Investment Policy Statement

HomeFundr LP Multifamily Real Estate Fund

  • Generate a stable income stream through rental cash flows
  • Achieve long-term capital appreciation through property value appreciation
  • Diversify risk by investing in a portfolio of multifamily properties
Risk Tolerance
  • Moderate risk tolerance
  • Willing to accept short term fluctuations for long term growth
Investment Strategy
  • Providing mid-longterm housing solutions for students, travel nurses, and an influx in migration into the Cincinnati market
  • Increasing the quality and providing more supply in the high demand state of Florida
  • Target geographic areas with strong economic fundamentals and population growth
  • Acquire multifamily properties with value add potential
  • Rent By Room strategy
  • Commercial Property conversions into Multifamily
  • Implement strategic renovations and management to enhance property value
Portfolio Allocation*
  • 85% of the fund’s assets allocated to core, stabilized multifamily properties
  • 15% allocation designated for joint ventures through private lending or a real estate Fund of Funds investment (*Allocation may change based on market opportunities)
Exit Strategy
  • Evaluate exit opportunities based on market conditions and property performance
  • Consider selling properties to capture capital gains or refinancing for improved cash flow
Performance Metrics
  • Aim for an annualized total return of 8-15%, balancing income and capital appreciation
  • Regularly review and adjust the portfolio based on performance against benchmarks
Liquidity Management
  • Maintain a portion of the fund in liquid assets for operational needs and unexpected opportunities
  • Provide quarterly reports to investors detailing fund performance, property updates, and market analysis
  • BiWeekly Check-In meeting


This website is intended for general informational purposes only about HomeFundr Capital, LLC and its affiliates. HomeFundr Capital, LLC does not render or offer personalized financial, investment, tax, legal, or accounting advice through this website. The information provided on this website (including any separate documents that may be accessed through this website) is directed at “accredited investors” and is provided solely as general information about our products and services and to provide general investment education. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as HomeFundr Capital, LLC and its affiliates are not undertaking to provide investment advice, act as an adviser to any person or entity, or give advice in a fiduciary capacity with respect to the information presented herein.

Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.

Investments in investment products managed or sponsored by HomeFundr Capital, LLC are available only to “accredited investors” and above as such terms are defined under Federal Securities laws. Information about investing in funds managed by or affiliated with HomeFundr Capital, LLC is only available in the form of Private Placement Memorandum and other offering documents which are provided to qualified prospective investors as defined under the Federal Securities laws. HomeFundr Capital, LLC does not offer any investment products to the general public.

The properties and track record showcased on this website are not direct assets managed by HomeFundr Capital LLC. The properties displayed represent the collective experience of the General Partners involved with HomeFundr Capital LLC. These listings serve to illustrate the breadth and depth of real estate management experience our partners bring to the fund. Each project mentioned has been managed by one or more of our partners prior to their association with HomeFundr Capital LLC. This page is for informational purposes only and should not be construed as a representation of past or future investments managed by HomeFundr Capital LLC.