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Current OFFERINGS

cURRENT OFFERINGS

Equity Funds

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Debt Funds

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value -add debt fund

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fund overview

The Value-add Debt Fund (VDF) i the perfect opportunity for investors looking for consistent cash and reduced risk with a secured position. When investing in the Value-add Debt Fund, you can expect to receive a consistent interest payment at an annual rate of 9-10%, which is paid out monthly. This is similar to the interest you would receive from a bank, and your investment is secured by a mortgage on the underlying property.

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CASHFLOW

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MONTHLY DISTRIBUTIONS

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SECURED BY PROPERTY

Stock Data

9%

INVESTMENT AMOUNT
$50,000 - $499,000

9.5%

INVESTMENT AMOUNT
$500,000 - $999,000

10%

INVESTMENT AMOUNT
$1,000,000+

monthly interest payments

$50,000 Minimum

9% Per Annum
$375/month

$25,000,000 Total Offering

9% Per Annum
$187,500/month

Compared to other investment vehicles, the investing period for the VDF is typically shorter. This is because the fund provides
bridge financing to acquire a property and get the project through the planning, development, and stabilization. Once the project
is stabilized and has produced income for 12 months after construction is completed, the property will be refinanced through a
traditional lender for the remaining operating period.

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During the investment period, investors will have collateral of the property and ownership in the VDF entity until it is refinanced
or sold. One of the main purposes of this investment vehicle is to have liquidity to acquire properties quickly from distressed
sellers. The fund managers believe that this will be a growing area of opportunity in the next three years.

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Another advantage of the VDF is that it allows investors to maintain control of the asset during the construction and stabilization
period without third-party intervention. This is beneficial because it allows for greater flexibility in decision-making and can
result in a better outcome for investors. Overall, the VDF is an attractive investment option for those seeking short-term, reduced
risk, high-yield opportunities in the real estate market.
 

LOAN TYPES

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Aquisition Loan

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Bridge Loan

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Construction Loan

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Stabilization Loan

investment criteria

< 85%

Loan to Cost

< 75%

Loan to Value

> 1.20

Debt Coverage Service Ratio

Analyzing Graphs

risk returns profile

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Predictable Monthly Income

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Shorter Timeline for Repayment

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Beneficial for Self Directed Retirement
Accounts, Avoid UBTI & UDFI

TRACK Records

11

Full Cycle
Debt Repayments

100%

No Missed Promissory
Note Payments

100%

Notes are Personally Guaranteed
By Management Team

This investment is only available to “Accredited Investors” as defined by Rule 501 of “the Act”. The targets above are intended for illustrative purposes only to facilitate analysis and are not guaranteed by Sponsors as there are no assurances these targets will be met. These targets are based on past metrics, past performances, and past experiences of the Sponsors in the space. Sponsors make no representations or warranties that any investor will, or is likely to, attain the targets shown above since hypothetical or simulated performance is not an indicator or assurance of future results. Please review the Risk Factors in the PPM. All offers and sales of any securities will be made only to Accredited Investors, which for natural persons, are investors who meet certain minimum annual income or net worth thresholds or hold certain SEC approved certifications. Any securities that are offered, are offered in reliance on certain exemptions from the registration requirements of the Securities Act of 1933 (primarily Rule 506C of Regulation D and/or Section 4(a)(2) of the Act) and are not required to comply with specific disclosure requirements that apply to registrations under the Act. The SEC has not passed upon the merits of, or given its approval to any securities offered by Fort + Home Capital, the terms of the offering, or the accuracy of completeness of any offering materials. Any securities that are offered by Fort + Home Capital are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell any securities offered by Fort + Home Capital. Investing in securities involves risk, and investors should be able to bear the loss of their investment. Any securities offered by Fort + Home Capital are not subject to the protections of the Investment Company Act. Any performance data shared by Fort + Home Capital represents past performance and past performance does not guarantee future results. Neither Fort + Home Capital nor any of its funds are required by law to follow any standard methodology when calculating and representing performance data and the performance of any such funds may not be directly comparable to the performance of other private or registered funds.

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Fort + Home Capital, LLC - 9200 E Mineral Ave Centennial, CO 80112 - Investors@fortandhome.com - (720) 507 - 5583

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