Investment Overview
As part of Roers Companies’ latest Cross-Market Collective, “Shore to Summit” combines two high-conviction multifamily developments in Bozeman, MT and Naples, FL into one streamlined investment structure. Bozeman offers strong long-term fundamentals driven by population growth, a diversified economy, Montana State University, expanding healthcare and technology sectors, and outdoor recreation demand. More importantly, “Garnet” in Bozeman is positioned to advance as many competing projects have paused, pulled back, or sought buyers, creating a favorable timing window with limited new Class A market-rate supply in the pipeline.
Naples provides exposure to one of Florida’s most desirable and difficult-to-enter housing markets. While the project benefits from proximity to coastal amenities, employment centers, and affluent neighborhoods, its core differentiation is delivering attainable, high-quality rental housing for a distinct resident base rather than competing directly with nearby luxury properties. “Briva” in Naples is expected to benefit from Live Local entitlement advantages and HUD 221(d)(4) construction-to-permanent financing, supported by Roers Cos.’ vertically integrated platform to manage added legal, construction, and compliance complexity. Together, the two projects offer balanced exposure to growth, scarcity, supply constraint, and durable rental demand within a single investment.
MINIMUM INVESTMENT
$150,000
ASSET CLASS
Market-Rate and Workforce Apartments
INVESTMENT TYPE
Equity – Limited Partner
Briva — Naples, FL
Mixed-Income Appeal
Offering a blend of workforce and market-rate housing allows the development to serve a diverse resident base — from individuals on fixed incomes to those seeking higher-end rental options. This balanced mix not only meets a broad range of housing needs but also contributes to a more inclusive, dynamic, and vibrant community.
Favorable Tax and Living Conditions
Florida’s low taxes and business-friendly regulatory climate create a compelling backdrop for economic growth. Naples, recognized by U.S. News as the 9th fastest-growing city in the U.S. for 2023–2024, also holds the distinction of being the safest place to live among the 150 largest metro areas—underscoring its appeal as both a dynamic and secure community.
Underserved Rental Market
Utilizing HUD 221(d)(4) financing provides a competitive construction-to-permanent debt structure with long-term fixed-rate certainty, reduced refinance risk, and assumable debt that may enhance marketability at sale. While this execution requires significant coordination, Roers Cos.’ vertically integrated platform allows the team to manage the added administrative, legal, construction, and compliance complexity in-house — helping lower investor exposure while supporting strong long-term return potential.
Garnet — Bozeman, MT
High-Growth, High-Income
With 55% population growth since 2010 and another 20% projected by 2030, Bozeman is among the nation’s fastestgrowing, most affluent sub-markets — featuring $83K+ median incomes and $1–1.5M home values. A diverse economy, anchored by Montana State University and a booming tech sector adding $2.9B+ annually, drives steady in-migration and rental demand.
Location
Positioned on Bozeman’s redeveloped west side, the site offers prime visibility along Huffine/Main Street with walkable access to retail, dining, and amenities. Integrated into a master-planned community, it delivers connectivity, lifestyle, and long-term strength in one of the city’s most dynamic growth corridors.
Retail Space
This project will feature 5,000 square feet of commercial space, allowing for multiple retail spots on the ground floor of the building. This not only adds a layer of convenience for residents but is expected to boost investor returns.
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