Fund Overview
A private real estate fund investing in two operating retail platforms, express car washes and convenience stores, across high growth Sunbelt markets. The fund targets sites with favourable demographics, high traffic counts and limited direct competition, and qualified improvement costs are eligible for 100% bonus depreciation under the 2025 legislation. These are everyday use assets with recurring consumer demand, operated by professional management rather than requiring investor involvement. The structure also allows for a DST option, giving real estate investors a route to 1031 exchange treatment.
Tax Features
- 100% bonus depreciation in Year 1. Qualified improvement costs may be fully deducted in the first year under the 2025 legislation, creating a large upfront deduction relative to capital invested.
- 1031 exchange eligibility. A DST structure is available, allowing investors to defer gain on the sale of existing real estate rather than recognising it.
- Depreciation shelters income. Ongoing depreciation offsets distributions during the hold, so income received is more tax efficient than comparable yield.
- Shorter horizon than an Opportunity Zone fund. Capital is targeted to return over five to seven years rather than a ten year plus commitment.
Key Terms
- Structure: Delaware limited liability company, with a DST option for 1031 investors
- Asset class: Express car washes and convenience stores
- Markets: Sunbelt
- Target fund size: $200 million
- Minimum investment: $50,000
- Preferred return: 7-9%
- Targeted term: 5-7 Years
- Eligibility: Accredited Investors only
Offerings are open now, ahead of the marketplace. The marketplace is where they will live once it opens.
This offering is available to accredited investors. Your status is verified before any investment is made. Nothing here is an offer to sell or a solicitation to buy where that would not be lawful.