55+ SENIOR SFR PORTFOLIO · 330 E 7th St, San Jacinto 15. 305 Santo Dr, San Jacinto 16. 307 Santo Dr, San Jacinto 17 . 313 Santo Dr, San Jacinto 18. 315 Santo Dr, San Jacinto 19

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Exclusively Marketed by:

Josh BarutLyon Stahl | Senior AssociateDirect: (562) [email protected]

55+ SENIOR SFR PORTFOLIO

OFFERING MEMORANDUM

SAN JACINTO, CA16 PARCELS | $2,450,000

PORTFOLIO #1

Keaton QuaackJBG Investments | Head of [email protected]

CONTENTS

Exclusively Marketed by:

Josh BarutLyon Stahl | Senior AssociateDirect: (562) [email protected]

We obtained the following information above from sources we believe to be reliable. However, we have not verified its accuracy and make no guarantee, warranty or representation about it. It is submitted subject to the possibility of errors,omissions, change of price, rental or other conditions, prior sale, lease or financing, or withdrawal without notice. We include projections, opinions, assum ptions or estimates for example only, and they may not represent the current or futureperformance of the property. You and your tax and legal advisors should conduct your own investigation of the property and transaction.

Portfolio Information

Investment Overview 3

Parcel Map 4

Rent Roll 5

Featured Property Photos 6

Financial Summary 8

Interior Photos 9

Parcel Information

308 E 7th St, San Jacinto 10






305 Santo Dr, San Jacinto 16






Keaton QuaackJBG Investments | Head of [email protected]

Parcel Information (cont.)





Community

Amenities 26

The Team

JBG Investments 27

Confidentiality & Disclaimer 28

LINK TO ALL MARKETING PACKAGES:WWW.INLANDEMPIRESFR.COM

FULL PORTFOLIO – Inland Empire SFR Portfolio – 52 Units- $7,964,900

PORTFOLIO #2 – Inland Empire Pool Property Portfolio – 4 Units - $880,000

PORTFOLIO #3 – Centrally Located Hemet SFR Portfolio (High Income & Low $/SF) – 3 Units - $545,000

PORTFOLIO #4 – High Income Inland Empire SFR Portfolio – 3 Units - $529,900

PORTFOLIO #5 – Centrally Located Hemet 2 Bed/1 Bath SFR Portfolio – 5 Units - $905,000

PORTFOLIO #6 – Large Lot Inland Empire SFR Portfolio – 4 Units - $730,000

PORTFOLIO #7 – Fee Simple Mobile Home Lot Portfolio: Sierra Dawn Estates - 12 Units - $950,000

PORTFOLIO #8 – High Income Hemet Portfolio w/ Rent Upside – 5 Units - $975,000

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THE OFFERING

• ALL Utilities Paid by Tenant(s)

• Limited Management Responsibilities due to Central Location, 55+ Tenants, & Active HOA

• Due to portfolio mix of individual SFR’s, these parcels are subjected to little-to-no RSO restrictions.

Buyer to verify

• Long Term Tenants that take pride in the condition of their units

• HOA completely maintains exterior of each propertyand provides amenities including, but not limited

to:

• Pool/Spa• Game Room• Pickleball/Tennis Courts

• Large Individual Units averaging over 1,000 SF/Unit.Each Unit has Sun Room that is not included in SF

Measurement. Most tenants use space as TV Room

OFFERING SUMMARY

PORTFOLIO DESCRIPTION

55+ Senior Community SFR Portfolio: Santo & 7th (San Jacinto)

NUMBER OF PARCELS 16

CITY(S) San Jacinto

ZIP CODES(S) 92583

PROPERTY TYPE(S) SFR

BUILDING SF 19,042

LAND SF 47,914

FINANCIAL SUMMARY

OFFERING PRICE $2,450,000

PRICE/UNIT $153,125

PRICE/SF $128.66

NOI (CURRENT) $149,070

NOI (PRO FORMA) $172,440

CAP RATE (CURRENT) 6.08 %

CAP RATE (PRO FORMA)

7.04 %

GRM (CURRENT) 10.44

GRM (PRO FORMA) 9.45

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Property Name City Zip Code APN

1. 308 E 7th St San Jacinto 92583 437-251-0022. 310 E 7th St San Jacinto 92583 437-251-0033. 318 E 7th St San Jacinto 92583 437-251-0194. 324 E 7th St San Jacinto 92583 437-251-0105. 328 E 7th St San Jacinto 92583 437-251-0126. 330 E 7th St San Jacinto 92583 437-251-0137. 305 Santo Dr San Jacinto 92583 437-251-0288. 307 Santo Dr San Jacinto 92583 437-251-0279. 313 Santo Dr San Jacinto 92583 437-251-02410. 315 Santo Dr San Jacinto 92583 437-251-02311. 317 Santo Dr San Jacinto 92583 437-251-02212. 323 Santo Dr San Jacinto 92583 437-251-01913. 325 Santo Dr San Jacinto 92583 437-251-01814. 327 Santo Dr San Jacinto 92583 437-251-01715. 329 Santo Dr San Jacinto 92583 437-251-01616. 331 Santo Dr San Jacinto 92583 437-251-015

PARCEL MAP

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55+ C o m m u n i t y San Jacinto Portfolio

ADDRESS SQUARE FEET BED/BATHC U R R E N T

R E N T RENT/SFMARKET

RENT ADDITIONAL NOTES

308 E 7th St 988 2 bed/1 Bath $1,250 $1.37 $1,350 55+ Community, Pool/Clubhouse

310 E 7th St 988 2 Bed/1Bath $1,350 $1.37 $1,350 55+ Community, Pool/Clubhouse

318 E 7th St 1,336 2 Bed/2 Bath $1,150 $0.86 $1,350 55+ Community, Pool/Clubhouse




305 Santo Dr 1,124 2 Bed/2 Bath $950 $0.85 $1,350 55+ Community, Pool/Clubhouse

307 Santo Dr 1,160 2 Bed/2 Bath $1,250 $1.08 $1,350 55+ Community, Pool/Clubhouse


315 Santo Dr 1,160 2 Bed/1Bath $1,250 $1.08 $1,350 55+ Community, Pool/Clubhouse







RENT ROLL

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FEATURED PROPERTY PHOTO(S)

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55+ C o m m u n i t y San Jacinto Portfolio

FINANCIAL SUMMARY

PROPOSED FINANCING

LOAN TYPE Amo rt i z edDOWN PAYMENT $1,225,000LOAN AMOUNT $1,225,000INTEREST RATE 5.00 %ANNUAL DEBT SERVICE $78,910LOAN TO VALUE 50 %AMORTIZATION PERIOD 30 Years

INCOME CURRENT PRO FORMA

Potential Base Rent $234,600 $259,200

(+) Other Income Subject to Occupancy $0 $0

(=) Potential Income Subject to Occupancy $234,600 $234,600

(-) Vacancy/Credit Loss (5%) $11,730 $12,960

(=) Gross Operating Income $222,870 $246,240

EXPENSES CURRENT PRO FORMA

Property Taxes (1.16961%) $28,655 $28,655

Insurance ($0.36/SF/YR) $6,855 $6,855

Property Management (4%) $9,384 $9,384

Maintenance & Repairs (2.5% $5,865 $5,865

Water $0 $0

Gas $0 $0

Electricity $0 $0

Trash $0 $0

Homeowner’s Association Fee $23,040 $23,040

(-) Total Expenses $73,800 $73,800

(=) NET OPERATING INCOME (NOI) $149,070 $172,440

CASH FLOW STATEMENT CURRENT PRO FORMA

Net Operating Income/Unlevered Cash Flow Before Taxes

$149,070 $172,440

(-) Annual Debt Service $78,913 $78,913

(-) Capital Expenditures $0 $0

(=) Levered Cash Flow Before Taxes $70,158 $93,528

(+) Principle Reduction $18,073 $18,073

(=) Total Return Before Taxes $88,231 $111,601

Tangible ROI (Cash on Cash) (Levered): 5.73% 7.63%

Non Tangible ROI (Total Return/Down Payment) (Levered):

7.20% 9.11%

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OPEN FLOORPLAN UPGRADED BATHROOM

UPGRADED KITCHEN BEDROOM w/ NEW FLOORING

INTERIOR PHOTOS – 310 E 7TH ST

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PORTFOLIO #1 - PROPERTY #1308 E 7TH STSan Jacinto, CA, 92583

2 BED/1 BATHCurrent Rent: $1,250

PROPERTY FEATURES

BUILDING SF 988LAND SF 3,049YEAR BUILT 1962BEDROOMS 2BATHROOMS 1ADDITIONAL DETAILS 55+ Community, Community

Pool/Clubhouse

UTILITIES/OTHERWATER $0TRASH $0GAS $0ELECTRIC $0HOA FEE $120

OFFERING SUMMARY

ADDRESS 308 E 7th StSan Jacinto, CA 92583

COUNTY RiversideCURRENT RENT $1,250MARKET RENT $1,350PROPERTY TYPE SFR OWNERSHIP TYPE Fee SimpleAPN 437-251-002

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310 E 7TH STSan Jacinto, CA 92583

2 BED/1 BATH

PROPERTY FEATURES

BUILDING SF 988LAND SF 3,049YEAR BUILT 1963BEDROOMS 2BATHROOMS 1ADDITIONAL DETAILS 55+ Community, Community

Pool/Clubhouse


OFFERING SUMMARY



Current Rent: $1,350

PORTFOLIO #1 - PROPERTY #2

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318 E 7TH STSan Jacinto, CA, 92583



PROPERTY FEATURES

BUILDING SF 1,067LAND SF 2,614YEAR BUILT 1964BEDROOMS 2BATHROOMS 2ADDITIONAL DETAILS 55+ Community, Community

Pool/Clubhouse


OFFERING SUMMARY

ADDRESS 331 Santo DrSan Jacinto, CA 92583


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PROPERTY FEATURES


Pool/Clubhouse


OFFERING SUMMARY



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PROPERTY FEATURES


Pool/Clubhouse



OFFERING SUMMARY



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PROPERTY FEATURES


Pool/Clubhouse



OFFERING SUMMARY



2.16

305 SANTO DRSan Jacinto, CA 92583

2 BED/2 BATHCurrent Rent: $950

PROPERTY FEATURES


Pool/Clubhouse


OFFERING SUMMARY


COUNTY RiversideCURRENT RENT $950MARKET RENT $1,350PROPERTY TYPE SFR OWNERSHIP TYPE Fee SimpleAPN 437-251-028


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PROPERTY FEATURES


Pool/Clubhouse


OFFERING SUMMARY




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313 SANTO DRSan Jacinto, CA, 92583


PROPERTY FEATURES


Pool/Clubhouse



OFFERING SUMMARY



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2 BED/1 BATH

PROPERTY FEATURES


Pool/Clubhouse


OFFERING SUMMARY





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PROPERTY FEATURES


Pool/Clubhouse


OFFERING SUMMARY



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PROPERTY FEATURES


Pool/Clubhouse


OFFERING SUMMARY



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2 BED/2 BATH



PROPERTY FEATURES


Pool/Clubhouse


OFFERING SUMMARY



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PROPERTY FEATURES


Pool/Clubhouse


OFFERING SUMMARY



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PROPERTY FEATURES


Pool/Clubhouse



OFFERING SUMMARY



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PROPERTY FEATURES


Pool/Clubhouse



OFFERING SUMMARY



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PRIVATE ACCESS POOL & CLUBHOUSE

HOA BACKYARD UPKEEP SCENIC LOCATION

COMMUNITY - AMENITIES

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16 PARCELS | $2,450,000 THE TEAM

JBG INVESTMENTS

JOSH BARUTLIC: #01971720

SENIOR ASSOCIATELYON STAHL INVESTMENT

REAL ESTATE

CELL: (562) [email protected]

KEATON QUAACK

HEAD OF OPERATIONSJBG INVESTMENTS INC

OFFICE: (310) [email protected]

STEPHEN BARUT

MICROSOFT EXCEL TRAINEE& FUTURE ANALYST

JBG INVESTMENTS INC

FAX: (888) [email protected]

JBG Investments is an investment sales group at Lyon Stahl Investment Real Estate consisting of (3) members that play (3) completely different roles, all ofwhich equally important. Over the years, Josh Barut has been meticulously trained both in the field and in the classroom by his friend and mentor, ToddWeaver (CPM, CCIM), and attributes much of his passion for Commercial Real Estate to Todd’s teachings back at UCLA Extension. As a group, ourmission is very simple: 1) Speak the language that garners respect from the Old Guard, and 2) Exude a level of positive energy that’s unique to us, and usonly. Respect the Old School, Adhere to a Consistent Code of Ethics, and Enjoy the Process. It’s a Competitive Sport, and we wouldn’t be here if it wasn’t.

The information contained in this Offering Memorandum (“Memorandum”) is proprietary and strictly confidential; it is intended to be reviewed

only by the party receiving it from Broker and should not be made available to anyone else without the written consent of Broker. By retention or

use of this Memorandum, you agree that its contents are confidential, that you will hold it in the strictest confidence, and that you will not disclose

any of its contents contrary to these terms.

This Memorandum has been prepared to provide summary, unverified information to establish a preliminary level of interest in the subject

property (“Property”). The information in this Memorandum has been obtained from sources Broker believes to be reliable; however, Broker has

not conducted sufficient investigation to make any warranty or representation whatsoever including but not limited to the accuracy or

completeness of the information, veracity or accuracy of the information, condition of the Property or its compliance or lack of compliance with

applicable governmental requirements, developability, suitability or financial performance of the Property, income or expenses for the Property,

the size and square footage of the Property and improvements, the presence or absence of contaminating substances, PCB’s or asbestos, the

compliance with State or Federal regulations, the physical condition of the improvements thereon, or the financial condition or business Property

and does not purport to be an all – inclusive representation regarding the Property or to contain all or part of the information which prospective

investors may require to evaluate the purchase of the Property. Additional information and an opportunity to investigate the Property will be

made available to interested and qualified prospective purchasers. All information is based on assumptions relating to the general economy,

market conditions, competition and other factors beyond the control of Broker, therefore, all information is subject to material variation. The

information contained herein is not a substitute for a thorough due diligence investigation. Interested parties are expected to review all

information of whatever nature independently and not rely on the contents of this Memorandum in any manner.

The Property owner (“Owner”) expressly reserves the right, at its sole discretion, to reject any or all offers to purchase the Property, and/ or to

terminate discussions at any time with or without notice. The Owner shall have no legal commitment or obligation unless and until written

agreement(s) have been fully executed, delivered and approved by the Owner and any conditions to the Owner’s obligations therein have been

satisfied or waived.

55+ C o m m u n i t y San JacintoPortfolio

Con fid en t ialit y an d D isclaim er |03

CONFIDENTIALITY AND DISCLAIMER

PROPERTY TOURS ARE BY APPOINTMENT ONLY

THERE IS NO AUTHORIZED ACCESS TO THE PROPERTY WITHOUT THE PHYSICAL PRESENCE OR WRITTEN CONSENT OF LISTNING BROKER

Slide Number 1CONTENTSSlide Number 3Slide Number 4Slide Number 5Slide Number 6Slide Number 7Slide Number 8Slide Number 9Slide Number 10310 E 7TH ST318 E 7TH ST324 E 7TH ST328 E 7TH ST330 E 7TH ST305 SANTO DR307 SANTO DR313 SANTO DR315 SANTO DR317 SANTO DR323 SANTO DR325 SANTO DR327 SANTO DR329 SANTO DR331 SANTO DRSlide Number 26Slide Number 27Slide Number 28

Documents

55+ SENIOR SFR PORTFOLIO · 330 E 7th St, San Jacinto 15. 305 Santo Dr, San Jacinto 16. 307 Santo Dr, San Jacinto 17 . 313 Santo Dr, San Jacinto 18. 315 Santo Dr, San Jacinto 19