Connecting everyday investors with exclusive multifamily real estate investment opportunities.
VIEW OFFERINGSLEARN MOREOur Vision
We purchase cash-flowing but underperforming apartment communities in high-growth markets.
Over a 3–5 year period, we add value for residents by improving their living conditions and experience of the property, and increase operational efficiencies to improve the bottom line. While under our management, investors receive cash-flow distributions and a lump-sum payout at the point of sale.
Enjoy predictable returns, passive income, strong asset appreciation, a hedge against inflation, and tax benefits — with reduced risk.
Our Strategy
Our sole focus is multifamily: improving A and B Class apartment communities in primary, secondary, and tertiary markets nationwide. Historically the least volatile real estate asset class in downturns, multifamily still offers strong upside through up-cycles.
100+ units in the $9MM–$50MM range · Built 1990 or newer · B− to A+ properties in B to A areas · Occupancy above 80% (renovation plays excepted) · Minimum debt-service coverage of 1.25 · Target 20% average annual return.
We focus on markets with job and population growth, demographic tailwinds, healthy supply absorption, and supportive local legislation — and we avoid oversupplied markets showing surplus land, re-zoning, and permit spikes.
Think business, not building. Curb appeal, interior upgrades, rent optimization, utility bill-back systems, and amenity additions raise income — and every added dollar of NOI raises the property's value.
Why Multifamily
Over the last 15 years the average stock market return was just over 7% — closer to 2.5% after taxes, fees, and inflation. Real estate syndications typically generate average annual returns of 13% or more, even after fees, and are taxed at far lower rates — an outstanding hedge against inflation.
Supply — a national shortage of affordable housing.
Demand — rising need for apartment and managed residential living.
Tax incentives — benefit from large project depreciation on the asset.
Economies of scale — expenses spread across many residents.
Returns — double-digit ROI that outpaces traditional investing.
Partner With Us
Tired of watching your money sit idle? Build legacy wealth through passive income alongside our community of investors. Note: only accredited investors can participate in our Reg D 506(c) offerings; other opportunities are open to sophisticated investors.
Complete our partner registration questionnaire and schedule a call so we can get to know you and your goals.
Once approved, explore our private real estate offerings and choose the opportunity that fits your investment goals.
Our expert team raises the property's value while you receive distributions. After rehabilitation we refinance or sell — and you receive your share of the profits.
Minimum investment is typically $75,000. Distributions are planned quarterly.
Portfolio
Actively acquiring value-add apartment communities in Texas and across the Sunbelt. Sellers and brokers: send opportunities to info@groundswellassets.com.
Our Leadership
Operators are the number-one factor in deal performance. We mitigate risk by sourcing fundamentally sound multifamily assets with value-add plays in growth markets — and our relentless problem-solving has earned the trust of partners, lenders, property managers, and residents alike.
Founder + CEO
Managing Director, Acquisitions + Finance
Managing Director, Strategic Initiatives
Managing Director, Investor Relations
FAQ
Typical investment accounts are individuals, joint accounts, tenancy in common, entity accounts (Trusts, LLCs, Limited Partnerships, C Corporations, S Corporations) and individual retirement accounts.
Yes. If you have a self-directed IRA, check that your custodian allows placing your investment with Groundswell Assets, LLC. If you haven't converted from a traditional IRA to a self-directed IRA, you'll need a custodian's help — we're happy to refer you to the group we use personally.
As a partner in the LLC that purchases the properties, you receive a K-1 — the tax form partnerships use to report your share of the partnership's income, gains, losses, deductions and credits. K-1s are provided annually for your tax return.
No. We have opportunities open to accredited and sophisticated investors. An accredited investor earned $200,000+ ($300,000 with a spouse) in each of the prior two years with the same expected this year, or holds a $1M+ net worth excluding their primary residence. A sophisticated investor has sufficient knowledge and experience in financial matters to evaluate the merits and risks of an investment. You'll need to register to view our current offerings.
Distributions are planned quarterly.
Consistent updates after closing: occupancy, renovated-unit counts, rental premiums versus projections, capital-expenditure progress, market updates and resident events. Quarterly, we link the property's financial statements including the T12 and rent roll — all available through our investor portal.
The total acquisition cost of the property — including the down payment, acquisition fees, legal and transaction costs, capital improvements, and reserves.
Absolutely — investors are encouraged to visit before investing and during the life of the project. Give us a heads-up and we'll make sure someone is there to show you around.