The math speaks
for itself.

Allocate acquires 8–20 story apartment buildings in secondary metros, repositions them with targeted capital improvements, and delivers quarterly distributions — while you do nothing except collect.

$340M
Assets Under Management
8
Consecutive Quarters Paid
0%
Distribution Miss Rate
allocate://return-estimator
LIVE
$
Enter an investment amount of $50,000 or more to see projections

Projections are illustrative only, based on historical portfolio performance. Not a guarantee of future results. Past distributions do not guarantee future distributions.

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Quarterly Distributions7.2% Target YieldSecondary Metro FocusTax-Deferred Income1031 Exchange EligibleNo Active ManagementPreferred Return: 7%Accredited Investors Only8–20 Story AssetsQuarterly Distributions7.2% Target YieldSecondary Metro FocusTax-Deferred Income1031 Exchange EligibleNo Active ManagementPreferred Return: 7%Accredited Investors Only8–20 Story Assets

Repositioned assets,
proven returns.

Every property below is a completed or active repositioning. Before/after NOI figures are audited actuals — not projections.

Modern mid-rise apartment building at dusk with lit windows against dark sky
RepositionedFeatured
NOI $1.2M
$2.1M
+75%

The Meridian

Columbus, OH144 units6.8% cap
Residential apartment tower with balconies in urban downtown setting
Active
NOI $780K
$1.35M
+73%

Park & Fifth

Raleigh, NC96 units
Tall glass apartment tower reflecting city lights at twilight
Repositioned
NOI $2.1M
$3.8M
+81%

Skyline at Midtown

Nashville, TN210 units
Mid-rise residential building near waterfront with urban skyline background
Acquisition

Harbor Crossing

Louisville, KY118 units
Contemporary apartment complex with illuminated facade in secondary metro
Repositioned
NOI $1.6M
$2.9M
+81%

The Foundry

Indianapolis, IN176 units
$340M
AUM across 8 assets
Avg NOI Growth+77%
Distributions Paid$24.6M
Avg Hold Period4.8 yrs

From acquisition
to distribution.

The repositioning cycle is a five-phase process with defined milestones. Click any phase to understand what happens to your capital at each stage.

8 consecutive quarters.
Zero misses.

Quarterly distributions have grown every period since the first payment in Q1 2023. The chart below shows total distributions across all active LP positions.

$3.2M
$3.4M
$3.6M
$3.8M
$4.1M
$4.3M
$4.5M
$4.8M
Q1 '23
Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
Q3 '24
Q4 '24
$31.7M
Total Distributed
8 consecutive quarters
$3.96M
Avg Quarterly
Growing every period
0%
Miss Rate
No missed distributions
$340M
Total AUM
Across 8 assets
744
Units Repositioned
Average $17K CapEx
77%
Avg NOI Growth
Post-repositioning
1.85×
Target Equity Multiple
5-year hold

Secondary metros.
Primary returns.

Allocate targets metros with 600K–2.5M MSA population, strong employment diversification, and persistent supply constraints in the 8–20 story segment. Gateway cities are priced for perfection — secondary metros are priced for entry.

Population growth above national median
Rent growth outpacing new supply
Limited 8–20 story competitive set
Employer base with 3+ major industries
Columbus
OH
7.2%
Nashville
TN
6.9%
Raleigh
NC
7.1%
Indianapolis
IN
7.3%
Louisville
KY
6.8%
Richmond
VA
6.6%
Omaha
NE
7.0%
Boise
ID
6.4%
Tulsa
OK
7.4%
Des Moines
IA
7.1%
Spokane
WA
6.8%
Knoxville
TN
7.2%
Hover a market to see analytics
Active Portfolio
High Conviction
Watchlist

"I rolled my 1031 proceeds from a duplex into the Nashville offering. Fourteen months later I'm receiving quarterly checks and my accountant tells me 65 cents of every dollar is sheltered by depreciation. I should have stopped managing tenants years ago."

Robert Edelstein
Retired Electrical Engineer · Louisville, KY · LP since 2023
Initial Commitment$425,000
Annual Distribution$30,600
Tax-Deferred Portion$19,890
Quarters Received6 of 6

Find your investor fit.

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Are you an accredited investor?

SEC definition: $200K+ individual income or $1M+ net worth excluding primary residence

The next offering window
opens Q2 2026.

Allocate accepts a limited number of new limited partners per offering cycle. Accredited investors with $100K+ are invited to schedule a 30-minute capital call to review the current offering memorandum.

This is not an offer to sell securities. All offerings are made exclusively to accredited investors through a private placement memorandum.