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This presentation is not exhaustive and prior to making any commitment to Cadre Managed Portfolio, you should review the advisory agreement and complete disclaimers and risk factors. Priority access and guaranteed allocation refer to eligible investments committed to by Cadre and Cadre may offer investments that are not allocated to Cadre Managed Portfolio. Diversification provided by Cadre Managed Portfolio refers to diversification across different investment securities and may not refer to diversification across investment-type or risks. Stated deal minimums are subject to waiver by Cadre. Cadre suggests that you consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity and no financial, legal or tax advice is provided by Cadre.
Cadre offers Cadre Managed Portfolio and other investment advisory services through CCV LLC (“CCV”), a Cadre company and an investment adviser registered with the SEC under the Investment Advisers Act of 1940 (the “Advisers Act”). CCV will only provide investment advisory services pursuant to a written agreement that describes CCV’s investment advisory relationship with you. Please note that CCV’s investment advisory services are limited strictly to those accounts for which you have entered into an advisory agreement with CCV. Other accounts, including any individual subscription made by you in products offered by Cadre, are not provided by CCV and CCV may not be under any obligation to provide investment advisory services for those accounts.
All securities involve risk and may result in significant loss. Nothing included in this presentation should be construed as a solicitation or offer, or recommendation, to buy or sell any security.
The target return information presented herein represents underwriting criteria used by Cadre to analyze the investment opportunities and is provided for illustrative purposes on how each investment is being underwritten and priced and once each is owned how it will be managed and does not represent a projection of performance returns to investors. Target return information is based upon certain assumptions, including those outlined in any Final Investment Memorandum with respect to any particular offering. Underwriting for target net returns includes deduction of fees and anticipated expenses but not taxes. An investment has a high degree of risk, and there can be no assurances that all or any of the assumptions will be true or that actual performance will bear any relation to these estimates. The estimates and other pro forma data set forth in this presentation were not prepared with a view toward compliance with U.S. Generally Accepted Accounting Principles or any other published standards. Estimates and other pro forma data are derived from estimates, as of the date of this presentation, based on certain assumptions, which are inherently subject to significant business, economic and competitive uncertainties and contingencies.
Some statements in this presentation may constitute forward-looking statements that are not historical facts. These forward-looking statements include statements, express or implied, regarding the current expectations, opinions and beliefs of Cadre, as well as the assumptions on which those statements are based. Words such as “believes,” “estimates,” “expects,” “endeavors,” “anticipates,” “intends,” “plans,” “targets,” “should” and “objective” and variations of such words and similar words also identify forward-looking statements. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, including those described in any respective investment memorandum. Any forward-looking statement is not a guaranty, assurance or representation by Cadre as to future matters and nothing contained herein should be relied upon as a guaranty, assurance or representation as to future matters. Please review details on the process and relevant risk factors, and the respective investment memorandums and other diligence materials for the properties subject to any secondary transaction on our website.
Historical information is provided for informational purposes only. Past performance is not indicative of future results and past performance on other projects is not indicative of any result with respect to the investment opportunities. The material presented here is based on information that we consider reliable, but we do not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. While statements made herein about Commercial Real Estate’s potential for enhanced returns and reduced correlation to the stock market are considered general industry knowledge, Cadre has sourced its own research to substantiate these statements via independent data providers such as Predex, Bloomberg, and NCREIF.