pe fund investor presentation ver 7-6-2015

3

Contents

Section 1 Equity Overview 3

Corporate Values 4

Equity & Its Affiliates 5

Reaching New Markets 6

Geographic Footprint 7

National Recognition 8

Healthcare Specialization 9

Retail Specialization 10

Section 2 Equity Team Bios 11

Organizational Chart 12

Executive Team 13

Construction Affiliate 14

Divisional Leadership 15

Section 3 Investment Case Studies 17

Section 1: Equity Overview

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5

Our values:

•Absolute integrity

•Passion for excellence

•Inspiring personal growth

•Honor God

Values drive behavior. Behavior creates reputation. Success begins

with what you believe.

Values Centered Business Culture

Values must be cultivated and nurtured.

• Acquisitions/Dispositions• Development • Construction• Finance & Feasibility• Real Estate Investments

• Real Estate Brokerage• Asset Management• Property Management• Consulting

The Growth of Equity and Its Affiliates

6

Equity’s array of services is comprehensive, including affiliated

companies that were started to improve real estate and investor

services. This service array provides clients with single source real estate solutions that create repeat business

and enduring relationships.

Equity Offers Comprehensive Real Estate Services

EVF is family of private equity funds providing investors a vehicle to

strategically seek value-add investment opportunities in

healthcare and retail real estate assets, with decisions governed by an

Investment Committee.

ECS is an affiliated commercial construction company providing a

wide range of construction services to clients through the U.S., including most real estate product types, such

as: office healthcare, retail, industrial, interiors, renovation,

faith-based.

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Reaching New Markets

Offices in 8 cities, doing business in over 40 states.1989 Equity is founded in Columbus, Ohio

1998 Cincinnati Office Opens

2006 Equity opens in Tampa, FL

2009 Office opens in San Antonio, TX

2011 Office opens in Dayton, OH

2013 Office opens in SW Florida (Naples)

2014 Office opens in Austin, TX

Operating with a national footprint, we areadept at entering new markets… and gaining alocal perspective. In additional to facilitating anational client services network, each officefocuses on being the preferred local provider ofcomprehensive real estate services.

Operations & Transaction Footprint

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Columbus | Dayton | Cincinnati | Indianapolis | Tampa | Orlando | SW Florida | Austin | San Antonio

March 15, 2014 – Equity is the 15th largest healthcare developer in the US by project square footage – our 8th consecutive year in the top 25!

National Recognition

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Equity’s growth has been greatly impacted by thedecision to focus on healthcare. The continuingincrease in healthcare costs, innovations intechnology, changes in funding and regulation, theAffordable Care Act and a host of factors continueto make investment in healthcare real estate andinfrastructure a highly profitable niche. Equity is ahighly competitive service provider in this industry.

http://www.modernhealthcare.com/

http://www.modernhealthcare.com/

For over 20 years creating healthcare projects for hospitals and physicians hasbeen a core business of the firm. More recently, seniors housing has been andincreasing focus of our company.

Healthcare Product Specialization

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http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=0n8d6ls_HS-IhM&tbnid=2kuyFE6g7K3LUM:&ved=0CAUQjRw&url=http://www.telegraph.co.uk/health/9027445/Brussels-will-welcome-a-stronger-safety-net.html&ei=-URhUpiBDI6e9QS6qIDQDA&bvm=bv.54176721,d.eWU&psig=AFQjCNGDCkmHXVtTaRD85oEvLmb4WQqxWQ&ust=1382192750160393

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=0n8d6ls_HS-IhM&tbnid=2kuyFE6g7K3LUM:&ved=0CAUQjRw&url=http://www.telegraph.co.uk/health/9027445/Brussels-will-welcome-a-stronger-safety-net.html&ei=-URhUpiBDI6e9QS6qIDQDA&bvm=bv.54176721,d.eWU&psig=AFQjCNGDCkmHXVtTaRD85oEvLmb4WQqxWQ&ust=1382192750160393

Equity has a thriving, national retail business developing andrepositioning assets, from small strip centers to large mixed usedevelopments.

Retail Product Specialization

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http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=BFochq2azS55aM&tbnid=bR7UMfAP5RGtMM:&ved=0CAUQjRw&url=http://www.bbc.co.uk/news/magazine-21537359&ei=r0RhUo7gNYbW9QTGq4DwBA&bvm=bv.54176721,d.eWU&psig=AFQjCNGS75wCCveP6yVBZBN1Kkp7YTXN8Q&ust=1382192637799730

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=BFochq2azS55aM&tbnid=bR7UMfAP5RGtMM:&ved=0CAUQjRw&url=http://www.bbc.co.uk/news/magazine-21537359&ei=r0RhUo7gNYbW9QTGq4DwBA&bvm=bv.54176721,d.eWU&psig=AFQjCNGS75wCCveP6yVBZBN1Kkp7YTXN8Q&ust=1382192637799730

Section 2: Equity Team Bios

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Equity Organizational Chart

Support of investment activities is accomplished with the combined efforts of multiple divisions – embracing the entire real estate life cycle.

Jim HaringChief Financial Officer

• Leads finance, accounting, IT, HR, legal, property and asset management

• Leads divisional operations, work flow and resource allocations

• Manages financial feasibility, project teams, and operational analysis

Steve WathenChief Executive Officer/ Founder (1989)

• Architect of the firm’s capital strategy• Managing member of many real estate SPE’s• Initiated product specializations (i.e. healthcare,

retail, etc.)

Executive Team

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Enterprise Leadership

Construction Affiliate Leadership

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Andy JohanniSenior Vice President Pre-Construction & Planning

• Depth of diverse construction experience• Special expertise in design management• Proven skills in project scoping, value

engineering and reliable budgeting & forecasting

Andy QuinnSenior Vice President Construction – Operations Executive

• Over 18 years of industry experience • Diverse product type experience• Expertise in construction technology,

operations, and process improvement

Divisional Leadership

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Frank DuranSenior Vice President Real Estate Services

• Consummate deal maker • Highly relationship oriented getting the best

results from staff and agents • Proven mentor and leader for new agents • Responsible for brokerage operations in

Florida offices

Real Estate Services

Teresa M. Clark, RPA, CPMSenior Vice PresidentAsset Management

• Proven credentials in asset management providing oversight of all Equity properties

• Expert financial analyst with strong investor reporting experience

• Leads property accounting operations Focused on adding value to existing assets and evaluating & integrating acquisitions

Divisional Leadership

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Development

Melanie Wollenberg, CCIMSenior Vice President Business Development - Development

• Negotiates and structures many of Equity’s numerous development deals

• Significant history of office and healthcare development.

• A key leader in creating development pipeline• Excellent track record maximizing entitlements

Phil KirkpatrickSenior Development OfficerHealthcare - Florida Market

• Significant background in healthcare development• Prior specialization in the development of surgery

centers and state of the art imaging facilities• Expertise in navigating complex pre-development

requirements in the Florida markets

Section 3: Investment Case Studies

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Transaction SummaryLennox Shopping Center

Square Ft 12,242

Initial Investment Date October 2005

Sale Date December 2012

Holding Period 7.00

Investor Ownership 100%

Date Contributions Distribution Net

2005 -

2006 - -

2007 (22,000) (22,000)

2008 - - -

2009 - 30,000 30,000

2010 - 25,000 25,000

2011 195,535 195,535

2012 (54,000) 943,356 889,356

(76,000) 1,193,890 1,117,890

Internal Rate of Return 109%

Investor Leveraged Cash Returns

Dollars PSF

Investor Capital 76,000 6.21

Mortgage Financing 2,617,382 213.80

Mezzanine Financing -

Total Project Cost 2,693,382 220.01

Project Capitalization

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Sponsor or Anchor Tenant:

Transaction SummaryOhioHealth Westerville Medical Campus

Square Ft 164,309

Initial Investment Date January 2007

Sale Date January 2012

Holding Period in Years 5.04



2007 (339,458) (339,458)

2008 (369,087) (369,087)

2009 (4,755) 565,500 560,745

2010 (29,995) 865,640 835,645

2011 (71,696) 792,720 721,024

2012 3,895,027 3,895,027

(814,991) 6,118,887 5,303,896

Internal Rate of Return 84.8%


Dollars PSF



Mezzanine Financing 1,828,900 11.13



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Transaction SummaryOur Lady of Bellefonte Primary Care

Square Ft 16,011

Initial Investment Date June 2010

Sale Date August 2013


Investor Ownership 50.0%

Date Contributions Distributions Net

06/01/10 (904,000) (904,000)

12/31/10 -

12/31/11 75,119 75,119

12/31/12 137,748 193,919

08/31/13 1,395,000 1,354,190

(904,000) 1,607,867 719,228



Dollars PSF






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Transaction SummaryPOB at Atrium Medical Center

Dollars PSF






Square Ft 103,175

Initial Investment Date June 2007

Sale Date December 2013

Holding Period 6.58

Investor Ownership 7.78%


2007 (183,296.74) (183,296.74)

2008 23,340.00 23,340.00

2009 38,900.00 38,900.00

2010 38,900.00 38,900.00

2011 23,340.00 23,340.00

2012 -

2013 185,399.76 185,399.76

(183,296.74) 309,879.76 126,583.02

Internal Rate of Return (XIRR) 11.77%


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Transaction SummaryVitamin Shop Retail

Square Ft 4,500

Initial Investment Date January 2010

Sale Date April 2013




2010 (305,000) (305,000)

2011 53,834 53,834

2012 20,000 20,000

2013 428,491 428,491

(305,000) 502,325 197,325




Dollars PSF


Mortgage Financing 918,652 204.14



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Current HoldingGreene Crossings

Square Ft 85,342

Initial Investment Date March 2003

Sale Date Current Holding

Holding Period in Years NA


Date Contributions Distributions Net Cash on Cash

2003 (1,512,873) (1,512,873)

2004 -

2005 23,392 23,392 1.5%

2006 306,336 306,336 20.2%

2007 1,224,602 1,224,602 80.9%

2008 1,333,000 1,333,000 88.1%

2009 400,000 400,000 26.4%

2010 420,000 420,000 27.8%

2011 - - 0.0%

2012 616,202 616,202 40.7%

2013 125,000 125,000 8.3%

(1,512,873) 4,448,531 2,935,659


Dollars PSF

Investor Capital 1,512,873 17.73





OUR OFFICES

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Orlando Office189 S. Orange Avenue, Suite 1700

Orlando, FL 32801Phone: (407) 422-6150

Southwest Florida2590 Northbrooke Drive

Suite 208,Naples, FL 34119

Phone: (239) 210-5900

Austin Office7000 Bee Caves Road, Suite 300

Austin, TX 78746Phone: (512) 827-3590

San Antonio Office9150 Huebner Road

San Antonio, TX 78240Phone: (210) 202-0870

Columbus Corporate Headquarters4653 Trueman BoulevardSuite 100Hilliard, OH 43026Phone: (614) 802-2900

Cincinnati Office10151 Carver Road, Suite 100Cincinnati, OH 45242Phone: (513) 336-8765

Dayton Office 11 West Monument Avenue, Suite 506Dayton, Ohio 45402 Phone: (937) 291-1179

Tampa Office4107 West Spruce Street, Suite 101 Tampa, FL 33607Phone: (813) 579-2000

Equity Velocity Fund I, LLC4653 Trueman Blvd, Suite 100

Hilliard, OH 43026www.equity.net

Contact: Steve Wathen614-310-2120

A future of investment…

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pg

Executive Summary 28

Investment Strategy 29

Deal Criteria 30

Healthcare Real Estate 31

Retail Assets 32

Investment Process 33

Fund Structure/ Organization 34

Leadership Qualifications 35

Investment Committee/ Qualifications 39

Proposed Fund Terms 42

Contents

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Executive Summary

DISCLAIMER

This document is intended as an introductionto (and to facilitate a discussion of) thePrivate Placement Memorandum andOperating Agreement for Equity Velocity FundI. Any investment decision regarding the Fundshould be based on a thorough review ofthose referenced documents andindependent legal and investment counsel.

Equity Velocity Fund

Equity Velocity Fund I (EVF I) is a private equity fund organizedto invest in commercial real estate in the United States.

EVF I is sponsored by the principals of Equity Inc. a full servicereal estate firm with a strong track record of successfuldevelopment and leasing services.

The Fund sponsor seeks to raise $25 million of equity capital toinvest in approximately $100 million of commercial property.

EVF I will focus on providing capital for the development andacquisition of healthcare and retail assets, as well as creativeconvergence of retail and healthcare in mixed usedevelopments.

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Generate current cash flow and long-term capital appreciation by targeting the acquisition and development of healthcare, retail, and mixed-use properties that align with the following strategy:

• Pursue opportunistic and value-add projects through Equity Inc.’s (and other sponsors’)pipeline of potential deals

• Harness the expertise and track record of Equity Inc. (and other sponsors) to target Healthcare, Retail, and Mixed-Use Projects

• Focus on strong Secondary and Tertiary markets being overlooked by REITs

• Utilize first-lien 3rd party debt at 70% to 75% LTV to provide positive leverage and enhance investor returns

• Maximize IRR returns through the re-development of underperforming assets, aggressive asset management and opportunistic disposition

• Provide superior risk adjusted returns with a target IRR to Investor Members of 15% or greater

• The fund will generally seek equity investments of $1MM to $8MM

Investment Strategy

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Deal Criteria

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Macro-Level Criteria• Strong secondary and tertiary markets

o Population growtho Economic development growtho Regional destinations or hubso Stable employment drivers

• Medical and/or retail districts• Bedroom communities accessible to major thoroughfares• Expansion of infrastructure and government services• Expansion of healthcare services

Micro-Level Criteria• Superior property fundamentals relative to competition• Opportunities that leverage the investment team’s value-add and development

expertise in retail, healthcare or mixed use• Manage Downside Risks (with one or more of the following)

o Anchor tenant with strong credito Below replacement costo Sponsor with geographic expertise and proven track recordo Aggressive pre-leasing or tenant lease renewal/extensions

• Increasing levels of property cash flow to stabilization• Flexible financing structure, aligned with investment and exit strategy• Poised for property value appreciation

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Healthcare Real Estate

Equity Velocity Fund I will seek to leverage thevast healthcare real estate experience of itsleaders and investment committee. Thisexperience includes the development andacquisition of assets that enhance strategicmarket strength of healthcare institutions andprovide synergistic co-tenancy opportunitiesfor private practice primary care and specialistproviders. The fund will also actively pursuedeals sponsored by unrelated entities, sellersand developers.

Institutional & Private Practice Opportunities

The current environment of growing healthcare costs, regulatory change and evolution ofhealthcare into a strategically operated retail business, are all a boon to healthcare realestate investment. The future will see patient base expansion, creation of new strategicalliances, greater wellness integration into programs and facilities - all of which facilitatenew building opportunities. Investors will see a variety of opportunities for their capital todrive a new positive future for healthcare while continuing to provide highly competitiveproduct type returns.

Change = Opportunity In Healthcare Real Estate

EVF I – Investment Focus:

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Retail Assets Retail Project Generation & Leasing

The Equity Velocity Fund team has been developingand investing in retail product for many years. Alongwith seasoned local market retail agents, the Sponsorbrings over 70 retail tenant representationrelationships to its effort to create worthy investmentprojects. The fund will also actively pursue dealssponsored by unrelated entities, sellers anddevelopers.

EVF I will leverage team retail project experience inits evaluation and sourcing of retail investmentopportunities.

EVF I – Investment Focus:

Healthcare delivery is being re-engineered using retail location and co-tenancy paradigms.There is a huge investment opportunity for those that can create projects that foster enhancedhealth and wellness outcomes by using real estate to bring diverse, healthcare, retail, fitness,grocery and allied service providers together on the same highly synergistic campus. Creativemixed use projects are emerging with healthcare, retail, seniors housing, retail andhospitability components becoming parts of an new wellness community strategy.

Healthcare IS the New Retail

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PreliminaryEvaluation(Sponsor/Fund Manager)

InvestmentCommitteeEvaluation

• Pro forma/ Feasibility• Physical & Market Due Diligence• Legal (real estate related)• Entity & deal formation

• Documentation• Presentation• Management Plan

Evaluation – Due Diligence Phase Investment Review Phase

Investment Approval -

Closing

Discovery Phase Closing

Investment& Real EstateOperations

Operations

Project LevelClosing

• Accounting & Reporting• Property Management• Asset Management • Brokerage Services

Deal Opportunities

Evaluation – Due Diligence Phase Investment Review PhaseDiscovery Phase Closing Operations

The Investment Process

The Sponsor and Fund Manager will work collaboratively to review and analyze investment opportunities to be presented to the EVF IInvestment Committee. Members of the committee as well as third-parties may be a source for investment opportunities. The committeehas investment decision-making authority including disposition, assuring the investor the best convergence of benefit from Equity’s retailand healthcare experience – and the investment wisdom of a highly experienced and diverse investment team.

EVF Acquisition Team

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Equity Velocity Fund I, LLCInvestment Committee has control of investment decisions

ManagerEquity Velocity

Management, LLC

Founding MemberEquity Velocity Funds, LLC

Investor Members

InvestmentInvestment Investment

Fund Structure

• Simple• Efficient • Effective• Scalable

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ManagerProperty Level

Sponsor


Sponsor


Sponsor

Steve WathenPrincipal/ Founder of Equity Velocity Fund I

Leadership Qualifications

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Overview of Role & Responsibilities

• Provides leadership to all aspects of the Fund• Founder & CEO of Equity Inc – a service provider to

Equity Velocity Fund I• Architect of the fund’s initial investment strategy• Managing member of many real estate SPE’s• Key role in raising capital for the fund

Professional Qualifications

Mr. Wathen began his career in real estate in student housingwhile a student at Ohio State. Some 30 years later, he leads anationally ranked healthcare real estate practice and a real estateservices organization with offices in six markets in Ohio andFlorida. The company he founded has now done business in over40 states and is continuing to grow.

Mr. Wathen provides direct leadership to brokerage anddevelopment services, as well as sets overall strategy and businessobjectives for the entire Equity organization. Steve’s skill andsuccess in sales has been an important contribution to thecompany culture – centered around meeting or exceeding clientexpectations. As founder of Equity, Mr. Wathen has set anaggressive vision for growth, with an equal emphasis on corevalues and sustaining a healthy, progressive and open businessculture. This emphasis on values and results has driven muchrepeat business with many of the firm’s clients.

In particular, Steve is highly adept at conceptualizing deals andthen negotiating with all parties to bring that vision to reality. Hisconsummate skills as a salesman and negotiator have helped tobuild the firm and position him as a leader in the industry and ofmany real estate partnerships.

3636


Hope ShermanManaging PartnerEquity Velocity Management, LLC


• Key role in raising capital and identifying investment opportunities for the Fund

• Played significant role in development of investment strategies and selection of advisors

• Provides critical thought leadership in concept and execution


Hope Sherman has over 25 years of experience on both theoperational and transactional side of real estate, across virtuallyall product types, geographic locations and market conditions.Over the course of her career Ms. Sherman has providedacquisition and disposition, asset management, development, re-structuring, work-outs, and recapitalization services to bothinstitutional and private investors. In addition to her role atEquity Velocity Management, Ms. Sherman is also currently SVPInvestor Services & Capital Markets at Equity Inc. Through thisrole Ms. Sherman is able to fuel a strong pipeline of institutionalquality deals.

Before joining Equity, and after re-locating to Columbus, Ohio, Ms.Sherman spent several years in brokerage, focused on investmentsales. Prior to that, for more than 10 years, she was a principal inThe Whitehill Group, Inc., a real estate work-out firm in New YorkCity that provided asset management, acquisition and dispositionservices to institutional investors and private investment groupswith significant, troubled holdings. Preceding Whitehill, Ms.Sherman played a key role at M.J. Raynes, Inc. for many years, ineffectuating the successful re-development and conversion ofsome of the largest portfolios of rent regulated apartments inNew York City history.

3737



Patrick WathenManaging PartnerEquity Velocity Management, LLC


• Pivotal role in formation of Equity’s investment fund• Manages opportunity processing and operations• Supports investment analysis, acquisitions and fund

operations• Oversees implementation of a strategic plan for each

Investment

Mr. Wathen’s experience is primarily in the retail and healthcaresectors of real estate. For the past 4 years he has been the leaderof a market analysis and tenant representation team with aspecific focus on serving the needs of private equity portfoliocompanies.

Mr. Wathen has completed over 120 transactions in the past twoyears and has worked in more than 20 states. Through his effortshis team has been involved in nearly 10% of all new urgent carecenters that have opened nationally in the past three years. It isthis leadership and management of multifaceted processes thatprovides Mr. Wathen with the experience critical to his role withEquity Velocity Management.

• High volume transaction experience• Developed unique strategic market analysis system • Expertise in financial analysis• Significant acquisition and disposition experience • Expertise in the repositioning and marketing of real estate

3838



Lee JacksonManaging PartnerEquity Velocity Management, LLC


Lee Jackson, CCIM provides strategy, business development, andmarketing to source healthcare facility acquisitions and newdevelopments with hospitals and physicians. Lee has 16 years ofcommercial real estate experience with 11 years focused onmedical office acquisitions and development with hospitals. Leeis a Certified Commercial Investment Member (CCIM) designeeand holds a Texas Real Estate Broker’s license.

As a top-producer in acquisition and pre-leasing roles with anational medical office developer, Lee understands how tostructure and market real estate transactions that bring hospitalsand physicians together. When considering the myriad ofdevelopers that lure physicians away from hospitals, hospitalsappreciate Lee’s skill sets that unite physicians with hospitalsaround viable real estate solutions.

In particular, Lee is adept at analyzing and structuring real estatetransactions. A seasoned user of Argus software, he providesexpert advice and analysis of future asset performance andvalue. His role with the fund is to source opportunities as well assupport financing and investment underwriting efforts.

• Provide special expertise and support of deal structuring and underwriting

• Create financial models of prospective investments for consideration by the team

• Support deal velocity by creating a network of qualified lenders able to debt for desirable transactions

Kyle A. BohannonExecutive Vice President, Strategy &DevelopmentFastMed

Jonathan S. WoodVice President, Capital MarketsEdwards Companies

Kenneth G. LewisManagerCorey Hill Partners, LLC

Steven P. WathenCEO of Equity Inc Founder & Principal Equity Velocity Funds

Proven third-party investment advisors and directors with experience encompassing billions of dollars of commercial properties.

Investment Committee

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Abbreviated Bio’s follow…

Greg SuttonChief Financial OfficerSafe Auto Insurance

Kenneth G. LewisManagerCorey Hill Partners, LLC

Investment Committee Qualifications

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Mr. Lewis has over 25 years of experience in real estatedevelopment, investment, and asset management. His diverseexperience includes working with both institutional andentrepreneurial firms, and on multiple property types in severalEast Coast and Midwest markets. He is based in the Boston area.

Mr. Lewis is presently the Manager of Corey Hill Partners, LLC, aMassachusetts limited liability company that specializes in thedevelopment and acquisition of commercial property, with afocus on net leased retail and office property.

As the Chief Financial Officer of Safe Auto Insurance Company,Greg maintains direct oversight and responsibility for: FinancialReporting, Loss Reserving, Facilities, and Investments. Beforejoining Safe Auto in 2001, Greg was an Assistant Vice Presidentand Controller at Grange Mutual Casualty. Prior to becoming anAssistant Vice President, Greg was a Corporate Project Managerat Grange where he managed all finance and treasury relatedprojects.

Greg began his insurance career at Anthem Casualty InsuranceGroup where he started as an Internal Auditor, then progressingto become the Manager of Internal Audit where he managed theentire P&C organization’s internal audit efforts. Greg moved onto become a Manager of Finance & Internal Audit where herepresented the organization from a financial perspective in allM&A oriented efforts.

Greg Sutton, CPAChief Financial OfficerSafe Auto Insurance Company

Kyle A. BohannonExecutive Vice President, Strategy &DevelopmentFastMed

Jonathan S. WoodVice President, Capital MarketsEdwards Companies

Investment Committee Qualifications

41

At FastMed, Kyle Bohannon leads all strategic developmentinitiatives, in addition to orchestrating all of FastMed’s corporatemergers and acquisitions activities. With significant experience inprivate equity, investment banking and real estate investing, Kylepreviously spent multiple years in the private equity industry withHarbourVest Partners, LLC in both the United States and Europe. Kyleheld responsibility for identifying, closing and managing leveragedbuyout and growth equity investments across multiple industries.

Mr. Wood is Vice President of the Edwards Companies and isprimarily responsible for capitalizing the real estate activities of theenterprise, including debt, equity, strategic joint ventures anddispositions. His current activities include site selection, assemblage,and acquisition, while collaborating with the Development,Construction, Accounting and Property Management divisions of thecompany to create and bring to completion the company’s realestate projects. With a specialization in student housing since 1998,Mr. Wood has over 20 years of experience in the real estate capitalmarketplace. Over this time period, Mr. Wood has completed inexcess of $3.5 billion in multi-family and commercial real estatetransactions.

Proposed Fund Terms

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Investment Type: Commercial Real Estate

Investment Focus: Value added opportunities through new development or acquisition and redevelopment

of underperforming assets

Target Size: $25M equity/$100M property

Holding Period: 3-5 years

Targeted Return: 15% or greater Investor Level IRR

Preferred Return: 8%

Distributions: 80% of Net Cash Flow to Investor Members after repayment of capital

accounts

Management Fee: 2% of committed capital

Investment Committee Approval: Majority approval required for each property

Legal Structure: Limited Liability Company

Legal Counsel: Dickinson Wright PLLC

Accounting: Plante & Moran, PLLC

pe fund investor presentation ver 7-6-2015

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