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  • CRE Diversified Income Fund, LLC

  • Crescent Ct, Dallas, TX 75201, USA
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 Investment Summary


The CRE Diversified Income Fund

CRE Diversified Income Fund is focused on investing in single and multi-tenant net leased assets within the Technology and Industrial space. The Fund is focused on investing in single and multi-tenant net leades, given the relative stable nature of cash flows. The Fund will target assets with 10-15+ year leases that are leased to investment grade credit tenants. The Fund intends to target assets with annual rental escalations of 1.50%-3.00% in an effort to provide a hedge against inflation and rising interest rates .


Opportunities in Real Estate

As real estate investors gain experience, they typically move away from single-family rentals towards more passive, less labor-intensive investments that can generate reliable streams of income.

The specialized knowledge and capital requirements of commercial real estate mean that most commercial real estate investors partner with operating companies.

 

Our Diversification

Public Real Estate Provides Insufficient Diversification

When many people think of real estate investment, they think of public Real Estate Investment Trusts (REITs). However, REITS are traded on the same exchanges as stock and bond securities and are subject to the same risks as traditional equity and fixed-income securities. REITs do not diversify away overall market risk, a major priority for experienced, high-wealth investors.

Private real estate investments, on the other hand, are weakly correlated to the public markets, and thus provide better protection against capital loss as well as market volatility. Investing across multiple private real estate asset types and sectors (such as Industrial and Technology) provides additional diversification and risk protection.

Commercial real estate asset value is correlated to Net Operating Income. Unlike a single-family rental, a commercial real estate investment has an intrinsic correlation to its net operating income (NOI), which means an investor can make (or lose) money on the property regardless of what the broader market is doing.


Why Commercial Real Estate?

Tax Efficiency
Commercial real estate investments are structured in a tax-efficient manner allowing investors to reduce taxable income through the use of depreciation.

Flexibility
Real estate investors can be flexible in their investment strategy and timing, pursuing profitable deals where they’re available.


Why CRE Income Fund?

Key Benefits
  • A veteran team of commercial real estate professionals who understand changing market conditions and critical investment factors
  • Deep experience identifying, selecting, acquiring and operating high-return investment properties
  • Rigorous fundamentals research and analytics on technology and industrial real estate assets to find, enhance, and realize long-term portfolio benefits
  • A focus on the private real estate sector for diversification and inflation hedging, mirroring how the wealthiest 1% invest
  • A disciplined investment process framed by industry and population change seen through the lens of fair market value
  • Predictable monthly income, stable returns, and mitigated default risk by leasing only to investment-grade tenants, with a defensive investment posture across a range of market conditions


How we work?

Tax Efficiency
Because we are also invested in the properties, our incentives are aligned with yours. Our income and profit structure requires us to meet certain returns before our profit participation kicks in, ensuring our continual focus on profitability.

Clear Exit Plans
We enter an investment with the exit in mind giving investors a roadmap to a successful outcome.

Transparency
Fees and the profit participation structure are clear from the outset and closely correlated to the performance.

Investment Highlights

 Fund Strategy


The Fund seeks to provide investors access to the Commercial Real Estate sector through a diversified portfolio of assets that primarily consist of high-quality properties.

The Fund focuses on properties with the potential to deliver high-quality total returns based on a combination of current income and capital appreciation.

This includes assets that the investment manager believes can:
 
  • generate consistent income growth with long-term stable leases and
  • possess substantial capital appreciation through longterm gains and low portfolio turnover.

Our fund currently focuses on the Technology and Industrial sectors, with properties that exhibit the following attributes:

  • Properties benefiting from local industry trends or national trends related to e-commerce, logistics, or manufacturing
  • Properties that are under-occupied with strong locations
  • Properties that provide an opportunity to create value through additional leasing
  • Properties occupied at below markets rents, with rents that can be raised
  • Properties that are undervalued selling at attractive pricing (typically indicated by cap rates)
  • Properties that can generate higher yield opportunities through tenant diversification


Partners And Investments You’ll Appreciate

Zero Correlation to Broader Financial Markets

We believe that the diversification of real estate assets in the portfolio eliminates the correlation of performance to traditional asset classes such as equities and fixed income.

No Capital Calls

Owners of shares do not bear any operating costs or other expenses associated with the operations of the properties.

Long Life

Investments focus on long-term leases that offer long-term opportunities through expense control, property improvements, increased occupancy, and revenue growth.

No Environmental Risk

Shareholders are mitigated from environmental risks. The property operators assume all environmental liabilities.

Tax-Advantaged Income

The Fund’s structure is designed to provide immediate, tax-advantaged income through depreciation.

Long-Term Capital Appreciation

The Fund continuously seeks to achieve newly appraised fair market value.

Liquidity

Windows are available for investors to redeem shares on an annual basis.


Property Valuation Criteria

  • Stable Rent Rates
  • Highly Competent Property Managers
  • Established Leasehold Characteristics
  • Credit-worthy Tenants
  • 3-5 Year Asset Hold Periods


Historical Growth of the Industrial Sector

Financial Snapshot

  • Investment Type: Real Estate
  • Offering Type: Equity
  • Funding Goal: $30,000,000
  • Initial Amount Raised: $0
  • Minimum Investment Amount: $10,000
  • Management Fee: 1%
  • Liquidity: Semi Annual
  • Shared Interest: 30%
  • NAV Calculation: Annually
  • Tax Benefits: Long Term Capital Gains & Depreciation
CAPITAL STACK

Total


Financial Highlights

    • Preserve investor capital
    • Make regular cash distributions
    • Realize capital appreciation
    • Provide liquidity through repurchase agreements

Instructions

Documents

Project Title Document Title Action
CRE Diversified Income Fund, LLC Private Placement Agreement View
CRE Diversified Income Fund, LLC Subscription Agreement View

Investment Location

Perks

Frequently Asked Questions (FAQ)

Discussion

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Terms

 Terms

  • Acceptance. Your subscription for Membership Units contained in this Agreement may be accepted or rejected, in whole or in part, by the Manager in its sole and absolute discretion. No subscription shall be accepted or deemed to be accepted until you have been admitted as a Member in the Company on the Closing Date; such admission shall be deemed an acceptance of this Agreement by the Company and the Manager for all purposes.
     
  • Irrevocability. Except as provided and under applicable state securities laws, this subscription is and shall be irrevocable, except that you shall have no obligations hereunder if this subscription is rejected for any reason, or if this offering is canceled for any reason.
     
  • No Recommendation. No foreign, federal, or state authority has made a finding or determination as to the fairness for investment of the Membership Units and no foreign, federal or state authority has recommended or endorsed or will recommend or endorse this offering.

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$1,901 raised of $30,000,000

Invest Summary

  • Deal Type: Equity
  • Sponsor: Commercial Real Estate Advisors
  • Investment Type: Industrial / R&D
  • Funding Goal: $20,000,000
  • Dividend Yield: 10%
  • Hold Period: 6 Months
  • Min. Investment: $10,000
  • IRA Eligible: Yes
  • Investor Relations: info@creincomefund.com
  • Address: 100 Crescent Ct., Dallas, TX 75201
  • Telephone: 1-866-427-3386
  • CRE Diversified Income Fund, LLCFile

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