Strategic Acquisitions.
In-House Execution. Lasting Impact.
Strategic 15-unit acquisition in Mid-City. We are repositioning under-market assets to deliver a 2.43x Equity Multiple and 8.21% Avg. Cash on Cash returns.
Acquiring 14 units in Mid-City with rents 50% below market. $300k renovation to increase NOI by 98% by Year 2, staying 30% below San Diego average.
Significant Rent Upside
Current rents are 50% below market. Post-renovation, target rents remain 30% more affordable than San Diego County averages, ensuring high demand.
Strategic ADU Value-Add
Converting existing garage space into a 1-bed/1-bath ADU, increasing total door count to 15 and boosting NOI by 98% by Year 2.
Prime San Diego Location
Located 10 minutes from Downtown and major Navy bases. Proximity to Tier 1 Employment Centers with over 100,000+ jobs.
Over $100M in Real Estate Assets Delivered Since 2008
- Our vision
To empower high-net-worth investors and family offices to grow and protect their wealth through thoroughly vetted, risk-adjusted multifamily real estate opportunities in high-growth markets.
- Our mission
We bridge the gap between private capital and institutional-grade assets by leveraging our in-house expertise in acquisition, construction, and property management to deliver consistent 20%+ historical returns.
PORTFOLIO STRENGTH
Assets under management
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our impact
property transactions completed
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Our Vertically Integrated Investment Model
We acquire undervalued assets in high-growth markets like San Diego. Our current 4142 44th St project targets a 21.46% IRR by acquiring at a responsible basis.
With over $80M AUM, we provide professional oversight, maximizing Net Operating Income (NOI). We target a 98% increase in NOI through strategic repositioning
To reduce economic risk and boost cash-on-cash returns, we reposition select units for the STR market, leveraging San Diego’s strong hospitality demand.
With over $80M AUM, we provide professional oversight, maximizing Net Operating Income (NOI). We target a 98% increase in NOI through strategic repositioning
Discover top-tier real estate development services.
Strategic Acquisitions, Institutional Returns
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4.9
2k+ satisfied customers
What Makes Us Different
It’s not just about creating something good; it’s about designing, innovating, and collaborating to forge remarkable and unparalleled experiences.
Vertically Integrated Model
We eliminate third-party inefficiencies by managing architecture, construction, and property management in-house, capturing higher margins for our partners.
Innovative Density Strategies
Our expertise in ADU conversions and short-term rental repositioning allows us to unlock value in “hidden” square footage, targeting a 98% increase in NOI.
Risk-Adjusted Wealth Protection
We focus on thoroughly vetted, “recession-resistant” multifamily assets, delivering 20%+ historical returns with a focus on consistent quarterly cash distributions.
So far I have invested in two offerings and Holdfolio is delivering consistent returns in the 8% to 10% annual range. The customer support and responsiveness to my questions have been superb and make me feel at ease with my decision to continue investing with Holdfolio, I look forward to continuing building our relationship!”
Jared T
“The investing process was simple and straightforward and I was pleasantly surprised at the amount of personal contact and support with questions I received from the team. I was expecting to be working with an employee mostly but actually spoke with the owner, Jacob, on most occasions. That made me trust the process even further since I’m not dealing with a giant machine of a company. It made the process authentic.”
Christina W.
“I have had major investments in place with Holdfolio for over 5 years. My investments have done very well, and the thoroughness of the operation is impressive. They utilize top professional and legal experts to assure the business is compliant with the most recent regulatory standards for the industry. This helps protect my investment, and we plan to make more investments in the future.”
David S.
“I would just like to say that my wife and I met with Jacob and his business partner when we went out to Indiana to look at investing in some cash flow properties there. We had a great experience with them. They outlined their investing program and it looked really solid. They also gave us some tips on some areas that are more preferable to invest in and some that we may want to steer clear of. They spent over an hour with us. So I just want to thank them and to let everyone know they are the real deal and that I wish them a ton of success.”
Harry L.
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