About Us
Our philosophy
Upward Investment Group was created for one reason:
To Make a Difference.
- Improving the lives of our tenants by updating our properties, implementing exceptional property management and responding to requests in a timely manner.
- Giving back to the local community by donating a percentage of our profits in the communities where we do business.
- Helping our investors to understand the multi-family landscape through education, while striving to provide above average returns.
Our specialities
We focus on value-add properties where we can implement a number of strategies to create value for our investors and tenants.
- We look for properties where we can improve the property through Capital Improvements. This can be anywhere from exterior improvements, landscaping or completely remodeling each unit.
- Implementation of knowledgeable, tenant-focused, process oriented property management.
- We believe it is important to provide a great tenant experience, creating an environment where our tenants are excited to call our property home.
- Expense Management can be one of the easiest ways to improve a property, but also one of the most overlooked areas to make a difference.
Our Strategy
Multifamily Realestate Investment Offering(s)
Multifamily Realestate Investment Offering(s)
Multifamily Realestate Investment Offering(s)
Our strength is in our ability to provide our investors with complete multifamily real estate investment offerings that are able to achieve and exceed projections, allowing investors to safely build their investment portfolio.
Identification of Assets
Multifamily Realestate Investment Offering(s)
Multifamily Realestate Investment Offering(s)
We actively communicate with a large network of brokers to identify and review assets throughout the markets we have identified as markets that can bring true value to investors. We analyze hundreds of deals to find a deal that can handle our scrutiny and achieve the returns we need.
Asset Acquisition
Multifamily Realestate Investment Offering(s)
Asset Acquisition
Once an asset is identified, we manage all aspects of acquiring the asset – from getting the legal entities, paperworks, and PPM completed, to getting the loan and sponsors identified and completed, to raising the funds necessary with our investors to get to closing.
Asset Management
Exit (disposition)
Asset Acquisition
We excel at asset management – with frequent reporting as well as checking-in on assets, we ensure the asset performs and allows us to accomplish our business plan for investors. This allows us to achieve or exceed our projections, helping us maintain our high investor satisfaction.
Asset rehab
Exit (disposition)
Exit (disposition)
To achieve our returns, several of our deals are value-add plays with a rehab component. With experience in construction, selecting all-star team members and Property management team, we are able to renovate to market rents returning the greatest value to the investors
Exit (disposition)
Exit (disposition)
Exit (disposition)
Upon completion of our business plan for investors, we manage the steps necessary to successfully complete the business plan on ‘the backend’ – whether it’s a refinance or sale.
Our Partners
Our Market
Our Current Markets
Primary
- North Carolina
- Cabarrus
- Mecklenburg
- Buncombe
- South Carolina
- York
- Greenville
- Lexington
- Charleston
- Richland
- Spartanburg
- Lancaster
- Georgia
- Hall
Secondary
- North Carolina
- Union
- Guilford
- Iredell
- Georgia
- Henry
- Forsyth
- Columbia
- Cherokee
- Coweta
- Dekalb