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PortfolioCrescent Heights Multifamily
Closed · Real Estate · Texas

Crescent Heights Multifamily

Class-B 192-unit garden-style multifamily acquisition in the Houston Energy Corridor. Off-market deal sourced through a 12-year operator relationship; acquired below replacement cost with day-one cash flow and a clear value-add capex path on 38 vacant units.

Deal Type
Real Estate
Enterprise Value
$14.2M
Region
Houston, TX
Asset Class
Class-B Garden
Units
192

Sourcing & Thesis

The Crescent Heights deal came off-market through a 12-year relationship our team has maintained with the Houston-based operating partner. The seller was an institutional REIT trimming Sun Belt exposure; rather than list, they reached out to two long-standing capital relationships first. Our ability to underwrite the asset in five days and issue an LOI inside two weeks is what closed the gap against a competing bidder from a national multifamily fund.

Pricing cleared at roughly 6.4% going-in cap on in-place NOI — about 250 basis points wide of replacement cost on a per-door basis. Houston Class-B was pricing 50–80 basis points wider than DFW for sound structural reasons, and Crescent Heights sat inside the value-reversion window our thesis depends on.

Structure

Capital stack: 65% senior debt from a Houston-based relationship bank (local origination, agency takeout at 18 months), 28% LP co-invest pool sourced through two family-office relationships, and 7% sponsor equity from the Dominion principal balance sheet. No mezzanine — the deal didn't need it, and we avoid mezzanine wherever DSCR clears 1.30× on senior-only.

  • Senior debt at SOFR + 295 bps, 5-year fixed after 24-month bridge
  • Two-family office LP tickets at $2.0M each
  • Operator rollover: 100% of property management retained with a 3-year management agreement and KPI-based incentive fee
  • Capital improvements budget of $1.6M for the 38 vacant units, prioritized on rent-ready turn within 90 days

Value-Add Path

The 38 vacant units at acquisition sat mostly in original-condition interiors. Our operator-led capex plan: targeted interior upgrades (LVP flooring, quartz tops, fixture packages) at $4.2K per door, utility-billing recovery rollout across all 192 units, and a concession-burn plan to push trailing effective rents back toward market by month six.

The Energy Corridor submarket fundamentals supported the underwrite: 18,000 trailing net absorption across DFW + Houston, employer base anchored by Exxon, BP, and Schlumberger headquarters operations, and a Texas-anchored debt market comfortable writing sub-$15M bridge loans to repeat sponsors.

Outcome

Eleven months in, Crescent Heights was stabilized at 94% occupancy. We refinanced into permanent debt at +250 bps spread compression against the original bridge rate. The LP base received an 8.2% current cash distribution on equity, and the asset is positioned for an exit trade into the institutional buyer pool as stabilized Class-B Houston trades compress.

Closed Outcome
Stabilized at 94% occupancy in 11 months; refinanced into permanent debt at +250bps spread compression. 8.2% current LP cash distribution. Positioned for exit trade as Houston Class-B trades compress.
Capital Stack

Capital Structure

Tranche Amount % of Stack Role
Senior Debt $9.23M 65% Bridge-to-perm SOFR+295
Mezzanine Not required; DSCR clears 1.30×
LP Co-Invest $3.98M 28% Two family-office tickets
Sponsor Equity $0.99M 7% Dominion principal balance sheet
Senior LTV 65%

No mezzanine; DSCR-cleared senior-only.

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