PRINT

Broadtree Residential

BTR

Broadtree Residential, Inc. (BTR) is an open-ended, continuously offered, multifamily fund utilizing a REIT structure. It is designed to offer accredited investors access to multifamily real estate via investment in an institutionally managed private fund. Our core multifamily investment strategy focuses on delivering total return throughout all economic cycles.

Shares are offered to accredited investors via private placement, and new
investors are accepted on a monthly basis.

Walden Ridge

Investor Highlights

  • $10.83 share price in effect for equity closings in November and December, 2019 and January, 2020
  • 10.30% year-to-date total return as of September 30, 2019; 8.40%* year-to-date total return as of November 15, 2019
  • Monthly distributions based on operational cash flow and declared by Board of Directors
  • Tax sheltering potential
  • 1099 tax reporting
  • Dividend Reinvestment Plan (DRIP) available
  • Open to accredited individual and institutional investors
  • Minimum initial investment (direct): $200,000
  • Minimum initial investment (via financial advisor): $100,000
  • BTR is audited by Deloitte & Touche LLP

*Including reinvestment of dividends declared by the Board of Directors for the month of November 2019.

The year-to-date total return assumes dividend reinvestment. Performance data represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance data presented. BTR is not required by law to follow any standard methodology when calculating and representing performance data. All performance data above is presented net of fees and other expenses. The performance of BTR may not be directly comparable to the performance of other private or registered REITs.

Please view important disclosures and risk factors.

Acquisitions & Contact

 

A strategically wide geographic focus and national third-party property management allows Broadtree Residential to evaluate as many opportunities as possible in the Top 100 MSAs. Market analysis considers a wide set of demographic variables, current trends, and forecasted performance.

Read more…

Investment Strategy

Broadtree Residential sources, underwrites, and acquires stabilized multifamily apartment communities in Top 100 markets.
Read more…

Broadtree Portfolio

Multifamily Portfolio

Broadtree owns a stabilized portfolio of multifamily apartment communities across the U.S.

Read more…

How to Invest in Broadtree Residential

  • Broadtree Residential 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 direct initial investment of $200,000
  • Flexible quarterly liquidity provisions for shareholders
  • To learn how to invest in Broadtree Residential, click on the “Investor Kit” tab on the side of the page to request an Investor Kit today

Broadtree Residential Board of Directors

Amy Tait – Founder & Chairman of the Board

Chris Czarnecki – Chief Executive Officer, President, & Director

Thomas P. Lydon – Lead Independent Director

James H. Watters — Independent Director

Josh E. Fidler – Independent Director

Z. Jamie Behar – Independent Director

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