Elevate Capital Partners Standards

Market Criteria
+ Fund Summary

Executive Summary

EXECUTIVE SUMMARY.

Elevate Capital Partners is led by experienced operators with deep relationships with banks, brokers, and auctioneers. We have nationwide strategic partnerships, strong risk controls, including LTV limits, market diversification, and a strong focus on underserved properties and value-add plays.

Fund Type | Debt Fund (Promissory Notes)

Target Raise | $100M

Investor Type | Accredited Investors (506c)

Preferred Returns

Class A | 8% simple interest (min $250K)

Class B | 6% simple interest (min $25K)

Class C: Discretionary rate

Distribution Schedule | February 28 + August 31

Redemption | 12 - month advance notice

Fund Summary

FUND SUMMARY.

Name of Fund | Elevate Capital Partners
Fund Type | Debt Fund
Partnership Size | Accredited Investors
Target Capital | $100 MM
Commitment Period | 6 Months - 3 years
Preferential Return | 6% - 10%
Offering Period | June 1, 2025 - July 1, 2024
Capital Call | June 3, 2025
Management Fee | 0%
Quarterly Disbusement | 2 Quarters after initial investment Repayment of Principle | Upon exit of funds

MARKET CRITERIA + RESEARCH

At Elevate Capital Partners, we prioritize investments in real estate markets that offer strong fundamentals, value-add potential and efficient exit opportunities. Our strategy is driven by data, local expertise, and proven criteria that help ensure each acquisition supports long-term investor success.

Market Criteria

Undervalued or distressed inventory
Targeting assets available below replacement cost, including foreclosure auctions, trustee sales, and off-market opportunities.
Strong demand fundamentals
Focus on markets with population growth, employment expansion, rental demand, and housing shortages.
Resale + refinance liquidity
We prefer active investor markets with strong sales comps, rental demand, and proven exit strategies.
Business-friendly states.
Invest in jurisdictions with clear entitlmenet processes, landlord-friendly laws, and favorable tax or lendign policies.
Diversified exposure
Capital is allocated across residential, commercial, and land assets in arious states to mitigate risk and maximize performance.

Elevate Capital Partners' framework allows us to identify high-potential opportunities, manage downside risk, and deliver consistent, secured returns.

FRAMEWORK.

ACQUISITION DECISIONS

BASED ON LOCAL + REGIONAL DATA

Acquisition Descisions

Population growth + Migration trends
Job market + Employer relocations
Median Home Price vs. Construction Cost
Vacancy rates + Rent growth
Absorption reports + Path of Progress studies
Locan zoning, permitting + development incentives

ASSET CRITERIA

PRIORITIZING PROJECTS THAT BALANCE PROFITABILITY, LIQUIDITY, AND SCALABILITY.

Asset Criteria

OUR ACQUISITION TARGETS ARE CAREFULLY SELECTED TO ALIGN WITH CURRENT MARKET CONDITIONS, INVESTOR DEMAND, AND FLEXIBLE CAPITAL STRUCTURES. WE CAREFULLY MAINTAIN THE OPTION FOR SHORT OR LONG-TERM EXITS.

BUILD-TO-RENT

Detached or horizontal multifamily in suburban areas
High institutional demand and consistent cash flow
Strongest in Sunbelt states: TX, AZ, FL, GA, NC, TN

TOWNHOME | CLUSTER DEVELOPMENT

For-sale product or short-term rental (STR) portfolios.
Performs well in fast-growing suburbs near major metros.
Can be phased for capital efficiency and reduced exposure.

MIXED-USE URBAN DEVELOPMENT

Combines residential + retail/office components
Ideal near city centers, transit corridors, or TOD zone
Eligible for local development incentives or grants

OPPORTUNITY ZONE (OZ) DEVELOPMENT

Long-term hold to maximize deferred capital gains

ENTITLEMENT + FLIP

Acquire raw land, rezone, subdivide, and sell entitled lots.
Shorter timeline, lower capital requirements
Ideal in pro-growth markets with rezoning upside (e.g., FL, Carolinas)

PUBLIC-PRIVATE PARTNERSHIPS (PPP)

Collaborate with cities on infill or underutilized land

MULTI-FAMILY INFILL

Small to mid-size multi-family in urban or transitional neighborhoods
Suitable for tax-advantaged structures (OZs, 1031s, credits)
Prioritize land efficiency and optimized unit mix

BUILD-to-SUIT
COMMERCIAL

Develop with pre-lease agreements to credit tenants (medical, retail, logistics)

AFFORDABLE / WORKFORCE HOUSING

Leverage government programs (LIHTC, NMTC)
Access mission-aligned capital and tax credits

Market Criteria + Fund Summary