Crestview, DeSelm, Golden Inca Multi-Family Portfolio

Lynwood/Seattle, WA

Summary

AGM implemented a strategic two-year repositioning plan, including targeted building and unit renovations and aligning rents with market rates for a multigenerational, three-asset multifamily portfolio. With significant improvements in rents, occupancy, and valuations, the client is now well-positioned to refinance, hold for continued growth, or sell—guided by AGM’s ongoing strategic support.

Overview

Asset Type

Multi Family

Strategy

Value-Add

Portfolio Size

3 Buildings

Unit Total

Asset Management Process Timeline

Strategize

1-3 Months

AGM conducted a comprehensive review of a three-asset multifamily portfolio held across generations. Our analysis revealed underperformance relative to market potential. A strategic repositioning plan was needed to unlock opportunities to enhance cash flow, increase asset value, and provide the client with greater flexibility for future refinancing, disposition, or long-term hold.

Strategize

1-3 Months

Strategize

1-3 Months

Execution (In Progres)

12-24 Months

AGM launched a focused two-year turnaround plan with the goal of increasing portfolio value by 70%, while capping renovation costs at no more than 20% of the projected gain. To unlock capital without excessive leverage, we recommended the strategic sale of one asset. The proceeds were reinvested into high-impact initiatives.

Re-Evaluate

Active Investment

With the portfolio significantly repositioned and performance metrics well ahead of initial projections, the client now has multiple strategic options: pursue refinancing, hold to capitalize on continued growth, or execute a sale to realize gains. AGM continues to guide the client through these next-phase decisions, aligned with their long-term objectives.

Re-Evaluate

Active Investment

Re-Evaluate

Active Investment

Strategy

Value-add | Enhancing Income, Unlocking Potential

Return

Risk

Value-Add

Opportunistic

Core