“The Fund II”

The Nelson Brothers Student Housing

30 NB properties across 12 states
Launched February 2017
7% Cash-on-Cash Return
Income Paid Monthly
98% Occupancy
Minimum Investment: 40k

Key Targeted Benefits

Primary Investment Goals: Monthly income, Tax Shelter Efficiency, Appreciation, Diversification

  • Monthly Income: 7% Targeted Annual Cash-on-Cash Return (paid monthly)
  • Performance: Current Collective Occupancy – 98% (Over 5,000 beds)
  • Tax Efficiency: Pass-through Depreciation Sheltered 100% of 2015 Income
  • 1st Asset Dispositon: Yielded over 55% Profit after 3.25 years
  • 2nd Asset Dispositon: Yielded over 59% over a 4 year period
  • Minimum Investment: $50,000

Target Demographics: Anchored by the historical stability of major universities or the fast-growing elderly population. NB believes demand for student or elderly housing to be need-driven and, therefore, less correlated to economic cycles.

Key Facts and Figures

  • Launched February 2017
  • 35 properties
  • $500M combined property value
  • The Fund:
    • 21 stabilized/standard properties
    • 8 value-add properties
    • 1 development property
  • Continuous property acquirement yearly since 2009

Targeted Balance

Stability | Income | Growth

targeted_balance

Tax Savings | Low Correlation

Key Features

  • $50,000 minimum investment
  • IRA and 401k eligible
  • Early buy-in option: Early investors retain option to buy shares at original price
  • 10 year holding period with two one year extension options: Capitalizing on fund characteristics