Memorandum on a Real Estate Finance: Investment Recommendations

Memorandum on a Real Estate Finance Case Study
Student’s Name:
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Instructor’s Name:
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Assignment Due Date:
To: John DeRight
From: Angus Cartwright III
Subject: Investment Recommendations
Dear Mr. DeRight,
It is my pleasure to provide you with an analysis of potential real estate investment opportunities that could benefit your portfolio. Given your desire to diversify your investments to secure a comfortable retirement, I have selected four properties that align well with your goals. Each of these properties offers distinct advantages, including the opportunity for diversification, a hedge against inflation, and potential tax benefits.
The Alison Green property comprises 100 garden apartment units and is situated in the burgeoning Montgomery County, Maryland. Having consistently maintained a 95% occupancy rate since its completion in 2000, this property represents a prudent investment opportunity. The high demand for rental units in this area suggests that it will continue to perform well into the future.
The Rolling Hills property, a 300-unit garden apartment project, is well-positioned for continued success. The property is primed for solid performance in Prince George's County, Maryland, an area experiencing population growth and robust rental demand. Built in 1998, Rolling Hills has been meticulously maintained over the years, as evidenced by its consistently achieving a 97% occupancy rate. As such, this property represents another good investment opportunity for you.
The third property under consideration, Pleasant Grove, represents an attractive investment opportunity. As a 100-unit garden apartment project, it is situated in the highly desirable Arlington, Virginia area. Constructed in 1999, the property has consistently performed well, boasting a 94% occupancy rate. The sustained demand for rental units in Arlington makes Pleasant Grove a particularly sound choice for investment....