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Real Estate I ntroduction Safe Harbor Net Lease Income is a real estate investment management company, based in California and is focused on providing investment vehicles through net leased real estate. Safe Harbor is structured to man- age a series of real estate invest-
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RealEstate Introduction SafeHarborNetLeaseIncomeisa realestateinvestmentmanagement company,basedinCaliforniaand isfocusedonprovidinginvestment vehiclesthroughnetleasedreal estate. SafeHarborisstructuredtoman- ageaseriesofrealestateinvest- mentvehiclesthatwillacquireand holdportfoliosoffreestanding “triplenet”and“doublenet” leasedretailrealestateproperties throughouttheUnitedStates. SafeHarbortargetsproperties usingallcashoffersforpossible bettertermsandloweracquisition prices. FundDetails SafeHarborismakinganoffering of$5mto$300mperfund. Distributionforperformanceoc- cursatahurdlerateof6%with 70%goingtoLimitedPartners. Themanagementfeeis1%per yearbasedontheaggregate purchasepriceoftheinvestment properties. TripleNetLeaseFund FundStrategy SafeHarborwillpurchaseNetPropertieswithfifteen toforty-fiveyearleasesthatareoccupiedbyestab- lishedfranchisesandtenantssuchas:BassProShops, CVSPharmacy,YumBrands,banks,automotiveser- viceslikeFirestone,conveniencestores,health/fitness facilities,restaurants,sportinggoods,daycareand schools. Tenantsofnetpropertiesaretypicallyresponsiblefor mostoftheownershipobligations,includingmainte- nanceandinsuranceforboththebusinessandthe buildingfurtherprotectingownersoftheproperties. Netpropertyopportunitiesarecloselycorrelated withtheever-increasingpopulationtrendacrossthe UnitedStates. Investorswillbenefitfromconsistentlongterm growthandincome,monthlycashdistributions, capitalgainsandacarefullyorchestratedexitstrategy. Someoftheseassetsmayhavecorporatefranchise guaranteesandorfranchiseeguarantorsforthe originalleaseterm. Theseleasesusuallyhavebuiltinrentescalatorsand/ orrentalincreasesfeaturingacostoflivingadjustment atregularintervals. Acquireandmanageadiverseportfoliooffree standingNNNandNNPropertiesfromnational companieswithanS&PbondratingofBBBorbetter. Managerwillcontributebetween5-15%equity. FundStrategy TripleNetleasestypicallyrequirethetenanttopayall ofthecostsassociatedwithoperatingandmaintaining theproperty. Inaddition,tenantsaretypicallyresponsibleforfuture rentincreasesbasedonincreasesintheconsumerprice indexorafixedrate;Additionalrentcalculatedasa percentageofthetenants’grosssalesaboveaspecified level,orfixedincreases. Netpropertyleasestypicallyshifttheburdensofown- ershipandmanagementtothetenant. ContactSafeHarborforadditionaldetails (949)270-7415orM.Young@SafeHarbornli.com. SafeHarborNetLeaseIncome MarketSize InvestorReturns Provideinvestorswithconsistentmonthlyincomeatorabovea6%returnon investedfundswithlongtermgrowthpotential. Provideinvestorswithnetpropertyinvestmentvehiclesthatarecustomized toachievetheinvestmentcriteriaoftheparticularinvestor. Positioneachfundtoexecuteanexitstrategywithinfivetosevenyearsthat allowsasaleofthenetpropertieswithsufficientleasetermlengthanda performingtenanttomaintainpropertyvalues. Enhanceinvestmentreturnsafteracquisitionbyleveringfundportfoliosor individualpropertieswithaconservative50-70%loan-to-valuefinancing. FundReturns FounderMarkYoungisarealestateindustryveteranwithover16years’ experienceinrealestateincluding;banking,lending,andleasingtransactions. HewastheownerandoperatorofYoungRealty. Jerald Friedmanis a seasoned real estate developer and executive of real estate companies with management roles including property management, leasing, development, acquisitions and dispositions. . “The contentsofthissummaryarequalifiedintheirentiretybythetermsoftheSafeHarborPrivatePlacementMemorandumdatedJune15,2013.”