Fund Snapshot
Fund / Sponsor
Foresight Real Estate Investment Fund
Investment Focus
Commercial income properties, development projects, and real estate technology in the United States
Investors
Individual accredited investors and family offices
Member Account Structure
Members are invited to establish individual investment accounts with UBS Wealth Management
Real Estate Categories
Income Properties | Development Opportunities | Real Estate Technology
Real Estate Management Fee
1.00% annually
UBS Investment Team
The Katzaroff Kottmeier Thompson Group, UBS Financial Services Inc.
Target Returns
Income Properties: 5% – 9% | Development Projects: 12% – 18%
Investment
$200,000 – Minimum investment for Accredited Investors
MEMBER
BENEFITS
Liquidity
Members may withdraw assets from their UBS investment account at any time.
Flexibility
Members may modify allocation between UBS-managed securities and Foresight-managed real estate opportunities.
Diversity
Members can allocate across different real estate risk levels and UBS-managed investments.
Reporting
Monthly UBS statements for liquid assets and quarterly Foresight reports for real estate investments.
Individual Account Control
Members establish their own UBS Wealth Management account associated with the fund.
Capital Keeps Working
Transferability
Members may transfer, sell, or
assign their interests, subject to
governing documents.
Allocation Choice
1031 Exchange Potential
Transparent Reporting
This material is intended for information and marketing purposes only: It is not to be regarded as investment research, a sales prospectus, an offer or solicitation of an offer to enter into any investment or other activity. The general explanations included in this presentation cannot address your personal investment objectives, your financial situation as well as your financial needs.
Legal and tax advice: We recommend that you obtain appropriate independent financial, tax or legal advice on the implications of investing in or making use of any of the products and making use of the services mentioned herein, including tax matters. Tax treatment depends on the individual circumstances and may be subject to change in the future. UBS does not provide legal or tax advice and this document does not constitute such advice.
Investment risks: Please be reminded that all investments carry, depending on their nature, a degree of risk. Some investments may be subject to sudden and large falls in value and on realization you may receive back less than you invested.
For further information on the risks of specific types of investments and transactions we refer to the brochure “Special Risks in Securities Trading” and the document “Additional Risk Information” previously sent to you.
The information contained in this presentation on specific investment opportunities or on investment strategies and asset classes in general is in abbreviated form and should not be considered a recommendation by UBS.
Risks of investing in funds: Investments in Funds bear specific risk that can be substantial, including illiquidity and exit risk. You should take any investment decision only upon the basis of a fund’s current and complete legal documentation.
Investment and Advisory Services Information: As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer.