506(d) Exempt Offering · Accredited Investors Only

Introducing the CREAI Fund

A 506(d) Exempt Vehicle for Strategic CRE Investment.

Institutional-grade multifamily and strategic assets across the Sunbelt and Midwest — underwritten and originated by CR Equity AI, a data-driven direct lender.

7%

Minimum IRR Floor

15%

Target IRR

6

Target States

Accredited Investors Only

This offering is available exclusively to accredited investors as defined under Rule 501(a) of Regulation D. Accreditation must be reasonably verified before offering documents are shared.

Fund Overview

A disciplined CRE vehicle with an AI-native edge

CREAI Fund targets institutional-grade commercial real estate with quantitative sourcing, automated underwriting, and a direct-lender posture — engineered for durable risk-adjusted returns.

Commercial Real Estate Focus

Specialized institutional-grade CRE with AI-driven sourcing and underwriting.

Sunbelt & Midwest Targets

Multifamily and strategic assets in high-growth Sunbelt and durable Midwest markets.

Minimum 7% IRR Target

Structured with a 7% IRR floor with meaningful upside above target.

Tax & PACE Advantages

Property-Assessed Clean Energy (PACE) financing plus depreciation-driven tax efficiency.

Data-Driven Direct Lender

Managed by CR Equity AI — proprietary AI valuation and origination platform.

506(d) Exempt Structure

Rule 506(d) offering available to accredited investors via general solicitation.

Asset Class Breakdown

Target allocation across three asset classes

Concentrated where demand fundamentals are strongest — with flexibility to tilt across the cycle.

Multifamily

55%

Core + value-add apartments in supply-constrained metros.

Industrial

25%

Last-mile logistics and flex industrial in growth corridors.

Mixed-Use

20%

Transit-oriented retail / residential adjacent to job centers.

Geographic Focus

Two corridors. Six anchor markets.

Capital flows toward demographic tailwinds in the Sunbelt and industrial re-acceleration across the Midwest.

Sunbelt

Population + job growth, pro-business regulatory climate.

  • TX

    Texas

  • FL

    Florida

  • GA

    Georgia

3 anchor markets

Midwest

Manufacturing reshoring, logistics hubs, durable cash flows.

  • OH

    Ohio

  • IN

    Indiana

  • IL

    Illinois

3 anchor markets

Tax Advantages

Structured for tax efficiency

A concise, non-legal summary of how the fund is engineered to deliver after-tax outcomes to limited partners.

PACE Financing Benefits

Property-Assessed Clean Energy (PACE) financing attaches to the property rather than the sponsor, delivering long-dated, fixed-rate capital for energy and resiliency upgrades.

  • Long amortization (up to 30 years)
  • Senior to existing debt via special assessment
  • Transferable on sale — stays with the asset
  • Often expense-neutral via utility-cost offsets

Depreciation & Passive Loss Strategies

CRE ownership lets limited partners benefit from accelerated depreciation and cost segregation, shielding a meaningful portion of distributions from current taxation.

  • Cost segregation to accelerate deductions
  • Bonus depreciation on qualifying components
  • Passive-activity losses offset passive income
  • 1031-eligible dispositions for portfolio compounding

506(d) Exemption Mechanics

Rule 506(d) of Regulation D permits general solicitation for offerings sold exclusively to verified accredited investors — this page is educational and not an offer to sell securities.

  • General solicitation permitted (with accreditation)
  • All investors must be accredited under Rule 501(a)
  • Reasonable-steps verification of accreditation required
  • Bad-actor disqualification compliance maintained

This summary is educational, is not tax or legal advice, and is not an offer to sell securities. Consult your tax professional before investing.

Performance Targets

Built for durable, risk-adjusted returns

A minimum 7% IRR floor and a 15% target IRR, anchored by direct-lender origination and conservative senior positioning.

IRR Floor

0%

Minimum targeted IRR across the fund lifecycle.

Target IRR

0%

Projected gross IRR at strategy run-rate.

Risk-Adjusted Strategy

Direct

Direct-lender posture with senior / secured positioning.

Holding Horizon

3–7yrs

Asset-level hold targets aligned to business-plan execution.

Historical benchmarks available to verified investors

Prior vintage performance, vintage-year IRR bands, and peer-group benchmarking are provided in the offering memorandum upon accreditation verification. Projections on this page are targets, not historical performance.

Investor Flow

Three steps from interest to investment

Start with accreditation verification, review the offering documents, then speak directly with the CREAI Fund team.

Compliance & Disclosures

Important legal and regulatory information

SEC Rule 506(d) Exemption

The CREAI Fund is offered pursuant to Rule 506(d) of Regulation D under the Securities Act of 1933, as amended. Interests in the fund are available only to accredited investors (as defined in Rule 501(a)) whose accredited status has been reasonably verified.

Risk Disclaimer

Investments in commercial real estate are speculative, illiquid, and involve a high degree of risk, including the potential loss of principal. Past performance is not indicative of future results. Projections, including targeted IRR and floor returns, are aspirational and not guaranteed.

Not an Offer to Sell Securities

This page is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security. Any such offer will be made solely by the fund's formal offering documents (the Private Placement Memorandum, subscription agreement, and operating agreement) to qualified accredited investors.

Accredited Investor Definition

An accredited investor is generally an individual with earned income exceeding $200,000 (or $300,000 jointly) in each of the prior two years and a reasonable expectation of the same this year, a person with net worth over $1,000,000 (excluding primary residence), or a qualifying entity — as defined in Rule 501(a) of Regulation D under the Securities Act of 1933.