Executive Leadership

Professional Consultants

Jason E. Luhan

Director/Chief Legal Counsel

805-690-5389 Ext. 338
jel@igrefund.com

William J. Levy

Senior Director/Founder

805-690-5389 Ext.337
wjl@igrefund.com

Brent R. Peus

Director/Chief Financial Officer

805-690-5389 Ext.335
brp@igrefund.com
 

Susanna Zubov

Office Manager
805-690-5389 Ext.339
suz@igrefund.com

Laura S. Levy

Director/Chief Administrative Officer
805-690-5389 Ext.336
lsl@igrefund.com

Distribution

William Cerelli III

Regional Vice President
 

Lawrence C. Skibo

National Sales Director 

 

Brett M. Frum

Regional Vice President
 

Advisory Board 

Robert Morey

CBRE Group, Inc.
S.V.P. Capital Markets

Carla Martin

Pacific Financial Group, Inc.
Director of National Accounts

Timothy Tremblay

Tremblay Financial Services, LLC
President

 Professional Consultants

Mortgage Financing

Morgan Stanley
UBS, AG, Inc.

Legal Counsel

Buchalter, Nemer Law, PC
Fitzgerald-Yap-Kreditor, LLP

Managing Broker/Dealer

KCD Financial, Inc.
Member FINRA/SIPC

Qualified Account Custodians

Pershing, LLC
Mainstar Trust
Millennium Trust Company National Financial Services, LLC
(NFS/Fidelity)

Transfer Agent

The Nottingham Company, LLC

Auditor/CPA

dbbMcKennon, LLP

Research & Compliance

Fact Right, LLC
iCapital Network, Inc.

Important Disclosures

 

The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the Offering Circular (the “OC”) which is available here , (iii) do not and cannot replace the OC and is qualified in its entirety by the OC, and (iv) may not be relied upon in making an investment decision related to any investment offering by an issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the OC and no person may invest without acknowledging receipt and complete review of the OC.  With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the OC for the respective offering. Consult the OC for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Non-accredited investors are limited to the greater of 10% of annual income or net worth. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of the OC issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

 

Securities offered through KCD Financial Inc.,  Member: FINRA/SIPC. Only available in states where KCD Financial, Inc., is registered. KCD Financial, Inc., is not affiliated with any other entities identified in this communication. 

 

Real Estate Risk Disclosure: 

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Investors will own units of the fund which through the General Partner will purchase and manage the properties. There is no guarantee the General Partner will be successful in executing its strategy or that investment objectives will be met. Properties financed are subject to foreclosure by lenders and may lose value during the life of the investment. Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits. Changes in tax law may impact the tax deferral of the preferred annual return. An investment in the fund is freely transferable however there is no current secondary market for the units as such the investment should be treated as an illiquid investment. Targeted 6% preferred annual return is paid from rents received accordingly property vacancies or damage can impact rents paid. There is no guarantee the preferred return will be made.

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Investment Grade R.E. Income Fund, LP  831 State Street, Suite 280 Santa Barbara, CA 93101

www.igrefund.com 805-690-5389 info@igrefund.com

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Copyright © 2022 Investment Grade R.E. Income Fund, LP. All rights reserved. 

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