Real Estate Syndications, Flow Equity Partners

FLOW EQUITY FUND

Flow Equity Fund strategically invests in multifamily real estate using a proprietary underwriting model and a comprehensive 12-step criteria, prioritizing a well-balanced portfolio to achieve

7%

PREFERRED RETURN

16%

IRR

25MM

TARGET RAISE

MULTIFAMILY FUND OVERVIEW

$100K

MINIMUM CHECK

24 MONTHS

ACQUISITION PERIOD

7 YEARS

LOCK-UP PERIOD

TEXAS & THE SUNBELT REGION

GEOGRAPHICAL FOCUS

QUARTERLY ONCE RETURNS ACHIEVED

DISTRIBUTIONS

$100K

MINIMUM CHECK

24 MONTHS

ACQUISITION PERIOD

7 YEARS

LOCK-UP PERIOD

TEXAS & THE SUNBELT REGION

GEOGRAPHICAL FOCUS

QUARTERLY ONCE RETURNS ARE ACHIEVED

DISTRIBUTIONS

OUR MISSION

To help investors protect and grow wealth through tax-advantaged multifamily investments, cash flow, and appreciation while limiting market volatility and inflation exposure. We do this while improving communities for our residents.

OUR COMPETITIVE EDGE IN MULTIFAMILY REAL ESTATE FUND

WHY FLOW EQUITY

Denise has 20 years of Real Estate experience, and Michael has 23 years of experience as an Equity Trader, having Institutional and Family Offices as clients.

OWNERS & OPERATORS

We are the Owners and Operators. We eat, breathe and sleep multifamily, and we are not just raising money for someone else’s fund.

RELATIONSHIPS

This is a relationship business and a team sport. We have spent years cultivating deep relationships with Partners, Brokers, Lenders & other Key Players in the space.

CONSERVATIVE UNDERWRITING

We use proprietary Conservative Underwriting to protect Investor dollars. Our conservative approach involves mitigating risk as much as possible by assuming worst-case scenarios.

SKIN IN THE GAME

We GP AND LP in Fund Acquisitions and have vested interest. The deal GP's generally invest 10% or more in each building. We assume the risk while LP's are only exposed for the amount invested.

STRONG MARKET

We focus on one of the most desirable and in-demand areas for Multifamily. Proven to be landlord friendly, business-friendly, has consistent job growth, population growth, and net in-migration.

INVEST LIKE A PARTNER

STRONG MARKET MULTIFAMILY REAL ESTATE DEMAND IN
TEXAS & SUNBELT REGION

9 of the top 10 most preferred markets for CRE are in the Sunbelt Region

top-10-most-preferred-markets- 2023 US markets

The share of total investments pouring into the Sunbelt is growing at a striking pace

Sunbelt Investing, share-of-total-investment-pouring

Population in Sun Belt Continues to Boom

passive investment, passive income investments

Sun Belt Population Growth Outperformance

passive income through real estate

Texas Market Overview

#1 U.S. Exporter

Leading High Tech Exporter in the US-50B 2021

9 Largest Economy in the World

49 Fortune 500 Companies in Texas

Largest Energy Production State in the Nation

No Personal or Corporate Income Tax

Leading Job Creator - 694,900 Jobs added in 2021

Leading U.S. Destination for Corporate Relocation from other States

invests in multifamily real estate fund

ACQUISITION CRITERIA FOR MULTIFAMILY INVESTING FUND

Landlord friendly

Value-add potential

Business-friendly

Median Income

Workforce housing

Buy below historical replacement costs

Above-average job growth

Above-average population growth

Gentrifying markets and neighborhood

Affordability gap (between owning/renting)

Stabilized performing assets (90%+ occupancy)

Areas with the low or downward trending crime rate

FULLY REALIZED MULTIFAMILY INVESTMENTS

multifamily real estate investing, passive income through real estate

DEL SODL ON ROYAL LANE

172 unit value- add in Dallas, Texas

Purchased for $13.53M & Sold for $20.55M

($7.020M value creation)

WENT FULL CYCLE 93% RETURN TO INVESTORS

Key Principals

PROFORMA

ACTUAL

FOUNDING PARTNERS Of FLOW EQUITY

MICHAEL O’REILLY

Chief Investment Officer

Michael has been an Institutional Wall Street Stock Broker for over 23 years, working with the largest agency only block trading firm in North America – with an emphasis in Event Driven Merger Arbitrage, SPAC, Biotech and Program Trading. Michael currently holds series 7, 63 and 55 securities licences.
Blake Harris

DENISE O’REILLY

Chief Executive Officer

Denise has been a professional in the Real Estate Industry for 20 years. Her focus is Acquisitions, Asset Management, and Operations. Denise previously held series 6 and 63 securities licenses as well as being a licensed Real Estate Salesperson in California for 16 years.

OUR Investment Process

Acquisition

1. Leverage existing broker and industry relationships
2. Employ conservative underwriting and projections
3. Create business plan, operations, and value-add or redevelopment strategy
4. Perform due diligence - physical inspections and financial audits
5. Select professional 3rd party Property Management Company to manage asset

Reposition & Redevelopment

1. Implement business plan
2. Execute capital improvements (CapEx)
3. Optimize management & operations
4. Create “other” income

Operations

1. Increase NOI from reposition & redevelopment efforts
2. Implement creative and aggressive asset management
3. Maximize lease-ups & increase rents
4. Focus on tenant satisfaction, retention & improving the community
5. Manage asset until full business plan is achieved

Disposition

1. Partner with broker/partner to achieve highest and best asset valuation, sales price and marketing strategies
2. Work to create a competitive buying environment by pricing correctly in order to maximize investor returns
3. Be a good fiduciary to the building and investors, ensuring a fair & orderly transition of asset

CapEx Strategy

Optimize Property Management

Improve Exteriors & Amenities

Interior Unit Upgrades

Implement utility savings plan

Implement Other Income Streams

Partnerships