Defensive Cash Flow.
Local Market Intelligence. Operational Excellence.

Acquisition focus

All opportunities are subject to an exhaustive underwriting process juxtaposing in-place performance against future growth with conservative exit assumptions.

Market Focus

School System
Home Values
Crime Statistics
Household Incomes
Job Growth
Supply Risk
Sales Comparables

Economic Focus

Cash Flow
In-Place Rents & Organic Growth
Value Add Revenue Potential
Portfolio OPEX Benchmarking
Leverage Point & Debt Structure
Debt Service Coverage Ratio
Equity Structure & Stack Position
Exit Assumptions & $/Unit Valuation

The Box - Midwest Mentality

Non-volatile Submarkets
Flyover markets from institutional investor competition and attention
Minimal probability of natural disasters
Pricing discounts to Coastal and Sunbelt “go-go” markets
Favorable Supply Side fundamentals relative to demand

You can’t take your IRR to the bank.

At Breakwall, we seek investors with a yield-focused approach to their private real estate investments.

Our investment approach is acutely focused on markets we thoroughly understand. With a narrow geographic focus, leveraging operational expertise, we possess a unique ability to eliminate the pitfalls of other sponsors who place capital in markets they do not inherently understand or rely solely upon widely accessible market data. As local experts, we are able to execute agnostically on property vantage with a focus on defensive cash flow.

We think differently

With most investment firms focusing on IRR, Breakwall focuses on a defensive cash flow strategy to maximize yield, consistently enforcing the mindset that if you take care of cash flow, cash flow will take care of IRR.

Preferred Rate of Return: 7 - 9%