PORTFOLIO
TAO EQUITIES presents TAO I, a blended real estate investment fund focused on multi-family workforce housing and industrial outdoor storage in Michigan, Texas, Florida, and possibly Los Angeles. We’ve curated over two decades worth of trustworthy owner/operators, developers, and syndicators with whom we have longstanding relationships and solid track records with strong returns to create a moderately conservative fund.
The result is a combination of mid to long term equity holds of high cash flowing preferred returns with moderate appreciation and fixed debt combined with short to mid-term equity holds of low to moderate preferred returns with high appreciation and fixed debt along with a dash of conservative to moderate debt lending to weave together a sturdy combination of growth and value in a merger of diversified geographies to create TAO I Fund, a fund which offers projected higher than average quarterly returns with higher than average upside on exit.
CURRENT BLEND
PROJECTIONS
Preferred Return: 9%
IRR: 15%-20%
RAISE
We are commencing the raise of $40mm for TAO I on March 15, 2023 through September 15, 2023.
We have identified opportunities with trusted sponsors and expect to deploy capital from Q2 thru Q4 of 2023.
RETURNS
TAO I is a 3 to 10 year hold given the longest majority property in the fund, however approximately 50% of the fund is expected to return partial capital via disposition, re-fi, and/or supplemental loans within 3 to 5 years.
COMPOSITION
MANAGEMENT FEES
Annual: 1.75%
Covers legal, accounting, software, back office, marketing, and business expenses.