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

Market and economic criteria listed above reflect investment underwriting factors used to evaluate acquisition opportunities and do not reflect tenant screening criteria. All Breakwall-owned properties are operated in full compliance with the Fair Housing Act and applicable state and local fair housing laws.

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.

All investments involve risk, including possible loss of principal. References to cash flow, yield, and investment approach reflect Breakwall's general strategy and do not guarantee any specific outcome or return. This content is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Any offering is made only to accredited investors through official offering documents.

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%

Investment Types

  • Joint Venture

  • Co-GP

  • Preferred Equity

Hold Period: 5 - 10 Years

Investment Structure

The preferred rate of return range shown above (7–9%) represents a target return and is not guaranteed. Actual returns may be higher or lower and will depend on the performance of the underlying assets, market conditions, and other factors outside Breakwall's control. All investments involve risk, including possible loss of principal.

Investment opportunities offered by Breakwall Investments are available only to accredited investors as defined under SEC Rule 501 of Regulation D. This page is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Any offering is made solely through official offering documents, including a Private Placement Memorandum (PPM), which prospective investors should read carefully before investing.

Joint Venture, Co-GP, and Preferred Equity structures involve different risk profiles and liquidity characteristics. Consult with your financial, legal, and tax advisors before making any investment decision.

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