Equity Resource Investments, LLC

Equity Resource Investments, LLC, established in 2002, specializes in providing investment management services focused on real estate-related investments. The firm manages assets totaling approximately $1.33 billion on a discretionary basis as of December 31, 2024. Equity Resource Investments employs a long-term investment strategy, emphasizing multi-family assets, affordable housing, and commercial real estate. The firm's investment approach includes secondary market purchases, platform and portfolio investments, and investments in Low Income Housing Tax Credit/affordable housing portfolios. The company's investment philosophy involves a value-based approach, utilizing income-based valuation models and thorough risk analysis. Investments are primarily illiquid, private securities. Equity Resource Investments generally receives Management Fees based on a percentage of invested capital and Carried Interest from the Funds. The firm also provides additional services to portfolio investments, such as financing assistance and property sales activity. Clients of the Funds are pooled investment vehicles with minimum investments ranging from no minimum to $250,000, as outlined in each Fund's Organizational Documents. Equity Resource Investments acts as a fiduciary, managing client assets in accordance with Advisory Agreements and Organizational Documents. The firm's Code of Ethics ensures compliance with regulations and ethical standards, with a focus on protecting client interests. Clients have investment discretion through the Funds' general partners, managers, or managing members. Affiliates of Equity Resource Investments exercise voting rights on behalf of the Funds, ensuring decisions are made in the best interest of the clients. The firm does not engage in brokerage practices beyond temporary asset holding in short-term US treasury securities. Equity Resource Investments has custody of Fund assets and provides regular financial statements to investors.