Smart Investments

With Returns That Are
More Than Financial

When our investors succeed, so do we

Our mission is to bring our investors the highest returns in the most stable environments possible
Contact Us to Learn More

The Strength of Multi-Family Investing

Multifamily investing has been one of the fastest roads to financial freedom chosen by many successful investors.
  • Consistent Cash Flow –Class B/C apartment complexes typically generate 5%-9% annual cash on cash return with expected IRR of 16%-20% over a five year period
  • Economies of scale – properties are professionally managed by a carefully selected property management firm
  • Attractive risk-reward – on a relative basis, multifamily investing is less risky than most other asset classes
  • “Good” Leverage – stabilized multifamily assets are among lenders’ favorites
  • Asset Control – once you control the asset, you can force appreciation by renovating, reducing expenses and raising rents
  • Tax Benefits – effective tax rate on multifamily assets is low or 0% due to depreciation/cost segregation. When real estate is sold, you can delay paying capital gain taxes if you use “1031 exchange” to buy more expensive piece of real estate
  • Favorable Demographics – home ownership is on the decline while population is growing
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FINANCIAL FREEDOM
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ATTRACTIVE RISK-REWARD
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ASSET CONTROL
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Why Invest in Senior Living?

When done properly, senior assisted living facilities are a recession-resistant asset class that provides substantial returns while providing a caring housing solutions for seniors.
  • Huge Demand: over 10,000 people turn 65 every day
  • Extremely low tenant turnover rates
  • Proven Business model

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173 PERCENT INCREASE PER YEAR IN SENIOR HOUSING UNITS IS NECESSARY TO MEET THE PROJECTED DEMAND

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See How Your Investments Can Help Offset Your Tax Burden

We Can't Wait to Build

Your Dream Home

How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.
Robert G. Allen

Meet Our Team

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Chris Aldrich

A native of Western New York, Chris has experience working with executives and owners of businesses ranging in size from start-ups to Fortune 100 companies.

Having owned several successful businesses, Chris is well versed in various aspects of corporate finance and operations. He shares his experience with other business owners and investors who are looking to improve the efficiency of their financial strategies and investment needs.

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Jim Aldrich

Jim has spent his successful career running small businesses as well as working a director of operations in the manufacturing space.

In 2012 Jim caught the real estate investment bug and began his foray into multi-family apartments in Reading, PA.   He has since had successful exits of all of his properties and is now working with investors to realize solid returns in the multi-family space.

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Dan Szeliga

With over 15 years of experience in the banking industry, Dan is passionate about analyzing financial deals to ensure maximum returns with minimum risk exposure.

With experience in real estate financing as well as risk management and debt restructuring, Dan brings to the Excel team a level of financial depth critical to the success of our investors.  Dan currently resides in Buffalo, NY.

Testimonials
Jerry B.Chris and his team were very thorough with their investment document and answered all of our questions! We will definitely be investing with them.