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Mock Portfolio

Each semester, IREF goes through a rigorous process of selecting an investment to add to our mock portfolio. The chosen asset each semester reflects current and forward - looking macro trends, current market analysis, and a strong financial report through the IREF underwriting model. Each acquisition group in the fund selects a deal to move forward with, and that deal is then screened internally and objectively analyzed by each member of the fund. Each group pitches their top pick, and a decision is made as to which investment to add to the IREF portfolio.

Data Center - Silicon Valley

Acquisition Pitches

Acquisition Pitches

Every semester our analysts prepare and present an acquisition pitch to a mock investment committee composed of club members, alumni, and our faculty advisor. They are responsible for analyzing the current commercial real estate market and determining a location and asset type that will perform well in the future. Each report contains an investment recommendation, extensive market research, and a financial model that includes a rent roll, pro forma, and equity waterfall. Attached below are past acquisition pitch executive summaries that our analysts have completed.

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558 W Broad Street Athens, GA 30601

Student Housing Development

Pitched in Fall 2022

By: Jake Bova, Aidan Erickson-Mullane, Sofia Kofman, and Julia Zangrilli

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4445 Highway 90 W, Dayton TX, 77535

Industrial Development 

Pitched in Fall 2022

By: Gillian Holt, Alexis David, and Noah George

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1510 North 48th Street Phoenix, AZ 85008

Class B Multfiamily Value-Add

Pitched in Fall 2022

By: Nikolas King, Julia Farrell, and Hailey Roche

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1945 North Peroia Road Aurora, CO 80010

Class B Multifamily Value-Add

Pitched in Fall 2022

By: Vaughn Goldsmith, Natalie Rais, Sabrina Baang, Noah Heinstein

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232 Bourne Boulevard Savannah, GA 31408

Class B Industrial

Pitched in Spring 2022

By: Nikolas King, Alexis David, PJ Conzo, and Manuel Marentes

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4225 Ben Franklin Blvd Durham, NC 27704

Class B Lab Space

Pitched in Spring 2022

By: Nareg Stepanian, Gillian Holt, Julia Zangrilli, Nick Forget 

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9401-9409 Goldenrod Rd Tampa, FL 33592

Class C Multifamily Portfolio

Pitched in Spring 2022

By: Kyle Marsh, Vaughn Goldsmith, Sofia Kofman, and Noah Heinstein

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2901 Clairmont Road Atlanta, GA 30329

Class B Retail Center

Pitched in Spring 2022

By: Livia Coelho, Jake Bova, Julia Farrell, and Natalie Rais

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12708 Schroeder Road Dallas, TX 75243

Class B Multifamily

Pitched in Fall 2021

By: Livia Coelho & Nikolas King

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9411 Alcorn Street Houston, TX 77093

Class B Industrial

Pitched in Fall 2021

By: Brian Tosi & Jake Bova

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127708 E. 38th Avenue Denver, CO 80207

Class B Industrial

Pitched in Fall 2021

By: Vaughn Goldsmith & Manuela Morcos

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32 Cummins Highway Roslindale, MA 02131

Class B Multifamily

Pitched in Fall 2021

By: Patrick Conzo & Kyle Marsh

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350 N. Saint Paul Street Dallas, TX 75201

Class A Multifamily

Pitched in Fall 2021

By: Dimitris Kartsagoulis & Nicholas Forget

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2100 E. Loop 820 Fort Worth, TX 76112

Class C Multifamily

Pitched in Fall 2021

By: Manuel Marentes & Nareg Stepanian

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Crossgate Road Land Port Wentworth, GA 

Raw Land Acquisition

Pitched in Spring 2021

By: Justin Crowley, Sean McElhinney, and Ciara Cronin

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82 Fox Run Lane Columbia, SC 29210

Class C Multifamily

Pitched in Spring 2021

By: Hayden Russell & Brian Tosi

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10700 Caribbean Blvd Cutler Bay, FL 33189

Class B Industrial

Pitched in Spring 2021

By: Patrick Conzo & Manuel Marentes

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7704 Southrail Road North Charleston, SC 29420

Class B Industrial

Pitched in Spring 2021

By: David Joachim & Livia Coelho

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