FINDING REAL VALUE IN UNDISCOVERED MARKETS

true passive investment income through multi-family real estate

Our Passive Real Estate Investment Funds By The Numbers

$140+MM

AUM

2300+

UNITS with equity partnerships

15 - 35%

AVERAGE ANNUAL PROJECT RETURN

70%

profit returned to investors

1000+

units owned

Real estate markets in gateway cities like Phoenix, Las Vegas and Dallas are too crowded to offer significant value.

We invest in multi-family real estate in a small number of up-and-coming MSAs where we expect much higher returns before they appear on the institutional radar.

Our Strategy

Penn Capital is a vertically integrated real estate investment firm focusing on multifamily in carefully selected markets based on our research. We are defined by our data driven, proprietary market selection process, conservative underwriting, technology-backed, in-house property management, construction management, and fund management expertise.


Our investment partners include institutions, family offices, independent advisors and our principals. We have built a network of local contacts that real estate generalists cannot match.

Sign Up for the Fund!


 

Our Latest Offer — Chaney Place

Select Portfolio Highlights

The Grand Reserve

Madison, Alabama

232 unit Class A garden-style

Westwood Park

Houston Suburb, Texas

124 units Class B garden-style

Madison Grove & The Ave

Huntsville, Alabama

390 unit Class C to B conversion

Sample of Our MSA Selection Strategy — Huntsville, AL

ABOUT HUNTSVILLE

A young, educated population

 

Tremendous job growth

 

High Income, Low Median Rent

 

A business friendly environment attracting diverse, reputable employers

OCCUPANCY & RENT TRENDS

Socio-Economic
Growth 2015-2045

38%

population

34%

HOUSEHOLDS

18%

EMPLOYMENT
Source: Huntsville Metropolitan Area Long Range Transportation Plan

Toyota/Mazda Production Plant:

$2.3 billion invested, 4,000 jobs

Mercedes Benz:

$1 billion invested, 600 jobs

Facebook:

$750 million invested, 100 jobs

Google:

$600 million invested, 75-100 jobs

Boeing:

$349 million invested, 500+ jobs

 

Redstone Arsenal / FBI:

$1 billion invested, 4,000 jobs

Polaris:

$142 million invested, 2,000 jobs

YKTA Auto Supplies:

$220 million invested, 650 jobs

GE Aviation:

200-300 jobs

Blue Origin:

$200 million invested, 342 jobs

Our Team

Percy Nikora

PERCY NIKORA

MANAGING PARTNER

Percy is responsible for investor relations and capital raising. Before starting Penn Capital, he was an avid investor in private equity and real estate, giving him valuable insights into the needs and priorities of our investors. He was a partner at Robin Hood Ventures, Philadelphia’s premier angel investor group, and knows how to perform due diligence while raising capital.
Ed Rogan

EDWARD ROGAN

MANAGING PARTNER

Ed is responsible for sourcing new acquisitions and generating deal flow, underwriting deal feasibility, analyzing market trends, and engaging resources in the capital markets. He oversees business development and keeps Penn anchored to its “big picture” vision. He was previously a successful sales and marketing director for a publicly traded company in the oil and gas industry.

Sample Investment Terms

Class A Structure
Class A: 10% preferred return
Class B Structure
8% preferred and 70% share of net profits
Target Annualized Return
15%-18%
Distributions
Monthly / Quarterly
Target Leverage
50%-75%
Minimum Investment
$50,000
Term
3 – 5 years
Investor Type
Accredited Investors Only

Download Our Multifamily Investment Guide – penncapitalgroup.com/investment-guide

575 E Swedesford Rd, ste 101, Wayne, PA 19087 • T: (484) 293-1212 • E: info@pencapitalgroup.com

Prepared by Penn Capital LLC in relation to the proposed opportunity in their company (hereinafter also referred to as “the Company” or “Penn Capital”).This does not constitute an offer in any jurisdiction to any individual to whom such an offer would be unlawful in such jurisdiction. We have not authorized any individual to provide any information or to make any representations except to the extent contained herein. If any such representations are given or made, such information and representations must not be relied upon as having been authorized by Penn Capital LLC. This is not an offer to sell or subscribe, nor is it seeking an offer to buy shares, in any jurisdiction where the offer or sale is not permitted. Prior to making any investment decision, you should determine, without reliance upon Penn Capital LLC, the economic risks and merits, as well as the status of legal, tax, and accounting matters pertaining to the Company and determine whether the high-risk nature of any investment is acceptable to the recipient. This document contains forward-looking statements and financial and other projections that are subject to risk and uncertainty that could cause the actual results to differ from those projected, including but not limited to price fluctuations, environmental risks, physical risks, legislative and regulatory changes, political risks, project delay or advancement, the ability to meet additional funding requirements, factors relating to title to properties, native title, dependence on key personnel, approvals, and cost estimates.

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