Post Investment Group ("Post") was founded by a team of experienced multi-family and institutional real estate professionals dedicated to extracting maximum value from the real estate marketing. Post specializes in distressed, core-plus, value-add, ground-up development and Low Income House Tax Credit multi-family investment opportunities in the United States. With particular attention to expanding in markets in Texas and the Sunbelt states, Post utilizes the significant experience of its partners to create innovative real estate structures designed to exploit inefficiencies in operations and tap into the unlocked potential of specific real estate opportunities, identified capital markets and geographic regions.
The Company affords investors the opportunities to participate in risk-adjusted real estate partnerships. Post serves as the general partner and asset manager of the investment vehicle, in which it is a co-investor. In pursuing an opportunistic investment approach, Post must actively manage and execute all aspects of a property's life cycle: acquisition, financing (debt and equity), property operations and disposition.
Mission Statement
Post has a single directive; to build wealth for investors. Post’s team of professionals ensures the proficient execution, continual risk management and maximized earnings in each of their endeavors. By remaining cognizant of the risk/reward equilibrium and leveraging their expertise in deal structuring and asset enhancement, Post is able to create innovative strategies that bolster potential returns to investors.
Post has established a market advantage by employing an institutional business model through an opportunistic platform, which blends the focus and flexibility of entrepreneurial execution with the sophisticaled strategic and structural risk mitigation inherent to credit-grade investing. The deployment of capital through this practice has enabled Post to become an active invesotr while protecting the value and potential of their holdings.
Investment Strategy
Post has developed a real estate investment thesis that employs risk-adjusted methodologies and capitalizes on the tangible softening of the real estate sector. The primary target strategy that applies to the Trinity Investment is Core Plus/Opportunistic Value Add.
- Core-Plus / Opportunistic Value Add: These assets are relatively stabilized with high occupancy and little loss to lease. The opportunity is associated with identifying assets with considerable operational inefficiencies or deferred maintenance to either exterior facades or unit interiors. Typically, these deals require an infusion of capital of between $3,000 and $5,000 in order to achieve market performance. These transactions are cash flow positive day one and have a 4 to 10 year investment term.
Markets
The Post investment strategy hinges on the ability to identify emerging and stabilized markets conducive to investment action. The markets that Post enters most contain at least three of the four following traits: (i) projected population growth in excess of 2% annually, (ii) positive projected market rent growth, (iii) projected job growth in excess of the national average, and/or (iv) barrier to entry and/or lack of new comparable construction.
Portfolio
Post’s portfolio currently consist of in excess of 11,000 apartment units located throughout Texas (Austin, San Antonio, Houston, Ft. Worth, Dallas and Amarillo), California (Los Angeles, San Bernardino and Fresno), Shreveport, Louisiana, Little Rock, Arkansas , Evansville, Indiana, Oklahoma City, Oklahoma and Portland, Oregon.
In addition to assets owned, Post’s development/entitlement portfolio consists of sites located in Aurora, Colorado, Dallas and Austin, Texas, Los Angeles and Orange County, California.
Post currently has over 11,000 apartment units under its control and the Post founding Principals have been directly involved in over $7 billion of real estate transactions.
| Address: | 4709 Samuell Boulevard Mesquite, Texas 75149 |
| Year Built: | 1985 |
| Current Occupancy: | 93.0% |
| Number of Units: | 267 units |
| Net Rentable Area: | 263,600 square feet |
| Buildings: | 12 three-story residential buildings + one leasing office / clubhouse |
| Parking: | 485 total spaces 106 open spaces 15 handicap spaces 364 covered carport spaces |
| Effective Rent Per Unit: | $657 |
| Effective Rent PSF: | $0.65 |
| Type | Units | Size | Total SF |
|---|---|---|---|
| 1 bed / 1 bath | 29 | 675 | 19,575 |
| 1 bed / 1 bath | 99 | 905 | 89,595 |
| 1 bed / 1 bath + den | 46 | 905 | 41,630 |
| 2 bed / 2 bath | 72 | 1,065 | 76,680 |
| 2 bed / 2.5 bath | 21 | 1,720 | 36,120 |
| Total/Avg | 267 | 263,600 |
Trinity Place is a 267-unit garden style apartment community constructed in 1985 that offers its residents superior quality construction in a low density community. The property consists of 12 three-story apartment buildings, each with its own elevator, and one leasing office / clubhouse. Surrounding the clubhouse is a man-made water feature creating a resort-like feel amidst the low density. Each units has its own balcony in addition to an amenity set that includes two pools, a sand vollyball court, covered parking, a hot tub, children's playground, picnic area and BBQ grills.
Built with a reinforced concrete foundation and load-bearing concrete masonry unit walls, the construction of Trinity Place was built to a standard that was rarely found in the 1980's and differs greatly from typical wood-frame garden-style apartment projects. Furthermore, the exterior of Trinity is protected by a layer of solid brick, which compares favorably to the market standard of cedar wood or composite siding. This atypical construction would be extremely cost-prohibitive today and provides Trinity Place with a useful life and longevity well beyond its comparable set.
In addition to the exceptional construction, Trinity Place offers an expansive amenity set, one of the primary leasing tools in garden-style apartments. The property sits on 15.68 acres and enjoys a low density of 17 units per acre with a distinct water feature and ample green space. The open lands and layout of the property will allow Post and its asset management team to execute a focused renovation plan and significantly enhance the leasing tools and amenities of the asset, creating a destination apartment community unmatched by its peer set.
US Residential has been retained to maintain day to day operations at the property. Both Post and US Residential are intimately familiar with assets of this size and location. US Residential manages many properties for Post throughout Texas and has a strong presence in the Dallas/Forth Worth market.
RM Securities, LLC, its registered representatives, affiliates, associated persons, and personnel of its affiliates who may also be associated with it, including our associated persons and personnel of our affiliates who are also be associated with RM Securities, LLC (it (“RM Securities,” “we,” “our,” or “us”) will receive fees, expense reimbursements, and other compensation (“Fees”) from the issuer of this investment offering, its sponsor, or an affiliate thereof (“Sponsor”), or otherwise in connection with Sponsor’s offering. The Fees paid to us are in addition to other fees you will pay to Sponsor or in connection with Sponsor’s investment offering. You will pay Fees to Sponsor, either directly or indirectly as an investor in the Sponsor’s offering. Sponsor will use the Fees you pay, as well as funds you invest in the relevant offering, to compensate us. The Fees paid to us will directly or indirectly be borne by you as the investor (typically, but not always, in the form of an expense of the Sponsor’s offering in which you invest) because such Fees will reduce the proceeds available for distribution to you and reduce the amount you earn over time.
For more information on the Fees paid to us, or any other Fees you will pay in connection with Sponsor’s offering, please carefully review the Sponsor’s Investment Documents. Please also carefully review RM Securities’ Form CRS, Regulation Best Interest Disclosures, and Limited Brokerage Services Agreement.
No Approval, Opinion or Representation, or Warranty by RM Securities, LLCSponsor has provided, approved, and is solely responsible in all aspects for the information on this webpage (“Page”), including Sponsor’s offering documentation, which may include without limitation the Private Placement Memorandum, Operating or Limited Partnership Agreement, Subscription Agreement, the Project Summary and all exhibits and other documents attached thereto or referenced therein (collectively, the “Investment Documents”). The Investment Documents linked on this page have been prepared and posted by Sponsor, and not by RM Securities. We did not assist in preparing, do not adopt or endorse, and we are not otherwise responsible for, the Sponsor’s Investment Documents. We make no representations or warranties as to the accuracy of information on this Page or in the Sponsor’s Investment Documents and we accept no liability therefor. No part of the information on this Page or in the Sponsor’s Investment Documents is intended to be binding on us.
Sponsor’s Information Qualified by Investment DocumentsThe information on this Page is qualified in its entirety by reference to the more complete information about the offering contained in the Sponsor’s Investment Documents. The information on this Page is not complete and subject to change at the Sponsor’s discretion at any time up to the closing date. The Sponsor’s Investment Documents and supplements thereto contain important information about the Sponsor’s offering including relevant investment objectives, the business plan, risks, charges, expenses, and other information, which you should consider carefully before investing. The information on this Page should not be used as a basis for an investor’s decision to invest.
Risk of InvestmentThis investment is speculative, highly illiquid, and involves substantial risk. There can be no assurances that all or any of Sponsor’s assumptions, expectations, estimates, goals, hypothetical illustrations, or other aspects of Sponsor’s business plans (“Assumptions”) will be true or that actual performance will bear any relation to Sponsor’s Assumptions, and no guarantee or representation is made that Sponsor’s Assumptions will be achieved. If Sponsor does not achieve its Assumptions, your investment could be materially and adversely affected. A loss of part or all of the principal value of your investment may occur. You should not invest unless you can readily bear the consequences of such loss. Sponsor’s Assumptions should not be relied upon as the primary basis for your decision to invest.
No Reliance on Forward-Looking Statements; Sponsor AssumptionsSponsor is solely responsible for statements made concerning forward-looking statements and Assumptions, which apply only as of the date made, are preliminary and subject to change, and are expressly qualified in their entirety by the disclosures and cautionary statements included in Sponsor’s Investment Documents, which you should carefully review. Neither RM Securities nor Sponsor are obligated to update or revise such forward-looking statements or Assumptions to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events. Sponsor’s forward-looking statements and Assumptions are hypothetical, not based on actual investment achievements or events, and are presented solely for purposes of providing insight into the Sponsor’s investment objectives, detailing Sponsor’s anticipated risk and reward characteristics, and establishing a benchmark for future evaluation of actual results; therefore, they are not a predictor, projection, or guarantee of future results. You should not rely on Sponsor’s forward-looking statements as a basis to invest.
Importantly, we do not adopt, endorse, or provide any assurance of returns or as to the accuracy or reasonableness of Sponsor’s Assumptions or forward-looking statements.
No Reliance on Past PerformanceAny description of past performance is not a reliable indicator of future performance and should not be relied upon as the primary basis to invest.
Sponsor’s Use of DebtA substantial portion of the total cost of the real estate asset acquired by the Sponsor with investor funds (“Property”) will be paid with borrowed funds, i.e., debt. Sponsor’s estimated rates and terms of the debt financing are subject to lender approval, and there is no assurance that the Sponsor will secure debt at the rates and terms presented on this Page or in the Sponsor’s Investment Documents, or at all. The use of borrowed money to acquire real estate is referred to as leveraging, which can amplify losses and could result in lender foreclosure. In addition, if the debt includes a variable (or “floating”) interest rate, the total amount of interest paid over the term of the debt will fluctuate and can increase. As a result, Sponsor’s use of debt can result in a loss of some or all of your investment.
Sponsor’s Offering is Not RegisteredSponsor’s securities offering will not be registered under the Securities Act of 1933, as amended (the “Securities Act”), in reliance upon the exemptions from registration pursuant to Rule 506(c) of Regulation D as promulgated under the Securities Act (“Private Placement”). In addition, the offering will not be registered under any state securities laws in reliance on exemptions from state registration. Such securities (your ownership interests) are subject to restrictions on transferability and resale and may not be transferred or resold except as permitted under applicable state and federal securities laws pursuant to registration or an available exemption. All Private Placements on the Platform are intended solely for “Accredited Investors,” as that term is defined in Rule 501(a) under the Securities Act.
No Investment AdviceNothing on this Page should be regarded as investment advice (either with respect to a particular security or regarding an overall investment strategy), a recommendation, an offer to sell, or a solicitation of or an offer to buy any security. Advice from a securities professional is strongly advised to understand and assess the risks associated with real estate or private placement investments. For additional information on RM Securities’ involvement in this offering, please carefully review the Sponsor’s Investment Documents, and RM Securities’ Form CRS, Regulation Best Interest Disclosures, and Limited Brokerage Services Agreement.
1031 Exchange RiskInternal Revenue Code Section 1031 (“Section 1031”) contains complex tax concepts and certain tax consequences may vary depending on the individual circumstances of each investor. RM Securities and its affiliates make no representation or warranty of any kind with respect to the tax consequences of your investment or that the IRS will not challenge any such treatment. You should consult with and rely on your own tax advisor about the tax aspects with respect to your particular circumstances.