Avistone Strategic Fund I


Investment Objectives

  • Acquire a portfolio of hotels below replacement cost
  • Provide a 9% preferred return
  • Provide  potential inflation protection by re-pricing room rates on a daily basis
  • Provide cash distributions upon stabilization
  • Realize capital appreciation upon the sale of investments after 3- to 5-years

Avistone’s Track Record

  • 16.51% average annual return to investors
  • 7.61% average cash on cash distributions
  • 27 acquisitions with 24 round-trips
  • $365,000,000 in acquisitions
  • 4.1 million square feet in acquisitions

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Sarasota Hotel Indigo

Investment Strategy

The Avistone Strategic Fund I represents an opportunity to invest in a multi-asset fund focused on acquiring hotels at discounted prices and favorable risk-return ratios. The impact of COVID-19 has presented market conditions for Avistone to buy quality hotels at attractive prices, generate current income once occupancy is stabilized and sell the investments in 3 to 5 years at potentially healthy profits. We believe this opportunity to buy quality hotels below replacement cost is likely to produce lucrative market beating returns.

Avistone Strategic Fund I Terms

  • 9% preferred return [1]
  • 3- to 5-year projected hold period
  • Offering amount up to $50 million
  • $50,000 minimum investment
  • Accredited Investors Only
Avistone Hotel Investments

Disclaimers:

1) The Members will be entitled to receive a preferred return in an amount equal to a 9% cumulative but not compounded annual return on their Net Capital Contributions. The preferred return is paid from cash flow from operations or sale subject to available cash flow.

2) This communication is intended solely for accredited investors as such is defined in the Securities Act, and is not intended as an offer to sell, or the solicitation of an offer to buy any securities or ownership interests. Past or projected performance does not guarantee or predict future results; all projections and estimates contained herein are subject to change any time without notice. This investment opportunity may not be available in all states. All information contained herein is in summary form, does not purport to be all-inclusive or contain all the information or risk factors a prospective investor needs to evaluate the potential investment opportunity contained herein. Any such evaluation must be considered in conjunction with the final Private Placement Memorandum (the “PPM”); the information contained herein is qualified in its entirety by such and all prospective investors are strongly encouraged to read all “risk factors” in the PPM. Further, some of the initial information provided above contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve numerous risks and uncertainties, and investors should not rely on them as predictions of future events. The forward-looking statements included herein are based upon Avistone’s current expectations, plans, estimates, assumptions and beliefs that involve numerous risks and uncertainties. Although Avistone believes that the expectations reflected in such forward-looking statements are based on reasonable assumptions, the Property’s actual results may differ significantly from the results discussed in the forward-looking statements. Factors that might cause such differences include, but are not limited to, assumptions pertaining to leasing rates, reimbursements, market vacancy, tenant rollover and retention percentages, capitalization rates and other assumptions which may be inaccurate. Prospective Purchasers of Interests are cautioned not to place undue reliance on any forward-looking statements contained herein. The actual results of the Project may differ significantly from the results discussed in the forward-looking statements. Avistone reserves to the right to withdraw this investment opportunity at any time for any reason without liability to any party. Investments in private securities contain a high degree of risk and often have long hold periods. They are illiquid and may result in the loss of principal. Avistone’s strategy may not occur due to numerous external influencers.

3) Commercial Real Estate is subject to risks inherent to the acquisition, management and ownership of real property, including environmental concerns, changes in economic conditions, changes in the investment climate for real estate investments, new competition, changes in the demand from competing properties, changes in local market conditions, changes in lease-up periods, changes in real estate tax rates and other operating expenses.

4) Security transactions administered by WealthForge Securities, LLC, member FINRA | SIPC. WealthForge Securities and Avistone are not affiliated.

5) Past performance may not be indicative of future results; there is no assurance that objectives will be met.

6) Diversification does not guarantee profits or protect against losses.

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