Victor Smorgon Partners
US Real Estate Fund IV
Access to a quality pipeline of US property investments and
an otherwise inaccessible partner network
A fund that manages resilient assets in an advantageous climate, focused on value add and ground up multifamily developments in the U.S.
Victor Smorgon Group made its first US property investment in 2007. Working with US based partners who have extensive, specialised property market knowledge, our trusted partners have shown that they are able to identify the best opportunities across a diverse range of sub-categories and regions.
The Victor Smorgon partners US Real Estate Fund IV offers investors access to a curated portfolio of high-quality multifamily assets across the United States. The fund is designed with a balanced focus on both income generation and capital growth, leveraging value add rental strategies to enhance returns while providing inflation protection.
Victor Smorgon Group is proud to partner with longtime collaborators JSB Capital Group in creating a portfolio of multifamily properties in a diversified, demand driven, and actively growing U.S. market.
The US Real Estate Fund:
Offers an attractive, tax efficient investment structure
Targets resilient assets with the potential for compelling risk-adjusted returns driven by both income and capital growth.
Investing in the Fund gives investors exposure to the following benefits:
A targeted strategy combining income and capital growth, underpinned by value-add rental increases that offer natural inflation protection.
Exposure to multifamily housing, the largest property category in the U.S., supported by a deep, established, and liquid market.
Low correlation with many traditional asset classes, combined with covenant diversity and broad geographic exposure across multiple sub-market cycles.
Structural demand tailwinds driven by the record affordability gap between renting and home ownership, while new supply is tightening, particularly in key growth markets.
Backed by a seasoned U.S. multifamily manager with a strong history of performance and a consistent pipeline of opportunities across multiple U.S. regions.
A fund with a focus on the multifamily sector due to the sector’s ongoing resilience in the face of US economic headwinds.
Unitholders should be aware that there is no guarantee that the implementation of the investment strategy or process will not result in losses to Unitholders.
The return of capital and the performance of the Fund are not guaranteed by any person or organisation, including Victor Smorgon Partners or any related or associated entity or person. Therefore, each investor should carefully consider the risks of investing and, where necessary, seek professional advice as to the suitability of investing in the Fund. Please refer to the Information Memorandum for further details.