited to, the timing and amount of available proceeds, have been arbitrarily included for illustrative purposes only. Returns are not guaranteed. Possibilities and examples do not represent or guarantee what the actual results.
About BAM Capital
BAM Capital Geography
What Our Investors Have to Say
I've gotten involved with approximately 10 other sponsors over the last one and a half years. BAM Capital's level of communication and presentation is the most professional.
I have many years experience as a financial Executive in Private Equity owned companies and am very impressed with the sharp, diligent, and methodical manner in which Ivan and his team run their businesses and work with their limited partners. I have invested in several projects and have been very satisfied with the results thus far.
My husband and I were looking for a profitable passive investment that would allow us peace of mind. We were impressed with BAM’s low-risk business model and the professionalism of their team. We chose to invest in the BAM Fund as a way to diversify our investment over multiple assets and have been pleased with the returns and timely reporting.
I have had the pleasure to work with BAM Capital on multiple occasions and capacities and couldn’t be happier! Exceptional customer service, supportive staff, and most importantly, the management team is there for you. I can't speak highly enough of BAM, the staff, and their care for their partners
I have been very happy with Ivan and his team of professionals. I have experience with five other real estate companies in a similar investor role. In this type of limited partner relationship, timely reporting and transparency are key to instill confidence. BAM has met or exceeded my expectations. I plan to continue to invest with this team for the foreseeable future.
Sometimes investing seems cold and impersonal. However, for us, investing with BAM feels like a warm, high-touch, professional experience. Their team is dedicated to financial success for all, and we appreciate the attention to detail, and care for their community.