As we move through the first month of 2026, the economic landscape remains complex. Between the ongoing conversation around a potential "tech bubble" and the lasting impact of global tariffs, investors are increasingly looking for stability. In our latest video discussion, we go behind the scenes to share what we’re hearing directly from our investors and how those insights are shaping the final phase of Fund IV.

What Investors Are Saying Right Now

The consistent theme we’ve heard over the past few months is a desire for clarity amidst market uncertainty. While 2021 was defined by easy capital and lower perceived risk, the equation for 2026 has fundamentally shifted. Investors today are focusing on:

• The Housing Shortage

• Predictable Cash Flow

• Tax-Efficiency

A Disciplined Approach to Growth

While our momentum allowed us to reach a milestone of $100 million deployed across more than 25 assets, our focus remains on temperance and due diligence. During a recent investment committee meeting, we walked away from a potential deal because it didn't perfectly align with the fund's caliber. We believe that having capital to deploy is never an excuse to compromise on the fundamentals.

The "Gift That Keeps on Giving"

Beyond market stability, we’ve heard a lot of interest in the ongoing tax advantages of a fund model. Unlike a single-asset syndication that provides a one-time benefit, our model is designed to be "the gift that keeps on giving". By continually acquiring and recycling capital, investors can often benefit from Net Operating Losses (NOLs) and depreciation for several years, rather than just one.

Watch the Discussion

For a deeper dive into these market insights and an update on our current $48 million acquisition pipeline, watch the full conversation between Matt and Ben above.

Final Allocation Opportunity

As we move toward the spring, Fund IV is entering its final stage. With strong deal flow in the Midwest and several large acquisitions scheduled to close shortly, we anticipate being fully subscribed within the next two quarters.

If you are interested in reviewing our current pipeline or learning about the remaining allocation opportunities, please reach out to our investor relations team today. Schedule a call today.