Growth and Income Solutions for Advisors

Institutional-grade multifamily real estate offerings designed for RIAs and their clients.

Open Offerings

Explore Our Growth and Income Solutions to Meet Your Client’s Needs.

Offering Type

Real Estate Growth Fund

Fund Size

$200,000,000

Minimum Investment

$200,000

Eligibility

Accredited Investors

Structure

Closed-Ended

Preferred Return

Up to 8% (accrued)

Targeted Fund Return

15% – 20% IRR

Targeted Equity Multiple

2.0x – 2.5x

Targeted Hold Period

5 – 7 Years

Offering Type

Real Estate Income Fund

Fund Size

$1,000,000,000

Minimum Investment

$250,000

Eligibility

Qualified Purchasers

Structure

Open-Ended/Evergreen

Paid Currently

8%

Targeted Fund Return

10% – 12%

Targeted Equity Multiple

N/A

Targeted Hold Period

Evergreen with Redemption

Offering Type

Real Estate Growth Fund

Fund Size

$200,000,000

Minimum Investment

$200,000

Eligibility

Accredited Investors

Structure

Closed-Ended

Preferred Return

Up to 8% (accrued)

Targeted Fund Return

15% – 20% IRR

Targeted Equity Multiple

2.0x – 2.5x

Targeted Hold Period

5 – 7 Years

Offering Type

Real Estate Growth Fund

Fund Size

$1,000,000,000

Minimum Investment

$250,000

Eligibility

Qualified Purchasers

Structure

Open-Ended/Evergreen

Paid Currently

8%

Targeted Fund Return

10% – 12%

Targeted Equity Multiple

N/A

Targeted Hold Period

Evergreen with Redemption

Why Advisors Partner with BAM Capital

Smart real estate. Sharper strategy.
Built for advisors who demand more for their clients.

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Due
Diligence

Our vetting process emphasizes risk management, market fundamentals, and asset quality to ensure advisors offer clients investments backed by thorough analysis.

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Strong Historical Performance

BAM Capital has consistently delivered competitive, risk-adjusted returns across market cycles, helping advisors build trust through proven real estate strategies.

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Long-Standing Custodial Relationships

Our integrations with major custodians streamline investing, reporting, and compliance to make it simple for advisors to serve clients efficiently and transparently.

“BAM Capital’s transparent approach aligns with our commitment to clients. This partnership provides our accredited investors access to quality real estate opportunities.”

—Scott Everhart, President of Everhart Advisors

Track Record

34.42%

Historic Net IRR*

2.40X

HISTORIC EQUITY
MULTIPLE*

3.5 Years

HISTORIC HOLD PERIOD*

$240.6M

HISTORIC TOTAL DISTRIBUTIONS TO DATE

*Across 14 Exited Assets

34.42%

HISTORIC IRR*

2.40X

HISTORIC EQUITY
MULTIPLE*

3.5 Years

HISTORIC HOLD PERIOD*

$240.6M

HISTORIC TOTAL DISTRIBUTIONS TO DATE

*Across 14 Exited Assets

Why BAM Capital

Midwest Focus

BAM Capital prioritizes Class A multifamily assets with in-place cash flow and proven upside potential. This mitigates risk and allows the fund to target consistent monthly cash flow.

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Vertical Integration

BAM Capital provides unmatched expertise via vertical integration and transparency. BAM Capital handles all steps of the investment life-cycle, from purchasing to remodeling to management, yielding a higher return for investors.

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Local Experts

BAM Capital leverages local expertise and long-standing relationships with sellers, brokers, and builders to allow for expert knowledge on multifamily syndication assets being purchased.

Why Multifamily?

Investment Strengths

The multifamily sector offers cash flow stability, capital preservation, and appreciation potential. With a need for 4.3 million new apartments by 2035, housing remains essential. Short-term leases also help landlords adjust rents quickly to combat inflation.

Resilience and Liquidity

Multifamily properties are low-risk, resilient during downturns, and supported by diverse lending sources like Fannie Mae and Freddie Mac, ensuring strong liquidity.

Challenges and Outlook

The rising interest rates were a significant challenge for many operators, especially amid markets that experienced an influx of supply at the same time putting pressure on occupancies and rent growth. As rates fall and new construction slows, disciplined operators with strong management and stable assets are well positioned to capture rent growth and increase asset values.

Why Midwest?

Resilient Markets

Stable job growth, consistent demand, and year-over-year rent growth even during periods of market volatility. Rent growth in the Midwest is outpacing the coasts, with 8 of the top 12 rent growth markets.

Market Expertise

Deep regional knowledge and longstanding relationships for sourcing quality. off-market deals others miss. Submarket experts in growing suburban locations that have strong population growth

Attractive Entry Points

Lower acquisition costs and less pricing competition enable stronger risk- adjusted returns and better basis.

Resources

Investor insights, bite-sized breakdowns, and other educational tools to help advisors and their clients gain the confidence to invest in private real estate.

Ready to Get Started?

We help protect and grow wealth by providing real estate
solutions in the multifamily sector.