Reach out to us and schedule a call. Call or e-mail us at: dgray@KADECap.com or (317) 844-4479

Accredits investors can invest with KADE Capital Management.

An accredited investor, in the context of a natural person, includes anyone who:

• earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
• has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence)

On the income test, the person must satisfy the thresholds for the three years consistently either alone or with a spouse, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception is if a person is married within this period, in which case the person may satisfy the threshold on the basis of joint income for the years during which the person was married and on the basis of individual income for the other years.

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

• any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or
• any entity in which all of the equity owners are accredited investors.

In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

This will vary deal by deal, however, KADE Capital Management and its affiliates always invest our own money in each and every deal and are responsible to invest the difference between what are institutional investors and our Accredited investors invest.

For most deals we use 50% to 70% debt, partner with institutional or accredited investors who will place 80% to 95% of the equity capital. The remaining equity is placed by KADE Capital and its affiliates and investors like you. Using an example $30 million dollar deal the capital stack may look like the following:

Total Capital Stack: $30 mm

• Debt: $21 mm (70%)
• Equity: $9 mm (30%)

Equity Stack

• Investors: $8.1 mm (90% of equity)
• KADE & Affiliates: $0.9 mm (10% of equity)

Our investors have the opportunity to gain access to investments typically only available to institutional capital. Your investment will be co-mingled with large institutions capital an managed by an experienced real estate investment team. In addition to KADE Capital Management and our partners the institutions underwrite each deal and evaluate the risk against the return profile of each investment.

For our fund investors they receive the additional benefits of investing in a diversified portfolio of assets across multiple locals, project types, and asset classes.

With KADE Capital Management our investors also gain access to a large pipeline and faster deployment.

No, KADE Capital Management and its affiliates are responsible for any debt placed on a deal. Our investors have no liability for debt on deals.

As a partner in the LLC that purchases the properties, you will receive a K-1. A K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.

Our goal is to finalize all K-1s by March 31st, however, we do rely on outside reporting and may require additional time to furnish the forms in a way that is to the investor’s best advantage. Accordingly, you may be required to obtain one or more extensions for filing federal, state and local tax returns.

Yes. As long as your IRA, SEP, 401(k), or other retirement account is self directed. All you have to do is call your custodian and tell them you want to self-direct as a custodian and invest in real estate through a Regulation D offering.

All investments involve risk. As an equity investor you could loose up to 100% of your invested capital. We believe all of our investments will exceed expected returns.

We are confident in this as we personally spend the energy to pick the transaction and underwrite it, negotiate the transaction, negotiate the debt on the transaction, negotiate the sell of the transaction, and directly manage the investment through disposition.

We can’t guarantee we will hit the returns. However, we can promise you that we will work our asses off to pick a great piece of real estate, negotiate the best terms, and maximize the value at sell.

Reach out to us and schedule a call. Call or e-mail us at: dgray@KADECap.com or (317) 844-4479

Accredits investors can invest with KADE Capital Management.

An accredited investor, in the context of a natural person, includes anyone who:

• earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
• has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence)

On the income test, the person must satisfy the thresholds for the three years consistently either alone or with a spouse, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception is if a person is married within this period, in which case the person may satisfy the threshold on the basis of joint income for the years during which the person was married and on the basis of individual income for the other years.

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

• any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or
• any entity in which all of the equity owners are accredited investors.

In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

This will vary deal by deal, however, KADE Capital Management and its affiliates always invest our own money in each and every deal and are responsible to invest the difference between what are institutional investors and our Accredited investors invest.

For most deals we use 50% to 70% debt, partner with institutional or accredited investors who will place 80% to 95% of the equity capital. The remaining equity is placed by KADE Capital and its affiliates and investors like you. Using an example $30 million dollar deal the capital stack may look like the following:

Total Capital Stack: $30 mm

• Debt: $21 mm (70%)
• Equity: $9 mm (30%)

Equity Stack

• Investors: $8.1 mm (90% of equity)
• KADE & Affiliates: $0.9 mm (10% of equity)

Our investors have the opportunity to gain access to investments typically only available to institutional capital. Your investment will be co-mingled with large institutions capital an managed by an experienced real estate investment team. In addition to KADE Capital Management and our partners the institutions underwrite each deal and evaluate the risk against the return profile of each investment.

For our fund investors they receive the additional benefits of investing in a diversified portfolio of assets across multiple locals, project types, and asset classes.

With KADE Capital Management our investors also gain access to a large pipeline and faster deployment.

No, KADE Capital Management and its affiliates are responsible for any debt placed on a deal. Our investors have no liability for debt on deals.

As a partner in the LLC that purchases the properties, you will receive a K-1. A K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.

Our goal is to finalize all K-1s by March 31st, however, we do rely on outside reporting and may require additional time to furnish the forms in a way that is to the investor’s best advantage. Accordingly, you may be required to obtain one or more extensions for filing federal, state and local tax returns.

Yes. As long as your IRA, SEP, 401(k), or other retirement account is self directed. All you have to do is call your custodian and tell them you want to self-direct as a custodian and invest in real estate through a Regulation D offering.

All investments involve risk. As an equity investor you could loose up to 100% of your invested capital. We believe all of our investments will exceed expected returns.

We are confident in this as we personally spend the energy to pick the transaction and underwrite it, negotiate the transaction, negotiate the debt on the transaction, negotiate the sell of the transaction, and directly manage the investment through disposition.

We can’t guarantee we will hit the returns. However, we can promise you that we will work our asses off to pick a great piece of real estate, negotiate the best terms, and maximize the value at sell.