​​Overview

Barton Oaks Apartments is a 55-unit multifamily community located in Little Rock, AR. The property is currently under contract and represents a value-add opportunity primarily through interior renovations, operational improvements, and professional management. The business plan focuses on upgrading unit interiors, improving curb appeal, and implementing professional management to drive rent growth while maintaining conservative underwriting.

Investment Thesis

• Close the gap between current rents and renovated market rents through interior upgrades

• Improve NOI through professional management and operational efficiencies

• Durable workforce housing demand in the Little Rock MSA

• 5-year hold with a planned refinance around Year 3, subject to execution and market conditions

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Current Stage
We are currently in the early stages of due diligence. Financial projections and final investment terms will be shared once diligence is complete and financing is finalized.

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Investor Access
This opportunity is currently being shared with existing relationships and select partners. If you’d like to learn more or discuss potential participation, please reach out directly.

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Target Returns

• Mid-to-high teens average annual returns
• Stabilized cash-on-cash returns in the mid single digits or better
• Strategy designed to return a significant portion of initial capital within approximately 3 to 5 years
• Cash flow expected following stabilization, subject to execution and market conditions
• Minimum investment generally around $50,000

Return targets are based on historical strategies and market assumptions and are not guarantees of future performance. Each offering will include detailed risks, disclosures, and assumptions.

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About Us​

Tru Wealth develops and operates multifamily and residential assisted living communities in select U.S. markets. Our projects are thoughtfully structured to pursue attractive, risk-adjusted returns through disciplined underwriting, responsible growth, and a strong emphasis on resident experience. Each offering is carefully evaluated to align with long-term demand drivers, stable cash flow potential, and exit strategies that protect investor capital.

Our projects are typically designed to target:

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Collaboration

We work with a small group of aligned investors, capital partners, and operators who share our long-term approach to real estate. Many of our investor relationships begin through personal introductions from existing investors and trusted connections. Opportunities vary by offering and structure, and if you’re interested in learning more, discussing a potential investment, or making an introduction, we welcome a direct conversation.