URL:
Location:
Ypsilanti, Michigan
Niche:
Workforce Multi-family
Prior::
Direct

Overall:

Communication/Reporting:

Track Record/Performance:

Sponsor Fees:

To see feedback and discussions from actual Watermark investors, join over 1600 accredited investors at the 506 Investor Group. 506 Group negotiates lower fees and better terms versus investing direct.

At Watermark Partners Real Estate, we raise and actively manage funds for the acquisition, improvement and management of strong income generating real estate assets in the Midwest. At Watermark we invest and manage with a commitment to both our investors and our community.

By acquiring, improving and intelligently managing real estate assets, our funds generate outsized returns for investors. We enhance profitability and ensure long term sustainability by acquiring and improving poorly positioned or deeply discounted assets that provide an opportunity for enhancement. Watermark targets properties that generate strong annual income for investors from the date of acquisition, using its leadership team's 
expertise to improve the income and value of all properties within the funds.

Prior to acquisition, each property is thoroughly analyzed from a variety of perspectives to determine if it meets our strict Investment Strategy, which includes assessing for improvement or renovation opportunities as well as reviewing for opportunities that enable us to actualize our commitment to enhancing communities. 

Due Diligence & Discussions

Share your experience. Rate and comment!

Arnab Bagchi

Nov 16, 2019

I am invested in 2 of their midwest funds and the first sunbelt fund. Initially their performance in MW funds were doing great but in recent times it started going downhill. Sunbelt fund however is doing better... but it is only a year now.

Their communications are timely and consistent though sometimes a bit limited on specifics.  I would like to wait and see how it does in future before considering further investments.

Steve Settlage

Aug 02, 2019

I am currently holding judgement until they restore making quarterly payments.

Bob Cat

Mar 09, 2019

Their performance in the mid west funds used to be great but has been declining rapidly. They are a little heavy on the fees. They may have become a litte over confident and went with less favorable investor terms with their newest fund (Sunbelt) especially going into a new geography thus losing the repeat investors. With the poor performance in midwest and less favorable investor terms,  I don't see myself making any new investments with them in the future.

Robert Fakheri

Jan 24, 2019

Got in Fund IV at last minute. Tom Caroll has been very responsive. The detail of reporting has been thorough. Impressed with their track record and ability to consistently make acqusitions at high cap rates. Fees have been reasonable. Distribution was timely as well.

K Mo

Nov 06, 2018

UPDATE OCTOBER 2019 - WM is selling off a portion of portfolio that is most troublesome and will focus on the better properties. Hopefully this will bear out and will return some capital and WM can stabilize the other properties.

UPDATE AUGUST 2019 - Performance has slipped in Funds III and IV quarter over quarter with DSCR in Fund III dropping below 1.0 which is very concerning.  Sponsor blames property management but this is a very tough class to manage. Holding breath that they turn it around.

Invested last year in fund IV. So far so good. Like the class C MF diversity it adds to my portfolio. Tom has been a pleasure to work with. Wait and see on their new Southeast fund as it’s a new area for them.

Top 5 by Overall Rating
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Watermark Partners Watermark Partners
Rated 3.6/5 based on 25 customer reviews

To see feedback and discussions from actual Watermark investors, join over 1600 accredited investors at the 506 Investor Group. 506 Group negotiates lower fees and better terms versus investing direct.

At Watermark Partners Real Estate, we raise and actively manage funds for the acquisition, improvement and management of strong income generating real estate assets in the Midwest. At Watermark we invest and manage with a commitment to both our investors and our community.

By acquiring, improving and intelligently managing real estate assets, our funds generate outsized returns for investors. We enhance profitability and ensure long term sustainability by acquiring and improving poorly positioned or deeply discounted assets that provide an opportunity for enhancement. Watermark targets properties that generate strong annual income for investors from the date of acquisition, using its leadership team's 
expertise to improve the income and value of all properties within the funds.

Prior to acquisition, each property is thoroughly analyzed from a variety of perspectives to determine if it meets our strict Investment Strategy, which includes assessing for improvement or renovation opportunities as well as reviewing for opportunities that enable us to actualize our commitment to enhancing communities.