What makes investing in multifamily real estate so appealing? It's the potential to earn exceptional risk-adjusted returns. At Optimus Age Capital, our investors have historically earned annual returns of 20%, 25%, and even 30% on their investments. These returns are impressive when compared to other investment opportunities.

While it's possible to earn similar returns in other investments, such as private equity firms that buy and sell companies, the risk is typically much higher. Consider the worst-case scenario: a regular operating business failing and becoming nearly worthless. This risk is much greater than that of a large multi-tenant apartment complex.

Even when a multifamily property performs poorly, its value doesn't usually plummet to zero. We stress test every deal to run all scenarios to ensure that we do not have problems with our deals. We believe that multifamily real estate can offer exceptional returns without high risk. That's why we focus on this asset class and will continue to do so in the future. For us, it all comes down to the balance between risk and reward.

The founders Hugh Jones & Phil Georges separately have 20 & 30 years of experience in multifamily investing, in many states throughout many market cycles and economic conditions.

No, we do not operate a fund. Instead, we make investments through offering opportunities to accredited investors. Each investor has the choice on whether that want to invest on a per deal basis.

Our plan is to have a minimum of 2 and a maximum of 3 offerings within the next 12 months. Please note that our offerings are on a first-come, first-serve basis, and we have seen in the past that our investment opportunities tend to fill up quickly due to our selective investment criteria.

If you have any questions, please email us at [email protected] or call us or text us at 1-270-312-7632

Getting access to our offerings is quick and easy. Just click on the link here to watch an overview of our investing methodology or just click the button below the video to get registered. Once you submit the form, you'll be among the first to be notified when new offerings become available.

In addition to this, we also organize exclusive investor dinners and gatherings where we can get to know potential investors better. These are enjoyable events that provide a great opportunity to meet like-minded individuals and learn more about our investment approach. Please note that these events are only open to select investors of Optimus Age Capital.

At Optimus Age Capital, we use a multifaceted approach to select our markets. Our first consideration is the macroeconomic conditions of the area. We analyze factors such as employment growth, population growth, diversity of industries, demand for comparable properties, competition in the immediate vicinity, new supply, median income, and more. If these macroeconomic conditions are unfavorable, it becomes much more challenging to generate profits in that market. To put it simply, it's like trying to buy stocks during a bear market - not impossible, but certainly more difficult. We prefer to take the easier route. Besides macroeconomic factors, we also scrutinize data on the submarket we are examining. We believe that real estate is a game of submarkets, and it's essential to understand what's happening, even at a block-by-block level, to increase the likelihood of success.

At the core of our business is a balance of supply and demand. Our target markets are typically growing markets where demand for housing is increasing and outpacing supply. While some of this growth may come from high-income earners, the majority is driven by people with average incomes who need good, affordable housing. This is where nice B/C class housing comes into play. On the supply side, most developers focus on higher-end properties with luxury amenities. They usually don't build B/C class assets because it's not as profitable. Therefore, our strategy is to provide affordable and comfortable housing in markets where demand is high, and the supply of such properties is limited. This creates upward pressure on prices, supporting our investment efforts. It's a simple concept, but it requires experience and expertise to execute successfully.

If you have an existing IRA or a previous employer's 401K plan, it is possible that you may be able to self-direct all or a portion of it into our investment vehicles. We recommend contacting your current custodian to inquire if they permit self-direction of retirement accounts. If the answer is affirmative, please reach out to our investor relations team at [email protected] or call/text us at 1-270-312-7632. We can provide you with a list of custodians that work with alternative assets and assist you in investing your retirement funds.

As an investor, you will receive a tax form called a Form K-1, which provides detailed information on your share of the taxable income generated by the partnership. Our aim is to complete all Form K-1s by March 31st each year. However, we may require additional time to provide the forms in a manner that is most advantageous to our investors, as we rely on external reporting. While it is not our intention, it is possible that you may need to request extensions for filing federal, state, and local tax returns.

The typical duration of an investment is 3 to 7 years, but we retain the exclusive right to extend or reduce the term after you have made your investment. Our primary objective is to optimize the value of the real estate investments, which may require us to hold onto investments during a downturn in the market, or to take advantage of favorable market conditions when they arise. As long-term investors, we believe that holding onto a property for a longer period of time increases the likelihood of capturing property appreciation from rising rents and inflation.

Yes, both Phil and Hugh invest their own money in every deal. We believe in aligning our interests with those of our investors, so we make sure we have skin in the game. In the rare case that one of us is unable to invest, the offering will still move forward as planned. We are committed to delivering strong returns for our investors.

For stabilized assets, we target 15%+ in equity returns on an annualized basis over the entire life of the investment.

For properties that require repositioning then we may prioritize achieving a higher gain on the property sale in the longer term by foregoing near-term distributions. Since these types of investments entail higher risks, we target higher equity returns.

It is important to note that while we aim for these returns, they are not guaranteed, and investment always carries some risk. Actual returns may be higher or lower than our targets and there is a possibility of a partial or total loss of investment.

Distributions will be paid out on a quarterly basis.

Investments in general carry inherent risks, which may impact the performance of your investment, and we cannot guarantee that you will achieve our targeted returns. Various factors beyond our control can affect investment performance. We urge investors to carefully evaluate investment objectives, risks, fees, and expenses and consult with legal or tax advisors before investing.

However, we believe that private real estate investments generally pose less risk than other types of investments. Real estate investments have historically been less volatile than stock market investments and have demonstrated appreciation over time as rents tend to rise with inflation. We conduct extensive due diligence and research on each property investment and have a high level of conviction that our targeted returns are balanced with risk. This is why we will invest our money in our portfolio and it should be noted that neither Phil nor Hugh has lost money for their investors.

We undertake a comprehensive due diligence process before acquiring a property. Although the scope may vary depending on the situation, we generally follow these steps: Conduct a thorough physical inspection of the property and units. Engage trade experts to evaluate all mechanical and physical components such as roofs, plumbing, electrical, and other systems. Conduct zoning, lien, and title searches to ensure no encumbrances or legal issues. Review all lease files to ensure accuracy and completeness. Verify all financial statements provided by the seller through invoice verification and other methods. Obtain a third-party environmental assessment to assess any environmental risks. And we conduct any additional risk mitigation that we believe is necessary to evaluate and reduce potential risks.

Every quarter, we will send you a partner reporting package that includes a narrative from us, providing you with an update on each property. We will typically cover topics such as renovation progress, occupancy rates, cash flow, and any other pertinent information that will give you a clear understanding of how well the asset is performing. In addition, we may send you ad hoc updates at certain times if we believe it is necessary. For example, we may send you updates about the sale of a property or other significant onsite events.

It's impossible to be certain that any investment will be profitable, including the one we're discussing. Real estate investments are subject to various internal and external factors, some of which we can control and some of which we cannot. For a deeper understanding of the risks involved, please review the "Risk Factors" section of our Private Placement Memorandum. However, we take extensive measures to minimize the likelihood of losing money. We're in this investment with you, and we want to succeed just as much as you do. With a combined 50 years of experience, we've gained valuable insight on how to identify and mitigate risks. We call this "protecting the downside," and it's a key part of our approach. While we can't anticipate every potential risk, our experience has given us the ability to recognize and prepare for a wide range of possibilities. We've been through challenging periods in the past, such as the Saving & Loan crisis (late 1980-1990s), the Great Recession (2008-2009), and the pandemic 2020. These experiences have taught us a lot, and we're confident that our expertise will serve us well in navigating any future challenges.

At Optimus Age Capital, real estate investment is not just a side venture or a part-time job—it's our sole focus and area of expertise.

We have dedicated ourselves to becoming experts in the field, and we are fully committed to providing our investors with the highest level of service and results. When it comes to real estate deals, there is a myriad of work involved.

Here is a glimpse into the comprehensive process we undertake to ensure successful investments:

1. Market Research: We thoroughly analyze market trends, demographics, and economic indicators to identify lucrative investment opportunities.

2. Due Diligence: Our team conducts extensive research on potential properties, including financial analysis, property inspections, and assessment of local regulations and zoning laws.

3. Financial Modeling: We create detailed financial models to project cash flows, assess potential returns, and evaluate the feasibility of each investment opportunity.

4. Deal Structuring: We negotiate and structure deals to optimize returns and protect investors' interests, carefully considering factors such as financing options, terms, and risk allocation.

5. Property Acquisition: Once a deal is finalized, we execute the acquisition process, which includes negotiating purchase agreements, coordinating inspections, and securing financing.

6. Asset Management: We oversee the day-to-day operations of the properties, handling tenant relations, maintenance, and ensuring optimal property performance.

7. Risk Management: Our team diligently manages risks associated with each investment, implementing strategies to mitigate potential threats and protect investors' capital.

8. Ongoing Monitoring: We continuously monitor the performance of our investments, conducting regular reviews and making necessary adjustments to maximize returns and adapt to market conditions.

9. Investor Communication: We maintain transparent and open lines of communication with our investors, providing regular updates, performance reports, and addressing any inquiries or concerns.

10. Exit Strategy: We develop comprehensive exit strategies for each investment, assessing market conditions and timing the sale to optimize returns.

11. By focusing solely on real estate investments, we can dedicate our time, resources, and expertise to deliver exceptional results for our investors.

    With Optimus Age Capital, you can be confident that your investments are being managed by a team of professionals who have a deep understanding of the market, extensive experience in deal structuring, and a track record of success. We believe that partnering with us provides you with the best opportunity to succeed in real estate while minimizing unnecessary risks. Our dedication, knowledge, and commitment to your success set us apart as the ideal choice for real estate investment.