Investment Disclosures
NOT FOR GENERAL SOLICITATION
DISCLAIMER
This Investment Package has been prepared by Right Turn Capital LLC (“RTC”), as the fund manager, to provide a preliminary overview and financial projections related to an investment opportunity with SFC Development LLC (“SFC”), the underlying operator. This document is intended for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to purchase any securities or interests. Any offer or sale, if made, will occur solely through a final confidential private placement memorandum and related legal documentation, which may differ materially from the information presented here.
The information contained herein is believed to be reliable but is not guaranteed. RTC, SFC, and their respective representatives disclaim any liability for errors, omissions, or reliance on this material. This document is incomplete without reference to any accompanying oral briefings or additional information provided by RTC or SFC. An investment in this opportunity involves significant risks, including the potential for loss of some or all invested capital. Prospective investors are strongly encouraged to consult with qualified financial, legal, tax, and risk management advisors to assess suitability in light of their objectives, risk tolerance, liquidity needs, and diversification goals. This opportunity may not be appropriate for all investors.
CONFIDENTIALITY & NON-DISCLOSURE STATEMENT
This document contains confidential, proprietary, and trade secret information. It is intended solely for the recipient's evaluation of a potential investment opportunity managed by Right Turn Capital LLC in partnership with SFC Development LLC. Any reproduction, distribution, or disclosure of this material, in whole or in part, without prior written consent from RTC or SFC’s Managing Member, is strictly prohibited.
FORWARD-LOOKING STATEMENTS & PAST PERFORMANCE
This presentation may include forward-looking statements, projections, and historical return data, all of which are provided for illustrative purposes only. Forward-looking statements are subject to uncertainties, assumptions, and external factors that could cause actual results to differ materially. Past performance is not indicative of future results, and any historical data herein has not been independently verified.
Prospective investors are advised not to place undue reliance on forward-looking statements or historical performance data
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Lead Sponsor Background Asset Class
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Investment Highlights Submarket Overview
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Executive Summary Migration Statistics
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Property Overview Executive Team
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Financial Analysis Next Steps
Our essential assets provide you with stability during economic downturns,
minimizing risk and ensuring steady, reliable returns.
Quarterly Distributions
Providing stable cash flow through regular quarterly payouts.
Tax-Sheltered Benefits
Utilizing 1031 exchanges and depreciation for tax efficiency.
Long-Term Returns
Building value through a disciplined approach to real estate investment that delivers sustainable growth.
Equity Appreciation
Achieving value through strategic investments that focus on high-value development.
Portfolio Diversification
Investing in a broad range of real estate assets to mitigate risk.
Storage
Invest in high-demand, cash-flowing storage facilities that offer consistent returns and significant asset appreciation in a growing market.
Flex Space
Capitalize on the flexible office and warehouse spaces that cater to evolving business needs, positioning for growth across industries.
Quality Tenants
Secure long-term leases and stable income streams by investing in properties that attract financially strong tenants in high-demand markets.
How we are different
Exclusive Focus
We have a 17-year track record of experience investing in multifamily real estate, which is known for its consistent high returns and low risk over the past 42 years.4
Risk Management
Our investment team’s mandate is to grow and protect our investors’ wealth. We complement our in-market expertise with Multilytics, our proprietary machine learning, to source quality deals with a high expectation for risk-adjusted returns.
Alignment
Our Co-CEOs have personally invested more than $91 million of their own capital alongside investors since the inception of the firm in 2007, because they believe that alignment is one of the best ways to ensure our investors win.
Deal Volume
LEADERSHIP
Corey King
CEO
Corey King, a former Navy Corpsman, excels as a top San Diego real estate producer with a mastery of diverse investment strategies. His leadership at Right Turn Capital showcases exceptional fund management skills, delivering impressive investment returns and fostering growth and success in the real estate sector.
Dan Lussier
Investment Advisor
Dan Lussier, a seasoned investment advisor with over 25 years of experience, began his career in Public Accounting with Arthur Andersen & Kenneth Leventhal, specializing in real estate consulting. He has served as a senior executive and principal in numerous real estate investment and development companies, handling over $4.5 billion in debt and equity transactions. Dan holds Bachelor’s degrees in Finance and Accounting from the University of Illinois, and his expertise spans retail, office, industrial, residential, and hospitality sectors across the United States and internationally. He has also contributed to multiple investment fund boards and served in the United States Army.
Dwain Settles
Acquisitions Manager
Dwain Settles, Vice President of Acquisitions at Eastern Meridian Property Group, brings a dynamic background to real estate. A decorated US Army helicopter pilot turned top medical sales executive, Dwain transitioned seamlessly into commercial real estate. With a real estate sales license and a proven track record at Marcus & Millichap, he has sourced and managed entitlements for over 900 residential units and 230,000 square feet of commercial real estate, valued at over $40 million. His strategic expertise and accomplishments highlight him as an exceptional acquisitions manager.
Tom O'Donnell
Investment Advisor
Tom O’Donnell, a seasoned Investment Advisor, seamlessly transitioned from a successful NFL career to spearheading significant real estate ventures with major developers like the Irvine Company and Lennar. His expertise spans diverse projects including master-planned communities, multi-family developments, and international expansions in Mexico. Tom’s strategic acumen in deal structuring, capital raising, and portfolio management has consistently driven exceptional returns and client satisfaction. His leadership in managing multimillion-dollar responsibilities and his extensive global real estate experience position him as a trusted advisor and leader in the industry, continually delivering outstanding results for his clients and stakeholders.
Acquisition
Structure
Planning and Management
Strict Adherence to Fundamentals
Proven Track Record
Core Business Model:
Right Turn Capital delivers strong returns through disciplined value-add programs, acquiring and developing smaller, quick-cycle, cash-flowing properties designed to withstand economic downturns. We partner only with experienced operators, ensuring substantial value-over-cost spreads and consistent cash flows for our investors.
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TOTALLY COMMITED
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References to ‘assets under management’ or ‘AUM’ represent the real estate investments managed by Origin Investments’ subsidiaries, including Origin Credit Advisers, an SEC-registered investment adviser, as to which Origin is entitled to receive a fee, preferred return, or carried interest. Origin’s calculation of AUM may differ from the calculations of other real estate asset managers and, as a result, Origin’s measurement of its AUM may not be comparable to similar measures presented by other asset managers. AUM as of 9/30/24.
This is an aggregate amount that has been invested and reinvested in Origin funds since the inception of the company in 2007.
Returns are not guaranteed. Past performance is no guarantee of future results. All investments involve a degree of risk, including the risk of loss.
This data’s source is the National Council of Real Estate Investment Fiduciaries (NCREIF) Property Index and represents the average annualized return over each five-year period from 1/1/1990 to 12/31/2023. Returns are unlevered. “Property types” refers to multifamily, industrial, retail and office.
Source: National Multifamily Housing Council. (n.d.). Apartment supply shortage. NMHC. https://www.nmhc.org/industry-topics/affordable-housing/apartment-supply-shortage/
American Bison, was chosen for its characteristic of facing storms head-on, symbolizing courage and resilience. it represents our commitment. reinforcing our dedication to strong relationships and dependable practices in real estate investment.
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CONTACT US
Dover, Delaware
8 The Green, Suite B, Dover, DE 19901
+1 (760) 638-5416
corey@rightturnpartners.com
We are here to discuss how our strategic investment approach can help grow and stabilize your portfolio.
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