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Broadtree Residential

“A rentership society spells opportunity for savvy investors.”

–Amy Tait, Executive Chairman & Chief Investment Officer

Broadtree Residential, Inc. (Broadtree) is a private real estate investment trust (REIT) designed to provide Shareholders with predictable, tax-sheltered cash flow, and generate attractive total returns via investment in a diversified portfolio of multifamily apartment communities.

The REIT was founded by the same principals who previously founded Home Properties¹, a multifamily apartment REIT that went public in 1994 and operated as such until the company’s acquisition for $7.6 billion in October 2015. Broadtree’s management team and Board of Directors have invested over $49 million of equity capital into the offering.

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

Investor Highlights

  • 4.9% annualized distribution yield2, paid quarterly
  • Substantial tax sheltering of distributions for taxable investors; 1099 tax reporting
  • Open to accredited individual and institutional investors
  • Audited by Deloitte
  • Minimum direct initial investment: $200,000
  • Minimum initial investment for BNL Shareholders or via wealth advisors: $100,000
  • More than 50% of outstanding equity capital held by management team, Board of Directors, and Broadstone Real Estate; all invested on the same terms as other investors

¹Broadstone Real Estate, its principals and affiliated investment offerings are not currently affiliated with Home Properties, Inc.
²Annualized distribution yield is not guaranteed and is based on the share price as determined at the sole discretion of the Broadtree Board of Directors. The distribution yield is based on the current Determined Share Value (DSV). Past performance is not indicative of future performance. All performance data is net of fees and expenses. Please view important disclosures and risk factors.

Investment Strategy

Boasting a heritage of real estate acquisitions, asset management, and capital markets expertise, the Broadtree Residential team seeks to assemble and optimize a portfolio of Class B, income-generating multifamily properties, primarily in the southeastern U.S., while retaining flexibility and opportunism. Read more…

Portfolio & Acquisitions

Multifamily Portfolio

Broadtree owns a portfolio of Class B multifamily apartment communities in the southeastern U.S., and uses Atlanta, Georgia, as the acquisitions “hub”. Please see above for representative transactions and sample portfolio holdings.

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 – Executive Chairman & CIO

Chris Czarnecki – Chief Executive Officer

Shekar Narasimhan — Lead Independent Director

James H. Watters — Independent Director

Laurie Hawkes –  Independent Director

Thomas P. Lydon – Independent Director

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