Overland Capital Partners

Welcome to Overland Capital Group, Inc., a U.S.-based international investment company headquartered in Boston, Massachusetts, with offices in Saratoga Springs, New York. Our company was founded in October 2001 and is run by skilled and experienced professionals. Since 2001, we have placed almost US$700 million of our clients' funds in over US$2.0 billion worth of real estate, equipment leases, and other assets.

Our Story

At Overland Capital Group, Inc., we pride ourselves in providing each and every one of our clients with first-class service, asset management, and investment results. We believe in building long-term relationships with our clients and partners, and we strive to deliver exceptional results through our expertise in real estate and equipment leasing.

Services

We offer a range of services, including:

Real Estate Investment

Our subsidiary, Overland Realty Capital LLC (ORC), is a real estate investment company specializing in providing short-to-medium-term joint venture equity, preferred equity, and mezzanine capital to experienced third-party developers to facilitate the development, renovation, or repositioning of multifamily projects located in major markets in the United States. ORC places equity raised by its parent company, Overland Capital Group, Inc., in multifamily development projects and value-add acquisitions of existing multifamily properties.

Investment Criteria

We invest in multifamily properties, including apartments and condominiums, ground-up construction and value-add acquisition opportunities. Our investment criteria include:

• Product Type: Multifamily properties, apartments, and condominiums
• Structure: Joint venture arrangements utilizing third-party senior debt
• Equity Investment: $3 million to $20 million per transaction
• Term: 2 to 3 years for ground-up construction projects, and 3 to 5 years for value-add acquisition deals
• Capital Participants: Typically a single senior lender provides 70% to 85% LTC loan, and Overland contributes 80% to 95% of the required equity amount
• Minimum Target Return: Flexible, with preferred returns, developer promote, IRR thresholds, and other deal characteristics varying depending on the transaction risks and partner equity
• Underwriting Fee: 4% of Overland's equity investment amount
• Asset Management Fee: 0.15% to 0.20% (of total project cost) per annum, paid monthly

Geographic Area

We focus on major markets in the United States, with a preference for submarkets with higher geographic and governmental barriers to entry.

Sponsor Characteristics

We invest in real estate transactions with the following sponsor characteristics:

• Strong local presence
• Multifamily industry specialization
• Experience as developer and/or investor of multifamily properties
• Track record of having successfully and recently carried out comparable business plans as a development or operating principal

Conclusion

At Overland Capital Group, Inc., we are committed to providing exceptional investment opportunities in real estate and equipment leasing. We pride ourselves on our expertise, professionalism, and commitment to delivering exceptional results for our clients. We look forward to working with you.