THE APPROACH

Investment Strategy

Built-to-Rent & MULTIFAMILY Focus

Why Invest in Built-to-Rent and Multifamily Now?

RockBridge is well-positioned to capitalize on Built-to-Rent and Multifamily's favorable secular and cyclical growth drivers — acquiring, enhancing, and operating value-add multifamily communities in high-growth Southeast and
Mid-Atlantic markets.

Secure Tailwinds

  • Lack of Attainable Rental Housing

  • Sustained Barriers to Homeownership

  • Increase in Renter Household Formation

  • Needs-Based Sector

Cyclical Opportunity

  • Attractive Entry Point

  • Economic Resilience

  • New Supply Wave Moderating

  • Favorable Long-Term Fundamentals

RockBridge’s Edge

  • Trusted Partnerships Creating Long-Term Value

  • Tech-Enabled Management & Performance Optimization

  • Cycle-Tested Leadership Team

  • Local Presence in Primary Regions

Geographic Focus

Concentrated Scale in High-Growth Regions

RockBridge concentrates its investments in the Southeast and Mid-Atlantic — markets characterized by strong population growth, pro-business environments, and persistent housing supply shortfalls. Geographic clustering enables us to manage acquisitions and operations with institutional-grade efficiency and local market expertise.

5

Core States

Virginia · North Carolina ·
South Carolina · West Virginia GEORGIA

100+

Units Min. Size

2

Primary Regions

Mid-Atlantic South &
The Southeast

1980+

Vintage

Investment Criteria

Asset Class

Multifamily · Built-to-Rent Townhomes ·

Deal Size

$10M – $100M

Strategy

Value-Add · Forward Purchase · Lease-Up

Units

80+

Vintage

1980 – Present

Target Returns

IRR: 13%+ · Cash-on-Cash: 7%+
Equity Multiple: 2x+ · Hold: 5–10 Years

Value-Add Resource

Deferred maintenance, high vacancy, management upside, lease-up, forward sales