Matheson Capital

Matheson Capital Matheson Capital is a real estate private equity firm based in Charleston, South Carolina.

Through innovative value-add strategies and a focus on the Southeast, we strive to deliver above market returns

We are completing our equity raise for Villas at Lawson Creek in Upstate, South Carolina!POSITIVE LEVERAGE W/ DAY ONE 10...
04/15/2026

We are completing our equity raise for Villas at Lawson Creek in Upstate, South Carolina!

POSITIVE LEVERAGE W/ DAY ONE 10% RETURN-ON-EQUITY
We are purchasing Villas at Lawson Creek at an insurance adjusted 6% cap rate, providing positive leverage from day one.
Cash flow and amortization combine to give investors approximately a 10% return on equity from day one.

FULLY AMORTIZING HUD LOAN W/ 3.81% INTEREST RATE
The property is being acquired along with a 3.81% fixed rate, fully amortizing HUD loan with a 35-year amortization schedule.
The current loan balance is approximately $26 million, producing a nearly 80% LTV ratio based on the purchase price.

FAST GROWING MARKET WITH LIMITED NEW SUPPLY
Upstate South Carolina is projected to grow at 28 residents per day.
Construction starts are falling, and only one new market rate apartment complex is under construction in Spartanburg county, providing favorable supply-demand dynamics.

WELL-MAINTAINED WITH MINIMAL DEFERRED MAINTENANCE

Key Metrics
Purchase Price: $32,750,000 ($162,128 per unit)
Total Equity: ~$8,900,000
Minimum Investment: $50,000
Targeted LP Returns:
IRR: 18.3% - 21.2%
Equity Multiple: 2.16x - 2.42x
Average Cash-on-Cash: 7.13%
Average Cash-on-Cash + Amortization: 12.44%
Targeted Investment Period: 5 Years
Projected Closing Date: May 2026
Property Information
Name: Villas at Lawson Creek
Address: 9159 Asheville Hwy, Boiling Springs, SC
Units: 202
Year Built: 2009
Acres: 16.81

If you'd like to learn more about the deal, you can register at https://mathcap.com/contact.

08/12/2024

According to RentCafe, the US apartment market is going to break records by delivering 518,000 new units this year! That would be a 30% increase from 2022 and enough units to house the entire population of Atlanta.

I think it's great to see so much development occurring throughout the country. Developments create jobs, provide residents with options, revitalize communities, and even make housing more affordable because.... supply and demand still exist out there...

This building boom isn't over yet. The US is expected to add 2 million new apartments by 2028!

It's been almost 2 years since I first visited 300 Optimist Park and I am thrilled with how the deal has progressed sinc...
05/22/2024

It's been almost 2 years since I first visited 300 Optimist Park and I am thrilled with how the deal has progressed since we bought it in October 2022.

Closing the deal was a great story, but the property's performance has been even better.

The way that the Optimist Park neighborhood has grown over the past 2 years is nothing short of amazing and I am looking forward to seeing it continue in the future.

None of this would be possible without the great work of Fabio Nogueira and Stintino Management.

If you build it, they will come!The map below details where advanced manufacturing jobs have been heading between 2021-2...
04/17/2024

If you build it, they will come!

The map below details where advanced manufacturing jobs have been heading between 2021-2023. You might notice how the southeast is booming!

Savannah is set to double their existing manufacturing workforce in the coming years and their housing supply is undersupplied by 10,000 units!

Do you want to invest in a market that is getting millions of investments, new job creation, and limited housing supply?

I do.

Do you like 2.95% loans?Do you like 8% cash flow?Do you like growing markets that are 10,000 units undersupplied?Well......
04/16/2024

Do you like 2.95% loans?

Do you like 8% cash flow?

Do you like growing markets that are 10,000 units undersupplied?

Well...

You are in luck, because we have a few spots left for our upcoming deal in Savannah, GA.

Details can be found at the link in the comments.

Today marks the two-year anniversary of our sale of Timberstone Townhomes, a 69-unit apartment community located in Char...
03/28/2024

Today marks the two-year anniversary of our sale of Timberstone Townhomes, a 69-unit apartment community located in Charlotte, North Carolina.

In total, we owned this property for one year and four days, but during that time, we were able to add tremendous value and deliver incredible returns to our investors.

To gain access to Matheson Capital's next investment opportunities, join our mailing list by using the link below:

https://www.mathcap.com/contact

Yesterday marked the three-year anniversary of our acquisition of Timberstone Townhomes, a 69-unit apartment community l...
03/25/2024

Yesterday marked the three-year anniversary of our acquisition of Timberstone Townhomes, a 69-unit apartment community located in Charlotte, North Carolina.

This project remains one of our greatest successes.

After purchasing the property for $7.69 million, we successfully sold the property for $10.5 million just over one year later, delivering phenomenal returns for our investors.

It also marked our first partnership with Fabio Nogueira and Stintino Management, who we have now partnered with on four additional projects in the Carolinas!

To gain access to incredible opportunities like Timberstone, join our mailing list by using the link below:

https://www.mathcap.com/contact

03/18/2024

Check out one of Invest Cleary's recent verified investor reviews on: Matheson Capital

What is does "verified investor" mean?

When an LP writes a review on a Sponsor it consists of 4 parts:
1) Choosing a Sponsor
2) Choosing a Deal (Optional)
3) Writing the Review
4) Uploading Proof They Participated with that Sponsor

Prior to the review being published it goes to an Invest Clearly moderator to review the uploaded verification documents. We also ensure the review complies with our Community Guidelines.

This step allows us to validate that the feedback LP's are getting, through our reviews, is connected to a true experience so they can make the most informed decision.

**An investor review of a Sponsor on Invest Clearly is neither an endorsement nor recommendation of Invest Clearly.**

03/18/2024

According to Globest, the average rent on three-bedroom homes is expected to rise 7.55% in 2024, a slight increase from the 7.39% increase they had in 2023.

The most notable examples of these rent increases were exactly where you'd expect to see them, the growing markets in the South.

These consistent rent increases are not that surprising, as the millennials are reaching what should be their peak home buying years but many are now priced out of the market due to rising interest rates and an undersupply of housing starts following the GFC.

There were over 4 million births every year from 1989-1993, which looks like an echo of the baby boom from the 1960's, which was always bound to create a demand for housing 30 years down the road.

This cohort of millennials are entering their early to mid thirties and will be looking to move out of the urban cores into bigger spaces as they start families and real estate will need to keep up.

On this day 4 years ago, Matheson Capital successfully completed the acquisition of Country Club Apartments, a 32-unit c...
03/06/2024

On this day 4 years ago, Matheson Capital successfully completed the acquisition of Country Club Apartments, a 32-unit complex in Summerville, SC.

Over the next year and a half, we completed numerous interior and exterior improvements, and we were able to sell the property in December of 2021, generating an IRR of over 30%!

If you would like to gain access to our exclusive investment opportunities, join our mailing list using the link in the comments.

Address

Services Available In:
Charleston, SC
29401

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+18032707210

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