Base Equities

Overview

Base Equities is a private investment firm specializing in small-balance preferred equity investments, typically ranging from $1 million to $5 million, in multifamily and commercial assets across the United States. The firm focuses on value-add real estate projects, providing financial solutions that enable sponsors to concentrate on deal execution without the burden of raising the entire equity stack. By offering preferred equity options, Base Equities fills a niche market within the real estate investment sector, catering to small to medium-sized projects. The firm's investment strategy involves partnering with established sponsors in high-growth markets to provide the necessary equity for acquisition and implementation of approved value-add programs. Base Equities' principals have successfully closed several preferred equity transactions since December 2020, building a pipeline of potential future transactions through their deep network of mortgage bankers, listing brokers, lending institutions, and existing sponsor relationships. The firm offers investors current cash flow paid from operations, reserves, and value appreciation, along with a preferred return and equity redemptions that get paid before all other equity investors. Base Equities' principals have extensive experience in the real estate investment sector, having closed over $1 billion in transactions as lenders or operators in this size range. Their expertise includes strategic planning, deal structuring, diligence review, underwriting, budget costing, vendor sourcing, capital structuring, and loan negotiations, allowing sponsors to focus on operations. The firm's approach emphasizes quick, reliable equity funding, flexible terms and structure, and the ability to acquire larger and more deals with an equity partner to support sponsors.

Investment Focus

• Established sponsors in multifamily and commercial assets
• Value-add real estate projects
• High-growth markets in the U.S.