madison-multifamily-tri-folio

Berkadia Institutional Solutions is pleased to present the opportunity to own three prominent, prime-location properties in the Nation’s Leading Multifamily Growth Market. The Madison Multifamily Tri-Folio presents an incredible platform — from acquisition of critical mass in Downtown Madison to vast value-add upside programs — to take a large ownership position in one of the most sought-after and difficult-to-enter investment markets in the country. Veritas Village, Peloton Residences, and Watermark Lofts all share key asset strengths: High-Caliber Quality Ample Amenity Packages Delivered within the Decade Surrounded by the Lakes — Monona, Mendota, and Wingra The Madison Multifamily Tri-Folio is perfectly poised for remarkable rent growth. All set in the heart of one of the most under-supplied markets in the country, with its explosive past and future-projected population expansion, record-setting rent growth, and 98% stabilized occupancy forecast through 2028.

The Opportunity

35% Metro Population Growth Projected From 2020 to 2050: +195,000 New Residents and +127,000 New Jobs Epic Epicenter — Downtown Madison is Home to the University of Wisconsin-Madison (2023’s #10 Top Public School – U.S. News) and Wisconsin’s State Capitol UW-Madison Counts 40,700 Students Requiring Off-Campus Housing (Fall 2023) 98.5% Stabilized Occupancy Rate for All Inventory Built in Downtown Madison Since 2013 (all of the Tri-Folio’s properties were built between 2015 -2020) Veritas Village Coveted Suburban-Style Living on the Isthmus in the Hottest Urban Neighborhood in Madison Walkable Grocery, Entertainment + Vast Value-Add Upside Peloton Residences High Visibility + Irreplaceable Waterfront Living on Lake Monona + Vast Value-Add Upside Direct Access to Bike Trails, the Beltline, Downtown, and All Suburban Job Markets Watermark Lofts Power Position. Proximity. High-Profile. Apex of 2 Major Arteries + Pathway to UW-Madison Walkable to Lake Monona, the Arboretum, and Massive Medical Job Drivers

THE DEMAND DRIVERS + RENT AMPLIFIERS

THE OPTIMAL OPPORTUNITIES

3 Prominent, Prime-Location Properties in the Nation’s Leading Multifamily Growth Market Value-Add Upside Opportunities Acquire Critical Mass in Downtown Madison’s Blazing Hub of Education, Government, Tech, Medical, + Entertainment #2 Market for Annual Rent Growth in the U.S. (September 2023) 441-Unit Tri-Folio of High-Caliber Quality Constructed Assets with Ample Amenity Packages Each Property has Highly Distinguishing Market Differentiators — Physical and Locational #3 Top Growth City in the U.S. (U-Haul, 2023) #11 Best Places to Live in the U.S. (U.S. News, 2023-2024) Top 25 Best Places for Young Professionals (Forbes, 2023)

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Berkadia®, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is an industry leading commercial real estate company providing comprehensive capital solutions and investment sales advisory and research services for multifamily and commercial properties. Berkadia® is amongst the largest, highest rated and most respected primary, master and special servicers in the industry. This advertisement is not intended to solicit commercial mortgage loan brokerage business in Nevada. © 2023 Berkadia Real Estate Advisors LLC and Berkadia Real Estate Advisors Inc. Berkadia® and Berkadia Commercial Mortgage® are trademarks of Berkadia Commercial Mortgage LLC. Investment sales and real estate brokerage businesses are conducted exclusively by Berkadia Real Estate Advisors LLC and Berkadia Real Estate Advisors Inc. Commercial mortgage loan origination and servicing businesses are conducted exclusively by Berkadia Commercial Mortgage LLC and Berkadia Commercial Mortgage Inc. Tax credit syndication business is conducted exclusively by Berkadia Affordable Tax Credit Solutions. For state licensing details for the above entities, visit: https://www.berkadia.com/licensing/.

RICHARD EVANS

Senior Director richard.evans@berkadia.com 773.991.3321

RALPH DEPASQUALE

Managing Director ralph.depasquale@berkadia.com 847.778.2187

PETE EVANS

Senior Managing Director pete.evans@berkadia.com 847.226.0836

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Madison Multifamily Tri-folio

VERITAS VILLAGE 110 N. Livingston St., Madison, WI 53703

PELOTON RESIDENCES 1008 S. Park St., Madison, WI 53715

WATERMARK LOFTS 960 John Nolen Dr., Madison, WI 53713

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3-Property Platform for Powerful Long-Term Growth

35% Metro Population Growth Projected From 2020 to 2050: +195,000 New Residents and +127,000 New Jobs Epic Epicenter — Downtown Madison is Home to the University of Wisconsin-Madison (2023’s #10 Top Public School – U.S. News) and Wisconsin’s State Capitol UW-Madison Counts 40,700 Students Requiring Off-Campus Housing (Fall 2023) 98.5% Stabilized Occupancy Rate for All Inventory Built in Downtown Madison Since 2013 (all of the Tri-Folio’s properties were built between 2015 -2020) Peloton Residences has Stellar 360° Views, is the Apex of 2 Major Thoroughfares, Houses Neighborhood Hotspot Grace Coffee Co., and is Surrounded By Madison’s Four Major Healthcare Employers Watermark Lofts Sits on Lake Monona — a Gleaming Silver Beauty with its Unmatched Location on the Capital City Trail and Turville Bay, Lakefront Lifestyle, and Beltline Visibility Veritas Village is Located on the Coveted Isthmus, 1.4 Miles from UW-Madison (a mere 20-minute walk), Overlooking Lake Monona on One Side + Lake Mendota on the Other

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