Strategic Income & Opportunity Fund
Mossy Head Industrial Park, Walton County, Florida
Industrial is one of the four property types this fund buys, develops, improves and operates.
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Members collect a 10% cumulative preferred return before any profit split with the manager. The minimum is $100,000.
Industrial, like Mossy Head Industrial Park, sits alongside multifamily and build-to-rent in the mix.
Only what is left splits 50/50 with the manager, and the manager puts in 2.5% of investor capital on the same terms.
Debt on each property and across the portfolio is tested every quarter against current fair value, with 120 days to cure any breach.
Fair-value NAV reflects assets, liabilities, reserves and material events, so you see what the fund holds.
Class B units are built for IRAs and other custodied retirement accounts, with the same economic rights as Class A units.
After that, distributions are expected quarterly from available proceeds, with a 10% cumulative preferred return accruing first.
Part of this fund makes loans and bridge credit to industrial and other properties that cannot get traditional financing.
He has been involved in $425M+ of construction projects from start to finish, and his affiliated teams handle development, construction and property operations.
Multifamily like The Colton sits alongside industrial real estate, run by the same operating team.
Industrial is one of the property types the fund buys, develops and operates, and members get a 10% cumulative preferred return first.
Industrial like Mossy Head Industrial Park in Florida, multifamily like Summertown in Meridian, Idaho, build-to-rent homes and other commercial real estate.
It owns and improves property, makes loans and bridge credit, and adds preferred equity when a project needs a new capital plan. Borrowing is capped at 65% of value.
His team's projects include Summertown in Meridian, Idaho and The Colton in Nampa, Idaho. His fund also looks at industrial, like Mossy Head Industrial Park in Florida.
Then the rest splits 50/50 with the manager. The manager invests 2.5% of investor capital on the same terms.
Class A units are for individuals, trusts and taxable entities. Class B units are for IRAs and retirement accounts. Both carry the same economic rights.
The fund's team says 100% of bonus depreciation goes through to investors. No specific tax deduction is promised; ask your own tax advisor how it applies to you.
Quarterly income from real assets, growth as properties are built and improved, and bonus depreciation the team says goes 100% through to investors. No specific tax deduction is promised.
The fund's team says bonus depreciation goes 100% through to investors, and members collect a 10% cumulative preferred return first. No specific tax deduction is promised.
In year one, investors have typically seen a deduction of about 65% of what they invest in this industrial real estate fund, blended across the fund. On $100,000 that is about $65,000; $250,000, about $162,500; $500,000, about $325,000. Figures are illustrative and the benefit is potential; ask your CPA how it applies to you.
In year one, investors have typically seen a deduction of about 65% of what they invest in this industrial real estate fund, blended across the fund. On $100,000 that is about $65,000; $250,000, about $162,500; $500,000, about $325,000. Figures are illustrative and the benefit is potential; ask your CPA how it applies to you.
In year one, investors have typically seen a deduction of about 65% of what they invest in this industrial real estate fund, blended across the fund. On $100,000 that is about $65,000; $250,000, about $162,500; $500,000, about $325,000. Figures are illustrative and the benefit is potential; ask your CPA how it applies to you.
In year one, investors have typically seen a deduction of about 65% of what they invest in this industrial real estate fund, blended across the fund. On $100,000 that is about $65,000; $250,000, about $162,500; $500,000, about $325,000. Figures are illustrative and the benefit is potential; ask your CPA how it applies to you. Members also collect a 10% cumulative preferred return before any profit split.
In year one, investors have typically seen a deduction of about 65% of what they invest in this industrial real estate fund, blended across the fund. On $100,000 that is about $65,000; $250,000, about $162,500; $500,000, about $325,000. Figures are illustrative and the benefit is potential; ask your CPA how it applies to you.
In year one, investors have typically seen a deduction of about 65% of what they invest in this industrial real estate fund, blended across the fund. On $100,000 that is about $65,000; $250,000, about $162,500; $500,000, about $325,000. Figures are illustrative and the benefit is potential; ask your CPA how it applies to you.
In year one, investors have typically seen a deduction of about 65% of what they invest in this industrial real estate fund, blended across the fund. On $100,000 that is about $65,000; $250,000, about $162,500; $500,000, about $325,000. Figures are illustrative and the benefit is potential; ask your CPA how it applies to you.
In year one, investors have typically seen a deduction of about 65% of what they invest in this industrial real estate fund, blended across the fund. On $100,000 that is about $65,000; $250,000, about $162,500; $500,000, about $325,000. Figures are illustrative and the benefit is potential; ask your CPA how it applies to you.
The Strategic Income & Opportunity Fund owns, develops, improves and operates multifamily, industrial, build-to-rent and other commercial real estate, makes loans and bridge credit, and adds preferred equity where a project needs a new capital plan. Its primary focus is manager-sponsored projects in southern Idaho.
Photographs of Mossy Head Industrial Park, Summertown and The Colton, enhanced for light and angle. Shown for context; not a representation of current fund holdings.
How it works
15%target investor IRR, not guaranteed
10%cumulative, non-compounding preferred return, paid before the 50/50 split
Quarterlydistributions expected after the first six full months
$100,000minimum, verified accredited investors
Quarterly financial reporting, an annual audit and annual independent appraisals. Class A units for personal money, Class B units for IRAs, with the same economic rights.
Shannon RobnettStrategic Income & Opportunity Fund
35+ years of construction and real estate development experience, and $425M+ in construction projects involved in from start to finish. His affiliated teams span development, construction, acquisitions, property operations and asset management. Experience figures describe Shannon Robnett and affiliated activity, not this fund's performance.
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