Apollo Realty Income Solutions (“ARIS”) is a perpetually offered, non-traded corporation that elected to be taxed as a real estate investment trust ("REIT") focused on investing in substantially stabilized, well-leased, income-oriented commercial real estate assets throughout the United States. ARIS provides individual investors access to Apollo Global Management’s premier real estate investment and lending platform and high-conviction, thematic approach to investing.
Real Assets
Apollo Realty Income Solutions
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Overview
About
Apollo Realty Income Solutions (ARIS) is Apollo’s flagship direct real estate income product in the United States, providing individual investors access to Apollo’s “Best Ideas” for income-generating commercial real estate investments.
Strategy
ARIS’ investment strategy is focused on well-leased, income-oriented commercial real estate and mortgages securing commercial properties. ARIS utilizes a strategic approach to portfolio construction, targeting specific themes and property types and harnessing the resources, market knowledge and expertise of the broader Apollo platform. ARIS proactively asset manages the properties in an effort to create value, with a goal of capital appreciation.
Asset Management and Selection Process
01
Data Driven Development of Investment Thesis
02
Acquire Income-Generating Assets at a Defensive Basis
03
Actively Manage to Create Value
With a Focus on Creating a Dynamic Portfolio of Income-Oriented Real Estate Assets
Well-Leased Properties
- Stabilized, well-located properties throughout the U.S. in which Apollo has high conviction in the underlying asset class and geography
- Examples include industrial, multifamily, essential retail, life sciences, manufactured housing and hospitality
- Opportunity for capital appreciation through pro-active management
Real Estate Related Debt
- Select performing mortgage investments originated by Apollo’s leading global real estate credit platform
Potential Benefits and Features
Access to Apollo’s Leading Global Real Estate Platform
Building a Portfolio Positioned to Perform through Market Cycles
Monthly Pricing & Liquidity⁽⁷⁾
Current Income from Stable Monthly Cash Distributions⁽⁵⁾
Lower Volatility Than Publicly Traded Real Estate Companies⁽⁶⁾
Annual Form 1099-DIV
| Name | Apollo Realty Income Solutions, Inc. (“ARIS”) |
| Structure | Non-exchange traded, perpetual life real estate investment trust ("REIT") |
| Maximum Offering(9) | $5 billion |
| Offering Price(10) | Generally equal to our prior month’s NAV per share for such class as of the last calendar day of such month, plus applicable upfront selling commissions and dealer manager fees |
| Strategy | ARIS invests primarily in substantially stabilized, well-leased, income-producing commercial real estate assets in the United States that have attractive long-term fundamentals, with a potential for capital appreciation. To a lesser extent, ARIS may invest in real estate debt or real estate-related debt securities on a selective basis or to provide a source of liquidity |
| Minimum Initial Investment (11) | $2,500 |
| Upfront Selling Commission and Dealer Manager Fee | Class S: Up to 3.0% of the transaction price for upfront selling commission and up to 0.5% of the transaction price for Dealer Manager Fees(12) Class D: Up to 1.5% of the transaction price Class I: None |
| Stockholder Servicing Fees | Class S: 0.85% per annum, calculated on NAV, paid monthly Class D: 0.25% per annum, calculated on NAV, paid monthly Class I: None |
| Management Fee | 1.25% of NAV per annum, payable monthly |
| Performance Participation Interest(13) | 12.5% of the annual total return, subject to a 5% annual hurdle rate with a catch-up |
| Subscriptions/NAV Frequency
| Monthly purchases as of the first business day of each month; subscription requests must be received at least five business days prior to the first business day of the month. Transaction price will be available on our website and in prospectus supplements. If the transaction price is not made available on or before the eighth business day before the first business day of the month, or a previously disclosed transaction price for that month is changed, then we will provide notice of such transaction to subscribing investors. |
| Distributions(14) | Monthly (subject to Board approval) |
| Share Repurchase Plan(15) | Up to 2% of ARIS’ aggregate NAV per month and up to 5% of its aggregate NAV per quarter |
| Tax Reporting | Annual Form 1099-DIV |
| Investor Suitability | Either (1) a net worth of at least $250,000 or (2) a gross annual income of at least $70,000 and a net worth of at least $70,000; Certain states have established suitability standards in addition to or greater than the minimum income and net worth standards described above. See ARIS' prospectus for more information. |
Featured Investments
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Senior Mortgage Loan⁽²¹⁾
Pictured above: Property image of Project Flash 2.0 in Abilene, TX
Loan Amount: $100 million pari passu interest in a $2 billion allocation of three uncrossed first mortgages totaling ~$7 billion
Location: Abilene, TX
Collateral: Preleased purpose-built data center campus totaling ~3 million sq. ft.
Closing Date: May 2025
Interest Rate: SOFR + 225 basis points
Multifamily⁽²²⁾
Pictured above: Property image from Parc Westborough in Westborough, MA
Purchase Price: $96.2 million
Location: Westborough, MA
Deal Profile: 249-unit, garden-style multifamily asset
Closing Date: May 2025
Property Amenities: Saltwater pool, dog spa, fitness center
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property image of a self-storage asset in Richmond, CA
Loan Amount: $97 million pari passu interest in a $646.7 million floating-rate first mortgage loan
Location: Various (USA)
Collateral: 25-asset self-storage portfolio comprising ~3 million sq. ft. and ~27,000 units located across eight states
Closing Date: April 2025
Interest Rate: SOFR + 285 basis points
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of Luxury Seattle Multifamily development in Seattle, WA
Loan Amount: $50 million pari passu interest in a $275 million senior mortgage loan
Location: Seattle, WA
Collateral: 796-unit to-be-constructed luxury multifamily property
Closing Date: March 2025
Interest Rate: SOFR + 375 basis points
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property image of West Jordan Data Center Campus in West Jordan, UT
Loan Amount: $50 million pari passu interest in a $1.5 billion senior mortgage loan
Location: West Jordan, UT
Collateral: ~990,000 sq. ft. to-be-constructed data center campus
Closing Date: March 2025
Interest Rate: SOFR + 350 basis points
Industrial⁽²²⁾
Pictured above: Property image from McLane Cold Storage in Columbus, OH
Purchase Price: $76 million
Location: Columbus, OH
Deal Profile: ~179,000 sq. ft. cold storage facility
Closing Date: March 2025
Tenant: McLane Company, a subsidiary of Berkshire Hathaway
Senior A-Note⁽²¹⁾
Pictured above: Downtown Manhattan Hotel in New York, NY
Loan Amount: $25 million pari passu interest in a $140 million senior A-note
Location: New York, NY
Collateral: 367-key, 27-story luxury hotel
Closing Date: October 2024
Interest Rate: SOFR + 360 basis points
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of Florida Condo Construction in Hillsboro Beach, FL
Loan Amount: $50 million pari passu interest in a $307 million floating-rate senior mortgage loan
Location: Hillsboro Beach, FL
Collateral: 92-unit to-be-constructed ultra luxury condo development
Closing Date: November 2024
Interest Rate:SOFR + 425 basis points
Senior Mortgage Loan⁽²¹⁾
Pictured above: Project Flash in Abilene, TX
Loan Amount: $125 million pari passu interest in a $2.25 billion floating-rate first mortgage loan
Location: Abilene, TX
Collateral: ~998,000 square foot to-be-constructed purpose-built data center facility
Closing Date: December 2024
Interest Rate: SOFR + 250 basis points
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of Herndon Data Center in Herndon, VA
Loan Amount: $75 million pari passu interest in a $445 million floating-rate first mortgage loan
Location: Herndon, VA
Collateral: To-be-constructed ~359,000 sq. ft. data center facility
Closing Date: August 2024
Interest Rate: SOFR + 440 basis points
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of Life Science Labs in Bedford, MA
Loan Amount: $25 million pari passu interest in a $150 million floating-rate first mortgage loan
Location: Bedford, MA
Collateral: Newly-converted ~288,000 sq. ft. fully-leased life science building
Closing Date: August 2024
Interest Rate: SOFR + 325 basis points
Mezzanine Loan⁽²¹⁾
Pictured above: Images of the Multifamily Portfolio properties in Los Angeles, CA and Chicago, IL
Loan Amount: $63 million pari passu interest in a $125 million fixed-rate first mezzanine loan
Location: Los Angeles, CA & Chicago, IL
Collateral: Equity interests in the owner of a portfolio of 8 newly-delivered, luxury multifamily properties. The pictured properties are a part of the portfolio
Closing Date: July 2024
Interest Rate: 11.0%
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of the Multifamily Construction in Jersey City, NJ
Loan Amount: $65 million pari passu interest in a $210 million floating-rate first mortgage loan
Location: Jersey City, NJ
Collateral: To-be-constructed 757-unit luxury multifamily property
Closing Date: July 2024
Interest Rate: SOFR + 425 basis points
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of the Ashburn Data Center in Ashburn, VA
Purchase Price: $65 million pari passu interest in a $190 million floating-rate first mortgage loan
Location: Ashburn, VA
Collateral: ~528,000 sq. ft. to-be-constructed hyperscale data center
Closing Date: June 2024
Interest Rate: SOFR + 350 basis points
Loan Term: 3 years, with two 1-year extension options
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of Phoenix Multifamily in Phoenix, AZ
Purchase Price: $35 million pari passu interest in a $120 million floating-rate first mortgage loan
Location: Phoenix, AZ
Collateral: In-construction luxury, 400-unit multifamily property located in the Paradise Valley submarket of Phoenix, AZ
Closing Date: June 2024
Interest Rate: SOFR + 300 basis points
Loan Term: 2 years, with three 1-year extension options
Multifamily⁽²²⁾
Pictured above: The Beckett in Charleston, SC
Purchase Price: $49 million
Location: Charleston, SC
Deal Profile: Newly constructed, 186-unit, garden-style multifamily property
Closing Date: May 2024
Property Amenities: Saltwater pool, modern clubhouse, private workspaces, fitness center, yoga center, outdoor grilling area, bocce court, package room
Industrial⁽²²⁾
Pictured above: PepsiCo / Quaker Distribution Center in Byhalia, MS
Purchase Price: $58 million
Location: Byhalia, MS (Memphis MSA)
Deal Profile: ~708,000 sq. ft. distribution center
Closing Date: May 2024
Tenant: Affiliate of PepsiCo
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of Data Center Campus – Phase II in Gainesville, VA
Loan Amount: $85 million pari passu interest in a $667.0 million floating-rate first mortgage loan
Location: Gainesville, VA
Collateral: To-be-built hyperscale turnkey data center
Closing date: March 2024
Interest Rate: SOFR + 390bps
Loan Term: Three-year initial term with two, 1-year extension options
Senior Mortgage Loan⁽²¹⁾
Pictured above: Dual-Branded Hotel in Los Angeles, CA
Loan Amount: $50 million pari passu interest in a $250.0 million floating-rate first mortgage loan
Location: Los Angeles, CA
Collateral: A newly developed 727-key dual-branded hotel and state-of-the-art digital signage totaling ~15,000 of square footage and ~22 million pixels
Closing date: February 2024
Interest Rate: SOFR + 375bps
Loan Term: Three-year initial term with two, 1-year extension options
Senior Mortgage Loan⁽²¹⁾
Pictured above: Multifamily property in San Francisco, CA
Loan Amount: $60 million pari passu interest in a $410.0 million floating-rate senior mortgage loan
Location: San Francisco, CA
Collateral: 75 multifamily properties located throughout San Francisco
Closing Date: December 2023
Interest Rate: SOFR + 300bps
Loan Term: Three-year initial term with two, 1-year extension options
Senior Mortgage Loan⁽²¹⁾
Pictured above: Downtown New York Multifamily in New York, NY
Loan Amount: $50 million pari passu interest in a $150.0 million floating-rate senior mortgage loan
Location: Downtown Manhattan, NY
Collateral: 35-story, 416-unit, 100% market rate multifamily property with 5,858 SF of ground floor retail
Closing Date: December 2023
Interest Rate: SOFR + 300bps
Loan Term: Three-year initial term with two, 1-year extension options
Senior Mortgage Loan⁽²¹⁾
Pictured above: Boston Multifamily Property in Boston, MA
Loan Amount: $26 million pari passu interest in a $126.0 million floating-rate first mortgage loan
Location: Boston, MA
Collateral: Recently developed multifamily property totaling 451 residential units (383 market-rate / 68 affordable) and 15,785 SF of commercial space
Closing Date: November 2023
Interest Rate: SOFR + 360bps
Loan Term: 12-month initial term with one, 6-month extension option
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of Michigan Multifamily Development in Ann Arbor, MI
Loan Amount: $25 million pari passu interest in a $92.4 million floating-rate first mortgage loan
Location: Ann Arbor, MI
Collateral: To-be-constructed multifamily rental community comprising 456 residential units spanning 1-3 bedroom stacked apartments and 3-bedroom “townhome” and “ranch” style units
Closing Date: November 2023
Interest Rate: SOFR + 425bps
Loan Term: Five-year initial term with two, 1-year extension options
Industrial⁽²²⁾
Pictured above: Hallmark Distribution Center II in Liberty, MO
Purchase Price: $65 million
Location: Liberty, MO
Deal Profile: 847K SF industrial distribution facility
Tenant: Hallmark Marketing Company, guaranteed by Hallmark Cards, Inc.
Acquisition Date: October 2023
Lease Economics: ~10 years of remaining lease term and 2.25% annual rent escalations
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of California Production Campus in Burbank, CA
Loan Amount: $100 million pari passu interest in a $480 million floating-rate senior mortgage loan
Location: Burbank, CA
Collateral: To-be-constructed studio production campus, aggregating ~934,000 square feet, fully leased to Warner Bros. for a 15-year term, post-completion
Closing Date: August 2023
Interest Rate: SOFR + 400bps
Loan Term: 42-month initial term, with two extension options of 12 months and 6 months, respectively
Mezzanine Loan⁽²²⁾
Pictured above: Amazon distribution center in Albuquerque, NM
Loan Amount: $50 million pari passu interest in a $150 million fixed rate mezzanine loan
Location: Various (USA)
Collateral: Portfolio of 12 single-tenant, Class-A industrial warehouse/distribution properties each leased to Amazon on long-term leases
Closing Date: August 2023
Loan Term: 3 years
Essential Retail⁽²²⁾
Pictured above: 16000 Pines Market in Pembroke Pines, FL
Purchase Price: $56 million
Location: Pembroke Pines, FL
Deal Profile: 100% leased grocery-anchored shopping center
Anchor Tenants: Publix, Burlington, and Crunch Fitness
Acquisition Date: August 2023
Lease Economics: ~12 years of property weighted average lease term
Upsize of Senior Mortgage Loan⁽²¹⁾
Pictured above: Hotel property in Boston, MA
Loan Amount: $25 million pari passu interest in a $50 million upsizing of an existing floating rate senior loan, $140 million of which is held by an affiliate of Apollo
Location: Various (USA)
Collateral: Portfolio of seven hotels located across six markets, totaling 1,908 keys
Closing Date: June 2023
Interest Rate: SOFR + 415bps
Loan Term: 2.1 years through initial maturity, with one, 1-year extension option
Senior Mortgage Loan⁽²¹⁾
Pictured above: Three-pack hotel property in Breckenridge, CO
Loan Amount: $25 million pari passu interest in a $133.5 million floating-rate first mortgage loan
Location: Breckenridge, CO & Clearwater, FL
Collateral: Three-asset, 412-key hotel portfolio
Closing Date: June 2023
Interest Rate: SOFR + 375bps
Loan Term: 3 years (plus two, 1-year extension options)
Senior Mortgage Loan⁽²¹⁾
Pictured above: Property rendering of Gainesville Data Center in Gainesville, VA
Loan Amount: $50 million pari passu interest in a $530 million first mortgage loan
Location: Gainesville, VA
Collateral: ~482,000 sq. ft. to-be-constructed hyperscale data center 100% leased to a AAA-rated technology company for a 15-year lease term
Closing Date: May 2023
Interest Rate: SOFR + 410bps
Loan Term: 3 years (plus two, 1-year extension options)
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These investment examples have been provided for discussion purposes only and were selected using an objective, non-performance based criteria, to illustrate recent investment activity. It should not be assumed that these investments were or will be profitable. Past performance is neither indicative, nor a guarantee of future returns. There is no guarantee that similar opportunities will become available in the future or, if available, that such opportunities will be profitable.
Management Team
Management Team
Stuart Rothstein
Chairman of the Board of Directors
Jess Lipsey
Chief Executive Officer, President of ARIS and Chief Investment Officer of the Adviser
Anastasia Mironova
Chief Financial Officer of ARIS
Benjamin Israel
Chief Operating Officer of ARIS and Deputy Chief Investment Officer of the Adviser
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