"A 30 million dollar Fund consisting of office and industrial value add Micro Assets (purchase price between 1-10 million). Bamboo focuses on repositioning these Midwestern based undervalued assets through entrepreneurial thinking and deploying strategic capital."

-Dan Dokovic, Bamboo Equity Partners

Top Questions

All answers are provided by the sponsor, Bamboo Equity Partners, or its representatives.

What is your investment strategy/business plan for the Fund?

Dan Dokovic, Bamboo Equity Partners: "The Fund intends to make value-add investments in office and industrial real estate properties located primarily in core growth markets of the Midwest. The strategic focus is on micro real estate investments with a purchase price between $1 and $10 million. By using advanced operating and analytical techniques, Bamboo will seek to generate above-average returns in a market segment characteristically occupied by unsophisticated investors and ignored by institutions. This asset class has been proven profitable as a portfolio diversifier that can protect the investor’s downside risk."

"The Fund’s business model includes acquiring Properties that can be repositioned with appropriate renovation and professional management. Bamboo will seek to acquire off market transactions focused on over-leveraged, underutilized, capital-starved and / or mismanaged assets, which may have disengaged owners, or sellers who are motivated or forced to sell for a number of potential reasons."

"Through the Bamboo’s preferred access to deal flow and loyal relationships in the market, the Fund will mainly source its assets through direct contact with a decision maker in a noncompetitive environment.”

What are the most important aspects of the fund for investors?

Dan Dokovic, Bamboo Equity Partners:

• "Focused on micro assets with purchase price between $1-10 million that are ignored by institutional investors."
• "Per Washington University study, micro assets yielded an 8.76% higher IRR than macro assets. Similarly, the analysis found, with a 99% confidence level, that the change in value of micro assets is 15.97% higher than macro assets."
• "Midwestern markets also have more favorable cap rates in comparison to the coastal markets where a flood of foreign and institutional investment capital has driven cap rates down to historic lows."

What are the risks and how are you mitigating those risks?

Dan Dokovic, Bamboo Equity Partners: "Bamboo Equity Partners uses prudent underwriting to acquire properties well below market. While some funds buy properties below replacement value, Bamboo focuses on the current market value of the property and then buys well below that mark. In addition, Bamboo uses conservative leverage at or below 65% and underwrites exit at the same cap rate as acquisition, removing any speculation if the market is going up or down."

How has COVID-19 impacted your business plan?

Dan Dokovic, Bamboo Equity Partners: "COVID-19 has positively impacted Bamboo's plan as distress is first seen in the micro market segments. Institutions with the cash reserves and banking relationships are fairing better in this situation than small investors. The Bamboo Fund is looking to take advantage of the current market disruption."