Condo Conversion Fund I  ·  2025

New York’s
best return is
hiding in
rent control.

Urban Innovators Fund acquires rent-stabilized multifamily at maximum dislocation, converts to market-rate condominiums through non-eviction plans, and delivers institutional returns from New York’s most overlooked asset class.

$300M
Target Fund
30%+
Net IRR
2.5×
Target MOIC
8%
Preferred Return
NYC multifamily building
NYC multifamily
01 — The Opportunity

“The 2019 HSTPA created the deepest dislocation in New York real estate in a generation. The 2025 AHRA created the exit.”

When Albany’s Housing Stability and Tenant Protection Act passed in 2019, ~1 million NYC apartments lost nearly half their value overnight. Institutional owners became motivated sellers. In 2025, the Albany Rent Reform Act legalized non-eviction condo conversion at scale — opening a legal, efficient exit that 99% of institutional capital hasn’t identified yet.

Pre-2019
Status Quo
Rent-stabilized stock held for long-term cash flow. Values stable.
HSTPA 2019
Dislocation
Values drop 47%. Institutional sellers motivated to exit at deep discounts.
AHRA 2025
The Exit Opens
Non-eviction conversion legalized. UIF is positioned to capture the spread.
~1M
Rent-stabilized units in NYC — the deepest pool of convertible residential stock in the country
47%
Average price decline since HSTPA 2019 — acquisition at generational lows
$175K
Average all-in acquisition price per unit vs. $950K+ market value at condo conversion
1.41%
NYC residential vacancy rate — among the lowest in the nation, supporting end-buyer demand
02 — Investment Strategy

The Four-Phase
Playbook.

A repeatable, institutionally-managed process for converting distressed rent-stabilized buildings into premium market-rate condominiums.

01
🏚
Acquire at Dislocation
Buy rent-stabilized buildings 40–50% below 2019 values from motivated institutional sellers. Target 6–30 unit buildings in supply-constrained NYC submarkets with 1.41% vacancy.
02
Green Upgrade & Stabilize
Electrify all building systems. IRA credits + NYSERDA grants offset 60–80% of renovation cost. Reduce operating expenses 41% while improving NOI and building quality substantially.
03
🔄
Non-Eviction Conversion
Convert to condominiums under AHRA 2025. Tenants receive right of first offer at favorable pricing. No displacement — legally sound, socially responsible, and structurally efficient.
04
📈
Market-Rate Exit
Sell condo units at $950K+ market value versus a $200K all-in basis. Target 37%+ IRR and 2.71× MOIC per deal. Realized returns distributed to LPs across the fund’s 7-year lifecycle.
03 — The Green Advantage

Incentives fund
the upgrades.

Upgrades fund the returns. Our electrification and envelope strategy turns sustainability into a competitive moat that competitors without our expertise cannot replicate.

Operating Cost Per Unit / Year
Pre-Upgrade$22,400 / unit
Post-Upgrade$13,100 / unit
41%Reduction in operating costs
Incentive Stack Per Unit
IRA §179D Energy Efficiency$18,500
NYSERDA Clean Heat Program$12,000
Con Edison Utility Rebates$8,000
HPD / DHCR Compliance Credits$5,000
Total Offset / Unit$43,500
Offsets 60–80% of total renovation cost per unit
Electrification
Replace oil and gas systems with cold-climate heat pumps, induction cooking, and EV-ready infrastructure. Qualifies for IRA §25C credits and reduces annual energy spend 40–60%.
🏠
Envelope Sealing
Comprehensive insulation, triple-pane window upgrades, and air sealing reduce heat loss 30–40%. NYSERDA EmPower+ covers up to 100% of cost for income-qualifying units.
💰
Incentive Engineering
Our team delivered $275M+ in NYC public capital projects and maintains direct relationships at NYSERDA, HPD, and DHCR. Incentive capture is a core competency, not an afterthought.
04 — Where We Invest

Five boroughs.
One strategy.

We operate across NYC’s entire rent-stabilized landscape, with primary concentration in Manhattan and Brooklyn where the deepest pipeline and strongest condo demand converge.

Capital Allocation by Borough Fund I — Target Deployment
Manhattan 40%
Brooklyn 35%
Queens 12%
Bronx 11%
Staten Island 2%
40%
Manhattan
Primary Market
Key Neighborhoods
Washington Heights, Harlem, Inwood, Hamilton Heights
Investment Thesis
Highest concentration of rent-stabilized stock. Deepest condo end-buyer demand. Our regulatory expertise creates maximum competitive moat here.
10–15 target acquisitions
35%
Brooklyn
Primary Market
Key Neighborhoods
Crown Heights, Bed-Stuy, Bushwick, Flatbush
Investment Thesis
Deep pipeline of pre-war multifamily with strong condo conversion demand and improving submarket fundamentals. Best risk-adjusted return profile in the fund.
8–12 target acquisitions
12%
Queens
Expanding
Key Neighborhoods
Astoria, Jackson Heights, Jamaica, LIC
Investment Thesis
Rapidly growing end-buyer demand driven by transit access, cultural vibrancy, and relative affordability versus Manhattan.
3–5 target acquisitions
11%
The Bronx
Growth Market
Key Neighborhoods
South Bronx, Mott Haven, Fordham, Concourse Village
Investment Thesis
Significant value dislocation in transitional submarkets undergoing commercial and cultural revival. Attractive pricing with improving fundamentals.
4–6 target acquisitions
2%
Staten Island
Opportunistic
Key Neighborhoods
St. George, New Brighton, Stapleton
Investment Thesis
Selective opportunities in waterfront submarkets with strong conversion economics and early-mover advantage in an underinstitutionalized market.
1–2 target acquisitions
05 — Model Your Returns

What does your
commitment return?

Explore projected returns based on Condo Conversion Fund I target economics. Adjust your equity commitment to see real-time projections.

Equity Commitment
$5.00M

Based on target fund economics: 2.5× MOIC, 8% preferred return, 7-year term, 80/20 LP/GP split above pref. Not a guarantee of future returns.

Projected Total Return
$12.50M
Preferred Distributions
$2.80M
LP Profit Participation
$5.76M
Target IRR Range
28–32%
Annual Preferred Distribution — 7-Year Term
Year 1Year 7
06 — Unit Economics

$200K in.
$950K out.

From acquisition to market exit — the full value creation journey of a single converted unit.

$950K $700K $450K $200K 4.75× $175K $200K $950K Acquisition All-In Cost Market Value
30%+
Target Net IRR
2.5×
Target MOIC
8%
Preferred Return
7 yr
Fund Term
07 — Fund Projections

$698M cumulative
EBITDA by Year 5.

Condo Conversion Fund I — annual projected EBITDA at full deployment

82.2% Projected Margin  ·  Illustrative only. Not a guarantee of future performance.
$221M $165M $110M $55M $45M $98M $156M $178M $221M Year 1 Year 2 Year 3 Year 4 Year 5
08 — The Transformation

What we build.

Every UIF acquisition undergoes a complete transformation — from distressed rent-stabilized asset to premium market-rate condominium.

Pre-conversion NYC building
Before
Post-conversion building
After
Pre-Conversion
Aging mechanical systems, deferred maintenance, oil-fired heat, deteriorating building envelope. NOI far below market potential due to rent-stabilization constraints and post-HSTPA institutional neglect.
Post-Conversion
Fully electrified systems, sealed and insulated envelope, modernized units and common areas. Converted to market-rate condominiums at $950K+ per unit. Operating costs reduced 41%. NOI fully optimized.
09 — Representative Transaction

Hamilton Heights,
Manhattan.

Presented for illustrative purposes. Representative of target deal economics.

Location
Hamilton Heights
Washington Heights / West 140s, Manhattan

164-unit rent-stabilized multifamily acquired at deep discount following HSTPA-driven price dislocation. Full electrification and envelope retrofit completed using IRA credits and NYSERDA grants. Non-eviction condo conversion completed under AHRA 2025 with all tenants receiving right of first offer.

This transaction exemplifies our full four-phase playbook: acquire at dislocation, green upgrade, non-eviction conversion, market-rate exit.

Total Units164
Equity Deployed$12,000,000
Acquisition / Unit$175,000
Condo Sale / Unit$952,000
Incentive Offset$43,500 / unit
Net IRR37.8%
MOIC2.71×
10 — Leadership

The team.

Five decades of collective expertise in New York real estate, capital markets, infrastructure delivery, and sustainable development.

Aundre Oldacre
CSO
Morgan Stanley · Credit Suisse · Cornell CRE · Columbia
Leads UIF’s capital strategy and institutional investor relationships. Former capital markets background across debt and equity at Morgan Stanley and Credit Suisse. Cornell CRE certificate, Columbia Construction Finance.
Lucas Bianchi
CFO
Moody’s · $500M Fintech Exit
Leads financial operations and LP reporting. Former Moody’s analyst and architect of a $500M fintech exit. Deep expertise in structured finance, fund accounting, and institutional capital reporting frameworks.
Douglas Lawrence
CIO
JPMorgan · TIAA-CREF · Yale / UConn MBA
30+ years in institutional real estate. Former JPMorgan Urban Renaissance Property Fund and TIAA-CREF senior roles. Leads all acquisitions, underwriting, and asset management for the portfolio.
Kim Wales
COO
Chase · Morgan Stanley · Prudential · DTCC
Raised $500M+ in institutional capital across Chase, Morgan Stanley, Prudential, and DTCC. JOBS Act contributor. Leads fund operations, compliance infrastructure, and LP relations.
Steve Williams
CDO
Danforth Development · NYC DGS Deputy Commissioner
Delivered $275M+ in NYC public capital projects. Former NYC DGS Deputy Commissioner. Leads all development, construction, and Green Advantage program execution.
11 — Fund Structure

Fund terms.

Fund NameUrban Innovators Fund — Condo Conversion Fund I
StrategyNon-eviction condo conversion, NYC rent-stabilized multifamily
Target Fund Size$300,000,000
Minimum Commitment$5,000,000
Fund Term7 years (+ 1-year extension option)
Geographic FocusNew York City — all 5 boroughs
Target Hold Per Asset3–5 years
Target Net IRR30%+ per annum
Target MOIC2.5× – 2.8×
Preferred Return8% (cumulative, non-compounded)
Carried Interest20% above preferred return (80/20 LP/GP)
Management Fee2.0% on committed capital
Maximum LTV40% of acquisition price
NOI Reserve35% of gross operating income
NYC skyline

Ready to access
the UIF opportunity?

Condo Conversion Fund I is accepting accredited investors and qualified institutional capital. Minimum commitment $5,000,000.