Strategy

While many businesses are struggling or have been going out of business during this current COVID-19 pandemic, we seek to invest in “Essential” companies that sell “Necessity-Based" products and services historically needed during all economic environments.

All properties must meet stringent requirements developed over decades by the Fund’s principals, including:

Tenants are “Investment Grade” rated or of comparable credit quality.

Tenants selling “Essential", “Necessity-Based" products and that have successfully withstood the 2008-2009 financial crises and the current COVID-19 pandemic.

Locations are diversely and analytically selected in actively growing suburban markets across the United States.

Long-term lease of 10 years or more, with contractual rental increases.

The Importance of Diversification:

This portfolio seeks to include inherent diversification on two levels:*

Geographic Diversification: Properties are geographically dispersed throughout the United States based on their market demographics, specific growth requirements and expansion trends.

Industry Diversification: Properties are strategically diversified by type of industry in which they operate: distribution/industrial & fulfillment centers, healthcare facilities, cellular providers, grocery stores, pharmacies and other “Necessity-Based”, “Essential” service tenants.

Asa potential layer of risk mitigation, the Fund seeks to own the underlying real estate, which can be re-leased or sold depending on the market conditions.

* There is no guarantee that these objectives will be realized.

Strategy

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