Capital & Returns

Financing & Investment Economics

How capital is deployed, how returns are generated, and how investors exit. Written like a financial report — because that is what this is.

Uses of Capital

How every dollar is deployed.

Capital is allocated across four buckets on every project. The relative weight shifts by lot size, site complexity, and unit configuration — but the framework is consistent.

29% Lot Acquisition
16% Site Preparation
42% Modular Unit (Clayton)
13% Carrying, Finish & Close
42%
Unit Cost as % of Total
The modular unit represents the largest single line item — and also the one where our Clayton Homes partnership delivers the greatest savings versus site-built alternatives.
25–40%
Institutional Pricing Advantage
Our per-unit cost vs. comparable site-built construction in the same market. This spread is the foundation of our investor returns.
Project Economics

Representative Pro Forma

Single-lot, 3BR/2BA, Southeast US market. All figures are illustrative estimates. Actual results vary.

Category Line Item Notes Amount
ACQUISITION
Lot Purchase PriceEntitled infill$65,000
Closing CostsTitle, legal$2,500
CONSTRUCTION
Site PreparationGrading, utilities, foundation$28,000
Modular Unit — Clayton HomesInstitutional pricing, 3BR/2BA 1,440 sf$95,000
Delivery & PlacementTransport + set crew$12,000
Finish WorkConnections, landscaping, driveway$15,000
Contingency (5%)Site + finish only$2,750
CARRYING COSTS
Financing (7.5%, 8 months)On modular + land basis$6,500
Insurance & Taxes8-month carry$1,800
Overhead AllocationProject management$1,200
Total Project Cost$229,750
EXIT
Appraised Value (ARV)Based on comparable sales$310,000
Selling CostsAgent (5%), title, misc.($19,500)
Net Sale Proceeds$290,500
Net Project Profit$60,750
RETURNS
Return on Cost26.4%
Annualized Return (8 months)~39.6%
Investor Cash-on-Cash (est.)After sponsor carry22–27%
Investor IRR (est.)Full annualized basis18–28%

Illustrative only. Not a guarantee. Site-specific costs, permitting timing, and market conditions vary by project. Consult a qualified financial advisor.

Model Your Returns

Cash-on-Cash Calculator

Enter your equity position and project assumptions. The calculator models your estimated cash-on-cash return, IRR, and equity multiple.

Results are estimates based on your inputs. Actual returns depend on project execution, market conditions, and exit timing. Not financial advice.

Return Calculator

Cash-on-Cash
Est. Annualized IRR
Equity Multiple
Exit Strategies

Multiple paths to investor return.

We underwrite every project against at least two exit scenarios. The primary exit is selected at the project level based on market conditions and investor preferences.

Primary Exit

Retail Sale

Home listed on the open market to a retail buyer. Vanderbilt Mortgage infrastructure provides end-loan financing options for buyers, supporting ARV achievement and faster close. Typical timeline: 30–60 days on market.

Alternative

Build-to-Rent (BTR)

Home transferred to a BTR operator or held in a rental portfolio. Returns generated via stabilized cash yield. Investors in BTR structures may receive ongoing distributions plus a terminal sale at a future date.

Alternative

Portfolio Transfer

For multi-lot projects, completed homes may be sold as a portfolio to an institutional buyer, MHC operator, or family office. Portfolio buyers often pay a premium for stabilized, turn-key assets at scale.

Investor FAQ

Common questions on the economics.

Ask Us Directly
What is the minimum investment?
Minimum equity participation is $50,000 per project. Multi-lot or larger projects may require higher minimums. Contact us to discuss your capital position and preferred project size.
Are projected returns guaranteed?
No. Projected returns of 18–28% IRR and 15–25% cash-on-cash are estimates based on our modeled project economics. Actual results depend on market conditions, execution, and exit timing. Investing involves risk, including loss of principal.
How is investor equity structured?
Each project is structured individually, typically as a joint venture or LLC interest. Investors receive a preferred return on their equity, then participate in profit sharing. Full structure is provided in the project term sheet before any commitment is required.
When do investors receive their returns?
Capital and returns are distributed at closing of the exit transaction — typically within 5–10 business days. For BTR projects, distributions may be structured as periodic payments during the hold period.
Do I need to be an accredited investor?
Yes. All current investment opportunities are offered exclusively to accredited investors as defined under SEC Regulation D. Accreditation is verified before any offering documents are shared.
What happens if the project is delayed?
Delays extend the carry period, which increases carrying costs and reduces the effective annualized return. Our pro formas include a contingency buffer and conservative permitting timelines to model this risk. Investors receive regular updates on project status throughout the hold period.
Next Step

Request a project-specific pro forma.

We build a custom pro forma for each opportunity. Tell us your target position size and preferred market and we will run the numbers.

IMPORTANT DISCLOSURE: Projected returns are estimates based on modeled assumptions and are not guarantees of future performance. Investing involves risk including loss of principal. Tax benefits described may not apply to all investors. This website does not constitute an offer or solicitation to buy or sell any security. Consult a licensed financial, legal, and tax advisor before investing.