Sponsors
Performance overview across all deal sponsors, graded on realized IRR and compared to their own pro-forma projections.
Sponsors in this portfolio
Kestrel Capital
New York, NY
Grade BMultifamily value-add specialist focused on Sun Belt markets
9 years in business · $2.8B assets under management
Lantern Partners
Chicago, IL
Grade CDiversified real estate fund manager across multifamily and credit
17 years in business · $2.2B assets under management
Summit Equity
Aventura, FL
Too early to gradeLarge-scale multifamily acquisitions with retail investor access
7 years in business · $4.0B assets under management
Sponsor Scorecard
| Grade | |||||
|---|---|---|---|---|---|
| Kestrel Capital | 2 | 18.0% | 1.31x | $175,000 | B |
| Lantern Partners | 2 | 11.9% | 1.23x | $200,000 | C |
| Summit Equity | 1 | — | 1.06x | $50,000 | N/A |
Projected vs. Actual by Sponsor
Comparing sponsor pro-forma underwriting against realized performance
| Sponsor | Deals | Proj. IRR | Actual IRR (wtd.) | Variance | Proj. Multiple | Actual MOIC | Variance |
|---|---|---|---|---|---|---|---|
| Kestrel Capital | 2 | 17.1% | 18.0% | +5% | 1.90x | 1.31x | -31% |
| Lantern Partners | 2 | 12.8% | 11.9% | -6% | 1.65x | 1.23x | -25% |
| Summit Equity | 1 | — | — | — | 1.70x | 1.06x | -38% |
IRR is shown only for deals held a year or more; a younger deal is left out of the IRR averages and still counts toward MOIC.
Ready to track your own portfolio?
Your real data replaces the sample in minutes. Free plan up to 7 deals; Pro trial requires a card and charges automatically when the trial ends unless canceled.
This demo is simulated with realistic sample data. No account or real documents are used.