Asset Portfolio
Diversification
Enjoy the benefits of private equity opportunities with risk mitigation through diversification
Tax Benefits
Our fund distributes the bonus depreciation loss to our investors to optimize off setting their taxable passive income. K-1’s are distributed annually
Capital Preservation
Mosaic multifamily fund caters to high-net-worth individuals, family offices, trusts and entities to provide superior returns. Our philosophy is to protect investor’s capital.
Our Focus
- We invest in Multifamily deals greater then 120 units per property with significant upside for cash flow.
- The strategy is to negotiate superior investment terms based on the size of the capital investment compared to investing as an individual. Sponsors have a strong interest in providing better returns to Mosaic Multifamily Fund 1 because we save them time and energy.
- Mosaic Equity Group is focused on deploying capital in high job growth markets where there will be a high demand for apartment rentals. Extensive data driven research is conducted in order to identify these markets.
- Constant deal flow. We evaluate 50-100 deals prior to investing in one Multifamily asset.
Each investment opportunity is independently reviewed by Mosaic and has been stress tested in order to ensure it meets our highest standards. We utilize a data-driven approach to ensure that our models are grounded in facts.
MEG may also hire an independent underwriter for a third opinion prior to deploying capital.
Submarket Investment Criteria: Strong Through Pandemic + Strong Future Growth
Strong affordability offers appeal to residents with potential for rent upside. Renter-by-necessity / Workforce housing demographics ensure consistent rents across market conditions, as seen in the recent COVID crisis.
Key metrics such as job growth, type of jobs created across diversified industries, housing demand, average annual rent growth out performing the national average are all factors considered when selecting a submarket.
Mosaic Equity Group
- Limited Partners receive an 80% of distributions, paid quarterly (if distributable cash flow is available). Distribution are planned 6-12 months after deployment of capital into an asset.
- Upon a capital event, investors are first entitled to 100% return of their original capital. Thereafter, excess proceeds are split 80% LP / 20% GP.
This highly competitive incentive structure offers investors security and strong baseline returns while incentivizing the manager to maximize the value of the venture for all parties.
- 1% per annum initial management fee for the first year.
- 0.05% per annum the second year through the termination of the fund.

