Offering Memoranda

Southeast Affordable Portfolio

An exclusively marketed, 14-property affordable housing portfolio spanning Florida, Virginia, and North Carolina - offered individually, in sub-pools, or as a single portfolio to qualified institutional investors. The offering comprised 2,359 units across eight fully rent-restricted, two partially restricted, three income-only, and one decontrolling asset, positioned against a national backdrop of severe affordable supply constraints and meaningful rent-to-market advantages. Nine properties carried assumable debt across two securitized loan pools, creating a financing structure that demanded precise visual and written clarity for buyers evaluating multiple disposition scenarios at once. The deal also required coordinating photography across three states in two days.

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256-Unit LIHTC Family Community

A 256-unit, 100% LIHTC family community in a Southeast Dallas submarket, restricted at 60% AMI through 2034. Built across 13 buildings on nearly 14 acres, the property sits minutes from downtown in a submarket that had seen fewer than 1,000 new units reach the market since 2010. The deal's investment thesis sat at a difficult intersection: affordable housing as a premium income play, in a submarket most institutional buyers had overlooked. LIHTC max rents had compounded meaningfully year over year, and the region's affordability crisis ran deep enough to represent a significant undersupply of affordable units. The Offering Memorandum needed to make that structural undersupply legible to a national buyer pool, hold together a complex proforma, and present a stabilizing, well-occupied asset with the confidence its fundamentals warranted.

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152-Unit LIHTC Community

A 152-unit, 100% LIHTC community in Portsmouth, Virginia, operating at 60% AMI with affordable restrictions running through 2035. The property sits across from a major regional casino development and the city's largest private employer, in a submarket anchored by a naval shipyard, a major East Coast port, and a dense concentration of regional military installations. Market-rate rents ran well above in-place lease rates, occupancy held near full, and income limits in the metro had grown steadily since 2017. The deal required communicating something uncommon: a stabilized affordable housing asset in a secondary market with a genuinely institutional-grade investment story. The OM had to translate military permanency, port logistics, and accelerating business investment into a document that a national buyer pool would take seriously.

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Silicon Valley Three Property Portfolio

A three-property, 394-unit affordable housing portfolio in the heart of Silicon Valley, each operating at 60% AMI with extended use restrictions and meaningful organic rent growth embedded in the lease roll. The Bay Area is among the most deeply rent-burdened housing markets in the United States, and these assets sat within reach of major planned tech campus development and one of the most active tech investment environments in the world. The challenge here wasn't cosmetic - each of the three properties required its own location chapter, aerial treatment, and comp set, while the portfolio-level investment thesis needed to hold together as a coherent whole. The document had to translate a Silicon Valley income-growth story, layered with affordability gap data and capital market positioning, into something institutional buyers could underwrite with confidence across three distinct assets.

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LIHTC Multifamily Community

A LIHTC multifamily community in a Dallas submarket defined by strong employment access, household demand, and a persistent shortage of affordable supply. The deal required a document that communicated not just the income fundamentals, but the livability and community quality that differentiate a well-maintained affordable property from a purely financial acquisition target. An updated branding system allowed for custom icons, richer graphic callouts, and a more intentional layout, and this OM leaned into that range. Investment highlights were rebuilt around a visual system that matched the care of the property itself, while the location overview took a more editorial approach to conveying what made the surrounding area genuinely worth underwriting.

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200-Unit Market-Rate Conversion

A 200-unit community in Bradenton, Florida, exiting its LIHTC decontrol period and converting to fully market-rate status. In-place rents sat meaningfully below comparable market-rate properties, with a projected per-unit rent premium achievable in the near term, and projected 5-mile population growth running many times the national average. The corridor had become one of the most active acquisition targets in the Southeast, and the OM needed to carry a rent-bump thesis grounded in a precise, credible comp set. This was a spread-format book -      more information-dense than a standard deal package - requiring strong photography, layered demographic data, and a submarket aerial that made the location immediately legible to buyers underwriting from a distance.

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Pitch Collateral

Single-Tenant Industrial Asset

A Broker Opinion of Value for a single-tenant industrial asset in the Charleston, SC market, prepared for a prospective seller ahead of disposition. The Port of Charleston's growth trajectory made the market story as important as the property itself, and the document had to hold both with equal conviction. The layout - wide format with angled panel structure - was nearing the end of its run as the firm's standard, and this was one of the last deals to carry it well.

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Development Site Package

A development site package for an institutional audience, designed to support the marketing of a new net lease project with a full MSA overview and interactive presentation format. The package had to work as both a navigational tool and a market narrative - establishing the deal's context before a single number was presented. Every element was built to hold the caliber of the opportunity it represented.

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14-Property LIHTC Portfolio

A Broker Opinion of Value and valuation package covering a 14-property LIHTC portfolio across Texas and Georgia, prepared for a prospective seller evaluating disposition options. Presenting a portfolio of this scope - spanning GP interest assets, fee simple deals, and varied market conditions - required a document structure that could hold complexity without losing clarity for the reader. The analytical inputs came from multiple team members; the job was to make it cohere.

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231-Unit HAP/LIHTC Valuation

A Broker Opinion of Value prepared for a prospective seller of a 231-unit, fully HAP-encumbered affordable housing property in Elgin, IL, modeled under both a 4% LIHTC preservation execution and a Mod-Rehab scenario. The complexity of presenting two distinct investor strategies - each with its own financing structure, contract rent assumptions, and return profile - required a document that could hold institutional-grade underwriting without losing the seller in it. The book had to build confidence before the process even started.

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Single-Tenant Net Lease Disposition

A disposition proposal prepared for a prospective seller evaluating the sale of a Michelin-tenanted asset, designed to walk ownership through the full arc of a marketing process while making the case for value. A proposal of this caliber had to do more than present data - it had to hold the seller's confidence across a multi-month process that hadn't started yet. Every section was built to earn that trust.

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Net Lease Outparcel Portfolio

A Broker Opinion of Value covering a 9-property net lease outparcel portfolio anchored by a national grocer, evaluating bulk portfolio, mini-portfolio, and single-asset disposition scenarios for a prospective seller. Presenting three distinct disposition strategies across nine assets in a format that was both readable and credible required structure that could hold complexity without losing the thread. The document was built on a tight turnaround using PowerPoint with a live Excel-to-PowerPoint data integration -the last time the firm's legacy BOV template was used before the format shifted.

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Events

Software Training Day & Vendor Dinner

A department-wide adoption push for Revere, a property marketing software platform that was still a small company when the partnership began. Betting on a tool from a smaller vendor is a harder sell internally than adopting an established platform, so the case had to be made through firsthand use rather than brand recognition alone. Getting the vendor's own customer service team down from New York for a full day signaled a level of investment in the relationship that a standard demo call never could. Revere has since been acquired by Lightbox, and the tool remains one I'd recommend without hesitation.

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JLL Business Development & Wellness Meetup

A cross-departmental meetup built to get JLL employees from different floors and teams into the same room — something the org didn't have a regular venue for. With people scattered across departments and increasingly split between in-person and remote work, the challenge wasn't finding a topic, it was getting people to actually show up and talk to each other. The format paired a work-life balance speaker with a bingo icebreaker specifically designed to force new introductions, run as a hybrid session for about 30 attendees. The tiles cover how the pieces came together.

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March Madness Client Event

An exclusive, invitation-only client entertainment event hosted by JLL Capital Markets Affordable Housing during the NCAA tournament in Las Vegas. The event included a two-night stay, private dinners, and access to a viewing party. Branding was consistent across all client-facing touchpoints, from the initial invitation through on-site materials.

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Founders Day

The AOII Atlanta Alumnae chapter's annual Founders Day Brunch, celebrating 128 years of Alpha Omicron Pi sisterhood. The event brought together alumnae of all tenures over a catered brunch, coffee bar, mimosas, wine, and dessert, and was designed to welcome both longtime members and women exploring membership for the first time - making the space, the programming, and the day's atmosphere a direct reflection of what AOII looks like in practice.

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Sister Days Out

A recurring community event series organized for the AOII Atlanta Alumnae chapter, placing members at local Atlanta venues and experiences throughout the year to keep sisterhood connections active between larger chapter events. The events were designed to be low-barrier, fun, and well-documented, with photography produced on site to feed back into the chapter's social media and newsletter. Select outings layered an early book club discussion into the day before opening into the broader social, making intellectual engagement feel like a natural extension of sisterhood rather than a separate obligation. The series kept the chapter feeling active and connected across seasons.

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AOII Book Club

A recurring literary program for the AOII Atlanta Alumnae chapter, meeting both virtually and in person to read and discuss a rotating selection of titles across genres - from thrillers and romance to historical fiction. Each meeting had to work as a standalone experience for whoever showed up that month, which meant the format couldn't rely on carry-over energy; it had to generate its own. The posts, the prep, the questions - everything was built to make sisters actually want to come back.

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Social Media

Women's Health Week

Women's Health Week is a national recognition moment that most organizations acknowledge with a single graphic and move on. For the AOII Atlanta Alumnae chapter, it became a week of real programming - fitness classes, group walks, and educational seminars - built to give members something to actually participate in rather than just see in their feed. That required both a content campaign and event coordination to happen at the same time, with social assets that drove awareness and attendance rather than just marking the occasion

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Alumnae Social Posts & Snail Mail

An alumnae chapter's programming only works if members actually show up, and getting sisters to show up means reaching them through more than one channel. The chapter runs programming across a membership base that spans different ages, communication habits, and levels of digital engagement. A social post alone misses the sisters who aren't checking Instagram; a mailer alone misses the ones who are. Building a reminder system that worked across both meant designing assets that felt warm and personal regardless of format, and coordinating logistics so every event had a clear, consistent touchpoint ahead of time.

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Membership Campaign

The AOII Atlanta Alumnae chapter set out to meaningfully expand its dues-paying membership, which meant running a campaign that could simultaneously re-engage sisters who had lapsed and make a genuine case to alumnae who had never joined. The two audiences required different messages: one needed a reason to come back, the other needed a reason to start. A campaign that averaged those two needs into a single message would have been noise. The solution was a multi-channel push - social media, direct mail, and email - built around the idea that the chapter was worth being part of, not just easy to join. It ended with a 36% increase in dues-paying membership.

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Market Data Posts

Market intelligence posts live or die by editorial judgment -                  not every data point is worth sharing, and the ones that are still need a visual format that makes the insight land before the viewer moves on. These posts gave The Net Lease Group's audience something concrete: a snapshot of Georgia's retail vacancy and demand trends, and a read on Atlanta's commercial real estate sales momentum. The target reader already knows the market; the post had to respect that fluency while adding something they hadn't already seen. Every figure was sourced, verified, and cited, because credibility is the whole point.

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Holiday & Cultural Moments Series

The Net Lease Group's social presence was built almost entirely around transactions and market data - exactly what its institutional audience expected and exactly what kept the brand feeling distant. A holiday and cultural moments series was an opportunity to show the people behind the firm, in a market where very few competitors bothered. The audience is sophisticated enough to scroll past anything that feels performative, so every post had to be intentional - visually consistent with the brand, emotionally genuine, and earned rather than obligatory. The series became the first time the company had publicly acknowledged the calendar in any sustained way.

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Capital Markets Year-End

The JLL Affordable Housing Capital Markets team had a landmark year, closing billions across investment sales, debt, and equity placement transactions nationally. A year-end recap post for a national team of that caliber has to do more than announce a number: it has to land with clients as a genuine expression of gratitude, with the industry as a market signal, and with prospective partners as a credential. Too promotional and it reads as a brag. Too understated and the numbers don't register. Getting the tone, timing, and content right was the whole assignment.

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Email

Subscription Campaign

One-time deal contacts represent significant untapped subscriber value—they've already demonstrated deal interest and access to NLG, but many never convert to ongoing subscribers. The strategic opportunity is systematic reconnection: reignite interest in quarterly market intelligence, surface upcoming opportunities in their deal profile, and progressively segment them based on demonstrated interest and preferences.

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Soccer Communication

Member communications for a youth development organization sit at the intersection of operational update, partnership marketing, and value reinforcement. Each announcement—a tournament result, a new sponsor, a tour opportunity—is both real event and proof that club positioning translates into tangible player outcomes. The challenge is communicating activities in ways that matter to parents deciding whether to keep investing in the club.

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Property Marketing

Property announcements reach different investor personas with different interests and compliance requirements—an investor researching their first industrial deal needs different positioning than an institutional fund evaluating a portfolio. The strategic challenge is building marketing systems that reach the right person with the right level of detail at the right time, while maintaining security and preventing subscriber burnout.

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Featured Properties

Featured property announcements spotlight completed transactions—deals closed weeks or months prior—and introduce them to specific investor audiences for the first time. The strategic goal is dual: surface completed deals to investors who weren't on the original closing announcement, while simultaneously creating warm introduction moments for the NLG Capital Markets team. By highlighting select past closings with targeted outreach, you extend deal life beyond the initial market announcement and capture interest from investors who may not have been engaged during the original transaction window.

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Closing Email

Closing announcements serve as both market proof and investor engagement mechanism—each completed deal signals sector health and creates a moment to reconnect with investors aligned to that asset class or geography. The challenge is moving beyond templated "deal closed" messaging into differentiated storytelling that positions each transaction within a larger capital markets narrative.

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Bimonthly Newsletter

A bimonthly newsletter produced for roughly 200 members of the AOII Atlanta Alumnae chapter - the chapter's primary channel for sharing events, membership milestones, philanthropy news, collegiate updates, and the kind of community momentum that keeps alumnae connected long after graduation. Pulling it together meant coordinating across the full leadership board and reaching out to collegiate chapters directly, then translating a mix of raw notes, pre-written submissions, and informal updates into a single polished document that felt intentional rather than assembled. The header and footer were refreshed every issue with photographs taken at chapter events, making each edition a living record of where the chapter had been. Members noticed- and said so.

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Report

ibml Corporate Headquarters

A biweekly external marketing report tracking deal exposure and prospect engagement for the ibml Corporate Headquarters - a single-tenant NNN net lease asset in the Birmingham MSA, exclusively marketed by The Net Lease Group. With data flowing across NLG's proprietary platform, Crexi, and Costar simultaneously, the report had to present a unified performance picture drawn from three different databases without letting the seams show. Buyers for assets of this type bring real expectations; the report needed to demonstrate reach and traction in a format that matched the caliber of the deal itself.

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Sunrise Place

A weekly marketing report covering the disposition of a HAP-contract affordable housing property in Tallahassee, FL, prepared for the seller throughout an active campaign with 31executed confidentiality agreements and a complex buyer pool navigating insurance, security, and market concerns. The deal came with real friction - flood zone questions, crime-related hesitations, and a smaller-than-typical check size that narrowed the field - and the report had to honestly reflect that landscape while still showing forward movement. A seller watching a long and complicated process needed something they could read, believe, and use to make decisions each week.

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Lafayette

A weekly client-facing status report tracking the disposition of a 340-unit affordable housing asset in the Alexandria, VA submarket. With 66 confidentiality agreements executed and offers due within weeks of launch, the report had to translate a high-velocity, multi-party process into something a seller could actually read and trust. Keeping every investor conversation, tour, and underwriting update organized and legible - while reflecting the deal's real momentum - wasn't a formatting task; it was a judgment call made anew each week.

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Website

MPG Planters

Dealer.mpgplanters.com is the dealer-facing storefront for MPG Planters, a Thomson, Georgia manufacturer of luxury planters selling into wholesale and dealer channels nationwide. The site serves as the company's central point of connection with prospective dealers and customers, where product is browsed and orders and inquiries originate. As a manufacturer built on craftsmanship, MPG's site carries the responsibility of representing that quality to every new buyer who lands on it.

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The Net Lease Group

Thenetleasegroup.com is the firm's primary public-facing platform for its net lease, sale-leaseback, and build-to-suit business, where prospective investors and tenants browse active listings and form their first impression of the team behind the deals. As a brokerage with an active, changing roster and a constant flow of new listings, the firm relies on the site as a living document - one that has to stay accurate and functional as the business itself moves.

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Intrepid Development Company

Intrepiddevco.com is IDC's primary web presence, the first impression prospective partners and clients get of the firm's projects, team, and track record. Operating alongside its affiliated brokerage while maintaining its own distinct identity, IDC's site carries the job of establishing that separation clearly - communicating who the company is and what it's built, without leaning on the brokerage's brand to do the talking.

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Process & Capabilities

Instructions Documentation

A full knowledge-transfer guide built from scratch before leaving a role, covering everything from daily admin tasks to the end-to-end deal process to marketing production steps. Nothing like this existed before — the knowledge for dozens of small but essential tasks lived only in one person's head, which meant a successor would normally have to rebuild that knowledge through trial and error. The guide had to be specific enough that someone with zero context could actually follow it, not just a list of task names. What sits behind it is a full operational map of the role, built one task at a time.

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Affordable Housing Capabilities

A two-page capabilities overview for the JLL Affordable Housing team, designed for direct sharing with prospective clients and business development contacts. The original file was a large, comprehensive deck - functional internally but too unwieldy to hand off in a first conversation. Distilling that into two pages meant making real editorial decisions about what earns space and what doesn't. The updated design was also built to reflect the company-wide rebrand, keeping the document current as deals closed and the team's track record evolved.

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Affordable Housing Case Study Vault

 A recurring case study template for the JLL Affordable Housing team, designed to be updated and shared regularly as new deals closed and new business conversations opened. The old format didn't carry the team's track record with the presence the work deserved - the redesign was meant to fix that. The template needed to be durable enough to stay current without requiring a rebuild every time a deal closed.

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