
The Key Metrics To Consider Before Investing In Multifamily
Are you thinking about investing in an apartment building? If so, there are three key metrics that you need to be aware of: median household incomes, home prices, and rental rates. By understanding these three key metrics, you can make informed decisions about whether...

The 10 Popular Real Estate Tax Deductions
Tax deductions are important because they can lower your overall tax liability. Real estate taxes are deductible, which means that you can deduct the amount you paid in real estate taxes from your taxable income. This can reduce your tax bill significantly, especially...

Five Key Points To Use Financial Leveraging Effectively
Financial leverage is the use of debt to finance the purchase of assets. In other words, it is the ratio of debt to equity in a company's capital structure. Leverage can be thought of as "borrowing money to help buy an investment." Leverage can be a powerful tool to...

What Investors Are Not Telling You: Earning Money During Inflation
Inflation can be a tough pill to swallow for most people. Prices go up, but wages often don't keep pace. This can leave your hard-earned money feeling like it doesn't go as far as it used to. But there are investors who always seem to profit from inflation by...

Behind The Scenes Of Pantheon Investments
The Pantheon is a stunning example of ancient Roman architecture that was completed around 126-128 A.D., during the reign of Emperor Hadrian. The building features a large rotunda with an impressive dome ceiling, and served as both sacred space for Romans' godly...

Top 5 Questions for a Successful Multifamily Investor
One of the most important things for any multifamily investor is to ask the right questions. What are the demographics of the area? What is the average rent for similar units in the area? What is the vacancy rate? How much risk are you willing to take on? These are...

3 Of The Best Recession Resilient Investments
The current economic downturn has left many investors feeling uncertain about the future. The stock market is volatile, and traditional investments such as bonds are not providing the stability that they once did. The best investments during a recession are not what...

Keep Your Investment Portfolio Well-Rounded During Inflation
It is important to have a well-rounded portfolio that can help you weather the effects of inflation over time. This means maintaining diverse investments in a variety of asset classes. By having exposure to a variety of investment types, you will be better equipped to...

Your Money Walks Where Wealth Is Trending
A few months ago, the IRS released updated data on household income migration across the United States. Essentially the IRS tracks where people move and how their adjusted gross income (AGI) impacts the new state they call home. This information can be quite...

The Unique Language of Multifamily Investments
Anyone who has ever worked in accounting knows that there is a unique language that comes with the territory. While terms like "revenue" and "expenses" are relatively straightforward, others can be more difficult to remember. This is particularly true in the...

Getting Started with Multi Family Investments
For many, the biggest obstacle to getting started is a lack of accredited investor status. The good news is that there are ways to overcome this hurdle and get involved in the multifamily space without being an accredited investor. If you want to get into multifamily...

How to Shelter Your Assets This Tax Season
As a real estate investor, it is important to be aware of the different tax strategies available to you in order to minimize your tax bill. The passive real estate tax strategies involve taking advantage of certain deductions and exemptions that are available to...

5 Reasons to Invest in Multifamily Assets
When it comes to investing in real estate, there are many different strategies that people can take. Some people prefer to invest in single family homes, while others find that multi-family homes offer a better return on investment. The multifamily industry has...

The Revolutionary Way: Infinite Banking
The banking industry is one of the oldest and most trusted institutions in society, with roots going back centuries. Banks were originally created to store money and provide an earning rate of return for their clients, but it quickly became more than that with lenders...

3 Simple Reasons to Invest in Self Storage
Self-storage has the potential to be a lucrative business, but it's critical to think about all of your choices before making a selection. We'll talk about 3 simple reasons why self-storage is such an excellent investment choice in this blog article, as well as some...

The Rise of the Rental Economy
While planning for the future, our team at Pantheon Investments is focused on delivering risk-adjusted investing possibilities to you as a continuing aim and commitment. To ensure that we continue to deliver consistent cash-on-cash returns and attractive internal...

Active vs. Passive Investing
After speaking with countless people entering or already in the real estate sector, I think that many people are making the mistake of being misaligned with their vision and not taking advantage of their biggest asset – their time and unique ability. It is important...

Multifamily ABCs: Property Classification
While there are no universal standards for property classification, multifamily real estate properties are split into lettered classes, though the most used are A, B, and C. Each offers different qualifications as well as unique investment risks and opportunities....

Mobile Home Park Investment and COVID-19
Mobile home park (or manufactured housing community) investment is one of the areas least affected by COVID-19. Since the first of the year, aggregate real estate values are down 11%, and malls and lodging properties have fallen 25%, while industrial, mobile homes and...

Apartment Turnover Decreases During COVID-19
Growing unemployment rates and the economic downturn during March and April were a major concern for many in the multifamily housing sector. But, as we’ve previously noted, the multifamily housing market is historically the most resilient and first to recover during...
Frequently Asked Questions
What is an accredited investor?
We currently market our deals under SEC regulations 506 (b) meaning we can only share our deals with investor who are accredited and we have a relationship with. The definition in the U.S. is a person earning $200K per year or a couple earning $300K per year over the past two years and expected to do so in the current year; or a net worth of $1m (excluding your primary residence). Since we don’t advertise our deals the accreditation determination is by self-disclosure of the investor by a checkbox. If the deal is advertised to the public, then verification by an outside third party is required.
What is the minimum investment?
We set it at $50K and increments of $5K.
What is the process / timeline?
Once we have a property under contract, due diligence is about 60 days. We start the equity raise process with investors which runs about 5-6 weeks end to end. Marketing deck goes out, investor conference call takes place, investors reserve a spot, review the PPM / sign and fund. About 2-3 weeks later we close on the property. About 60 days later first investor distribution.
What are the risks?
They are outlined in the PPM (Private Placement Memorandum). That said, I like to provide a few data points. In 2009, at the bottom of the financial crisis, delinquency rates on single family homes was 5% vs 1% on MF apartments. Additionally, in Houston when oil went from $100 barrel to $50 barrel Class A (new apt buildings) had to offer concessions and vacancies rose to 15% while Class B (older MF where value add syndicators play) remained steady at 8%. Lastly, we buy proven. Our typical apartment acquisition will have occupancy greater than 90% and usually higher than that and the previous owner was making good money (T12 – trailing 12-month audit will prove this out). We want to improve proven properties not buy on hope.
When will I get paid?
Depending upon the type of deal, distributions can be paid monthly, quarterly, or annually. New build syndications typically have an upfront period of no or low cashflow during the build phase and then accelerate after lease up. The distributions can be direct deposited into the investors account.
What are your return projections and how are your returns calculated?
Typical cash on cash returns are in the 8-10% range and an internal rate of return (IRR) of 16 – 20% range. You may also see 2x multiple which means if you invest $50K into the deal the target is a double or grow your money to $100K in 5 years through distributions and profit at sale. You may also see an average rate of return which is simply the total return over 5 years divided by 5. In value add syndication, the average annual return may be deceiving (higher) than the IRR (Internal Rate of Return) as a large part of the investor returns come in the year of sale (modeled as year 5). IRR typically is a better measure for varying cash flows over a set time horizon.
When will I get my original investment back and what is the holding period?
Typically, at time of sale or liquidity event. We target year 5 as an average. It could happen in year 3 or year 7 or longer if we have a long downturn but 5 is typically what value add syndicators have as a target.
How will you communicate with<br /> me?
Investors can login to our investor portal to check on the investment’s progress. Updates on the property, some photos and how many units were renovated, rents we are getting, etc. Quarterly property management financials can be reviewed. Following March of each year you will receive a K-1 statement from us for your tax filings.
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Pantheon Investments
5342 Clark Rd # 1075
Sarasota, FL 34233
[email protected]
941-237-0735