Before we get to the opportunity at hand, I’ll do a quick re-introduciton for any new subscribers. In addition to my land acquisition role in Charlotte, I also co-founded an investment firm, Shining Rock Equity, with my father. We did our first deal in 2023 and much of what I write here is shaped by the deals we evaluate and invest in.
From time to time, I’ll share deals we’re actively pursuing that you’re welcome to participate in assuming we are a good fit. More details below.
Shining Rock Equity, in partnership with a long-time operating partner, LSCRE, is offering Preserve at Copper Springs, a 376-unit, 2003-built multifamily community located in Houston’s Copperfield submarket. Copperfield is currently a leading Houston submarket for trailing twelve-month absorption, with zero new supply within a 3-mile radius.
Each Shining Rock Equity partner (myself included) is investing right alongside investors who choose to join us.
For a quick overview, please review the 2-page investment summary here:
[View the Flyer]
For those who would like to review additional information, the full investment presentation is available here:
[View the Full Investment Presentation]
Investment Highlights
Preserve at Copper Springs is approximately 1 mile from LSCRE’s top-performing asset, Preserve at Copperleaf, which is operating at 97% current occupancy, 95%+ historical occupancy, and <0.3% delinquency, validitating both tenant demand and submarket strength. Shining Rock Equity partnered with LSCRE on Preserve at Copperleaf as well, and performance has exceeded expectations.
New NVIDIA and Apple AI supercomputer factories are expected to be completed in 2026, located approximately 15 minutes from the property. These projects are projected to deliver 3,000+ new, high-paying jobs to the area.
LSCRE currently owns 520 units within 3.5 miles and 1,426 units within 10 miles, enabling operational and payroll efficiencies.
Value Creation & Business Plan
Seller’s loan maturity in April created a forced sale
LSCRE projects 18%+ NOI growth through expense optimization vertical integration, and economies of scale. Side note: I have seen this implemented at Preserve at Copperleaf up the street and am confident it will happen here as well.
Bulk Wi-Fi installation expected to generate $30+ in profit per unit per month, already successfully implemented at Preserve at Copperleaf.
7-year Freddie Mac loan featuring 5 years of interest-only payments and 35-year amortization maximizing cash flow and consistency.
We are hosting a live webinar on Thursday, February 5th at 2 PM EST. Join us by clicking below.
Distributions & Communications
Monthly distributions projected to start by June 2026
Monthly property updates with detailed financial updates quarterly
This is a 506(c) offering available only to accredited investors.
This investment is available on a first-come, first-served basis. Upon execution of subscription documents, allocations will be held until the funding deadline. After the funding deadline, investors on the waitlist will have an opportunity to fund.
If you’d like to chat further about evaluating real estate, feel free to reply to this email or schedule a time to connect here.
