How the Fund Works

The Storage of America Income Fund is structured to provide accredited investors with access to a fixed-income investment backed by first mortgage notes.

Step 1: Investors participate in the fund

Accredited investors invest in the Storage of America Income Fund with a minimum investment of $250,000.

Step 2: The fund makes loans to Storage of America

The fund lends capital exclusively to Storage of America to support its self-storage development and growth strategy.

Step 3: Loans are structured as first mortgage notes

The loans made by the fund are structured as first mortgage notes, creating a debt-based investment framework rather than an equity ownership structure.

Step 4: Investors receive monthly distributions

Investors receive an 8% annual return paid monthly, subject to the terms of the offering documents.

Designed for investors seeking income

This offering is designed for accredited investors who are primarily seeking:

• fixed monthly income

• a straightforward debt structure

• exposure to a real operating business

• a more direct and understandable investment framework

Key Terms

• Minimum investment: $250,000

• Investor eligibility: Accredited investors only

• Offering type: Real estate debt fund

• Loan structure: First mortgage notes

• Distribution frequency: Monthly