Investment Highlights

The following case studies highlight a selection of past projects that RealWealth Developments has been a part of, showcasing the range of opportunities we have brought to our investor community across a variety of asset classes and markets. These examples showcase the types of opportunities we have sourced and structured on behalf of our investor community.

We partnered with an experienced developer to acquire 27 incomplete waterfront townhomes through a bank foreclosure, purchasing the properties for $3 million on an asset at one time valued at $20 million. This represented an exceptional opportunity to acquire a premier asset at a fraction of its peak value. The townhomes were ideally located, offering buyers a unique combination of location, lifestyle, and value. We completed construction, bringing the homes to market with high-quality finishes that resonated strongly with retail buyers. The project sold out successfully, and investors earned over 20% IRR.

We secured a contract to purchase an office building in Dublin, California, for $10 million, placing an option deposit to control the asset while we pursued a residential entitlement strategy. Recognizing the significant untapped value of the site, we successfully re-entitled the land for residential use and worked through the approvals process to map and finish out the residential lots. Rather than closing on the land ourselves, we assigned the contract directly to the buyer, streamlining the transaction and maximizing returns for our investors. We originally projected the lots would sell for $14 million, but the strength of the Dublin market and the quality of the entitlement work attracted significant interest from builders. Pulte Homes ultimately paid $20 million for the finished lots, well above our original projections. Investors earned over 30% IRR, making Dublin Crossing one of the strongest performing projects.

During our Dublin Crossing residential land entitlement project, we encountered an unexpected challenge when one of the tenants in the office building we planned to demolish declined to vacate the property. Rather than viewing this as a setback, our team identified a creative solution. We rezoned a portion of the slated residential lots back to commercial use and built a brand new headquarters for the tenant, Challenge Dairy, one of the region’s established commercial operators. Investors in Dublin Challenge I earned a 20% IRR on that transaction.

Building on that success, we created a debt fund to further support the developer, with the fund holding a first position note against the newly constructed Challenge Dairy commercial building in Dublin, California. Investors in Dublin Challenge II received quarterly distributions toward their 9.5% preferred return throughout the hold period. The building was successfully sold at the end of 2025, returning capital and completing distributions to investors.

We identified a compelling value-add opportunity in Pleasant Hill, California, acquiring an industrial building situated on 3.2 acres of land. Recognizing the site’s residential potential, we successfully re-entitled the land for residential use, demolished the existing structure, and completed the lot finishing to bring a shovel-ready subdivision to market. The finished lots attracted strong interest from the builder community, and we ultimately sold the subdivision to a national builder. Investors earned a 14%+ IRR over an 18-month period, a strong result driven by the quality of the entitlement work and the demand for finished residential lots in the Bay Area market.

Through this fund, we provided short-term loans to one of RealWealth’s established turnkey rental property providers in Ohio, financing the acquisition and renovation of single-family residences and small multifamily units. Upon completion, the renovated properties were sold to real estate investors seeking cash-flowing rental assets. All loans were secured by first position deeds of trust, providing investors with a strong collateral position throughout the hold period. The fund delivered consistent quarterly distributions to its investors, generating an annualized return of 8%.

Building on the success of our earlier Wealthy One fund, Rental Ready Fund LLC was structured around the same short-term lending model, providing financing to one of RealWealth’s established turnkey rental property providers in Ohio. All funds were secured in first position at 65% of after-repair value, offering investors a conservative and well-collateralized position throughout the hold period. The fund performed as projected, delivering an annualized return of 8% with a full return of investor capital. The fund was successfully dissolved in 2023.

Partnering with experienced development partners, we acquired 26 acres of commercial land adjacent to our residential development, The Mirada, for $380,000 on an asset at one time valued at $6.5 million. While the project encountered some delays along the way, our team was able to pivot effectively and navigate the challenges as The Mirada development progressed. We ultimately sold half of the land to a large grocery chain and the remaining pads to other commercial developers, successfully maximizing the asset’s value. Investors received their 15% preferred return plus a share of profits upon completion of the project.