LIVE DEAL: RV Park in Alba TX

Rise Capital Investor Insider #4

For those of you ready to invest with us in the same deals that we choose to enjoy early retirement, we invite you to meet us by phone and sign up for our free portal for accredited investors. (What's an accredited investor anyway, and why should you care? Jump to the bottom for the regulations. I promise it's not in fine print!)

In the portal, you can find all deals we are currently inviting investors to participate with us in.

DEAL HIGHLIGHTS

Closing in DECEMBER 2023 to catch that before end of year depreciation (and remember, this year 80% can still be captured in the first year of the investment) this mid-term rental RV park and self-storage on the shores of Lake Fork is a recreational sport fishing community less than 2 hours from the Dallas TX airport.

Along with several similar parks nearby, there is a strong demand and low vacancy as there are year-round visitors to this area.

The site includes over 50 RV pads, several small homes, a 14-unit self storage building, with a convenience store/bait shop, and next door to a public boat ramp.

INVESTOR RETURNS AND BUSINESS PLAN

With double-digit cash on cash returns, this is about as boring a business plan as we've seen in awhile, which is why we like it! With a projected 5-year hold, we anticipate a 2x return on capital, much of that in the form of cash flow throughout the project life cycle, which means this is a unicorn with strong cash flow AND upside!

The best part about this project (other than the amazing name of the convenience store on the premises, who doesn't love that title?) is the even better LONG TERM owner financing at a fixed 4% rate for 10+ years. For those who know commercial real estate, nearly all loans balloon after 3-7 years, and many have variable rates. This RV park seller loan is more like what we see in residential lending, dramatically lowering the risk especially in a rising rate climate.

Our value add plan is to replace the driveway/road into the property in the next 1-2 years, new signage, and perhaps add some more park-owned homes or RVs for rent. There is current maintenance on site, as well as one of our fund partners who will be local for several months this spring

WHAT'S NEXT?

We'd love to talk to you about this property that is closing soon. Just give us a call to walk through the investing process, and we'll get you on your way to enjoying steady cash flow!

WHAT IS AN ACCREDITED INVESTOR ANYWAY?

This offering is part of a 506(c) investment fund open to accredited investors only. If you're not sure if you are, please reach out so we can connect you with resources to verify your investing status

Individual or Filing Jointly Financial Criteria

• Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
• Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

Individual Professional Criteria

• Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
• Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
• Any “family client” of a “family office” that qualifies as an accredited investor
• For investments in a private fund, “knowledgeable employees” of the fund

Entities

• Investments -- Entities owning investments in excess of $5 million
• Assets -- The following entities with assets in excess of $5 million: corporations, partnerships, LLCs, trusts, 501(c)(3) organizations, employee benefit plans, “family office” and any “family client” of that office
• Owners as Accredited -- Entities where all equity owners are accredited investors
• Investment Advisers -- Investment advisers (SEC- or state-registered or exempt reporting advisers) and SEC-registered broker-dealers
• Financial Entities -- A bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company