Versity Student Housing REIT
A Non-Traded Private, Perpetual-Life REIT Investing in Student Housing Properties.
Minimum Investment: $25,000
Perpetual Life
Student Housing
1 Year Initial Hold
Monthly Distributions
Current NAV $1,000
Versity Student Housing REIT
Take a look at Our Non-Traded, Private, Perpetual-Life REIT Investing in Student Housing Properties.
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Brochure: Versity Student Housing REIT
Download the brochure to learn more about the market opportunity, who we are, and offering objectives.
Offering Summary: Versity Student Housing REIT
Download the offering summary to learn more about the targeted benefits, offering details, and investment strategy.
Offering Documents
Versity Student Housing REIT
Download the Versity Student Housing REIT Private Placement Memorandum by clicking the download button below.
RISKS & DISCLAIMERS FOR THE VERSITY STUDENT HOUSING REIT
This sales and advertising literature is not an offer to sell nor a solicitation of an offer to buy securities in Versity Student Housing REIT (the “Fund”). An offering is made only by the private placement memorandum (the “PPM”) as of 2/24/2023, and this literature must be read in conjunction with the PPM in order to fully understand all of the implications and risks of the offering.
Securities offered through WealthForge Securities, LLC, the managing broker-dealer for the Fund and member FINRA/SIPC. Versity Invest, LLC (the “Sponsor”) and WealthForge are not affiliated.
Potential risks relating to the Fund are disclosed in our PPM that must be read by the investor prior to making an investment decision, including the following:
- Past performance may not be indicative of future performance and does not guarantee future performance.
- The economic success of the Fund will depend upon the results of operations of its properties. Fluctuations in vacancy rates, rent schedules, and operating expenses can adversely affect operating results, financing terms or sale opportunities.
- No assurance can be given that future cash flow will be sufficient to make the debt service payments on any borrowed funds and cover capital expenditures or operating expenses.
- There are risks related to competition from competing properties.
- The Sponsor is not under any obligation to contribute capital to the Fund.
- The shares do not represent a diversified investment.
- There are various conflicts of interest among the Fund, the Sponsor and its affiliates.
- There are tax risks associated with an investment in the shares.
- There may be environmental risks related to the properties.
- No assurance can be given that shareholders will realize a substantial return (if any) on their investment.
There are risks associated with participating in the Offering. An investment in the Trust is speculative and illiquid, and involves significant risks, including the possibility of losing all invested capital. All forward-looking statements are subject to risks and uncertainties; actual circumstances and results could differ materially. None of the statements or information contained in the Materials are intended to be investment, tax, accounting, or legal advice. You should consult your own investment, tax, accounting, legal and other advisors as to tax, accounting, legal and related matters concerning the subject matter of the Materials, including the value of this transaction to you. Any U.S. federal tax information is not intended and cannot be used for the purpose of avoiding tax-related penalties. The Shares are being offered and sold in a continuous private offering exempt from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”), and are available for purchase only by investors that certify their qualification as “accredited investors,” as that term is defined in Rule 501(a) promulgated under Regulation D of the Securities Act. Neither the U.S. Securities and Exchange Commission (the “SEC”) nor any other federal, state or foreign securities commission or similar authority has determined whether this Memorandum is truthful or complete. The Shares have not been registered under the Securities Act or the securities laws of any state or country in reliance on exemptions from the registration requirements of such laws. There is no public market for the Shares, and the Shares are subject to significant restrictions on transfer. An investment in the Shares involves significant risk.
When Investment Objectives are listed:
There can be no assurance that we can achieve all or even any of our investment objectives. Please review the Private Placement Memorandum including the section on “RISK FACTORS” before investing.
When the Share Repurchase Program is included:
Shares must be held by a shareholder for at least one year before they are eligible to be repurchased under the Share Repurchase Plan.
**The total purchase price for Shares repurchases made on any Repurchase Date will be limited to an amount equal to 5% of our NAV
Income Fund II
Our note programs are designed to provide current income from short-term loans backed by the firm's balance sheet.
Available Equity: Contact Sponsor
Interest Rate: 13%
Term: 24-months
34 Properties
1.5 BN AUM
14 Full Cycle Properties
Investment Strategy
Established for the purpose of loaning to Versity, and Versity Invest, for the purpose of funding the purchase of properties, property due diligence and pre-development work for new projects.
Executive Summary: Income Fund II
Download the executive summary to learn more about the targeted benefits, offering details, and property profile.
Offering Documents
Income Fund II
Download the Income Fund II Private Placement Memorandum by clicking the download button below.
Offering Disclosure:
The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by an issuer, or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.
Securities offered through Wealthforge, LLC Member: FINRA/SIPC. Only available in states where Wealthforge, LLC is registered. Wealthforge is not affiliated with any other entities identified in this communication.
Real Estate Risk Disclosure:
- There is no guarantee that any strategy will be successful or achieve investment objectives including, among other things, profits, distributions, tax benefits, exit strategy, etc.;
- Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
- Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- Potential for foreclosure – All financed real estate investments have potential for foreclosure;
- Illiquidity – These assets are commonly offered through private placement offerings and are illiquid securities. Private Placements are Speculative.
- There is no secondary market for these investments;
- Private placements carry a high degree of risk
- Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
- Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.
Upside to Real Estate Investments
There are many factors to consider when deciding on an investment. It is important to research and consider financial goals, risks, tolerance and investment horizon prior to investing.
Resource Center
Student housing is starting to receive more and more attention from early mover institutions who notice the value of the asset class.
