SWBC Launches Second Private Real Estate Fund Targeting $200M for Multi-Family Investments

SWBC RE Fund II seeks to capitalize on multi-family opportunities and deliver attractive yields for investors.

SAN ANTONIO & DALLAS--(BUSINESS WIRE)--SWBC Real Estate, LLC, is pleased to announce the launch of SWBC RE Fund II, LP (“SWBC RE FUND II”), its second real estate investment fund focused on multi-family acquisitions and future development opportunities throughout the Sun Belt states. SWBC Real Estate will be partnering with SWBC Investment Company, an SEC-registered investment advisor, to administer and operate this new private placement real estate fund for institutional and accredited investors. SWBC aims to raise $200 million for the SWBC RE Fund II, following the success of $125 million in capital commitments for its inaugural fund, SWBC RE Fund, LP.

"SWBC RE Fund II represents the next chapter in our real estate investment strategy and builds upon the success of our inaugural fund,” said Scott Rykert, CEO of SWBC Investment Company. "Periods of market disruption often create the strongest opportunities for long-term accredited investors. With SWBC RE Fund II, we are bringing together the resources, experience, and a disciplined investment philosophy that has guided our success for decades.”

SWBC RE Fund II is launching amid a market environment that presents compelling acquisition opportunities. Rising interest rates, higher operating costs, increased debt service, and elevated supply levels have contributed to declining property values in many markets. As a result, quality multi-family assets can be acquired at attractive discounts to replacement costs.

“We believe the next generation of multi-family investment opportunities will be defined by disciplined acquisitions, operational excellence, and the ability to navigate an increasingly complex capital environment. This fund brings together our investment expertise, market knowledge, and commitment of generating attractive yields for accredited investors,” said Stuart Smith, Chief Operating Officer, SWBC Real Estate, LLC.

SWBC RE Fund II features a single-promote structure with competitive management fees, offering a straightforward, investor-friendly approach for investment partners.

This investment opportunity is ideal for, but are not limited to, large institutions, pension funds, endowments, municipalities, family offices, and high-net-worth individuals.

About SWBC

As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals with a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and Mexico and manages businesses worldwide. No matter how wide its reach, SWBC always listens to our customers’ needs, analyzes their current situations, and recommends customized solutions. For more information about our innovative approach to personalized service, visit SWBC’s website.

This release does not constitute an offer to sell or a solicitation to buy any securities, including securities of SWBC RE FUND II. Offers to make an investment in a security in SWBC RE FUND II will only be made to certain qualified investors who meet the suitability requirements of SWBC RE FUND II (including the requirement to be an accredited investor) by delivery of a Confidential Private Placement Memorandum (as supplemented from time-to-time, the “Memorandum”), the Limited Partnership Agreement (as amended from time-to-time, the “Limited Partnership Agreement”), and a Subscription Booklet (which will require verification of status as an accredited investor and impose other suitability requirements). Past performance of SWBC Investment Company, SWBC Real Estate, or their affiliates is no guarantee of future results. Potential investors should read the Memorandum, the Limited Partnership Agreement, and Subscription Booklet of the fund carefully for information about the fund’s investment strategy, risks of investing in SWBC RE FUND II, fees payable to SWBC Investment Company and its affiliates, and other expenses that will be borne by investors. Investment in SWBC RE FUND II involves a high degree of risk, and any investor acquiring interests in SWBC RE FUND II must be able to bear the economic risk of loss of some or all of their investment. A potential investor should consult the Memorandum for a discussion of the principal risks and conflicts in connection with an investment in SWBC RE FUND II and should consult with its own investment, tax, and/or legal professionals about the merits of such investment. SWBC Investment Company does not make any representation or warranty as to the accuracy or completeness of any information presented in this release. Any financial information or projections are as of 1/1/2022, may be initial estimates, and may be subject to change without notice to recipient. Value consists of disposed of assets, as well as the current internal valuation of currently held assets as of 1/1/2022. An independent third party may not have reviewed the values and they may be internal projections. Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor.