A LOOK AT
MADISON INVESTING'S PORTFOLIO
Since 2018, our vetting process has proved successful. We have a track record of success, with several exited syndication and real estate funds that surpassed expectations and delivered remarkable returns for our investors.
Inside the Performance of Our Full Cycle Deals:
We explored countless real estate opportunities in 2018, 2019 and 2020. In the end, we invested
in over 20 deals. 13 of those investments have already exited, outperforming expectations and
delivering outstanding results to our investors.
Those deals included 11 multifamily properties and two self-storage properties across five different
states: two properties in Florida, two in North Carolina, one in South Carolina, one fund with units inTennessee, and seven in Texas. The median property size was 388 units.
DEAL PROFILES:
12
syndication deals
fund deal
1
8
states
(ID, AZ, CO, TX,
NC, SC, GA, FL)
2
self storage
11
multifamily
median units
388
6 year
average
planned exit
2.77
year
average
actual exit
$48.8
mil
average
purchase price
72.2%
average ROI
for investors
Market: Key West, FL
Asset Type: Self-Storage
Units: 505
Purchase Price: $23,800,000
Launch: 2018
Planned Exit: 2024
Actual Exit: 2021
Annualized CoC Return: 19%
Equity Multiple: 1.61
ROI: 60.9%
Market: Fort Worth, TX
Asset Type: Multifamily
Units: 398
Purchase Price: $48,600,000
Launch: 2018
Planned Exit: 2025
Actual Exit: 2022
Annualized CoC Return: 22.7%
Equity Multiple: 1.73
IRR: 20%
ROI: 73%
Market: Austin, TX
Asset Type: Multifamily
Units: 388
Purchase Price: $36,300,000
Launch: 2018
Planned Exit: 2026
Actual Exit: 2022
Annualized CoC Return: 31.7%
Equity Multiple: 2.14
IRR: 27.9%
ROI: 114%
Market: Richardson, TX
Asset Type: Multifamily
Units: 410
Purchase Price: $46,500,000
Launch: 2019
Planned Exit: 2024
Actual Exit: 2022
Annualized CoC Return: 22.9%
Equity Multiple: 1.68
IRR: 20.8%
ROI: 68%
Market: Irving, TX
Asset Type: Multifamily
Units: 415
Purchase Price: $61,750,000
Launch: 2019
Planned Exit: 2024
Actual Exit: 2022
Annualized CoC Return: 25%
Equity Multiple: 1.73
IRR: 22%
ROI: 73%
Market: FL, SC, TN
Asset Type: Self-Storage Fund Units: 5,848
Purchase Price: $84,958,800
Launch: 2019
Planned Exit: 2025
Actual Exit: 2021
Annualized CoC Return: 29%
Equity Multiple: 1.7
ROI: 70%
Market: Greenville, SC
Asset Type: Multifamily
Units: 172
Purchase Price: $17,750,000
Launch: 2019
Planned Exit: 2024
Actual Exit: 2021
Annualized CoC Return: 29.1%
Equity Multiple: 1.65
IRR: 26.4%
ROI: 65%
Market: Jacksonville, FL
Asset Type: Multifamily
Units: 300
Purchase Price: $42,650,000
Launch: 2019
Planned Exit: 2024
Actual Exit: 2022
Annualized CoC Return: 32.3%
Equity Multiple: 1.78
IRR: 28.5%
ROI: 78%
Market: Austin, TX
Asset Type: Multifamily
Units: 350
Purchase Price: $46,000,000
Launch: 2019
Planned Exit: 2026
Actual Exit: 2022
Annualized CoC Return: 45%
Equity Multiple: 1.98
IRR: 33%
ROI: 98%
Market: Raleigh, NC
Asset Type: Multifamily
Units: 270
Purchase Price: $51,500,000
Launch: 2019
Planned Exit: 2024
Actual Exit: 2021
Annualized CoC Return: 42.5%
Equity Multiple: 1.89
IRR: 37.3%
ROI: 88.5%
Market: Irving, TX
Asset Type: Multifamily
Units: 529
Purchase Price: $75,100,000
Launch: 2019
Planned Exit: 2024
Actual Exit: 2022
Annualized CoC Return: 27.2%
Equity Multiple: 1.59
IRR: 25.2%
ROI: 59%
Market: Irving, TX
Asset Type: Multifamily
Units: 231
Purchase Price: $42,000,000
Launch: 2020
Planned Exit: 2025
Actual Exit: 2022
Annualized CoC Return: 25.8%
Equity Multiple: 1.51
IRR: 24.4%
ROI: 51%
Market: Cary, NC
Asset Type: Multifamily
Units: 288
Purchase Price: $57,600,000
Launch: 2020
Planned Exit: 2026
Actual Exit: 2021
Annualized CoC Return: 34.5%
Equity Multiple: 1.402
IRR: 34.5%
ROI: 40.2%
CURRENT PORTFOLIO:
Market: Dallas, TX
Units: 380
Market: Raleigh, NC
Units: 228
Market: Boise, ID
Units: 172
Market: Houston, TX
Units: 350
Market: Colorado Springs, CO
Units: 149
Market: Dallas, TX
Units: 436
Market: Nationwide
ATM Fund
Market: Mansfield, TX
Units: 155
Market: Dallas, TX
Units: 580
Market: Dallas, TX
Units: 231