private portfolio deck 7 9-13 32 -33
PDF · 9 Jun 2025
A private portfolio slide deck from Asset Stream Properties (Pete Schnepp) presenting the firm’s investment philosophy, performance track record, and operational model focused on small multifamily assets (5–50 units). It emphasizes a conservative BRRRR (Buy, Rehab, Rent, Refinance, Repeat) approach, tax-efficient capital recycling (including "infinite" returns via refinances), and risk-mitigating value-add operations. The deck includes firm-level metrics (years in business, AUM, properties/doors, leverage), portfolio performance ranges (equity multiples, CoC, IRR, occupancy), and three deal case highlights (Cactus 13-unit; San Marcos 24; Bellview 8).
Questions this document answers
12 years
$20 million
Over 20 properties and 150 doors
60% LTV
1110% cash-on-cash return