Our Track Record
Please scroll down for more information on Sold and Currently Owned & Managed properties.
Univest investments
Texas Communities - Currently Owned & Managed
District at Medical Center
San Antonio, TX
Owned & Managed
Date Acquired: 2021
Number of Units: 303
Cash Investment: $27,000,000
Cash Distribution: TBD
Average ROI: TBD
Overlook at Stone Oak Park
San Antonio, TX
Owned & Managed
Date Acquired: 2021
Number of Units: 360
Cash Investment: $26,000,000
Cash Distribution: TBD
Average ROI: TBD
Oaks of Westlakes
San Antonio, TX
Owned & Managed
Date Acquired: 2021
Number of Units: 268
Cash Investment: $9,400,000
Cash Distribution: TBD
Average ROI: TBD
Legacy Creekside Apartments
San Antonio, TX
Owned & Managed
Date Acquired: 2020
Number of Units: 338
Cash Investment: $27,970,000
Cash Distribution: TBD
Average ROI: TBD
Univest investments
Arizona Communities - Currently Owned & Managed
Park Tower
Chandler, AZ
Owned & Managed
Date Acquired: 2018
Number of Units: 180
Cash Investment: $11,350,000
Cash Distribution: $670,000
Partners Equity: $13,183,000
Average ROI: 12%
Luxury Townhomes at Park Tower
Chandler, AZ
Owned & Managed
Date Acquired: 2018
Number of Units: 77
Cash Investment: $8,900,000
Cash Distribution: $730,000
Partners Equity: $9,916,000
Average ROI: 12%
Oakridge
Phoenix, AZ
Owned & Managed
Date Acquired: 2017
Number of Units: 282
Cash Investment: $9,375,000
Cash Distribution: $1,310,000
Partners Equity: $19,093,000
Average ROI: 44%
Cobblestone
Phoenix, AZ
Owned & Managed
Date Acquired: 2016
Number of Units: 200
Cash Investment: $4,400,000
Cash Distribution: $705,000
Partners Equity: $14,880,000
Average ROI: 61%
North Mountain
Phoenix, AZ
Owned & Managed
Date Acquired: 2016
Number of Units: 140
Cash Investment: $3,200,000
Cash Distribution: $3,723,000
Partners Equity: $5,835,000
Average ROI: 49%
Candela Park
Mesa, AZ
Owned & Managed
Date Acquired: 2015
Number of Units: 76
Cash Investment: $2,210,000
Cash Distribution: $649,000
Partners Equity: $6,423,000
Average ROI: 48%
West 35th
Phoenix, AZ
Owned & Managed
Date Acquired: 2015
Number of Units: 144
Cash Investment: $3,100,000
Cash Distribution: $1,587,000
Partners Equity: $7,676,000
Average ROI: 38%
Sundancer
Tolleson, AZ
Owned & Managed
Date Acquired: 2014
Number of Units: 76
Cash Investment: $1,550,000
Cash Distribution: $708,000
Partners Equity: $6,793,000
Average ROI: 66%
Univest investments
Washington Communities - Currently Owned & Managed
Woodbrook
Everett, WA
Owned & Managed
Date Acquired: 2005
Number of Units: 100
Cash Investment: $2,625,000
Cash Distribution: $5,791,000
Partners Equity: $14,559,000
Average ROI: 44%
Univest investments
California Communities - Currently Owned & Managed
Park View Manor
Corona, CA
Owned & Managed
Date Acquired: 2002
Number of Units: 76
Cash Investment: $1,700,000
Cash Distribution: $2,517,000
Partners Equity: $7,433,000
Average ROI: 26%
Rialto Breeze
Rialto, CA
Owned & Managed
Date Acquired: 1999
Number of Units: 98
Cash Investment: $850,000
Cash Distribution: $6,221,000
Partners Equity: $7,791,000
Average ROI: 55%
Staci Court
Redlands, CA
Owned & Managed
Date Acquired: 1995
Number of Units: 60
Cash Investment: $525,000
Cash Distribution: $4,903,000
Partners Equity: $4,431,000
Average ROI: 66%
Univest investments
Arizona Communities - Sold
Arroyo Villas
Glendale, AZ
Sold
Date Acquired: 2016
Date Sold: 2018
Cash Investment: $5,000,000
Cash Distribution: $560,000
Sales Proceeds: $7,232,000
Avg. Annual Rate of Return: 32%
Pointe Vista
Phoenix, AZ
Sold
Date Acquired: 2015
Date Sold: 2021
Cash Investment: $3,200,000
Cash Distribution: $1,719,200
Sales Proceeds: $13,272,025
Avg. Annual Rate of Return: 68%
Country Aire
Goodyear, AZ
Sold
Date Acquired: 2014
Date Sold: 2017
Cash Investment: $1,075,000
Cash Distribution: $61,000
Sales Proceeds: $1,795,000
Avg. Annual Rate of Return: 46%
Alantra
Mesa, AZ
Sold
Date Acquired: 2017
Date Sold: 2021
Cash Investment: $7,656,000
Cash Distribution: $2,922,800
Sales Proceeds: $25,099,200
Avg. Annual Rate of Return: 63%
Vineyard
Phoenix, AZ
Sold
Date Acquired: 2005
Date Sold: 2020
Cash Investment: $6,750,000
Cash Distribution: $3,094,110
Sales Proceeds: $25,713,783
Avg. Annual Rate of Return: 22%
Univest investments
Washington Communities - Sold
Borgata Townhomes
Renton, WA
Sold
Date Acquired: 2004
Date Sold: 2011
Cash Investment: $4,465,000
Cash Distribution: $1,560,000
Sales Proceeds: $5,361,000
Avg. Annual Rate of Return: 8%
Univest investments
California Communities - Sold
Sierra Gardens
Fontana, CA
Sold
Date Acquired: 2012
Date Sold: 2021
Cash Investment: $2,309,000
Cash Distribution: TBD
Sales Proceeds: TBD
Avg. Annual Rate of Return: TBD
Corona Gardens
Corona, CA
Sold
Date Acquired: 1994
Date Sold: 2018
Cash Investment: $350,000
Cash Distribution: $2,404,000
Sales Proceeds: $4,035,000
Avg. Annual Rate of Return: 70%
Arrowcrest
Fontana, CA
Sold
Date Acquired: 2001
Date Sold: 2017
Cash Investment: $575,000
Cash Distribution: $1,660,000
Sales Proceeds: $2,422,000
Avg. Annual Rate of Return: 37%
Placentia Woods
Anaheim, CA
Date Acquired: 2001
Date Sold: 2017
Cash Investment: $1,140,000
Cash Distribution: $2,780,000
Sales Proceeds: $5,348,000
Avg. Annual Rate of Return: 38%
Carson Senior Village
Carson, CA
Sold
Date Acquired: 2001
Date Sold: 2016
Cash Investment: $1,540,000
Cash Distribution: $2,193,000
Sales Proceeds: $4,250,000
Avg. Annual Rate of Return: 22%
Miller Avenue
Fontana, CA
Sold
Date Acquired: 1998
Date Sold: 2007
Cash Investment: $453,000
Cash Distribution: $1,588,000
Sales Proceeds: $2,923,000
Avg. Annual Rate of Return: 95%
Avanti Gardens
El Cajon, CA
Sold
Date Acquired: 2002
Date Sold: 2005
Cash Investment: $887,500
Cash Distribution: $166,000
Sales Proceeds: $2,368,000
Avg. Annual Rate of Return: 78%
Valencia Woods
Fontana, CA
Sold
Date Acquired: 2000
Date Sold: 2005
Cash Investment: $700,000
Cash Distribution: $723,000
Sales Proceeds: $2,432,000
Avg. Annual Rate of Return: 76%
Vista Hills
Vista, CA
Sold
Date Acquired: 2001
Date Sold: 2003
Cash Investment: $1,075,000
Cash Distribution: $393,000
Sales Proceeds: $1,727,000
Avg. Annual Rate of Return: 30%
La Sierra
Riverside, CA
Sold
Date Acquired: 1994
Date Sold: 2002
Cash Investment: $135,000
Cash Distribution: $342,000
Sales Proceeds: $503,000
Avg. Annual Rate of Return: 63%
Columbia Gardens
Riverside, CA
Sold
Date Acquired: 1997
Date Sold: 2001
Cash Investment: $150,000
Cash Distribution: $32,000
Sales Proceeds: $340,000
Avg. Annual Rate of Return: $41%
Village Estates
Hawthorne, CA
Sold
Date Acquired: 1996
Date Sold: 2001
Cash Investment: $250,000
Cash Distribution: $138,000
Sales Proceeds: $672,000
Avg. Annual Rate of Return: 42%