Achieve Better Returns Through
Achieve Better Returns Through
View Our Current Offering Memorandum
Indianapolis, Indiana, metro is home to over two million people. It features a growing corporate base, highly educated workforce, world-class sporting events, high-end cultural attractions, as well as a consistently growing list of shopping, dining, and entertainment options. Residents benefit from an above-average quality of work-life balance, as reflected by consistently high national rankings and a steady flow of new developments and job commitments.
Thanks to this consistent growth, apartment communities are continually in demand. For multifamily syndicators, such as BAM Capital, Indianapolis is the ideal environment for providing consistent cash flow, long-term appreciation, and accelerated tax benefits. Thanks to a portfolio of known assets, the BAM Multifamily Growth & Income Fund III is confidently targeting an IRR of 15% – 20% in only 5-7 years. Learn more below.
- CENTRALIZED LOCATION: nearly 80% of the nation’s population can be reached within a one-day drive, proving to be a critical feature amid the shifting face of retail and logistics
- STRONG CORPORATE BASE: more than ten Fortune 500, Fortune 1,000, regional, national, and international corporations have headquarters or a large presence in the metro area
- HIGHER EDUCATION: more than 20 colleges and universities within 70 miles of the city, providing a highly-skilled workforce
DEMOGRAPHICS AND EMPLOYEE MOBILITY: increase of 10 million new renters over the past decade. There are 500k new renters per year but only 300k units are being built annually. Estimated 20-30% of the workforce will be working from home by 2022.
AFFORDABILITY: single-family home prices appreciated 13.2% YOY. Many households do not have the necessary down payment to purchase a home
INFLATION PROTECTION: ability to raise rents to mitigate inflation risks
TANGIBLE CASH FLOW PRODUCING ASSETS: consistent income stream that is not impacted by the ups and downs of the stock market
ACCELERATED TAX SHELTER: accelerating the allowable depreciation on the appropriate assets can lead to major tax savings
Source: CBRE, Why Indianapolis, 2022
- RISK PREMIUM & FORCED APPRECIATION: risk premium for owning multifamily may decrease in 2022 and beyond, forcing appreciation (adding value) of assets will remain the dominant strategy for delivering above-market returns.
Why BAM Capital?
☑️ Fully vertically integrated
☑️ Never missed a preferred payment
☑️ Never called capital past subscription amount
☑️ Successfully navigated multiple adverse economic cycles
☑️ Strong sponsor track record that has averaged over 31% IRR on audited exits
☑️ Over 100 years of combined experience for Executive level staff
☑️ Never lost partner’s capital
☑️ Active partners in 39 states
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.
The strategy of BAM Multifamily Growth & Income 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. Click here to watch the Fund III all-inclusive webinar.
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.