Sponsor
Offering Name
Investment Amount
PPM / View Brochure
Carter Multifamily / Carter Exchange
Aphorio Critical Infrastructure Fund LLC
$100,000
Carter Multifamily / Carter Exchange
Multifamily Growth and Income Fund IV
$100,000
Totals
$400,000
Capital available to invest: $400,000
Portfolio of Investments
Carter Multifamily / Carter Exchange
Aphorio Critical Infrastructure Fund LLC
$100,000
Carter Multifamily / Carter Exchange
Multifamily Growth and Income Fund IV
$100,000
$400,000
* Cash flow projections for this offering can be viewed by potential investors in the PPM.
This is an example portfolio of investments. It should not be construed as an offer to buy these securities. Any purchase of the investments contained in this example portfolio should be done after a full review of the PPM and offering materials of that investment and using the applicable subscription documents. The financial projections in this example portfolio are based upon the financial projections taken from the PPM of that property. These are projections only and there is no guarantee that these results will be realized.
SHOPOFF PALM SPRINGS INDUSTRIAL FUND
Acquire lease-hold interests in a 75-year ground lease and secure entitlements and grading permit for a 3-million-square-foot industrial project in Palm Springs, CA.
The Property is a 217-acre parcel located south of I-10, north of
Highway 111 and west of Tipton Road in Palm Springs, California.
The Property is located on the tribal land of the Agua Caliente Band of Cahuilla Indians. Under the Tribal Land Use Ordinance,
the Property is designated as a Tribal Enterprise, which is a land use designation intended to support the economic development of the Tribe. The Property is planned for the development of five high-cube industrial warehouse buildings totaling approximately 3 million square feet of floor area.
Strategically located in the Inland Empire East, a rapidly developing trade area, the Property is near major transportation routes including I-10, Highway 60, Interstate 15, Interstate 215, and Highway 91 freeway. This growth corridor for industrial development extends along I10 from the cities of Calimesa and Beaumont to the lower desert, highlighted by Amazon’s recent
acquisition of a site in the city of Desert Hot Springs for a distribution center. Inland Empire East has emerged as one of the top industrial markets in the U.S., attracting major companies such as Hanes, Sketchers, and Home Depot, with 1 million square feet or more of warehouse space.
1. Strategic Location:
• Direct access to I-10 and Highway 111.
• Strategically located for logistics and significantly lower warehouse operating costs.
• As companies continue to focus on reshoring in response to global supply chain issues
and geopolitical tensions with China, this location benefits from manufacturing jobs
growing in Phoenix, Arizona, and Mexico. Competitive properties in the High Desert are
further from both Mexico and Phoenix, providing a competitive advantage for our project’s
ability to attract users.
2. Strong Market Dynamics
• The Inland Empire has the 5th highest development activity, with 38.9 million square feet
under construction, of which 50% is pre-leased. It is also the nation’s third most valuable
market, trailing only Los Angeles and New York.
• In 2022, the Inland Empire achieved 15% rent growth, with a forecast of 4% growth in 2023, and maintained a favorable vacancy rate of 5.4% despite new supply influx.
(Data from CoStar Inland Empire Industrial Report 11/2023).
The principal objectives of an investment in the Interests are to:
(1) enter into a ground lease;
(2) secure entitlements for the future development of approximately 3 million square feet of industrial space;
(3) obtain a grading permit for the Project; and
(4) sell ground lease interests to a developer to complete the horizontal and vertical construction of the Project [which may be an affiliate of the Sponsor].
NO ASSURANCE CAN BE GIVEN THAT THESE OBJECTIVES
WILL BE ACHIEVED.
All information is from sponsor offering materials.
This is a private offering made only pursuant to exemptions provided by Section 4(a)(2) of the Securities Act, Rule 506(b) of Regulation D and applicable state securities laws and solicitation is limited to clients with substantive pre-existing relationship.
The company was formed with the intention of investing in quality income-producing commercial digital and mission-critical infrastructure, data centers, switch sites, and other technology-related real estate. This is a private offering made only pursuant to exemptions provided by Section 4(a)(2) of the Securities Act, Rule 506(b) of Regulation D and applicable state securities laws and solicitation is limited to clients with substantive pre-existing relationship.
Targeting the acquisition of conventional, garden-style multifamily assets with a value-add component that help fill a growing demand for affordable housing in suburban markets. This is a private offering made only pursuant to exemptions provided by Section 4(a)(2) of the Securities Act, Rule 506(b) of Regulation D and applicable state securities laws and solicitation is limited to clients with substantive pre-existing relationship.
Sponsor seeks to acquire whole or partial interests in a diversified portfolio of opportunistic or income-producing properties that may include office, retail, multifamily, student housing, mixed-use, industrial, and parking garage properties across the US.
Please do not attempt to contact me via text message. Due to regulatory requirements, I am unable to receive or send text messages about business-related matters. To see my licensing and regulatory history, click: https://brokercheck.finra.org/ Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. www.cornerstonedst.com
Please note that the portfolio above is not an offer to sell or the solicitation of an offer to buy any security or interest in any fund, which only can be made through a Private Placement Memorandum that contains important information about the risks, fees and expenses of that security. This portfolio is being provided to you for information purposes only. All investments have inherent risks. Real estate-based offerings in particular include those risks common to real estate investments. The risks relating to each offering are disclosed in the Private Placement Memorandum that must be read by the investor prior to making an investment decision. These risks may include but are not limited to: illiquidity (there is currently no secondary market); tax status risk which may result in immediate tax liabilities, including penalties; the fact that substantial fees associated with the purchase of the offering may, in certain cases, outweigh the tax benefits; the significant tax risks for acquiring interests as replacement property as part of a 1031 exchange; the risks of using leverage in real estate; the investment being speculative and involving a high degree of risk; the risks associated with fractionalized ownership in real estate; the risks associated with investment contracts as securities; property appreciation not being guaranteed; the potential for loss of principal invested; and other specific risks disclosed in detail within the Private Placement Memorandum that should be reviewed before investing.
Please also note that this portfolio is being provided to you based on your representation to us that you are an accredited investor. The Security and Exchange Commission defines an accredited investor as an individual with either $1 million in net worth (excluding the equity in your principal residence) or net income for the last two years of $200,000 or greater ($300,000 if spouse has income) with a reasonable expectation of such earnings in the current year. If you do not meet this definition of an accredited investor, please notify us immediately and disregard this message and its contents.
WealthForge Securities, LLC and Cornerstone Real Estate Investment Services are not affiliated. This portfolio, including attachments, may include non-public, proprietary, confidential or legally privileged information. If you are not an intended recipient or an authorized agent of an intended recipient, you are hereby notified that any dissemination, distribution or copying of the information contained in or transmitted with this portfolio is unauthorized and strictly prohibited. If you have received this portfolio in error, please notify the sender by replying to this message and permanently delete this portfolio, its attachments, and any copies of it immediately. You should not retain, copy or use this portfolio or any attachment for any purpose, nor disclose all or any part of the contents to any other person. The portfolio does not constitute a research report.
