Summit Investment Tier

Fort Impact Fund

Development equity in precision-built housing. A vertically integrated approach to addressing America's housing shortage through modular construction and disciplined capital deployment.

This information is available only to accredited investors with a pre-existing substantive relationship with the Sponsor. This page is not publicly indexed and does not constitute an offer to sell securities.

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$25M
Fund Target
23.4%
Target IRR
3.15x
Target Equity Multiple
10-Year
Fund Lifecycle
Year 5
Capital Return
Year 10
Projected Exit

Precision-Built Housing at Scale

A private equity vehicle designed to produce attainable housing across the Rocky Mountain West through vertically integrated development and modular construction.

Fort Impact Fund deploys investor capital into a repeatable housing production model that leverages every stage of the Fort + Home ecosystem — from land acquisition and modular manufacturing to internal lending and asset management. By controlling the full development pipeline, the Fund reduces dependency on third-party contractors and captures efficiencies that fragmented developers cannot.

The strategy combines Build-to-Sell (BTS) units that generate near-term liquidity with Build-to-Rent (BTR) units retained for long-term income and portfolio value. This dual approach is designed to recycle capital efficiently while building a stabilized rental portfolio over the Fund's anticipated lifecycle.

The Fund focuses on high-demand Mountain State markets where housing undersupply is most acute, deploying IRC/IBC-compliant modular construction to deliver quality housing faster and more predictably than traditional site-built methods.

Build-to-Sell

Homes constructed and sold to generate liquidity, recycle capital, and fund subsequent phases of the development pipeline.

Build-to-Rent

Select units retained as rental properties, providing ongoing income and building long-term portfolio value for a stabilized exit.

Capital Recycling

BTS proceeds and refinance events are designed to return investor capital during the Fund's lifecycle, not solely at termination.

Investment Snapshot

Forward-looking projections based on the Fund's current underwriting model. Actual results may vary materially. Consult the Private Placement Memorandum for complete details.

Offering Private Equity — Class A Units
Unit Price $1,000 per Unit
Minimum $25,000 (25 Units)
Fund Target $25,000,000
Target IRR 23.4%
Target Multiple 3.15x Equity Multiple
Preferred Return 7% Cumulative on Unreturned Capital
Profit Split 75% Investors / 25% Sponsor (after preferred return)
Capital Return Targeted by Year 5
Exit Strategy Portfolio disposition by Year 10
Offering Period Open until Dec 31, 2026
Offering Type Rule 506(b) — Accredited & Sophisticated Investors

Projected returns, IRR, and equity multiples are forward-looking estimates based on management's current assumptions. These figures are not guarantees of future performance. Actual results will vary, and such variations may be material. Investors should review the Private Placement Memorandum for complete risk factors.

Investment Calculator

Model your projected returns based on the Fund's target performance.

$
$25,000 $1,000,000
Projected Value at Exit (Year 10)
$315,000
3.15x Equity Multiple
Year 5 — Capital Return
$210,000
~2.10x projected
Net Projected Profit
$215,000
on $100,000 invested

This chart illustrates projected growth based on target returns from offering materials and is for illustrative purposes only. Actual investment performance will vary. Equity curves model an estimated distribution pattern and do not represent guaranteed outcomes. Consult the applicable Private Placement Memorandum for complete details and risk factors.

Vertically Integrated Ecosystem

Four entities working in concert to control every stage of the housing production pipeline — from land to capital to construction to operations.

01

Land & Development

Fort + Home Developments

Site acquisition, entitlement, and infrastructure across Mountain State markets.

02

Modular Construction

Fôrt Hōmes

IRC/IBC-compliant modular manufacturing. Factory-controlled quality and cost predictability.

03

Capital & Lending

Fort Lending & F+H Capital

Internal construction financing plus equity capital management. Reduces external dependency.

04

Asset Management

Fort Asset Management

Leasing, operations, and property management for retained BTR assets.

Why this matters: Traditional development funds rely on third-party contractors, external lenders, and outside property managers — each adding cost, risk, and execution uncertainty. By controlling the full pipeline internally, the Fund captures the "developer's spread" that fragmented operators lose to intermediaries.

Why Housing. Why Now. Why This Way.

Three structural advantages that position the Fund to deliver value across market cycles.

01

Structural Housing Undersupply

Colorado and the broader Rocky Mountain West face a historic housing deficit. Restrictive zoning, rising construction costs, and labor shortages have constrained new supply for over a decade, creating sustained need for new inventory at attainable price points.

02

Modular Construction Advantage

Factory-built, code-compliant modular units compress construction timelines, reduce weather and labor risk, and deliver cost predictability that traditional site-built methods cannot match. Housing development becomes a repeatable manufacturing process.

03

Vertical Integration as Risk Control

When a single platform controls land, manufacturing, financing, and operations, it eliminates coordination risk, cost leakage, and timeline uncertainty that plague traditional multi-party development structures.

Housing at Scale

A repeatable, scalable model designed to produce attainable housing across high-demand infill markets throughout the Rocky Mountain West.

~80% of Units

Build-to-Sell

Liquidity & Capital Recycling
StrategyConstruct and sell to end buyers
ConstructionModular / Offsite via Fôrt Hōmes
MarketsCO, WY, MT infill parcels
PurposeGenerate returns & recycle capital

The majority of units are manufactured offsite and sold to generate liquidity. Sale proceeds are recycled back into the development pipeline, compounding the Fund's production capacity over the lifecycle.

~20% of Units

Build-to-Rent

Income & Long-Term Value
StrategyRetain, lease, and stabilize
OperationsManaged by Fort Asset Management
FinancingRefinance proceeds fund pipeline
ExitPortfolio disposition at fund maturity

A portion of completed units are retained as rental assets, generating ongoing income and building long-term portfolio value. These assets are targeted for refinance and eventual disposition as a stabilized portfolio.

How the Fund Is Organized

A manager-managed Colorado LLC structured with investor-favorable economics and clear governance.

Class A Interests

Investor units representing the majority economic interest in the Fund. Investors participate as limited members with no management obligations.

Anticipated Lifecycle

The Fund is structured for a 10-year term, with the Manager evaluating liquidity options throughout. Capital return events may occur prior to final exit.

Manager Alignment

The Manager holds a direct interest in the Fund's performance. Sponsor compensation is weighted toward outcomes, not capital deployment.

Pass-Through Taxation

Structured as a pass-through entity. Members receive individual K-1 reporting. Potential for depreciation benefits — consult your tax advisor.

Distribution Waterfall

1
Priority Return — Investors receive a cumulative preferred return on their unreturned capital before any sponsor participation.
2
Return of Capital — On capital events, investor capital is returned first, before profit-sharing begins.
3
Profit Sharing — Remaining distributable cash is split between investors and the Sponsor on an investor-favorable basis.
4
Final Exit — Upon disposition of all assets, remaining proceeds are distributed per the waterfall, and the Fund dissolves.

The Investment Process

A structured, transparent process designed to ensure every participant is informed and qualified before any commitment is made.

01

Schedule a Conversation

Begin with a one-on-one discussion with our team to understand the opportunity and confirm mutual fit.

02

Review Materials

Qualified investors receive the Private Placement Memorandum, Operating Agreement, and supporting documents for review.

03

Evaluate Suitability

Work with your financial advisor, attorney, or accountant to determine if this investment aligns with your goals and risk profile.

04

Subscribe & Fund

Complete the Subscription Agreement and fund your investment through our secure investor management platform.

Private Information

This page contains private information about the Fort Impact Fund and is shared only with accredited investors who have a pre-existing substantive relationship with the Sponsor. This page is not publicly indexed, is not an offer to sell securities, and may not be reproduced, forwarded, or distributed.

Begin the Conversation

Submitting this form signals your interest and initiates a conversation. It does not constitute a commitment or obligation of any kind.

What Happens Next

After you submit this form, a member of our team will follow up directly to schedule a conversation and discuss your interest in the Fort Impact Fund.

  • One-on-one conversation with our investment team
  • Access to the Private Placement Memorandum and offering documents
  • Opportunity to review the Operating Agreement and financial projections
  • Guidance on the subscription process and next steps

This opportunity is available only to accredited investors with a pre-existing substantive relationship with the Sponsor. If you have questions about the process, contact us at investors@fortandhome.com.

This form is intended solely to gauge interest under Regulation D, Rule 506(b) and does not constitute an offer to sell securities. All soft commitments are non-binding and subject to completion of offering documents and verification of investor status.

Common Questions

Fort Impact Fund is a private equity vehicle structured as a Colorado limited liability company. It deploys capital into the development of attainable housing across Mountain State markets using a vertically integrated model that encompasses land acquisition, modular construction, internal lending, and asset management.

It means the Fort + Home platform controls every major stage of the development process through affiliated entities: land acquisition, modular home manufacturing, construction financing, equity management, and property operations. This reduces reliance on third parties and gives the Fund greater control over timelines, costs, and quality.

The Fort Impact Fund is offered under Regulation D, Rule 506(b) and is available to accredited investors and a limited number of sophisticated unaccredited investors who have a pre-existing substantive relationship with the Sponsor. There is no public solicitation or general advertising associated with this offering.

Build-to-Sell (BTS) units are constructed and sold to generate near-term liquidity and recycle capital. Build-to-Rent (BTR) units are retained as rental properties to generate ongoing income and build long-term portfolio value. The dual strategy balances liquidity with appreciation over the Fund's lifecycle.

Distributable cash — after expenses, debt service, and appropriate reserves — is distributed according to a defined waterfall. Investors receive a priority return on their unreturned capital first, followed by return of capital, then profit-sharing between investors and the Sponsor. Complete distribution mechanics are detailed in the Operating Agreement.

Begin by scheduling a conversation with our team. During this initial discussion, we'll understand your investment objectives, answer questions about the Fund, and determine mutual fit. If appropriate, you'll receive the Private Placement Memorandum and supporting documents for your review.

Ready to Learn More?

Schedule a one-on-one conversation with our investment team to discuss the Fort Impact Fund and determine if it aligns with your investment objectives.

Schedule a Conversation