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Rudolph Companies ("RuCo")

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In this edition of the monthly newsletter, we’re thrilled to bring you the latest on our newest investment opportunity, a compelling market comparison following a significant industry acquisition, and an update on beneficial legislative changes affecting our Tennessee investments. Part 1: Latest Offering As you probably know, we released our first deal in over a year to investors 2 weeks ago. We still have room for additional investors. Here are some high-level details: Debt: We have secured...

Quick Update Before We Dive In: In case you missed it, we are officially launching a new deal next week—the first one in a year that was juicy enough to bring to investors. If you're interested in reviewing the details, feel free to respond to this email or click here to make sure you're on the distribution list. -- -- The Importance Of Clean Title When Buying Property Securing a clear title is crucial when buying property. Usually, minor issues can be handled by your title company and...

Before we jump in, a quick note: For the first time in over a year, we have a deal in the crosshairs and intend to release the deal info in the next week or two. If you want to be added to our distribution list, click here. -- -- One of our properties has a neighboring pond and a natural spring which kept the ground very wet. This would get worse when it rained. The straw finally broke the camels back earlier this year when there were 3 separate episodes of moderate rain, each taking place a...

Unlocking peak performance involves a careful dance between product considerations and execution strategies. Results Snapshot: Yearly Revenue: $558,000 (+39%) NOI (Net Operating Income): $433,500 (+41%) Rent/sqft: $13.09 (56% increase) Occupancy: 91% (-8%) -- Product Considerations: Analysis reveals that a significant majority of our new rentals are women (>70%). This insight, coupled with a mentor's advice on prioritizing security and safety, has shaped our value-add strategy. For context,...

We hope this email finds you well. Detailed below is our Quarter 1 2023 update put together by our team. We hope you find it useful and informative. Portfolio Update Same-store revenues for the first quarter 2023 increased 28.1% for the same quarter in 2022. With CRE mortgages in the crosshairs, our loan portfolio is healthy and long dated to ride out this wave of elevated interest rates. RuCo Loan Portfolio Metrics: Average Maturity: February 2027 Current LTV: 44.18% Avg. DSCR: 1.80x Average...

In the last 12 months, the Fed raised rates a total of 9 times, bringing the Fed Funds Rate to a range of 4.75% - 5.00%. As we mentioned last month, commercial real estate transaction volume has cratered. Gone are the days of acquiring assets, raising rents x% and the refinancing at a higher valuation. When the macroeconomic road is rocky, you need to create real value which takes more time/energy. There are only two ways to increase revenues: 1) sell more products or 2) increase product...

We hope this email finds you well. Unless you’re a current LP, who have been receiving Monthly Updates / Distribution Notices, it has been a few months since we were last in touch. Much of that is because underlying acquisitions for new investment offerings have been hard to come by in the current environment. Yesterday’s hawkish comments by FED Chairman Powell makes near-term deal flow look even more bleak by stating the Fed Funds rate would be higher than previously expected. What does that...

Well, 2022 was interesting. Though it is hard to believe that 2022 is now a memory, there is little doubt that it will be a year that won’t be soon forgotten. 2022 Overview: When we started the year the Fed Funds rate was 0.08%, as of 1/3/22 the rate was 4.10%. The Fed began drastically raising rates in March to combat the rapid increase in inflation caused by loose monetary policy. Notably, the 2/10 treasury spread has been inverted since July 5th; as of 1/11/23 this spread was the widest it...

There is little doubt that 2022 will be a year that many will not soon forget. In the face of economic headwinds, the RuCo managed storage portfolio grew leaps and bounds over the past year. As the saying goes "if you always stay ready, you never have to get ready." RuCo 2022 Summary Rentable SF Growth +97.5% Unit Count Growth +150.1% Transaction Volume $15.5MM Portfolio SF 433,000 SF Equity Deployed $9.5MM Without the support of our partners, none of the aforementioned accomplishments or...