Housing Fund

The DBL Housing Fund Strategy for an Affordable Housing Investment Fund

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The DBL Housing Fund’s primary strategy is to positively impact the workforce housing crisis in America by investing equity into high-quality, affordable communities. Our goal is to provide safe, clean, affordable housing investment funds to residents through affordable workforce housing units while providing these families with a path to prosperity.

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​The $1 billion fund will make this impact through investments in the acquisition, management, and improvement of income-producing rental communities. The Housing Investment Fund is structured to provide consistent annual returns, strong growth, limited volatility, and tax advantages to its investors. Our focus is primarily on secondary and tertiary markets in the Sunbelt region.

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KEY FUND BENEFITS

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• Annual Distributions: Investors benefit from regular annual distributions, providing a steady income stream. These distributions can be advantageous for those seeking consistent returns on their investment, helping to supplement their income or reinvest for growth.

• Tax-Advantaged Evergreen Private REIT: The fund's structure as a tax-advantaged evergreen private Real Estate Investment Trust (REIT) offers several advantages. REITs often provide tax efficiencies, such as pass-through taxation, allowing investors to potentially reduce their tax burden. Additionally, the evergreen structure implies that the REIT continually issues new shares and buys back existing ones, providing liquidity and flexibility for investors.

• Targeted Annual Returns of 10-12%: The affordable housing investment funds aims to achieve robust targeted annual returns of 10-12%. This ambitious target suggests potential for significant growth on invested capital. Achieving such returns could outpace traditional investment vehicles, providing investors with the opportunity to enhance their wealth over time.

• Diversification: Investing in a private REIT offers diversification benefits. Real estate often behaves differently from stocks and bonds, providing a hedge against market volatility. Additionally, within the real estate sector, the fund likely holds a diversified portfolio of properties across different geographies and sectors, further spreading risk.

• Professional Management: Investors benefit from professional management expertise. Experienced real estate professionals typically manage the properties within the REIT, making strategic decisions to maximize returns in Housing Investment Funds while mitigating risks. This expertise can be particularly valuable for investors who may not have the time or knowledge to manage real estate investments themselves.

• Potential for Capital Appreciation: Alongside annual distributions and targeted returns, investors may also benefit from capital appreciation. As the value of the underlying real estate assets increases over time, so does the investment's value. This growth potential can significantly enhance overall returns and contribute to long-term wealth accumulation.

Accredited Investors only*