STATISTICS
Given the current investment climate nationwide, and particularly in the Texas Market, Stroud Companies seized the opportunity to diversify our investment portfolio starting in 2010-2011. Seeing the interest-rate environment, the cyclical Multifamily and Senior Housing markets, and the variable changes in energy pricing, we reevaluate our investment timeline and portfolio mix three to four times per year. With this approach, our portfolio company mix may change from very narrow to extremely diverse. We believe the current business environment will generate investment opportunities in consumable brands, middle-market companies, and real estate. Looking forward, we expect to leverage our expertise in ground floor investments to take advantage of economic cycles and specific industry opportunities. As we combine this mentality with our opportunistic acquisition and disposition strategy, we expect strong double-digit annual returns and attractive annual yields.
Current Investments
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Realized Investments
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CASE STUDIES
ORCHARD PARK
The Orchard Park transaction was a ground-up development of four Assisted Living and Alzheimer assets in Texas. HUD debt was acquired, which provided exceptionally low debt service. The assets were built on an accelerated timeline, and the full value was realized less than twelve months after the final opening with a sale to a well-known partner with a total equity return of a 4x multiple and 40% IRR to all partners.
CAPITAL SENIOR LIVING
(NYSE: CSU)
Capital Senior Living was a company start-up to initial public offering transaction. Three portfolios of independent, assisted, and memory care properties were acquired over an eighteen month period. The properties were then integrated into a single operating company. The company was then expanded through asset purchases and organic growth from a regional company to a national company. The exit strategy was a NYSE initial public offering with a total equity return of 10x multiple and 45% IRR to the founders.