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Case Study · Multifamily Equity

Preserve at Copper Springs

Houston, TX · Class-A Multifamily
376
Units
2003
Year Built
$61.5M
Purchase Price
18.9%
Target AAR
Investment Thesis

Why We Invested

A Class-A community acquired at a $2.5M discount in the #1 US metro for projected job growth — located less than a mile from Lone Star Capital's best-performing asset, unlocking immediate operational synergy.

01
Forced Sale · $2.5M Below Target

The seller's liquidity needs and April loan maturity forced a sale. Lone Star Capital's track record of $134M in prior acquisitions with this same seller made LSCRE the easy buyer of choice — acquired at a $2.5M discount to the seller's asking price, creating instant equity on day one.

02
Operational Synergy · Sister Asset Advantage

Preserve at Copper Springs sits less than one mile from Preserve at Copperleaf — LSCRE's best-performing asset, currently at 97% occupancy with under 0.3% delinquency. LSCRE already owns 520 units within 3.5 miles and 1,426 units within 10 miles, creating immediate economies of scale across property management, maintenance, and marketing.

03
18%+ NOI Uplift Through Operations

The sponsor projects an 18%+ NOI increase driven entirely by expense savings and operational efficiencies — not speculative rent growth. Because the property is already stabilized and Class-A, the business plan is an operational optimization rather than a heavy value-add renovation, reducing execution risk.

04
Best US Metro for Job & Population Growth

Houston ranks #1 among US metros for projected job growth from 2025–2029 (172,000 new jobs) and #1 for forecast population growth (496,000+ new residents by 2029). Houston also ranks #3 in the US for Fortune 500 headquarters (26 HQs), trailing only New York and Chicago — with just 9,011 units under construction, the lowest supply in 15 years.

Deal Structure

The Numbers Behind the Deal

A 64.2% LTC capital stack with a modest $6,557/unit CapEx budget reflecting the property's Class-A condition and 2003 vintage. 5-year hold targeting 18.9% annualized and a 1.95x equity multiple, with monthly distributions backed by the sponsor's vertically integrated operations.

Purchase Price$61,500,000
Price Per Unit$163,564
CapEx & Reserves$2,465,500
Total Capitalization$67,225,000
Loan-to-Cost64.2%
Target AAR (5-yr)18.9%
Equity Multiple1.95x
Avg Cash-on-Cash6.0%
Submarket

Houston, TX · #1 US Metro for Growth

Houston is projected to add more jobs and more residents than any other US metro through 2029 — while new multifamily supply has collapsed to a 15-year low. Classic supply-demand tailwind.

#1
US Metro for Job Growth ('25–'29)
#1
US Metro for Population Growth
26
Fortune 500 Headquarters
15-Yr Low
New Supply Under Construction
Next Opportunity

Interested in the Next Deal?

Preserve at Copper Springs 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.