Real Estate

Ballard Built Program

(PROGRAM IS CURRENTLY FULL)

Build wealth & build communities.

Each Ballard Global offering is subject to its own nuances and our team can walk you through each one and guide you along the path to premier wealth building.

Real Estate

By selecting Ballard Built (BBP), you’ll be empowered to join forces with leaders in the residential development world. 

The BB  program was designed for a shorter-term investment strategy. It offers the protection of being collateralized by active construction projects. This is for the investor who wants a great return but needs convertibility and recall of funds on a shorter time horizon. Each investment is placed in a specific deal or project and not an overall company-wide fund. This allows for capital recall at deal maturity for easier return of funds.

6% RETURNS

6% returns

12% targeted overall returns

Summary


Initial 6% annualized return pref


PLUS an additional 6% of invested amount at sell of asset [real estate sale – not guaranteed, it is profit participation]


9-18 mo investment term cycle with roll-over availability


Minimum investment of $100K

Focused on You

We are focused on building wealth for you, our investor, by developing communities that meet the demand of the marketplace. Since 1997, we have a track record for returning profit to every one of our investors. We take the safer route in real estate investing by embracing a newer, more conservative model in funding.

3 Shifts in Capital Structure for real-estate development and redevelopment makes it a prime time to invest

PLEASE NOTE:
% ‘s reflect annual interest rate

With banks leaving the market, senior debt positioning is now available.

To encourage capitol flow, the senior debt market now pays higher returns than the mezzanine debt did in the past.

Developers are required to take a higher percentage of the risk than ever before.

PLEASE NOTE:
% ‘s reflect annual interest rate

When appropriately underwritten,
these shifts present an opportunity for healthy returns
in a senior secure position.

To maximize this
opportunity, we deploy

A Multi-Channel Strategy

To maximize real estate and development opportunities conservatively, Ballard Built deploys a multi-channel strategy designed to minimize risk and volatility and provide healthy, above-market returns during all seasons. We fund the following project types

Buy & Reposition Undervalued Assets

Build
Opportunistically on Infill Lots
Develop
Communities

How We Have Been Successful

Buy & Reposition Undervalued Assets

Buying is the purchase of an existing residential or commercial-residential asset, generally a duplex, four-plex, or multi-family apartment complex, and performing any necessary rehabilitation to restore tenancy and raise rent to fair market value. We are interested in funding the purchase of undervalued assets with a strong exit plan and an opportunistic repositioning strategy during all seasons.

opportunistically
Build on Infill Lots

Building refers to smaller projects where an infill lot is purchased and the firm builds either a single-family home, a duplex, or a four-plex, based on zoning requirements and market interest. This is an effective strategy in a variety of markets, with more multi-unit dwellings being funded during down markets, and more single-family homes being funded in growth markets. The Manager seeks to fund these opportunities with emphasis on setting the expected completed construction date to best fit within a market-cycle high.

Develop
Communities

Developing refers to land and community development, from subdividing lots to installing basic utilities. We fund these projects exclusively during times of growth.

TIMES OF

Growth

Buy & Reposition Undervalued Assets

Single Family & Duplexes

Buy & Reposition Undervalued Assets

Single Family & Duplexes

Develop
Communities

Actively Funding

TIMES OF

Slowdown

Buy & Reposition Undervalued Assets

Apartment Complexes

Buy & Reposition Undervalued Assets

4-Plex & Multi-Family

Develop Communities

Not Funding

Ballard Built’s multi-channel strategy diversifies the fund and puts investors in position to realize returns during all seasons.

Utilizing this funding strategy, prior investors received positive returns, not over-exposing them to potential negative market cycles.

CURRENT REAL ESTATE MARKETS

Deal-By-Deal

Optimized Investments

Whether land, single family or mulit-family our deal-by-deal option allows you to invest at the scale you want. Choose one channel or all of them—we’ll create a unique wealth building strategy you can be proud of.

Our passion for building, investing and community are unrivaled.

We are involved in each project from its inception all the way through completion or management. 

From beginning to end we drive the agenda
WE Are All About
Long Term

Simply put–we’re focused on building wealth for the long-term. Since 1997 we have proven track record – investors have historically received a positive return that met or exceeded expectations in every investment led by Ballard. *

* While we choose projects that we believe have the highest likelihood of return, we cannot guarantee the results of any investment. See Important Disclosures at the bottom of the page for further information. 

What Success Has Looked Like
Active Projects
2
Completed Projects
40
Historical IRR
1 %
PROJECTED IRR
1 %

How it Works

Ballard Global HAS THREE INVESTMENT VEHICLES TO CHOOSE FROM:

Marshall
Elliott

Equity Fund

Global
Lending

Bond

Legacy
Funds

Equity Funds