Accredited Investors Only · Reg D 506(c)

CRE Diversified Income Fund. 10 to 12% targeted annual yield.

A private commercial real estate fund investing in industrial and technology properties leased to investment-grade tenants such as FedEx, Electronic Arts and L3 Harris. Monthly income distributions. Zero stock market correlation. $10,000 minimum for accredited investors.

$10K

Minimum Investment

BBB+

Tenant Credit Avg.

Monthly

Income Distributions

PRIVATE OFFERING MEMORANDUM

Request the CRE Income Fund Offering Memorandum

By submitting, you confirm you are an accredited investor under SEC Rule 501(a) and consent to receive fund materials. Your information is held in confidence.

Offered exclusively to accredited investors under SEC Rule 501(a): annual income of $200,000+ (or $300,000 jointly), or net worth over $1,000,000 excluding primary residence.

10 to 12%

Targeted Annual Yield

$10,000

Minimum Investment

BBB+

Avg. Tenant Credit

Up to 15%

Tax Income Reduction

Zero

Stock Market Correlation

Annual

Liquidity Windows

INCOME VS. COMPOUNDED RETURN

See how monthly income can grow when distributions are reinvested.

Based on the fund reference chart at a 10% annual return assumption. Choose an initial investment to compare projected compounded value with annual income generated.

$10,000

$83.33 MONTHLY INCOME

$25,000

$208.33 MONTHLY INCOME

$50,000

$416.67 MONTHLY INCOME

$100,000

$833.33 MONTHLY INCOME

$10,000 INVESTMENT

$25,937 projected value by year 10

YEAR 10 INCOME $2,358

Why CRE Income Fund

Built for accredited investors who want private-market income without public-market volatility.

10 to 12% Targeted Annual Yield

A private commercial real estate fund optimized for long-term capital appreciation and an annualized yield well above public REIT averages, with monthly income distributions from investment-grade tenants.

Zero Stock Market Correlation

Diversification across private real estate assets eliminates correlation to traditional equity and fixed-income markets, providing protection against capital loss and daily price volatility.

Tax-Advantaged Income

The fund structure is designed to provide immediate, tax-advantaged income through depreciation, potentially reducing your taxable income by up to 15% in the first year.

Investment-Grade Tenants

Every property is leased to a credit-worthy tenant with a BBB or higher rating, including FedEx, Electronic Arts and L3 Harris Technologies, minimizing default risk.

No Capital Calls, $10,000 Minimum

Institutional-quality CRE access previously reserved for pension funds and family offices, available from $10,000 with no ongoing capital calls or operating costs passed through to investors.

Annual Liquidity Windows

Unlike most private real estate, CRE Income Fund provides annual redemption windows, giving qualified investors a structured path to liquidity.

A direct comparison

How CRE Income Fund stacks up against the public markets.

	CRE Income Fund	Public REIT (ETF)	S&P 500 Index
Structure	Private placement fund	Publicly traded	Publicly traded
Targeted Yield	10 to 12% annual	4 to 5% avg. dividend	7 to 10% historical
Market Correlation	Zero	High	n/a
Volatility	None (private)	Daily price swings	Daily price swings
Tax Advantage	Depreciation shield	Ordinary dividend tax	Capital gains tax
Tenant Quality	BBB+ investment grade	Mixed	n/a
Minimum	$10,000	1 share	1 share

Our Portfolio

Real assets, real tenants. Industrial and technology properties leased to investment-grade occupiers.

Distribution / Warehouse Credit · BBB

Kalamazoo, MI

320,000 sq. ft.

Distribution / Warehouse Credit · BBB

Providence, RI-MA

248,000 sq. ft.

Research & Development Credit · BBB+

Orlando, FL

170,000 sq. ft.

research and development centre, dallas texas

Research & Development Credit · BBB

Dallas, TX

132,000 sq. ft.

Distribution / Warehouse Credit · BBB

Richmond, VA

150,000 sq. ft.

Distribution / Warehouse Credit · BBB+

Bakersfield, CA

180,000 sq. ft.

Cold Storage Credit · AAA

Corona, CA

90,000 sq. ft.

Cold Storage Credit · AAA

Phoenix, AZ

280,000 sq. ft.

Property Evaluation Criteria

A disciplined acquisition process framed by industry and population change.

Every property in the fund is underwritten through fundamentals research: location, tenant credit, lease structure, cap rate, and opportunity to create value through additional leasing or rent escalations.

Established leasehold characteristics

Stable, contractual rent rates

Highly competent property managers

Credit-worthy, investment-grade tenants

3 to 5 year asset hold periods

Properties benefiting from e-commerce and logistics trends

Property Evaluation Criteria

Trusted by sophisticated investors who think in decades, not quarters.

500+

Accredited Investors in the Fund

$250M+

Commercial Real Estate AUM

18

Properties Across 12 States

Monthly

Distributions Since 2019

“Commercial real estate historically has delivered competitive total returns based on high, steady dividend income and long-term capital appreciation. Its comparatively low correlation with other assets makes it an excellent portfolio diversifier.”

Roger Scott, Founder · CRE Income Fund

Frequently Asked

Investor questions, answered.

Who can invest in CRE Income Fund?

The fund is offered exclusively to accredited investors as defined by SEC Rule 501(a). You must have an annual income of $200,000+ (or $300,000 jointly) or a net worth exceeding $1,000,000 excluding your primary residence.

What is the minimum investment?

$10,000, significantly lower than most institutional-grade private CRE funds, which typically require $100,000 to $250,000 minimums.

How are distributions paid?

Distributions are paid monthly from rental income generated by the fund’s commercial properties. Investors receive tax-advantaged income via depreciation pass-through.

How is the fund different from a public REIT?

Public REITs trade like stocks and move with broader equity markets. CRE Income Fund is a private placement, so unit value is not subject to daily public market volatility and pricing.

When can I redeem my shares?

Annual redemption windows are available to qualified investors, providing a structured path to liquidity uncommon in most private real estate funds.

Are there capital calls?

No. Shareholders do not bear operating costs or expenses associated with property operations. Your initial investment is your full commitment.

Take the next step

Begin your private CRE allocation today.

Request the Offering Memorandum or speak directly with our investor relations team. No commitment, no pressure. Just the facts you need to evaluate the fund.

CRE Diversified Income Fund is a private real estate fund offered under SEC Rule 506(c) to accredited investors only. This page is not an offer to sell securities. Past performance is not indicative of future results.

Fund

Investor Relations

For accredited investors only · SEC Rule 506(c)