--- title: "Proven Track Record: Average annualized return of the S&P500 is 10.13%. Our team of sponsors has consistently delivered 20% in multifamily real estate." description: "Unlocking Investment Excellence: Explore how our sponsor team consistently outperforms the S&P 500, delivering a remarkable 20% AAR in multifamily." image: https://insights.westworthcapital.com/hubfs/Screen%20Shot%202023-12-19%20at%2010.50.50%20PM.png --- [Skip to content](https://insights.westworthcapital.com/blogs/proven-track-record-average-annualized-return-of-the-sp500-is-10.13.-our-team-of-sponsors-has-consistently-delivered-20-in-multifamily-real-estate#main-content) [![Color logo - no background-1](https://insights.westworthcapital.com/hs-fs/hubfs/Color%20logo%20-%20no%20background-1.png?width=1979&height=567&name=Color%20logo%20-%20no%20background-1.png)](https://www.westworthcapital.com) - [Our Strategy](https://westworthcapital.com/our-strategy/) Show submenu for Our Strategy - [Our Team](https://westworthcapital.com/our-team/) - [Message Us](https://westworthcapital.com/message-us/) - [Media](https://westworthcapital.com/#) Show submenu for Media - [Free Investing Guide](https://westworthcapital.com/free-guide-to-passive-multifamily-investing/) - [Investments](https://westworthcapital.com/investments/) Open main navigation Close main navigation - [Our Strategy](https://westworthcapital.com/our-strategy/) Show submenu for Our Strategy - [Our Team](https://westworthcapital.com/our-team/) - [Message Us](https://westworthcapital.com/message-us/) - [Media](https://westworthcapital.com/#) Show submenu for Media - [Free Investing Guide](https://westworthcapital.com/free-guide-to-passive-multifamily-investing/) - [Investments](https://westworthcapital.com/investments/) - [Investor Portal](https://westworthcapital.cashflowportal.com/) [Investor Portal](https://westworthcapital.cashflowportal.com/) Dec 20, 2023 9:39:58 AM # Proven Track Record: Average annualized return of the S&P500 is 10.13%. Our team of sponsors has consistently delivered 20% in multifamily real estate. ![Picture of Dami Fadipe](https://insights.westworthcapital.com/hs-fs/hubfs/Untitled%20design%20(6)-modified.png?width=50&name=Untitled%20design%20(6)-modified.png) [Dami Fadipe](https://insights.westworthcapital.com/blogs/author/dami-fadipe) Share: [facebook-f icon](http://www.facebook.com/share.php?u=https://insights.westworthcapital.com/blogs/proven-track-record-average-annualized-return-of-the-sp500-is-10.13.-our-team-of-sponsors-has-consistently-delivered-20-in-multifamily-real-estate) [Share this page on LinkedIn](http://www.linkedin.com/shareArticle?mini=true&url=https://insights.westworthcapital.com/blogs/proven-track-record-average-annualized-return-of-the-sp500-is-10.13.-our-team-of-sponsors-has-consistently-delivered-20-in-multifamily-real-estate) [Share this page on Twitter](https://twitter.com/intent/tweet?url=https://insights.westworthcapital.com/blogs/proven-track-record-average-annualized-return-of-the-sp500-is-10.13.-our-team-of-sponsors-has-consistently-delivered-20-in-multifamily-real-estate) [Share this page on Pinterest](http://pinterest.com/pin/create/link/?url=https://insights.westworthcapital.com/blogs/proven-track-record-average-annualized-return-of-the-sp500-is-10.13.-our-team-of-sponsors-has-consistently-delivered-20-in-multifamily-real-estate) [Share this page via Email](mailto:?body=https://insights.westworthcapital.com/blogs/proven-track-record-average-annualized-return-of-the-sp500-is-10.13.-our-team-of-sponsors-has-consistently-delivered-20-in-multifamily-real-estate) In the ever-evolving landscape of investment opportunities, it's crucial to examine and compare the performance of various asset classes to make informed decisions. One such analysis pits the traditional powerhouse, the S&P 500, against the lucrative realm of multifamily real estate. ![Screen Shot 2023-12-19 at 10.50.50 PM](https://insights.westworthcapital.com/hs-fs/hubfs/Screen%20Shot%202023-12-19%20at%2010.50.50%20PM.png?width=1400&height=1190&name=Screen%20Shot%202023-12-19%20at%2010.50.50%20PM.png) Buckle up as we delve into the numbers and explore the remarkable track record of our sponsor team, delivering a formidable 20% average annualized return in the multifamily sector. The details will expand your knowledge and broaden your horizons. [Click "Read more" for the facts and figures.](https://insights.westworthcapital.com/blogs/proven-track-record-average-annualized-return-of-the-sp500-is-10.13.-our-team-of-sponsors-has-consistently-delivered-20-in-multifamily-real-estate?utm_medium=email&_hsmi=2&_hsenc=p2ANqtz-8DwzMAoV5yyGAbQKkfY-M8XUjud2BXuPgqvDcIIl9JHruovm5zcYd9SuqQBLO7gdbxjf_M7T9SmszRtj_6io-MyTkDHCIMtZ-tlnDGnN9waoGFMKQ&utm_content=2&utm_source=hs_email) ## **The S&P 500: A Benchmark Standard** --- The Standard & Poor's 500 Index (S&P 500) is a market-capitalization-weighted index of the 500 leading publicly traded companies in the U.S. While it assumed its present size (and name) in 1957, the S&P actually dates back to the 1920s, becoming a composite index tracking 90 stocks in 1926. The average annualized return since its inception in [1928 through Dec. 31, 2022, is 9.81%](https://www.officialdata.org/us/stocks/s-p-500/1928?amount=100&endYear=2022).[The average annualized return since adopting 500 stocks into the index in 1957 through Dec. 31, 2022, is 10.13%.](https://www.officialdata.org/us/stocks/s-p-500/1957?amount=100&endYear=2022/)     ## How Inflation Affects S&P 500 Returns --- Inflation is one of the major problems for an investor hoping to recreate that 10.13% average return regularly. Adjusted for inflation, [the historical average annual return is only around 6.29%](https://www.officialdata.org/us/stocks/s-p-500/1957?amount=100&endYear=2022/). There is an additional problem posed by the question of whether that inflation-adjusted average is accurate since the adjustment is made using the inflation figures from the [Consumer Price Index (CPI](https://www.investopedia.com/terms/c/consumerpriceindex.asp)), the index that some analysts believe vastly understates the true inflation rate.   ## **Multifamily Real Estate: A Hidden Gem** --- Enter multifamily real estate, a sector often overlooked by retail investors but rich with potential. Our team of sponsors has consistently outperformed the market, boasting an impressive 20% average annualized return (AAR). This stellar track record is not a one-time anomaly but a testament to the strategic expertise and market insight that we bring to the table. ![SOLD](https://39599641.fs1.hubspotusercontent-na1.net/hub/39599641/hubfs/SOLD.png?width=1200&length=1200&name=SOLD.png) The Enclave on Bethany was a highly leveraged asset held for 3.75 years. Bought at $11.635m and sold for $20.5m to create an Annualized Rate of Return of 103%. ![The Flats at 2030](https://39599641.fs1.hubspotusercontent-na1.net/hub/39599641/hubfs/SOLD%20(1).png?width=1200&length=1200&name=SOLD%20(1).png) The Flats at 2030 in Phoenix is another investment  that our team is proud of. By executing our carefully thought out value-add program, this property was exited at 81.8% AAR. ![The flats @ 235](https://39599641.fs1.hubspotusercontent-na1.net/hub/39599641/hubfs/SOLD%20(1)-1.png?width=1200&length=1200&name=SOLD%20(1)-1.png) **The Flats @ 235 is a 1965 build a value add which our team held for 17 months before exiting at an 18.3% AAR in January 2020.**   *Why Multifamily Real Estate?* Multifamily real estate investments offer a unique set of advantages. Unlike the inherent volatility of the stock market, multifamily properties provide a more stable and predictable income stream. The demand for rental housing remains resilient, making multifamily investments a reliable option for long-term wealth creation. *Our Sponsor Team Advantage* What sets our team apart is not just the remarkable returns but the meticulous approach to each investment. Our sponsors leverage their expertise to identify high-potential opportunities, conduct thorough due diligence, and implement strategic management practices. This hands-on approach ensures not only impressive returns but also a level of consistency that investors can rely on.   ## The Verdict is in: Making Informed Investment Choices --- As investors navigate the complex financial landscape, understanding the performance metrics of different asset classes becomes paramount. While the S&P 500 (and stocks generally) remains a solid choice for many, our team's proven track record in multifamily real estate offers a compelling choice for portfolio diversification. With a consistent 20% average annualized return, [our investment opportunities](https://insights.westworthcapital.com/hubfs/The%20Cape%20-%20Deal%20Deck.pdf) stand as a formidable contender in the quest for superior outcomes. As always, informed decision-making is the key to unlocking the full potential of your investment portfolio.   [Book a Call](https://calendly.com/dami-t-a/30min) [multifamily](https://insights.westworthcapital.com/blogs/tag/multifamily), [tax real estate](https://insights.westworthcapital.com/blogs/tag/tax-real-estate), [Investments](https://insights.westworthcapital.com/blogs/tag/investments), [Finance](https://insights.westworthcapital.com/blogs/tag/finance) ## Related posts [![](https://insights.westworthcapital.com/hs-fs/hubfs/Distribution%20Waterfall%20Explanation_02_Summary%20Text_202009.png?height=200&name=Distribution%20Waterfall%20Explanation_02_Summary%20Text_202009.png)](https://insights.westworthcapital.com/blogs/what-is-a-preferred-return) [Investments](https://insights.westworthcapital.com/blogs/tag/investments), [Finance](https://insights.westworthcapital.com/blogs/tag/finance) ## [What is a Preferred Return?](https://insights.westworthcapital.com/blogs/what-is-a-preferred-return) ![Picture of Dami Fadipe](https://insights.westworthcapital.com/hs-fs/hubfs/Untitled%20design%20(6)-modified.png?width=50&name=Untitled%20design%20(6)-modified.png) [Dami Fadipe](https://insights.westworthcapital.com/blogs/author/dami-fadipe) Dec 29, 2023 9:45:00 AM Our most recent deal, which offers preferred returns to investors, has sparked numerous inquiries... [Read more](https://insights.westworthcapital.com/blogs/what-is-a-preferred-return) [![](https://insights.westworthcapital.com/hs-fs/hubfs/Distribution%20Waterfall%20Explanation_02_Summary%20Text_202009.png?height=200&name=Distribution%20Waterfall%20Explanation_02_Summary%20Text_202009.png)](https://insights.westworthcapital.com/blogs/what-is-a-preferred-return-0) [Investments](https://insights.westworthcapital.com/blogs/tag/investments), [Finance](https://insights.westworthcapital.com/blogs/tag/finance) ## [What is a Preferred Return?](https://insights.westworthcapital.com/blogs/what-is-a-preferred-return-0) ![Picture of Dami Fadipe](https://insights.westworthcapital.com/hs-fs/hubfs/Untitled%20design%20(6)-modified.png?width=50&name=Untitled%20design%20(6)-modified.png) [Dami Fadipe](https://insights.westworthcapital.com/blogs/author/dami-fadipe) Dec 29, 2023 8:53:42 PM Our most recent deal, which offers preferred returns to investors, has sparked numerous inquiries... [Read more](https://insights.westworthcapital.com/blogs/what-is-a-preferred-return-0) [![](https://insights.westworthcapital.com/hs-fs/hubfs/Imported_Blog_Media/we-are-65-subscribed-5.png?height=200&name=we-are-65-subscribed-5.png)](https://insights.westworthcapital.com/blogs/breaking-news-westworth-capital-welcomes-a-thrilling-addition-to-its-portfolio-unveiling-a-spectacular-320-unit-apartment-community-in-dallas-tx) [investing](https://insights.westworthcapital.com/blogs/tag/investing), [tax real estate](https://insights.westworthcapital.com/blogs/tag/tax-real-estate), [tax](https://insights.westworthcapital.com/blogs/tag/tax), [News](https://insights.westworthcapital.com/blogs/tag/news), [Investments](https://insights.westworthcapital.com/blogs/tag/investments) ## [🎉 Breaking News: Westworth Capital Welcomes a Thrilling Addition to Its Portfolio – Unveiling a Spectacular 320-Unit Apartment Community in Dallas, TX! 🏙️🌟](https://insights.westworthcapital.com/blogs/breaking-news-westworth-capital-welcomes-a-thrilling-addition-to-its-portfolio-unveiling-a-spectacular-320-unit-apartment-community-in-dallas-tx) [westworthcapital](https://insights.westworthcapital.com/blogs/author/westworthcapital) Sep 11, 2023 7:12:58 PM We are thrilled to share some exciting news with you – Westworth Capital Partners and our dedicated... [Read more](https://insights.westworthcapital.com/blogs/breaking-news-westworth-capital-welcomes-a-thrilling-addition-to-its-portfolio-unveiling-a-spectacular-320-unit-apartment-community-in-dallas-tx) 🌐 Dive into the World of Passive Investing📈 📈 . Unlock the Power of Multifamily Real Estate with Our Exclusive Guide 💡 .   [CLICK TO VIEW](https://insights.westworthcapital.com/hubfs/Our%20Strategy..The%20Simplest%20Guide%20to%20Passive%20Multifamily%20Investing.pdf) [![mockup-of-a-woman-holding-an- investing-book-up-to-her-face-23693](https://insights.westworthcapital.com/hs-fs/hubfs/mockup-of-a-woman-holding-a-book-up-to-her-face-23693.png?width=1440&height=1906&name=mockup-of-a-woman-holding-a-book-up-to-her-face-23693.png "mockup-of-a-woman-holding-an- investing-book-up-to-her-face-23693")](https://westworthcapital.com/wp-content/uploads/2023/05/The-Simplest-Guide-to-Passive-Multifamily-Investing.pdf) ### Elevate Your Investment Journey 🚀🚀🚀 . Stay Ahead with Exclusive Deals. 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