Dougherty Wealth Advisers LLC

SYNDICATIONS AND COMMINGLED
PRIVATE EQUITY FUNDS

  • Sponsored by, and Co-Invest With, DREA
  • High Net Worth Individuals & Family Office Investors
  • Subscriptions of $1 Million and Up
  • Approximately 5-7 Year Fund Life
  • Typical Fund Size $150 Million Asset Value
  • Utilizing 60-65% Leverage
  • Value-Add and Core Plus
  • Balance Between Current Income & Capital Appreciation
  • Projected Returns of 8%+ Average Annual Leveraged Returns & 11-13% Leveraged IRRs

SEPARATE ACCOUNT
TRANSACTIONS

  • Co-Invest With DREA as Local Operating Partner
  • Both High Net Worth & Institutional Clients
  • Flexible Structure; Typically 90/10 Equity Partnership
  • Strategic One-Off Acquisitions
  • Asset Value Generally Ranging Between $10 Million - $50 Million
  • Office, Industrial, Multi-Family, Senior Housing and Hospitality Product Types
  • Development, Value-Add and Core Plus
  • Returns Dependent on Risk Profile
Recent Representative Transactions