SJI Properties for
Investment Advisors
Collaborate with us to enhance, expand, or diversify your clients’ investment portfolios with private real estate opportunities. Benefit from our experts boasting over [ABC] years of industry expertise.
A Track Record of Excellence
Our people are at the heart of SJI Properties. A commitment to absolute integrity and making a difference while making a living drive what makes us different from any other real estate investment company out there.
50+
Value Add Transactions
2+ years
Audited Financials Available
15+ years
In Asset Management
1000+
Units In Pipeline
1.7-2.5x
Record Of Over Delivering, Consistently Beating Pro Forma
How We Acquire Property
SJI has developed a proprietary dual-sourcing deal flow strategy to create opportunities regardless of market cycle. Historically, SJI has been able to source ±100 transactions per month, giving us the ability to be highly selective in our review process. We target 1-2 acquisitions per month, on average.
Joint Venture (JV)
We have established numerous partnerships across the nation from which we seek real estate investment opportunities, allowing us to capitalize on local knowledge and relationships to find deals. The joint venture acquisition strategy is focused on finding real estate in positive economic markets with job and population growth.
Key Relationships: Foster relationships with local real estate partners.
Diversity: By geographic, asset type and partner/sponsor.
Deal Flow: Critical selection of the smartest investments possible.
Direct Acquisitions
This acquisition strategy falls within target asset classes (i.e., apartments, industrial, retail and office) and includes states where SJI is located, or a state where we have long-established and historical relationships.
35+ Years Experience: Acquisitions and relationships are time tested and proven.
Local Staff: Ability to manage with “boots on the ground.”
Reach: Owning and operating multiple properties within a given MSA.
Diversification
Private Fund investors benefit from geographic, asset type, and real estate manager diversification. The Fund targets 25 – 30 investments. Below summarizes the total square feet of our historic asset holdings for owned, sold or pending transactions across all acquisition strategies, since 1987. (Data below as of 9/30/2022)
$6.8B
in Market Value 2
+39,900
Multifamily Units 1
Our Funds
With a variety of options to cater to your clients’ needs, our real estate investment solutions empower advisors in cultivating and preserving wealth.
SJI Private Funds
With an investor-centric fund structure, accredited investors can invest their money with confidence in a fund that targets diversification, prioritized cash flow, and low leverage with a unique dual-sourcing strategy.
Diversification
The fund invests in multiple asset types, states and with different real estate managers. The fund targets 25-30 investments.
Cash Flow
Real estate takes time. The time spent building a real estate portfolio is rewarded by producing cash flow and appreciation over time through the execution of business plans to improve asset cash flow.
Low Market Correlation
Private real estate is uniquely positioned to handle a growing economy.
SJI Legacy Fund
The Legacy Fund was specifically designed to provide owners of commercial real estate the option to dispose of their property while benefiting from an investment in a professionally managed, diversified real estate fund. Owners may contribute their property via a tax deferred transaction in exchange for units in the fund.
Passive Ownership
Assist your clients avoid the day-to-day management concerns of being a landlord, and instead rely on the professional management of SJI Capital and our affiliates.
Tax Efficient
Assets can be contributed into the Legacy Fund, likely without recognizing capital gains. Potential benefits include the depreciation of new assets acquired by the Legacy Fund which may reduce current income for taxes.
Risk Reduction
Avoid the timing constraints of selling appreciated assets or having to trade into inferior assets through a 1031 exchange.
Managed Accounts
Lean on our expertise in real estate to help create a custom solution based
on your specific needs. Contact us for more details.
Frequently Asked Questions
SJI is a fully integrated real estate firm with multiple revenue streams and 30+ year history of operations. Our low 1.25% asset management fee is on invested equity (not committed equity). No loads. No catch-ups.
Fund units are valued at $1 million per unit, with fractional units available. Fund VI, our current fund, has a target of $400 million in equity raise#. Investments of $200,000 or more are encouraged.
Our all-in investor returns for Fund VI are targeted at a 11-15% IRR (net of fees / promotes), with quarterly distributions of available cash flow.
When many people think of real estate investments, they look to public Real Estate Investment Trusts (REITs); however, REITs are highly correlated to the S&P 500 and they are exposed to public market risk & volatility.
SJI’s non-traded REIT (“Dividend Fund”) is structured to avoid UBTI and multi-state filing for foundations, endowments, and retirement accounts, without the public market risk. Portfolios with only equities and fixed-income securities can leave investments over-exposed to public market risks and volatility.
SJI Properties targets return of capital within 6-8 years of investment. Return of capital is dependent on distribution from asset sales.
Our professional staff seeks to structure all acquisitions and the fund in the most tax efficient way possible.
- Cost Segregation Studies
We break up building purchases into different asset classes to maximize depreciation deductions. Third-party engineers or CPAs perform the analysis and provide key documentation to support allocation. - Depreciation Rules
Utilizing revised bonus depreciation rules has opened the door for more generous tax write offs for both commercial and residential rental real estate. - Selling for Favorable Tax Rates
SJI is willing to sell investments (versus holding indefinitely) to trigger long-term capital gain tax rates and the ability to use passive ordinary losses to offset other ordinary income.
All questions and answers noted on this page are generated by SJI Marketing LLC and are not assumed to be fully correct. If there is any inconsistency between these Q+As and any offering Private Placement Memorandum, Subscription Document Booklet, all which can be amended from time to time, the Private Placement Memorandum of SJI Private Fund VI LLC, will govern.
Recipients are encouraged to review the entire PPM of Fund VI and relevant fund supplements, which are available upon request.
“Manager” means SJI Fund Manager LLC, the managing member of Fund VI
“Fund” means SJI Private Fund VI LLC, a Delaware limited liability company
“PPM” means the Confidential Private Placement Memorandum for the Fund (Version 1.0), as updated by the most current Supplement
“SJI Properties” or “SJI” means the Manager’s investment Affiliates, as more fully defined in Section IV of the PPM.
Let’s Partner.
Since 1987, we’ve owned and operated real estate while successfully managing through multiple economic cycles. Partner with the premier outsourced real estate manager.