Clayton dekalb portoflio 1

PORTFOLIO OF SELECTED

SINGLE FAMILY RESIDENTIAL PROPERTIES

` `

Preliminary Statement

Portfolio Of Selected Single Family Residential Properties | i

This Summary is being furnished by Rothschild Capital, L.P. solely for use of the recipient and may

not be copied or distributed to other persons. This document does not contain a complete

statement of all information which might be relevant. Further information will be provided upon

request. All information contained herein is preliminary and subject to change.

While Rothschild Capital has no reason to believe that any of the information provided herein, or in

subsequent information updates delivered, contains any material inaccuracies, neither Rothschild

Capital nor its officers, directors, employees, agents or representatives make any representation or

warranty, express or implied, (a) as to the accuracy of information from third-party sources included

herein, (b) as to the validity of the assumptions contained herein or (c) that the actual performance of

the project will be consistent with the projections included herein.

All articles and related documents are never considered to be a solicitation for any purpose, in any

form or content. Upon reading the articles and information herein, you hereby acknowledge this

warning and disclaimer. All information provided is for informational purposes only, and shall not be

relied upon as personal financial advice. Any reference to a specific strategy is only to assist in

learning, and shall NEVER be relied upon when making future decisions.

Table of Contents

Portfolio Of Selected Single Family Residential Properties | ii

I. Introduction∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙1

II. Investment Opportunity∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙2

III. Investment Offer∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙3

IV. Financial Projections∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙4

V. Portfolio of Selected Properties∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙5

VI. Portfolio Rent Roll & Intake Form∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙∙8

Introduction

Portfolio Of Selected Single Family Residential Properties | 1

othschild Capital LP is a fully integrated and internally managed real estate investment company

formed to acquire distressed or underperforming real estate assets. . We view the broad

markets to help us use debt and equity in order to recapitalize and restructure existing real

estate portfolios. Rothschild Capital LP also can assist strategic partners with debt and equity

investments to acquire distressed real estate portfolios that have undertaken a thorough due diligence

process.

We believe that there is an excess demand for single family home rentals, driven by a fundamental

imbalance between the supply of homes for rent and increasing consumer demand. Limited supply is

evidenced by continuing low vacancy rates in multi-family properties across the United States.

According to the JBREC, total renter households are expected to increase 22 % from 2010-2015.

Assuming a lag in the supply of housing and with other variables held constant, substantial increase in

demand for homes to rent and put upward pressure on house prices rental occupancy level and rental

prices.

R

Investment Opportunity


The Atlanta metropolitan area is the most populous metro area in the State of Georgia and the ninth-

largest metropolitan statistical area in the United States. Atlanta’s economic, cultural, and

demographic center is Atlanta, Georgia’s capital and largest city. The Atlanta Combined Statistical

area spans 39 counties in Northern Georgia and has an estimated population in excess of 5.5 million

people. Atlanta is the second largest metropolitan region in the Southeast and ranks fourth in the

number of Fortune 500 companies.

Atlanta experienced some of the largest residential property price declines following the subprime

crisis of 2008 which created an unprecedented opportunity for investors to secure residential property

well below replacement value. However, the Atlanta real estate market currently shows strong signs of

recovery with the National Association of Realtors noting that the Atlanta residential market has

experienced a 14.75 percent increase in the median house price since 2012 and a dramatic decrease in

median number of days dwellings remain listed for sale.

Atlanta is a top 10 city for housing markets in the country for investing in single family homes. Job

growth, particularly in lower paying jobs, population growth and relatively low home prices are factors

in making investments in single family homes as rental properties are nearly risk free opportunity.

Rothschild Capital is proud to place its name on this selected portfolio of investment properties

currently made available to its investment partners. For further information, please feel free to contact

Rothschild’s Acquisition Department at 415-992-9120 or at [email protected].

Note: There is significant additional information available to potential investors including, though not

limited to: floor plans, photos, lease summaries, property inspections, and other information.

Investment Offer


Investment Assets: A portion of Rothschild Capital’s Atlanta Single Family Residential

Portfolio is being offered. The properties are either single family

detached or townhome properties. The properties age is 1980 to

present and each property has a minimum of three bedrooms, two

bathroom as well as a minimum of 1,000 square feet. Rental rates in the

area are particularly high in relation to the acquisition price of the asset

and produces yields that meet expectations of individual investors and

investment funds alike.

Asset Location: The properties in the portfolio are all located within 30 miles of the

central Atlanta business district and are close to amenities such as

shopping, dining, health facilities and major highways. The properties’

locations are chosen due to their favorable supply and demand

imbalances that support further growth in home prices. These locations

were severely affected by the financial crisis but have strong market

drivers going forward due to domestic migration and overall

improvement in the market.

Potential Investment: The purchase price of the portfolio of Rothschild Capital turn-key

investment properties is $329,000.

Indebtedness: The projections contained herein assume a non-leveraged position

involving 100% equity.

Projected Returns: Assuming the projections herein perform in substantial accord with the

assumptions anticipated, the following returns should be expected: an

annual internal rate of return above 14%, and cumulatively over 100%

over 5 years as shown on the projections next page following.

For photos of this portfolio, please click here.

https://www.dropbox.com/sh/jsc1g4cfh1yhss5/AAC9LHijVgKgnBXkz6r1gQd0a?dl=0

Financial Projections


PROPERTY LEVEL

End of Year 1 2 3 4 5

End of Month Dec Dec Dec Dec Dec

MONTHLY INCOME STATEMENT

Income

Revenue 6,615 6,747 6,882 7,020 7,160

Expense (1,646) (1,675) (1,705) (1,735) (1,766)

Insurance (407) (416) (424) (433) (441)

Property Taxes (379) (386) (394) (402) (410)

Property Management (662) (675) (688) (702) (716)

Association Fees 0 0 0 0 0

Commissions on Turn-Over 0 0 0 0 0

Closing Cost 0 0 0 0 0

Interest Expense 0 0 0 0 0

Vacancy (198) (198) (198) (198) (198)

Net Income 4,969 5,072 5,177 5,285 5,394

Add: Interest Expense 0 0 0 0 0

EBITDA 4,969 5,072 5,177 5,285 5,394

Monthly Debt Repayment 0 0 0 0 0

Debt Paid Down 0 0 0 0 0

Free Cash Flow 4,969 5,072 5,177 5,285 5,394

BALANCE SHEET

House Value 335,641 342,415 349,327 356,378 363,571

Retained Cash 59,712 120,665 182,882 246,389 311,213

Asset 395,353 463,080 532,209 602,767 674,784

Debt 0 0 0 0 0

Equity (336,000) 395,353 463,080 532,209 602,767 674,784

IRR - 5 Year 14.96%

5 Year Cumulative 100.83%

NOTE: The above projections are based on current actual performance of the selected portfolio of assets as

well as reasonable market based assumptions of future economic results. While Rothschild Capital has made

every effort to ensure the accuracy of these projections, it cannot guarantee such results. It is expected the

investor(s) will undertake its own due diligence regarding this selected portfolio of assets prior to purchasing.

Portfolio of Selected Properties


Property Features

746 Chaseland Ct

Jonesboro, GA 30238

Year Built BR/BA Area

1984 3/2 974

Asking Price -

Gross Annual Income 8,988

Insurance 600

Taxes 972

Property Features

1320 Lori Ct

Conley, GA 30288


1965 3/1 1025

Asking Price -


Insurance 600

Taxes 566

Property Features

1467 Thompson Pl

Decatur, GA 30032


1965 3/2 1461

Asking Price -


Insurance 600

Taxes 369



Property Features

2835 Vicksburg Ct

Decatur, GA 30034


1962 3/2 1473

Asking Price -


Insurance 600

Taxes 363

Property Features

5996 Homestead Cir

Rex, GA 30273


1988 3/2 1741

Asking Price -


Insurance 600

Taxes 1,091

Property Features

8241 Brittany Ln

Riverdale, GA 30274


1978 3/2 1252

Asking Price -


Insurance 600

Taxes 240



Property Features

8726 Ashton Rd

Jonesboro, GA 30238


1969 3/2 1148

Asking Price -


Insurance 600

Taxes 102

Portfolio Rent Roll & Intake Form


# Unit Asking

Price Rent Insurance Tax

Year

Built BR/BA Area

Lease

From

Lease

To

1 746 Chaseland Ct - 8,988 600 972 1984 3/2 974 Leased -

2 1320 Lori Ct - 9,468 600 566 1965 3/1 1,025 Vacant /Turn-

key -

3 1467 Thompson Pl - 10,728 600 369 1965 3/2 1,461 Vacant /Turn-

key -

4 2835 Vicksburg Ct - 10,704 600 363 1962 3/2 1,473 Vacant -

5 5996 Homestead Cir - 10,716 600 1,091 1988 3/2 1,741 Vacant /Rehab

-

6 8241 Brittany Ln - 10,068 600 240 1978 3/2 1,252 Vacant /Turn-

key -

7 8726 Ashton Rd - 9,408 600 102 1969 3/2 1,148 Vacant /Rehab

-

Intake Form containing detailed information of each property can be downloaded here.

https://www.dropbox.com/s/ibktyb2ba047jft/Clayton%20Dekalb%20Intake%20Form.xlsx?dl=0

PORTFOLIO OF SELECTED

SINGLE FAMILY RESIDENTIAL PROPERTIES

Real Estate

Clayton dekalb portoflio 1