Section 3

Financial Summary

Conservative underwriting. Cited assumptions. Real numbers.

2.0x
Equity Multiple
15-17%
Target IRR
8%
Preferred Return
5 Yr
Hold Period
Capital Stack

Sources & Uses

Uses of FundsAmount
Land Acquisition$408,000
Hard Costs (Construction)$2,238,600
Soft Costs (A/E, Legal, Permits)$426,000
Financing Costs$140,100
Developer Fees$184,465
Contingency (5%)$133,230
Total Project Cost$3,530,395

Sources: MAXX Builders 2025-2026, JDJ Consulting, City of Buda Fee Schedule

Operating Returns

Stabilized Pro Forma

Line ItemBase ($16/sf)Adjusted ($17.50)
Gross Potential Rent$230,400$252,000
Less: Vacancy (5%)($11,520)($12,600)
Effective Gross Income$218,880$239,400
Less: Operating Expenses($28,944)($28,944)
Net Operating Income$189,936$210,456
Less: Debt Service($184,092)($169,902)
Cash Flow After Debt$5,844$40,554
NNN lease structure: tenants pay property taxes, insurance, and CAM. Landlord expenses limited to management, reserves, and administration.
Investor Alignment

Distribution Waterfall

Investors are paid first. The sponsor only participates in profits after investors receive their capital back plus an 8% annual preferred return.

1
Return OF Capital
100% to investors
2
8% Preferred Return
Cumulative annual to LPs
3
70/30 Split
LP / GP above preferred
Projections

5-Year Cash Flow & Sensitivity

ScenarioYear 1Year 2Year 3Year 4Year 5
Conservative ($15.50/sf)($84K)($1.4K)$4,700$10,800$17,100
Base Case ($16/sf)($89K)$5,844$11,542$17,411$23,456
Adjusted ($17.50/sf)($65K)$40,554$46,868$53,371$60,069

Year 1 reflects 6-month lease-up period. 3% annual rent escalation, 2% expense growth.

Scenario Comparison (5-Year Hold)

MetricConservativeBaseAggressive
Starting Rent (NNN)$15.50/sf$16.00/sf$18.50/sf
Vacancy Assumption7%5%3%
Exit Cap Rate7.5%7.0%6.5%
Equity Multiple1.55x1.77x2.25x
Estimated IRR~9%~12%~18%

This financial summary is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer will only be made pursuant to a Private Placement Memorandum (PPM) and related subscription documents. Investment involves risk, including the potential loss of principal. Past performance is not indicative of future results. Projected returns are estimates based on current market conditions and assumptions that may not materialize. Prospective investors should consult with their own legal, tax, and financial advisors before making any investment decision.