A premier debt-free real estate fund that will target cash flowing acquisitions to generate stable rental income streams from commercial assets in strong markets throughout the United States.
BENA Capital Premier Fund
— 100% Funded until next capital call. waitlist open —
BENA CAPITAL
BENA Capital, LLC (“BENA Capital”), is a diversified real estate investment company headquartered in San Ramon, California that acquires and manages properties primarily in the multifamily sector. Since the company’s formation, BENA Capital has employed a strategic debt-free investment approach and believes value is created by improving assets and growing profits, not financial engineering. As a result, investments are made with 100% cash and do not utilize any interest-bearing debt.
The PREMIER Fund
The Premier Fund has been formed for the purpose of investing in core-plus and value‐added real estate properties, located throughout the United States. The Fund expects to invest in assets that generate cash flows, where value-add opportunities play a role, and where the Fund’s ability to underwrite opportunities and close swiftly will produce pricing advantages. Although the Fund intends to focus on commercial investments, it may come across compelling opportunities in additional real estate spaces such as Office, Retail, Industrial, Student Housing, Multifamily, Storage, Senior Living, etc.
OFFERING SUMMARY
Investment Profile: Core-plus & Value-add Real Estate
Open-End Fund
Minimum Hold Period: 12 months
Minimum Investment: $100,000
Debt Free
investment strategy
The Premier Fund utilizes a well-defined strategic framework for pursuing investments:
Key Investment Factors
The Manager, in making investment decisions for the Fund, intends to focus on the following four key investment factors: (1) macroeconomic fundamentals, (2) submarket dynamics, (3) capital market conditions and (4) property‐specific characteristics.
Value-Creation Components
The Manager intends to utilize the following five active value creation components in order to generate investment returns: (1) low‐basis acquisition prices, (2) physical asset enhancements, (3) operating expense control, (4) revenue enhancements and (5) the capital flow cycle.
Operating Strategy
The Fund’s asset management strategy intends to enhance property‐level net operating income (“NOI”), which drives investor returns, by focusing on occupancy and rental rate growth.
Capital Strategy
The Fund’s conservative capital strategy has three primary components: (1) no interest-bearing debt, (2) efficient use of capital, and (3) sell discipline.
Diversification
BENA Capital can efficiently toggle across property sectors and between core-plus and value‐added strategies.
DISCLAIMERS & Footnotes
Investing in commercial real estate entails risk. Please review the Premier Fund Disclosure Memorandum for a full set of risk factors.
Targeted returns are subject to change.
The Manager is offering this investment pursuant to Rule 506(c) of Regulation D under the Securities Act.