TAILWIND GROUP
MORGANTOWN WEST VIRGINIA
SENIOR LEADERSHIP
THE VERTICAL INTEGRATION ADVANTAGE
DEAL ORIGINATION
Extensive industry network that understands our investment profile and provides access to multiple off-market opportunities and capital partners.
INVESTOR ALIGNMENT
Tailwind Group principals and senior leadership invest significant personal capital into each transaction, aligning interests with partners and investors.
TRACK RECORD
Tailwind Group has a proven track record of executing successful projects ranging from ground up development to value-add opportunities that has provided strong returns through cash flow and long-term appreciation.
EXTENSIVE EXPERIENCE
Tailwind Group’s team includes real estate management, development, finance, and investment professionals with decades of combined transaction experience.
PROPERTY MANAGEMENT & ENHANCEMENT
Tailwind Group manages every property it owns to quickly respond to market uncertainty or allocate internal resources across all markets.
IN-HOUSE DEDICATED ASSET MANAGEMENT
Strong team of corporate resources that are engaged from acquisition to disposition.
IN-HOUSE CAPITAL MARKETS TEAM
Focuses on monitoring capital markets and executing debt and equity strategies to maximize valuation and flexibility for the investment.
OUR INVESTOR CARE COMMITMENT
INVESTOR PORTAL
• Access investment documentation
• Upcoming investment opportunities
• Review periodic performance updates
REGULAR UPDATES
• Quarterly asset and leasing updates during implementation of value-add strategy
• Quarterly market and financial updates
INVESTOR RELATIONS
• Proactive communication
• Service orientated & focused
• Individual, personalized team accessibility 24/7
ANNUAL TAX RETURNS
• Our goal is to electronically deliver tax reporting by March 15th
• All tax documents remain archived in your investor portal
INVESTOR REQUIREMENTS
• Minimum investment: $100,000
• Must be an accredited investor
DISTRIBUTIONS
• Distributions available by electronic ACH on a monthly basis
Lofts
INVESTMENT OFFERING
INVESTMENT HIGHLIGHTS
IMMEDIATE CASH-ON-CASH DISTRIBUTIONS
The Lofts Morgantown offers investors an opportunity to invest in the Class B, Common Member Class.
• Class A: 12% Preferred Return, 4% Supplemental Return (NOT AVAILABLE FOR SUBSCRIPTION)
• Class B: 8% Preferred Return, 7% Supplemental Return & 25% Profit Split (8% annualized return is paid on a monthly basis)
LOW-COST BASIS ENTRY POINT
The acquisition entry price of $40,000/bed is 60% less than the average transaction cost per bed according to the 2024 Berkadia U.S. Student Housing Market Report. The projected exit value and time frame equates to $52,000/bed in Summer 2028.
VALUE-ADD OPPORTUNITY
The construction plan will focus on upgrades that do not disrupt occupied units. Renovations will include the clubhouse, fitness center, and exterior improvements to enhance curb appeal.
STRONG ON-SITE OPERATIONS
Prior to Covid, the property averaged occupancy between 95-100% and velocity is tracking towards our budgeted occupancy for 26/27 AY.
NEW UNIVERSITY PRESIDENT WITH A PROVEN TRACK RECORD OF ENROLLMENT INCREASE
Michael T Benson was recently hired as the next president of West Virginia University. He comes with a track record of increasing enrollment. During his 2021-2025 tenure at Coastal Carolina, enrollment increased 16%. President Benson joined the University just before Fall 2025 semester.
PROJECT OVERVIEW
BUSINESS PLAN
1
IMMEDIATE
• Commence $3,350,000 clubhouse / unit renovations after closing. Clubhouse/ Common area upgrades include an extension of the fitness center and reconfiguration of clubhouse to create more open and inviting spaces. Unit upgrades complete by 2025, clubhouse/common area renovation to be completed March 2026.
• Unit upgrades include all new smart technology and implementation of Systainable water conservation project.
2
YEAR 1 (REPOSITION)
• Increase NER by $17 to achieve $637/bed/mo (2.0% YoY), pre-leasing conservatively to 90%
• Operating Expense Efficiencies:
• Cancellation of cable contract
• Restructure telephone services contract
• Removal of electric allowance ($35-75 depending on unit type), offsetting with concessions to ease the transition
• Realization of 30% Systainable water project savings
YEAR 2 & 3 (STABILIZATION)
• Pre-lease to 93% occupancy with $672/bed NER (+$35) for AY 27/28, then 95% with $696/bed NER (+$24) for AY 28/29 commencing stabilization.
• Target $2.3M Economic NOI or 8.2% yield on cost for AY 28/29, which represents an exit cap rate assumption of 7.00%.
• Position for permanent financing / takeout of equity, stabilized cash-on-cash returns, or exit deal. - Depending upon business plan success and market variables.
UNIT
Concessions/Bed/Mo ($)
WV UNIVERSITY
West Virginia University, located in Morgantown, West Virginia, is the state’s flagship public research institution. Founded in 1867 as a land-grant university, WVU has grown into a comprehensive institution known for combining academic excellence with strong community engagement. It offers more than 350 academic programs across disciplines such as business, engineering, medicine, law, and the arts, serving a diverse student body of over 25,000. The university also maintains regional campuses and extension services throughout the state, reflecting its mission to make higher education accessible and impactful for all West Virginians.
In addition to its academic strength, WVU is recognized for its spirited campus life and athletic tradition. The Mountaineers compete in the Big 12 Conference, and football games at Milan Puskar Stadium draw tens of thousands of fans, contributing to a vibrant school spirit. Beyond athletics, WVU is committed to innovation and research, with nationally recognized programs in energy, health sciences, and forensics. Its strong ties to the community, emphasis on service, and motto, “Mountaineers go first,” highlight the university’s role as both an educational leader and a driver of economic and social progress in the region.
West Virginia University recently launched the WVU Guarantee Program, which provides free tuition and university fees for qualifying West Virginia residents. The program is designed for undergraduate students whose families have an adjusted gross income of $65,000 or less and who complete the FAFSA by the annual deadline. As a last-dollar-in scholarship, the WVU Guarantee covers remaining tuition and fee costs after all other grants and scholarships are applied, helping make higher education more accessible for West Virginia families.
21,000+ STUDENTS
#1 BEST UNIVERSITY IN WEST VIRGINIA
West Virginia University ranks #1 in West Virginia due to its comprehensive academic offerings, robust research initiatives, and significant community impact.
DISCLOSURES
NOT AN OFFER TO SELL OR SOLICITATION OF AN OFFER TO BUY SECURITIES
PLEASE CAREFULLY READ THE FOLLOWING TERMS BEFORE REVIEWING THIS INVESTMENT SUMMARY (“Summary”). All persons reviewing the Summary expressly agree to the foregoing disclaimer as a pre-condition to reviewing this Summary for any purpose whatsoever.
The information on this Summary is for informational purposes only and is not an offering of or a solicitation to purchase securities or otherwise make an investment. Securities may only be offered or sold pursuant to registration of securities or an exemption therefrom using offering documents and sales of securities will be limited strictly to those persons who are qualified as “accredited investors” as defined in Regulation D promulgated under the United States Securities Act of 1933. Material information is detailed in the offering documents, including, but not limited to, risk factors.
Everything communicated by Tailwind Group, Inc. and its affiliates and agents, regardless of whether it is written, spoken, recorded audio or video, is intended for education and informational purposes only. All comments are solely the opinion of the presenter. Regardless of whether spoken or written, nothing shall be considered as giving investment advice, an offer, or solicitation, to buy and/or sell any type of investments products or securities. Prior to making any investment you should consult with a professional financial advisor, legal and tax advisor to assist in due diligence as may be appropriate and determining the appropriateness of the risk associated with a particular investment.
All information contained herein is provided “as is,” and Tailwind Group, Inc. and its affiliates each expressly disclaim making any express or implied warranties with respect to the fitness of the information contained herein for any particular usage, its merchantability or its application or purpose. In no event shall Tailwind Group, Inc. or its affiliates be responsible or liable for the correctness of any such material or for any damage or lost opportunities resulting from use of this data. The information in this Summary has not been independently verified. No representation or warranty, express or implied, is made as to the fairness, accuracy or completeness of the presentation and the information contained herein and no reliance should be placed on it.
Information in this Summary (including market data and statistical information) has been obtained from various sources (including third party sources) and Tailwind Group, Inc. and its affiliates do not guarantee the accuracy or completeness of such information. All projections, valuations and statistical analyses are provided for information purposes only. They may be based on subjective assessments and assumptions and may use one among alternative methodologies that produce different results and to the extent they are based on historical information, any they should not be relied upon as an accurate prediction of future performance.
No action has been or will be taken to permit an offering of securities in any state where action would be required for that purpose. In considering any prior performance information presented on this Summary, bear in mind that past performance does not indicate future results, and that there can be no assurance that comparable results will be achieved by Tailwind Group, Inc. or its affiliates. Moreover, any such past performance information is subject to, and should be reviewed in light of the assumptions accompanying that information. The use of terms such as higher, above average, safe or successful, express the opinion of Tailwind Group, Inc. and are not a promise or guarantee for any possible investment performance or safety of principal.
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