Profitable and lasting relationships. Exclusive real estate investment opportunities.
Fulcrum Capital Partners is a real estate investment firm specializing in providing investors with passive yet predictable cash flows through the acquisition, management, and operation of underperforming and value-add real estate.
Our strategy is to generate long-term total return with an emphasis on cash flow and appreciation.
Benefits of Real Estate
Cash Flow
After all expenses are paid, quarterly distributions are paid to investors.
Tax Benefits
There are numerous tax advantages afforded to real estate investing such as depreciation, refinancing of loans, and 1031 exchanges.
Leverage
Real estate can be leveraged allowing for an increase in return on equity.
Appreciation
Appreciation comes in two forms, market and forced. Market appreciation is the gain in value due to a rising market. Forced appreciation occurs through careful planning and capitalizing on value plays.
Stability
Real estate and specifically multifamily real estate is valued strictly by its performance and not subject to the volatility of paper assets.
Amoritization/Mortgage Paydown
Through rents paid each month, residents pay down mortgage debt which creates equity in the property.
Focus On Local
A large part of our expertise comes from owning and operating in local markets where we have a presence, a trusted network of vendors and professionals, and a first-hand knowledge of the market fundamentals.
Investment Process
Initially, we seek to educate investors about the benefits of owning real estate. For those who want to invest, we partner and invest alongside our investors. This ensures that our interests are aligned and allows us to provide a quality experience throughout the process. From there, we implement the following process to safeguard our investors’ principal and ensure dependable returns.
Utilize clearly defined investment criteria as a guide throughout the process.
Identify strong target markets and locations.
Perform thorough due diligence.
Achieve efficient operations and asset management in order to increase net operating income.
Maintain liquidity and regular distributions.
Review Investment Summary & introductory call
Commit funds & sign memorandum of understanding
Access Investor Portal & complete Fund Documents
Wire committed funds
Properties acquired and managed
Receive updates, financials, and distributions
Asset Management
We create business plans for each property during due diligence in order to ensure optimal ownership and exit strategies. As part of that process, we look for ways to enhance revenues and reduce costs.
Revenue Enhancements
Position the asset to meet market demand
Determine physical enhancement needs
Develop marketing plan
Cultivate ancillary revenue streams
Cost Reductions
Understand acceptable ranges of controlled expenses
Improve efficiency
Utilize economies of scale
