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This page is a high-level summary only. Full terms are in the PPM and subscription agreement. Not an offer to sell securities.

Confidential investor materials. Not an offer to sell securities except as registered or exempt.

Arizona · Industrial · Income

Phoenix Industrial REIT Fund

A program oriented to cash-flowing industrial and logistics real estate with long-lease tenants. This page summarizes strategy at a high level only.

Illustrative cash flow uses this program’s published minimum with 7.2% of principal per month, 67% per year, and total/year in the metrics below. Hold shortens when you invest more. Updates via email. See the PPM for definitions.

Target metrics

Monthly inflow (7.2% / mo)1

*

At published minimum

Annual inflow (67% / yr)1

*

At published minimum

Total illustrative / year1

*

12 × monthly + annual inflow

Minimum investment2

Subject to manager discretion

Illustrative hold3

Shorter when you invest more — see return snapshot

Strategy

Income + sales

Selective dispositions

Important disclaimers for target metrics

Program overview

Industrial demand in Greater Phoenix has been tied to e-commerce, regional distribution, and manufacturing reshoring narratives—each subject to economic cycles.

The program emphasizes creditworthy leases, reinvestment discipline, and staggered rollover to manage cash-flow visibility. Final asset mix and terms appear only in offering documents.

Illustrative capitalization emphasis

Simplified educational stack only—not a current offering circular. Percentages are illustrative and rounded for discussion; they are not live capitalization data for any specific vehicle unless the same figures appear in your executed documents.

Offering highlights

  • Emphasis on long-duration cash flow rather than speculative development, subject to the actual lease schedule in the PPM.
  • Potential for selective asset sales to recycle capital when pricing is favorable—timing is uncertain.
  • Credit and covenant review aligned with lender and sponsor standards described in the data room.
  • Distributions depend on NOI, capex, and debt service—not guaranteed.
  • Industrial obsolescence (clear heights, loading, power) can affect competitiveness over time.

Market context

Industrial fundamentals can shift with supply additions along the I-10 corridor and changes in tenant expansion plans. Cap rates and rent growth assumptions in models may not materialize.

  • Large-format industrial deliveries can compress market rents in specific submarkets even when regional demand is positive.
  • Operating costs including insurance and property taxes can outpace underwritten escalations.
  • Refinancing risk rises when debt markets tighten or valuations reset.

Investment rationale

Logistics growth

Sunbelt in-migration and distribution demand have supported industrial absorption; concentration risk remains.

Lease structure

Escalations, renewal probability, and TI/LC packages drive realized returns.

Capital markets

Exit cap rates and debt terms materially affect equity multiples.