The Timberline Fund is a $25 million private real estate investment vehicle strategically focused on acquiring and repositioning value-add multifamily assets in high-growth secondary markets across the United States. By targeting well-located but underperforming properties with strong upside potential, the Fund aims to unlock hidden value through targeted capital improvements, operational efficiencies, and proactive asset management. This approach is designed to deliver attractive risk-adjusted returns, stable cash flow, and long-term capital appreciation for investors, while contributing to the revitalization of communities in rapidly expanding urban and suburban corridors.

The fund targets value-add multifamily properties in dynamic secondary markets characterized by robust economic fundamentals, sustained population growth, and strong, unmet rental demand. These markets often offer attractive entry points, lower competition, and greater potential for outsized returns compared to primary metros. By capitalizing on favorable demographic shifts, job creation, and housing supply imbalances, the fund is well-positioned to generate compelling risk-adjusted returns while creating high-quality living environments that meet the evolving needs of today’s renters.

The fund targets value-add multifamily properties in dynamic secondary markets characterized by robust economic fundamentals, sustained population growth, and strong, unmet rental demand. These markets often offer attractive entry points, lower competition, and greater potential for outsized returns compared to primary metros. By capitalizing on favorable demographic shifts, job creation, and housing supply imbalances, the fund is well-positioned to generate compelling risk-adjusted returns while creating high-quality living environments that meet the evolving needs of today’s renters.

Investors are offered a 7% annual preferred return, distributed prior to any profit-sharing with the sponsor, ensuring that investor capital is prioritized. The fund is targeting a 1.5x equity multiple over a projected 3–5 year hold period, reflecting a disciplined approach to value creation and capital preservation. This return profile is supported by a focus on well-underwritten, cash-flowing assets with clear upside potential through renovation, re-tenanting, and operational improvements in select high-growth secondary markets.

Investor returns are generated through a dual-source strategy: consistent, stabilized cash flow during the hold period and significant value creation realized at exit. This is achieved by enhancing property operations, optimizing tenant mix, implementing strategic capital improvements, and capitalizing on market appreciation. By increasing net operating income and asset quality, the fund positions each property for a premium disposition, ultimately maximizing total investor returns.

Capital is strategically diversified across a portfolio of multiple multifamily assets to mitigate risk and enhance overall portfolio stability. The fund employs a disciplined

investment approach rooted in conservative underwriting, stress-tested financial modeling, and rigorous due diligence. This is complemented by active, hands-on asset management to drive operational performance, safeguard investor capital, and maximize long-term value creation.