Over Ten Years of Empowering Investors
See the track record of investments made on the RealtyMogul Platform.
All information on this webpage is as of February 28, 2025 and subject to the Disclaimers and Defined Terms below*,1,2
Overall Track Record1,2
$236,475,450
Total Realized Investment Amount
236
Total Realized Investments
16.9%
Overall Realized IRR
15.3%
Overall Target IRR
Track Record by Investment Type1,2
Real estate investments can be financed through several structures within the capital stack.
EQUITY SYNDICATIONS
16.9%
Avg Realized IRR
16.7%
Avg Target IRR
88
Realized Investments
$162,911,000
Realized Investment Amount
Investors in Equity Syndications (sometimes called joint venture equity) own an interest in an entity (usually an LLC) that invests in the equity portion of a property.
RESIDENTIAL DEBT
10.2%
Avg Realized IRR
10.0%
Avg Target IRR
132
Realized Investments
$33,038,500
Realized Investment Amount
Investors lend capital to finance the purchase, renovation, and resale of single-family homes. The investors earn interest in return for lending their money.
EQUITY FUNDS
31.7%
Avg Realized IRR
16.9%
Avg Target IRR
6
Realized Investments
$23,341,150
Realized Investment Amount
Investors own an interest in a pooled investment vehicle (usually an LLC) that invests in the equity portion of a portfolio of properties.
FIXED INCOME
9.1%
Avg Realized IRR
9.5%
Avg Target IRR
10
Realized Investments
$17,184,800
Realized Investment Amount
Investors lend capital or invest in preferred equity to finance the purchase of certain commercial real estate assets. The investors earn fixed interest or coupon payments on a regular schedule. Fixed Income structures include senior debt, mezzanine debt, and preferred equity.
Performance of Equity Syndications by Investment Strategy1,2
VALUE-ADD
17.1%
Avg Realized IRR
16.6%
Avg Target IRR
77
Realized Investments
$143,400,000
Realized Investment Amount
Value-add commercial real estate investments typically target the acquisition of properties that have in-place cash flow, and seek to increase property value by driving higher net operating income through renovating the property, re-leasing units at higher rates, and reducing expenditures. Once the operator has successfully increased the net operating income at the property, the operator typically seeks to capture the resulting appreciation in value through the ultimate sale of the property.
CORE-PLUS
21.0%
Avg Realized IRR
15.7%
Avg Target IRR
9
Realized Investments
$12,991,000
Realized Investment Amount
Core-plus investments typically target stable, well-occupied properties in desirable locations. Owners may seek to increase cash flow through light improvements and optimizing operational efficiencies.
DEVELOPMENT
4.5%
Avg Realized IRR
20.1%
Avg Target IRR
2
Realized Investments
$6,520,000
Realized Investment Amount
Development investments typically refer to the ground-up construction of a new structure on raw land or the re-development of an existing structure. The properties usually have little to no in-place cash flow at the time of acquisition and frequently have the most complicated business plans.
* DISCLAIMERS AND DEFINED TERMS
Past performance is not indicative of future results. This information should not be used as a basis for an investor's decision to invest. Investment opportunities on the RealtyMogul Platform are speculative and involve substantial risk. Nothing on this webpage should be regarded as investment advice. Please carefully review all Defined Terms herein and the additional Disclosures on the RealtyMogul website. All information and any calculations used herein is based on information from inception through February 28, 2025.
The terms used above are defined as follows:
The terms used above are defined as follows:
- Total Realized Investment Amount: The amount invested in all Equity Syndication, Equity Fund, Fixed Income, and Residential Debt investments for which the underlying asset(s) and all amounts available for distribution have been paid, and/or all interest and principal amounts have been paid, as applicable, in accordance with the terms of the relevant investment (gone “Full Cycle”), excluding all Excluded Investments.
- Total Realized Investments: Total number of all Equity Syndication, Equity Fund, Fixed Income, and Residential Debt investments that have gone Full Cycle, excluding all Excluded Investments.
- Overall Realized IRR: The Average Realized IRR, as defined below, for all Equity Syndication, Equity Fund, Fixed Income, and Residential Debt investments that have gone Full Cycle, excluding all Excluded Investments.
- Overall Target IRR: The Average Target IRR, as defined below, for all Equity Syndication, Equity Fund, Fixed Income, and Residential Debt investments that have gone Full Cycle, excluding all Excluded Investments.
- Average Realized IRR: The weighted average of each individual investment’s realized Internal Rate of Return (“IRR”) based on the relevant individual investment’s related investment amount in either Equity Syndication, Equity Fund, Fixed Income, or Residential Debt investments, or an investment strategy thereof, as applicable, that have gone Full Cycle, excluding all Excluded Investments. IRR for each individual investment is calculated using the “XIRR” function in Microsoft Excel based on the relevant investment amount, distributions to investors (inclusive of any taxes paid on behalf of the relevant entity), the effective investment date(s), the quarter end dates for which the distributions are related to, and the property sale date.
- Average Target IRR: The weighted average of each individual investment’s proforma IRR based on the relevant individual investment’s related investment amount in either Equity Syndication, Equity Fund, Fixed Income, or Residential Debt investments, or an investment strategy thereof, as applicable, that have gone Full Cycle, excluding all Excluded Investments.
- Realized Investments: The number of either Equity Syndication, Equity Fund, Fixed Income, or Residential Debt investments, or an investment strategy thereof, as applicable, that have gone Full Cycle, excluding all Excluded Investments.
- Realized Investment Amount: The amount invested in either Equity Syndication, Equity Fund, Fixed Income, or Residential Debt investments, or an investment strategy thereof, as applicable, that have gone Full Cycle, excluding all Excluded Investments.
- Equity Syndication: Investments in which investors own a direct or indirect (usually through an interest in an LLC) equity interest in a relevant real estate asset(s), but not including Equity Funds, as defined below. Includes all such investments that have gone Full Cycle, excluding all Excluded Investments.
- Residential Debt: Investments in which investors typically earn interest payments in return for lending capital to finance the acquisition and improvement/renovation of a single-family home with the intent to sell the improved asset. Includes all such investments that have gone Full Cycle, excluding all Excluded Investments.
- Equity Funds: Investments in a pooled investment vehicle that invests in the equity portions of a portfolio of real estate assets. Includes all such investments that have gone Full Cycle, excluding all Excluded Investments.
- Fixed Income: Investments in which investors typically earn fixed payments in return for lending capital (e.g., senior debt or mezzanine debt) or investing in preferred equity in connection with the acquisition or refinance of commercial real estate (e.g., multifamily, student housing, office, industrial, hotel, self-storage, retail, etc.,). Includes all such investments that have gone Full Cycle, excluding all Excluded Investments.
- Excluded Investments: All of the following: (i) REIT Investments, as defined below, (ii) certain loans originated for sale, which include whole, non-fractionalized loans sold to institutional buyers; (iii) certain investments that were exclusively Section 1031 like-kind exchange investments offered and managed by unaffiliated third parties; (iv) 33 investments for which we have incomplete return metrics; (v) investments whereby select investors chose to have their interest bought out by the sponsor; (vi) Member Loans.
- REIT Investments: Investments by the RealtyMogul Income REIT, LLC or the RealtyMogul Apartment Growth REIT, Inc., including any portion of any REIT investment in a relevant investment where either REIT was a co-investor.
1 Past performance is not indicative of future results and should not be used as a basis for an investor’s decision to invest. Investments made on the Realty Mogul platform prior to 04/17/2024 were not offered by RM Securities, LLC and should not be viewed as indicative of or attributable to any performance related to the investment products or services offered by RM Securities, LLC, nor should you assume that any products or services offered by RM Securities, LLC will in the future will be profitable or equal to any performance of cumulative or specific past investments made on the Realty Mogul platform. All information and any calculations used herein is based on information from inception through February 28, 2025 and subject to the Disclaimers and Defined Terms located on the Track Record Page.
2 Capital invested includes: (i) common equity investments in real estate companies and funds; (ii) fixed income investments including preferred equity, senior debt, and mezzanine debt in connection with the acquisition or refinance of commercial real estate; (iii) residential debt investments in connection with financing the acquisition, improvement/renovation, and sale of single family homes; and (iii) loans originated for sale which include non-fractionalized loans sold to institutional buyers. Includes capital that has been deployed by, as well as material amounts of committed but undeployed cash held by, affiliated and unaffiliated real estate companies and funds, including cash in real estate funds that has been returned from completed investments. Certain investments are made by Realty Mogul, Co. or its affiliates. This information should not be used as a basis for an investor’s decision to invest. Investment opportunities on the RealtyMogul Platform are speculative and involve substantial risk.