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​​All properties must meet stringent requirements developed over decades by the Fund’s principals, including: ​

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• Tenants are “Investment Grade” rated or of comparable credit quality.

 

• Tenants selling “Essential", “Necessity-Based" products and that have successfully withstood the 2008-2009 financial crises and the COVID-19 pandemic.

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•  Locations are diversely and analytically selected in actively growing suburban markets across the United States. 

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•  Long-term lease of ten years or more with contractual rental increases.

 

The Importance of Diversification:

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​This portfolio seeks to include inherent diversification on two levels:*

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• Geographic Diversification: Properties are geographically dispersed throughout the United States based on their market demographics, specific growth requirements and expansion trends.

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• Industry Diversification: Property candidates are strategically diversified by type of industry in which they operate: distribution/industrial and fulfillment centers, healthcare facilities, cellular providers, grocery stores, pharmacies and other “Necessity-Based,” “Essential” service tenants.​

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As a layer of risk mitigation, the Fund seeks to own the underlying real estate, which can be re-leased or sold depending on the market conditions.

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* There is no guarantee that these objectives will be realized.

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