Lombard Equities Group · Realized Operating Track Record

Real Cash Flow, Bought Right.

Three vintage Pacific Northwest multifamily assets — Seattle & Portland — acquired below replacement cost, stabilized through hands-on management, and distributing cash to investors from the first quarters of ownership.
The Model Behind Our Next Acquisition
3 assets · 134 units
Seattle & Portland multifamily
~$19.3M
Total capitalization
$445K+
Cash distributed to date
7.6% – 9.2%
Going-in cap rates
The Thesis · Proven in the Field

A Repeatable Way to Own Cash-Flowing Real Estate

Lombard buys well-located, older multifamily buildings in supply-constrained Pacific Northwest submarkets at a low basis and a high going-in yield — then takes control of management, adds utility bill-back (RUBS) and ancillary income, and returns real cash to investors quickly. The three assets below are that model in practice.

Across all three deals investors have received more than $445,000 in cash distributions — every property is actively paying, and each one was bought below the cost to build it new. The upcoming opportunity is cut from the same cloth: same vintage-brick, same submarket profile, same management-led playbook.

Goldie Apartments
Capitol Hill · Seattle, WA
Units · vintage34 · 1910
Going-in cap7.6%
Distributed$170,000
Cash-on-cash10.3% run-rate
View deal →
Grandview Apartments
Goose Hollow · Portland, OR
Units · vintage46 · 1907
Going-in cap9.2%
Distributed$214,005
Cash-on-cash11.2% since close
View deal →
The Imperial Arms
SW Portland, OR
Units · vintage54 · 1921
NOI vs budget+15.9%
Occupancy98.2%
Delinquency$0
View deal →
Cash distributed to investors, by asset
Actual owner distributions posted to date. Every asset is cash-flowing; combined, investors have received over $445,000.
Grandview $214,005 Goldie $170,000 Imperial Arms $61,000
Below replacement cost
Basis on every deal
Interest-only debt
5.9% – 6.35% fixed / capped
RUBS + ancillary
Income levers on each asset
Hands-on PM
In-house or vetted third-party
Source: Lombard Equities Group asset-management records & Comprehensive Portfolio Data (Shared Drive → Lombard Asset Management), figures unaudited, cash-basis, as of June 30, 2026.
The same strategy is available again — right now.
Crown Point Apartments is under contract in SE Portland: 34 units, seller-financed at a 7.1% going-in yield, handed to the team that already runs the comparable down the street. An 18.2% projected LP IRR on the same disciplined playbook.
View the opportunity →
Seattle · Capitol Hill
Management Turnaround

Goldie Apartments — Bought Below Replacement, Re-Stabilized to the Mid-90s

A 34-unit 1910 building on Capitol Hill, acquired May 2025 at a 7.6% going-in cap and below the cost to build new. Lombard replaced dysfunctional prior self-management with a professional operator, drove occupancy back to the mid-90s, and pushed in-place rents $575/month above underwriting.

Distributed to date
$170K
4 quarterly distributions, Jul '25 → May '26
Paying
Cash-on-cash
10.3%
run-rate on $2.73M invested equity
At pro forma
Occupancy
94%
Jun '26 · up from a 67.6% transition trough
Re-stabilized
In-place rent
+$575
per month above original underwriting
Ahead of plan
Occupancy — deliberate turnover, then recovery
Lombard ran a planned 2025 turnover wave to clear the prior owner's mismanaged roll; occupancy troughed at 67.6% (Sep '25) and recovered into the mid-90s by early 2026.
100% 90% 80% 70% 60% 67.6% trough 94% Aug '25 Jan '26 Jul '26

Real cash flow

Four straight quarterly distributions totaling $170,000. The Q1-2026 distribution reached the pro-forma target ($70K vs $55K planned) for the first time, and the stabilized quarter's NOI landed within 2.5% of the underwritten plan.

Basis & management levers

Acquired at a 7.6% going-in cap below replacement cost. A professional third-party manager replaced prior self-management; RUBS bill-back is converting toward 95%, and owner-operated parking and laundry add income that was never underwritten.
$7.76M
Total capitalization
6.35% IO
Senior debt · matures 2030
$65,933/mo
In-place scheduled rent
$252K/unit
Model sale-today value
Source: Goldie Apartments asset-management record (Lombard Asset Management), 13 monthly rent rolls May '25–Jun '26 + income statements; unaudited, cash-basis, as of June 30, 2026.
Portland · Goose Hollow
Contrarian Basis

Grandview Apartments — A Deep-Value Basis and the Strongest Cash Story

A 46-unit 1907 brick building with an elevator in Goose Hollow, acquired late 2024 at $98,913 per door and a 9.19% going-in cap — a genuinely contrarian basis. It has returned the most cash of the three: $214,005 across seven distributions, roughly an 11% cash yield since close.

Distributed to date
$214K
7 distributions, Feb '25 → Apr '26
Paying
Cash-on-cash
11.2%
since close, on $1.905M invested
Strong
Basis
$98.9K
per door · 9.19% going-in cap
Below replacement
Peak occupancy
97.8%
Nov '25, post management transition
Stabilized
Distributions to investors — seven payments, cash from month one
Grandview began distributing within months of closing and has paid consistently across seven quarters, helped by a smaller, fixed-rate, interest-only loan than originally modeled.
$5K $60K $30K $44K $20K $30K $25K Feb '25 Apr '25 Jul '25 Oct '25 Dec '25 Feb '26 Apr '26

Real cash flow

$214,005 returned to investors across seven distributions — the most of any asset in the group — at roughly an 11% cash-on-cash yield since acquisition. Distributions have tracked the underwritten pace.

Basis & financing edge

Bought at $98,913/door — well below replacement cost — at a 9.19% going-in cap. The senior loan funded smaller and pure interest-only versus underwriting: a fixed ~5.9% coupon with no rate risk through the hold.
$5.04M
Total capitalization
5.9% IO
Fixed senior · matures 2029
$4.55M
Purchase price
46 units
Single elevator building
Source: Grandview Apartments asset-management record (Lombard Asset Management), 19 monthly rent rolls Dec '24–Jun '26 + FY2025 / 2026 income statements; unaudited, cash-basis, as of June 30, 2026.
Portland · SW
Ahead of Plan

The Imperial Arms — First Quarter Under Lombard, Already Beating Budget

A 54-unit 1921 building (plus a rooftop cell-tower lease) acquired February 2026 and run by Lombard's own in-house management. In its first full quarter it is tracking ahead of underwriting: 98.2% occupancy, zero delinquency, and trailing NOI 15.9% above budget.

NOI vs budget
+15.9%
trailing 3-mo · $551K run-rate vs $476K plan
Ahead
Occupancy
98.2%
first full quarter under Lombard PM
Full
Delinquency
$0
zero since Feb '26 takeover
Clean
Cash-on-cash
10.6%
annualized · $61K distributed already
Paying early
Run-rate NOI vs. underwritten Year-1 budget
Trailing-quarter net operating income annualizes to ~$551K against a $475.6K Year-1 operating budget — 15.9% ahead in the first full quarter of Lombard management.
$551K Run-rate NOI (actual) $475.6K Year-1 budget
Actual run-rateUnderwritten plan

Real cash flow & clean credit

$61,000 distributed within the first two quarters at a ~10.6% annualized cash-on-cash, with zero true delinquency since takeover. Underwriting targets a 21.1% LP IRR and a 2.3× equity multiple.

Value-add in motion

Every lease renewal converts onto RUBS (~$65/unit/month of recovered utility cost), a trash-service re-bid saves ~$3,960/year, and an electrical-panel modernization is underway — expense compression on top of a low basis.
$6.0M
Purchase price · 54 units
5.94% IO
Senior debt · matures 2031
$7.32M
Model sale-today value
In-house
Lombard Management Group
Source: The Imperial Arms GP asset-management record (Lombard Asset Management), Q1/April/May/June 2026 reporting packages + AppFolio rent rolls; unaudited, cash-basis, as of July 5, 2026.
Lombard Equities Group · Why the Next Deal Looks Like These

The Same Playbook, Applied Again

Prepared July 2026

The upcoming opportunity is deliberately similar to the three assets on this page: a well-located, older Pacific Northwest apartment building available at a low basis and a high going-in yield, where the value is created by taking control of operations rather than by speculative renovation.

What these deals demonstrate is a discipline, not a lucky quarter. Goldie, Grandview, and Imperial Arms were each bought below the cost to replace them, financed with interest-only debt at fixed or capped rates, and put under hands-on management — in-house where we can, a vetted operator where we can't. Then we add the boring, durable income levers: utility bill-back, ancillary revenue, and disciplined expense control.

The result is what investors actually feel — cash. More than $445,000 distributed across the three so far, with every asset still paying. Grandview has returned roughly 11% on invested capital since close; Imperial is already beating its budget in its first full quarter; Goldie has re-stabilized to the mid-90s and hit its pro-forma distribution.

That brings us to Crown Point Apartments — a 34-unit building in SE Portland, under contract now, that fits this playbook almost line for line: bought below replacement cost, seller-financed at a 7.1% going-in yield, and handed to the very team that already runs the comparable down the street. The final tab lays out the numbers. We would be glad to walk you through it — thank you for your continued partnership.


Arie van Gemeren
Arie van Gemeren
Managing Partner · Lombard Equities Group
View the Crown Point deal →
SE Portland · Richmond / Creston-Kenilworth
The Opportunity · Under Contract

Crown Point Apartments — Underpriced by the Foot

Thirty-four units where the largest homes carry the lowest rent per square foot — acquired with seller financing at a 7.1% going-in yield, and handed to the team that already runs the comparable down the street. This is the track record above, applied again at today's basis.

LP net IRR
18.2%
5-year hold to a 5.5% exit
Projected
Equity multiple
2.06x
$1.66M in → $3.43M out
Projected
Going-in cap
7.1%
on Year-1 NOI of $341K
In-place
Entry basis
$141K
per door · $131 / rentable SF
Below replacement
View the full deal brochure →
The entry · Bought at a yield the market doesn't give you

Crown Point capitalizes at $5.41M all-in. Seller financing covers 69% of it — interest-only, below market, with no bank in the deal — so the 7.1% going-in yield falls almost entirely to equity from day one.

Capital stack · $5.41M total capitalization
SourceAmount% of total
Seller carry — 5.0% IO, 60-month$3,750,00069%
Common equity$1,660,00031%
Total capitalization$5,410,000100%

No bank, no rate risk in the hold

Seller note of $3.75M at 5.0%, interest-only, 60-month term — about $187.5K annual debt service, no amortization drag, no third-party lender, no rate-cap cost, no refinance risk inside the hold.
$141K
Per door basis
7.1%
Going-in cap
69%
Seller-carried, IO
$131 / SF
Entry / rentable foot
The mispricing · The biggest homes carry the cheapest rent

Run the rent roll by the square foot and the anomaly is plain: the two largest, most rentable unit types — 24 of 34 homes — sit at the very bottom of the building's $/SF range. They are not small premiums to capture. They are the core of the business plan.

In-place rent per square foot, by unit type
The two 2-bed cohorts (gold) — half the building — price at $1.23/SF against a $1.32 blended average and small units near $1.90. That gap is the mark-to-market we are buying.
avg $1.32 Studio · 2 $1.90 1BR/1BA · 6 $1.45 2BR/1BA · 17 $1.23 2BR townhome · 7 $1.23 3BR townhome · 2 $1.42
The two 2-bed cohorts we're buying (24 units)Other unit types

17 units — half the property

The 2-bed / 1-bath cohort alone is the single largest pool of mark-to-market in the building, priced today at the very bottom of its $/SF range.

Conservatively underwritten

Our model lifts the blended rent just $1,391 → $1,436. The discount we're buying is wider than the rent we've modeled.
The townhomes · A floor, not a ceiling

Nine of the homes are two-story townhomes — 1,250 square feet across two levels. We underwrite them to $1,595. The comparable that anchors that number is a 900-square-foot single-level flat that already leases for $1,650. We are modeling a larger, better unit below a smaller one.

Monthly rent — Crown Point townhome vs. flat comps
Axis starts at $1,400 to show the spread. Comps are Lombard's own closed leases: Tabor West (900 SF 2BR at $1,650) and Division Street (2BR flats at $1,650). The townhome's extra 350 SF and second story make $1,600 the floor.
$1,600 floor Townhome · in place $1,541 Townhome · underwritten $1,595 Tabor West flat (900 SF) $1,650 Division St flat comp $1,650
Crown Point townhome (1,250 SF)Smaller single-level flat comps (900 SF)
The edge · Same submarket, same team, already proven

The comps anchoring this deal are Lombard's own closed leases — we already operate in this submarket and know what these units command. The going-in yield rewards equity from day one; the mark-to-market on the family-sized homes is the upside we control.

18.2% / 2.06x
Base case LP IRR / multiple
~10%
Avg cash yield (8.8% → 11.0%)
+180 bps
Upside from the townhome floor
~20% / 2.27x
Upside-case LP IRR / multiple
Model your own position in the deal.
The full interactive underwriting — check-size, exit-cap and rent-mark controls, and the five-year value curve — lives on the investor portal. Crown Point is under contract; capacity is limited.
Open the full deal →
Source: Crown Point Apartments investment thesis & underwriting model (Lombard Equities Group). Projected returns are illustrative, net to LP, and not a guarantee of results: 8% preferred return, return of capital, then 75/25 LP/GP split; 5-year hold; 4% cost of sale; $3.75M interest-only seller note. As of July 2026.