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Case Study · Multifamily Equity

Azur Apartments

415 Owen Lane · Waco, TX · Central Texas
208
Units
1985
Year Built
$21M
Purchase Price
15.9%
Target IRR
Investment Thesis

Why We Invested

A stabilized, cash-flowing asset in a supply-constrained submarket with a by-right 50% property tax exemption creating $3.1M in capitalized value on day one — acquired through a sponsor that already owns 40% of the apartments within one mile.

01
50% Tax Exemption · Day-One Value

By reserving 50% of units for tenants at or below 60% AMI, the property qualifies for a by-right 50% real estate tax abatement — saving $201K+ annually with no rental pullback. At a 6% cap rate, this creates approximately $3.1M in capitalized value immediately upon closing, equivalent to 0.89% of net cap rate gain.

02
Supply-Constrained Submarket

No new apartment deliveries are projected within a one-mile radius of Azur for the next five years. Current submarket occupancy is 96%, with 10-year average rent growth of 4.5% in the 1-mile radius. This supply-demand imbalance supports durable rent growth and occupancy over the hold period.

03
Market Leadership · 40% of 1-Mile Inventory

Post Real Estate Group already owns two nearby assets — Avila (327 units) and Sandstone (256 units) — both mid-90% occupied with 7–8% positive lease trade-outs. Acquiring Azur brings PREG's ownership to 40% of apartments within one mile, creating market-setting pricing power and operational economies of scale.

04
Seamless Operational Takeover

PREG's wholly-owned property management firm (TAM Residential) has managed Azur since January 2024 — giving the sponsor direct insight into property performance and eliminating transition risk. Azur is already at 96% occupancy, with minimal CapEx required beyond deferred maintenance and amenity refresh.

Deal Structure

The Numbers Behind the Deal

A 5-year initial term with a modest $9,200/unit CapEx budget focused on amenity upgrades and deferred maintenance — not interior renovations, since 63 units are already renovated and unrenovated units are achieving sufficient organic rent growth. The 50% tax exemption drives the majority of day-one value creation.

Purchase Price$21,000,000
Price Per Unit$100,962
CapEx & Reserves$1,914,303
Total Cost$23,909,226
Equity Requirement$7,809,226
Target IRR (5-yr)15.9%
Return of Capital1.98x
Avg Cash-on-Cash6.3%
Submarket

Waco, TX · The Central Texas Corridor

Waco sits directly between Austin, Houston, and Dallas — positioned to absorb unprecedented migration into central Texas. A $1B+ downtown redevelopment across 100+ acres is expected to transform the area over the next two decades.

$1B+
Downtown Waco Redevelopment
4.5%
10-Yr Avg Rent Growth (1 mi)
96%
Current Submarket Occupancy
0
Projected Deliveries (1 mi, 5 yr)
Next Opportunity

Interested in the Next Deal?

Azur Apartments is fully subscribed. Seven Peak Income Fund I is currently open for new capital — a Rule 506(c) private credit fund targeting 14–15% annualized returns with quarterly distributions.