Executive Investment Summary
Opportunity Overview
This investment presents a unique opportunity to participate in the development of a Montessori early education preschool through a secured mezzanine loan. The project involves the acquisition of 2.2± acres in a high-demand, affluent area, with plans to develop an 11,300± SF preschool serving 132 students as the first phase. The remaining portion of the property is reserved for future retail development.
Strategic Location
The property is positioned in a rapidly growing, high-income community, ensuring strong enrollment demand. The project will be the closest Montessori preschool serving this area, catering to families seeking high-quality early childhood education.
Montessori Education Advantage
This preschool will offer a modern, research-backed learning environment for children 18 months to 6 years old (Pre-K) with:
- Spacious Classrooms & Natural Light
- Botany & Gardening Curriculum
- Hybrid Indoor/Outdoor Playground
- Interactive Splash Pad for Hot Summers
- Animal Care Programs
Project Financials
- Total Project Cost: $8.26M (Land acquisition: $2.8M | Development & financing: $5.46M)
- Fully Entitled | Anticipated Closing: May 2025
- Stabilized EBITDA: $1.2M+ annually
- 85% Project Financing Secured
- Equity Raise Requirement: $1.24M
Investor Opportunity
Investors can participate via a secured mezzanine loan with the following terms:
- Term: 36 months
- Interest Rate: 10% per annum (accrued)
- Balloon Payment: Due at maturity
- First-Priority Cash Flow Distributions
- Collateral: 30% of membership interests
- Conversion Option at Maturity
- No Prepayment Penalty
Investment Sponsor
The project sponsor is a leading Montessori education provider, specializing in purpose-built, high-quality learning environments designed to foster cognitive, academic, and social development. The team brings deep expertise in Montessori education, child psychology, and commercial real estate development, ensuring a seamless execution of the project and a strong market fit for long-term success.
For further details or to discuss this investment, please reach out. Email: milsteindylan@gmail.com
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