Rose Fund IV Portfolio / My Work

A 29-property affordable housing portfolio spanning 14 states and 6,115 units, offered to institutional investors as a passive equity interest — a structure demanding a different kind of trust than a typical fee-simple sale, since buyers were underwriting a diversified pool rather than a single asset. With HAP contracts covering 70% of the portfolio, LIHTC covering 13%, and senior housing making up 39% of the mix, the deal had to communicate the risk and income profile of three very different affordable housing structures within one cohesive story. The book needed to feel unified across dozens of unrelated properties and geographies without losing the individual character or investment merits of each.

Developed custom background treatments and design elements carried consistently across every page, giving the book a more refreshed, cohesive feel than prior portfolio marketing books.

Structured the 29-property portfolio by state, with unique divider designs marking each transition across all 14 states.

Coordinated ground photography and aerial imagery for each of the 29 properties.

Planned and executed individual metro-area maps for each property location.

Built and updated a targeted investors form daily, tracking outreach and investor interaction throughout the marketing process.