Jacob Grant Forever Fund
The Jacob Grant Forever Fund is a pool of investors using the “Forever Fund” model. They enjoy the benefits of long-term cash flow real estate without involvement in decisions, financing, or any day to day operations.
Highlights:
- 6% preferred return plus 50% profit share
- Minimized taxable events
- Quarterly distribution
- Minimum $50,000 investment
- Accredited investors only
Project Updates
Mill Road Townhomes Update
The Mill Road Townhomes are about ready to go vertical. Footings and floors are completed.
Rehabilitation of Boulevard Update
The rehabilitation of our Boulevard property continues to progress with new windows and sound treatment being completed. Drywall Installation is now in progress.
Foundations In Progress: Mill Road Townhomes
Construction continues to progress. Foundations have been poured and framing is on track to begin.
Forever Fund Investment Goals and Target Markets
How the Forever Fund Works
We focus on value-add homes and multi-unit properties as well as ground-up multi-family assets that can be managed for long-term equity and cash flow growth. The goal of this private fund is to hold investment properties long-term to generate cash flow and steady returns.
HOLD. Selling a property triggers a taxable event. Instead of selling, we prefer to continue to cash flow through down markets and utilize equity during up markets for strategic acquisitions that will generate cash flow and steady returns for our investors.
Forever Fund Proven Strategies
The Forever Fund Model has been used for decades by seasoned real estate investors through multiple market cycles.
- Our current strategy is to allocate 80% of the fund to cash-flowing residential housing with a long-term hold view, and 20% to commercial and land assets with a medium- to long-term hold plan.
- Residential Real Estate investments provide a stable asset class and tend to deliver a solid performance even during financial recessions. All the factors that led to the growth of the “renter nation,” Beginning with the housing and economic crisis of 2008, are still in play and only getting stronger.
- We expect to generate equity in our properties by adding value through development of raw land or capital improvements to existing structures.
Target Investment Market
We’re looking at Eastern Idaho and similar markets in the U.S. Why?
- Eastern Idaho is home to premier science, technology and research facilities that attract a large base of educated and trained workers desiring quality housing.
- Our home city and one of our key markets, Idaho Falls, is ranked No. 1 on Milken Institute 2021 list of best-performing small cities.
- Recent shift to a lower and tighter cap rate spread suggests investor confidence in Eastern Idaho’s commercial real estate market
For other markets, we seek those that offer a competitive cost of doing business as well as low unemployment and strong job growth rates
Who are you working with?
Idaho-based Jacob Grant Forever Fund LLC
puts together small groups of investors to acquire value-add as well as ground-up multifamily assets of 5 to 200 units or other commercial investment properties.
Our team includes seasoned professionals with previous multifamily investing experience and training.
Contact Us if You Think You’re Ready to be Part of the Forever Fund
The minimum investment to grow with us is $50,000. This fund is reserved for sophisticated investors looking for a new way to earn passive income in the real estate market.
Read Our Success Stories
