EQUIS Residential is a privately held real estate investment company focused on the acquisition and management of quality income producing multifamily properties within strategic growth markets throughout the Southeastern United States. EQUIS Residential was established by Benjamin W. Inman in West Palm Beach, FL. while overseeing the Real Estate Portfolios and Acquisitions and Dispositions efforts of three separate Single Family Offices. With a focus on both wealth preservation and capital appreciation, our team of skilled and credentialed professionals offers superior service and extreme attention to detail.
EQUIS Residential seeks to acquire well-located multifamily properties in primary and secondary markets with sound underlying fundamentals and meaningful growth potential. Through a rigorous value-enhancement program that includes thoughtful renovations, operational improvements and ancillary income development, EQUIS Residential aims to reposition each asset with the goal of maximizing NOI and elevating its competitive position within each market.
EQUIS Residential aligns with like-minded investment partners focused on acquiring investment opportunities in select core, secondary, and tertiary markets often overlooked by larger institutions. Upon identifying qualifying assets, EQUIS Residential then acts as the GP or Co-GP to complete each transaction. Throughout the holding period, the EQUIS Residential team actively oversees management activities of each property through a proven third-party management firm.
With a combined 45 years of collective Multifamily Real Estate experience, the team at EQUIS Residential offers a customizable solution designed to fit the unique needs of various ownership styles and structures. From Single Asset and Portfolio Management, to Acquisitions and Dispositions, EQUIS Residential is positioned to become the trusted source of Multifamily Real Estate Investment Services.
EQUIS Residential is a real estate investment firm that executes a thesis-driven, value creation investment strategy in select markets throughout the Southeast. The firm is committed to being a disciplined fiduciary and investor that combines the entrepreneurial approach of an operator with the established practices of an institutional-level private equity investor.
- Risk-adjusted asset selection.
- Value-add upside.
- Opportunistic Yield
EQUIS Residential tailors each joint venture structure to meet the needs of its private partners, and to reflect the relative risk and return parameters of each particular investment. EQUIS Residential co-invests with its partners to ensure an alignment of interests. This structure produces decisions that maximize returns for all parties. EQUIS Residential then actively manages the properties through its management subsidiary. This hands-on approach allows EQUIS Residential investments to outperform their local real estate markets.
EQUIS Residential’s typical deal structure consists of an Institutional, Private Investment Group, HNW Individual, or Family Office providing ~90% to 95% of the equity required. EQUIS Residential invests the remaining ~5% to 10% of the equity as well as arranging for any required debt. All equity investments in the transaction are treated pari passu. After repayment of debt and invested capital, EQUIS Residential receives a promoted interest in the investment over a given IRR hurdle. Subsequent hurdles and additional promoted interests are often included at agreed upon rates. EQUIS Residential receives this “promoted interest” in exchange for successfully exceeding the partnership’s investment objectives. This performance-based structure provides EQUIS Residential with an appropriate long-term incentive for effective management decisions.
The primary objective of EQUIS Residential is to be established as the preferred partner for a handful of Institutional and Private Real Estate Investors. EQUIS Residential is working to achieve this goal by bringing together a group of highly capable individuals with the market knowledge, relationships and real estate skills required to identify and acquire attractive investments and execute value-added strategies in order to provide above-average risk-adjusted returns for its partnerships. EQUIS Residential's Principal, Benjamin W. Inman, has demonstrated this results-oriented strategy with his track record of purchasing, managing and selling investments to maximize investor returns on behalf of HNW and Family Office Clients prior to forming EQUIS Residential.
Great Asset Management is about applying critical information to achieve results consistent with the investment objectives of each client, and that’s what we do best. Our team will identify both the challenges and opportunities facing your portfolio and offer proactive advice and recommendations to enhance the investment yield. With you, we will set goals and objectives for portfolio performance appropriate to the specific issues and life cycle requirements of the properties within the portfolio and then we will closely monitor operations with a creative, disciplined and pragmatic approach.
- Market Studies.
- Property Supervision and Reporting.
- Operating and Capital Budgeting.
- Capital Needs Assessment.
- Refinancing and Syndications.
- Renovation Support.
- Sales and Disposition.
Acquistions / Dispositions
EQUIS Residential provides discreet Acquisition and Disposition services to Family Offices and HNW Investors.
Through our experience structuring acquisitions and dispositions with various firms throughout the U.S., acquisition opportunities are sourced and negotiated by an experienced senior management team, which also serves to oversee due diligence, legal, financing, and asset management. EQUIS Residential has an efficient acquisition submittal review process, ensuring a quick response to all potential opportunities. Each asset undergoes a thorough due diligence process to confirm the physical and legal status of the property and to prove achievable investment strategies.
Each transaction possesses it's own unique set of needs, and EQUIS Residential understands how to go about making the proper selection on behalf of each partner client.
- Privacy and Discretion.
- Market and Sub-Market Expertise.
- Asset level Expertise.
EQUIS Residential leverages strategic resources to successfully provide Real Estate Investment Banking Services to select clients.
Through our team's experience in the Capital Markets Industry, we understand the complexities owners and operators face in making the right selection of which firm through which to transact. Each transaction possesses it's own unique set of needs, and EQUIS Residential understands how to go about making the proper selection on behalf of it's clients.
- Equity Raising.
- Equity placement in pre-vetted multifamily investment opportunities.
- Debt procurement.
In partnership with CapStack Partners, LLC., a Specialty Investment Bank with offices in New York and Miami, EQUIS Residential provides clients with innovative financing solutions and comprehensive access to the global capital markets. CapStack Partners not only helps secure the necessary funding but also determines the most optimal capitalization structure.
On a select basis, EQUIS Residential/CapStack Partners will principally provide debt and equity to facilitate a client transaction. We directly originate permanent, bridge and mezzanine financing, and make preferred and common equity investments. EQUIS Residential will consider most markets and assets throughout the United States and Canada, though we are mostly sponsor driven in our funding decisions. By principally investing, we are able to offer our clients further value via swift transaction execution and stronger alignment of interests towards our shared success.
Securities Offered Through Bridge Capital Associates, Inc. (Member FINRA, SIPC).