new worth holdings
Investment Strategy
INVESTMENT
Approach
New Worth Holdings has a track record of successfully adding value to our properties through strategic rebranding, renovation, and repositioning. Our investment strategy is focused on achieving exceptional NOI objectives to provide the best possible returns to our investors. It is important to note that while we have a strong history of performance, future results may differ due to changing market and economic conditions, and all investments carry inherent risks. Our full-cycle disposition approach considers factors such as **NOI growth, IRR, and Equity Multiple, while **LP historical returns are based on actual distributions and are net of fees collected as specified in the Partnership Agreement.
Acquisition Criteria
New Worth Holdings has a targeted investment focus on well-located properties in Dallas and throughout the Southeast where thoughtful capital improvements and operational efficiencies create significant value.
ACQUISITION CRITERIA:
- Properties located in Saint Joe Road, Fort Wayne Indiana 46835
- Class A/B property with opportunity for value creation through improvements
- Under performing or distressed multifamily properties
- 200+ unit assets in well-located sub markets
- $20 million to $100 million total capitalization – larger for portfolios
New Worth Holdings reputation offers sellers with surety of a smooth closing at the contracted purchase price. Our large roster of repeat equity investors and lenders enables us to move quickly on each transaction. If you have a property that meets our criteria, please contact us.
Investment Strategy
Developing an investment strategy requires careful planning and consideration of a variety of factors. Here are some steps to help you create a successful investment strategy:
Determine your financial goals: Before making any investment decisions, it is important to identify your short-term and long-term financial goals. This will help you to determine how much you need to save and invest to achieve those goals.
Assess your risk tolerance: The level of risk you are willing to take on is an important factor to consider when developing an investment strategy. Understanding your risk tolerance will help you to choose investments that align with your comfort level.
Diversify your portfolio: A well-diversified portfolio can help you to manage risk and potentially increase returns. Consider investing in a mix of stocks, bonds, and alternative assets.
Invest for the long-term: Investing is a long-term game, and it is important to stay focused on your goals and not get distracted by short-term market fluctuations.
Keep an eye on fees: The fees associated with investing can eat into your returns over time. Be sure to choose investments with reasonable fees and consider low-cost index funds or exchange-traded funds (ETFs) as a cost-effective option.
Monitor and adjust your portfolio: Regularly monitoring your portfolio and making adjustments as needed can help you to stay on track to achieve your financial goals.
Remember, investing involves risk and there is no guarantee of returns. It is important to consult with a financial advisor before making any investment decisions.
SUCCESSFUL IMPLEMENTATION OF BUSINESS PLAN
In order to provide attractive opportunities for investors, New Worth Holdings uses its strong relationships and respected reputation within the markets to source acquisitions. As a result, approximately 40% of the properties purchased have been acquired via off-market transactions.
PARTNER WITH US FOR SMART INVESTMENTS
If you’re ready to create passive income so you can practice medicine the way you want and live the life you’ve always envisioned, start now.