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Broadtree Homes

“A rentership society spells opportunity for savvy investors.”

–Amy Tait, CEO

Broadtree Homes (Broadtree) is a private, diversified residential income REIT (real estate investment trust) designed to provide investors with a simple solution for investment in the residential rental marketplace, without the obligations and headaches of becoming a landlord. Broadtree is uniquely positioned to offer Accredited Investors an opportunity to invest in a professionally managed, diversified portfolio of residential real estate.

Founded by the same principals who previously founded Home Properties¹, a multifamily apartment REIT which went public in 1994 and operated as such until the company’s acquisition for $7.6 billion in October, 2015, Broadtree Homes’ management team and Board of Directors have invested $27 million of equity capital to seed Broadtree, with an additional $22 million of insider capital committed for investment in the REIT. Broadtree qualified as a REIT during the 2015 tax year, is now accepting investment from accredited individuals and entities (Broadtree has already accepted $13.8 million of non-insider equity capital commitments). Shares are offered via private placement, and new investors are accepted on a monthly basis.

Investor Information

  • 5% annualized distribution²
  • Substantial tax sheltering of distributions for taxable investors; 1099 tax reporting
  • Direct placement of shares
  • Monthly closings held for new and additional equity investments
  • More than $40 million of equity capital held (plus additional $22 million commitment) by management team, Board of Directors, and Broadstone Real Estate; all invested on the same terms as other investors
  • Open to accredited individual and institutional investors
  • Fee structure designed to be attractive to institutions, endowments, pension funds, family offices and high net worth individuals
  • BTH is audited by Ernst & Young LLP
  • Minimum initial investment: $100,000

¹Broadstone Real Estate, its principals and affiliated investment offerings are not currently affiliated with Home Properties, Inc.
²Annual distribution per share is not guaranteed and is determined at the discretion of the Broadtree Homes, Inc. Independent Board of Directors. The dividend yield is based on the current Determined Share Value (DSV) of $10 per share.

Past performance is not indicative of future performance.  All performance data is net of fees and expenses.  Please view an important list of disclosures and risk factors.

Investment Strategy

Boasting a heritage of property acquisitions experience and capital markets expertise, the Broadtree Homes team seeks to acquire multifamily apartment communities and portfolios of stabilized, single family rental (SFR) homes as it continues to build its diversified, residential income REIT.

The portfolio is constructed to provide investors with a stable, predictable stream of dividend income (dividends may be sheltered from current income taxation), and potential for principal appreciation by virtue of increases in property values and rent.        Read more…

Portfolio & Acquisitions

BTH PortfolioBTH acquires multifamily apartment communities and portfolios of stabilized single family rental (SFR) homes and maintains the flexibility to acquire within other residential rental property types (senior living, student housing, etc.).

Primary focus on non-gateway cities, with specific focus on secondary and tertiary markets.

Read more…

Performance

  • 5% annual distribution, paid quarterly¹
  • Ability to raise rents annually as inflation and local market rates allow
  • Rent growth and home price appreciation can lead to attractive total returns²

Past performance is not indicative of future performance.  All performance data is net of fees and expenses.  Please view an important list of disclosures and risk factors.
¹Annual distribution per share is not guaranteed and is determined at the discretion of the Broadtree Homes, Inc. Independent Board of Directors. 
²Annual total return is comprised of the annual distribution, potential capital gains and home price appreciation.

How to Invest in Broadtree Homes

  • Broadtree Homes fee structure designed to be attractive for institutions, endowments, pension funds, family offices and high net worth individuals
  • Monthly closings held for new and additional equity investments
  • Attractive minimum initial investment of $100,000
  • Attractive current dividend yield of 5% with substantial current tax sheltering of dividends anticipated for taxable investors
  • Flexible quarterly liquidity provisions for shareholders
  • Ability to execute joint ventures and capital deployment for institutional investors seeking to allocate funds to the single family home rental space
  • To learn how to invest in Broadtree Homes, click on the “Investor Kit” tab on the side of the page to request an Investor Kit today

Broadtree Homes Board of Directors

Amy Tait – Chairman, CEO & President

Shekar Narasimhan — Lead Independent Director

James H. Watters — Independent Director

Kim Thompson — Independent Director

Laurie Hawkes –  Independent Director

Thomas P. Lydon – Independent Director

Agha S. Khan –  Director (Appointee of Asset Manager)
Read more…