SERVICES
Investments

Somerstone sources, underwrites, and acquires selective investment assets that provide exceptional fundamentals, predictable returns, and defined exit exit strategies. We bring practical experience to real estate investing and offer our investors imaginative, uncomplicated, passive ownership real estate investment solutions. With various ownership structure options, our clients can invest in property-specific partnerships in small dollar increments or into direct-deed investments to meet the individual investors’ investment or exchange needs.

Our Foremost Goal is Simplicity

It’s imperative to us that our clients understand the investment, that they know how their capital is being used and when they’ll get it back, and that they are properly rewarded for the risk. We work tirelessly to mitigate the risks of ownership and maximize investment returns. Contact us today to learn more about the benefit of owning investment real estate in your portfolio.

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LESS RISK MORE REWARD
Underwriting so accurate, you'll think we own a time machine

We source, analyze and acquire properties for the sole purpose of investment syndication. Once acquired, as sponsor, we manage all aspects of property operations, tenant relations, leasing, cash flow distributions, accounting, investment reporting and tax compliance. All of the headaches of ownership. We handle the ultimate sale of each investment in accordance with a predetermined exit strategy.

  • Identify and secure properties
  • Negotiate acquisition terms and contract conditions
  • Determine optimal deal structures
  • Develop valuation models and cash flow forecasts
  • Form limited partnership structure
  • Prepare offering memorandum materials
  • Direct lender selection process
  • Prepare loan packages
  • Provide required loan guaranties (deal-by-deal basis)
  • Direct closing process
  • Syndicate equity
  • Prepare investment reports
  • Develop hold strategy and asset positioning
  • Operations and maintenance planning
  • Direct leasing, investor relations, and property-level accounting functions
  • Administer cash flow distributions and annual tax reporting
  • Manage disposition process
  • Tenant coordination and work letter administration