Investment Criteria

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  Foresight Real Estate Investment Fund’s investment criteria is determined by the investment committee of the Fund Manager and individual investment decisions are made in consultation with the Investment Committee according to this investment criteria:

Income Properties: 

Commercial real estate investments in any asset class that provide current income with annual Net Operating Income over $200,000 per year at closing. Located in primary or secondary markets in the United States.

Development Opportunities:

Commercial properties in any asset class with an equity contribution of $1,500,000 to $10,000,000 representing a minimum of 30% of the purchase price that includes a capital investment from the developer of a minimum of 10% of the purchase price. Fully entitled projects in primary or secondary markets in the United States. Professionally owned and managed by an experienced developer with at least one completed project in the market where the investment is located.

New Real Estate Technology:

New proprietary technology that benefits a sector of the real estate industry in the form of systems, services, products or tools that improve efficiency or inform decisions for people in the real estate industry using proprietary elements created exclusively by the developer. Pre-market trademarked or patent-pending technology that requires initial capitalization between $250,000 and $2,000,000 including a minimum of 5% contribution from the developer who is the owner of the technology and responsible for its development. Technology that is wholly owned and managed within the United States and that may include foreign subcontractors supervised by the developer and compliant with U.S. Law.

For information on how to become a member of Foresight Real Estate Investment Fund, or to present a real estate investment opportunity to the fund, contact:

Mark Wittcoff, CFM, RPA

Chairman and Chief Executive Officer

Foresight Real Estate Investment Fund

Telephone: 310-490-5500

Email: mw@foresightreif.com

UBS Wealth Management

The Katzaroff, Kottmeier, Thompson Group

UBS Financial Services, Inc.

https://advisors.ubs.com/kkt/

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. UBS further makes no representations as to the tax treatment of assets or the investment returns thereon both in general or with reference to your specific

circumstances and needs. You should obtain independent tax advice on the suitability of products, assets or instruments before investing and as you may consider appropriate.

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. Some investments may not be readily disposable since the market in such securities is illiquid and therefore identifying and quantifying the risk to which you are exposed may be difficult. You should consult your UBS client advisor on the nature of any specific investment you are interested in and carefully consider whether such investment is appropriate for you before making any decision on an investment or transaction. 

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. Please ask your UBS client advisor for further copies of these documents if you deem necessary. 

The information contained in this presentation on specific investment opportunities or on investment strategies and asset classes in general is in abbreviated form. It is not intended to provide the sole basis of an evaluation of an investment and should not be considered a recommendation by UBS that an investment is suitable for you. UBS shall have no responsibility for the performance of investment instruments or an asset class selected by you and shall assume no liability for the selection and decision you may take.

Risks of investing in funds: Investments in Funds bear specific risk that can be substantial. The market exposure inherent in units of a Fund is closely related to the underlying instruments the Fund is invested in. Investments in funds may be subject to sudden and large falls in value and on realization or (in case of default of the fund) on the winding up of the Fund the investor may receive back less than invested, lose the total amount invested or may be required to pay more. 

Some investments may not be readily realizable since the market in the securities is illiquid or because of minimum holding periods and therefore valuing the investment and identifying the risk to which the investor is exposed may be difficult to quantify. It may thus be difficult for an investor either to sell, transfer or realize the investment or to obtain reliable information about its value or the extent of the risks to which it is exposed. Should substantial redemptions be made at the same point of time, this could negatively impact the investor’s redemption rights (illiquidity/exit risk). 

The above is not an exhaustive list of risks of investing in a fund. You should take any investment decision only upon the basis of a fund’s current and complete legal documentation. We further advise you to obtain independent legal advice when considering an investment.

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. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements.

 It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. 

Methodology Disclosure:

For more information on third-party rating methodologies, please visit ubs.com/us/en/designation-disclosures.