{"id":4820,"date":"2024-12-05T11:07:57","date_gmt":"2024-12-05T11:07:57","guid":{"rendered":"https:\/\/myreocountrywide.com\/?page_id=4820"},"modified":"2025-01-03T02:56:34","modified_gmt":"2025-01-03T02:56:34","slug":"our-funds","status":"publish","type":"page","link":"https:\/\/myreocountrywide.com\/our-funds\/","title":{"rendered":"Our funds"},"content":{"rendered":"\t\t
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Countrywide Housing Fund 1<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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With an investor-centric fund structure, accredited investors can invest their money in Countrywide Housing Fund 1 with confidence. Our fund targets diversification, prioritized cash flow, low leverage, and acquires property through our dual-sourcing strategy.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tExplored our investment options<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Targeted Equity<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Targeted IRR Pre-Tax Return<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Targeted Asset Value<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Targeted Investments<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Key Differentiators of Our Funds<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tOur Private Real Estate Funds stand apart by offering investors access to a wide array of asset classes and strategies, all designed to generate substantial, tax-advantaged cash flow and long-term appreciation. With opportunities spanning hotels, self-storage, multifamily developments, ground-up construction, medical buildings, subdivisions, land entitlement, mortgages, and Opportunity Zones, we provide a comprehensive and diversified approach to building wealth.<\/span>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tReal Estate Diversification\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tPrivate real estate funds have historically had a relatively low correlation to the volatility of public markets.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tLow Leverage & Tax Efficiency\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tWe manage leverage by targeting debt of approximately 65% of all-in costs for acquisitions. Income from investments in private real estate can be considered tax-advantaged, depending on your personal tax situation.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\tShort term leases in multifamily and other asset classes creates the ability to move rents with inflation.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tCash Flow & Appreciation\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tReal estate takes time. The time spent building a real estate portfolio is rewarded by producing cash flow and appreciation over time through the execution of business plans to improve asset cash flow.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Private Fund Investment Model\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The Private Fund investment model at <\/span>Countrywide Capital Group (CCG)<\/b> is designed to prioritize investor returns while delivering consistent, passive income. <\/span>100% of available cash flows<\/b> from investments are distributed to investors until the preferred return is achieved.<\/span><\/p>

CCG targets an <\/span>15-20% pre-tax IRR<\/b> in a tiered structure, with subsequent distributions allocated based on the specific investment\u2019s waterfall schedule. After the preferred return is met, remaining cash flows are split\u2014up to a <\/span>50\/50 allocation<\/b>\u2014between investors and CCG, ensuring alignment of interests and maximizing returns for our investors.<\/span><\/p>

This model is carefully crafted to deliver robust returns while maintaining transparency and equity in profit-sharing across a variety of investment opportunities<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Cumulative Preferred Return\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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on Invested Equity\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Return of Original Principal Invested<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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after the 8% Preferred Return\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Profit Sharing\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Split of Remaining Cash Flow Distributions after return of original principal\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Targeted IRR Pre-Tax Return\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Quarterly\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Distributions Paid** when available<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Asset Management Fee on Invested Capital\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Private Real Estate vs. Public Markets\n<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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See below for a comparison of the S&P 500 (public equities index), IYR ETF (public REIT index), and NCREIF (private real estate) over the last 20+ years. Alternative investments, such as private real estate funds have performed steadily relative to the volatility of the public markets.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Past Performance<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Closed<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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CCG F1<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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This investment series acquired distressed real estate in 2012. After acquiring a number of assets in the Florida market the company with its assets were sold.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Realized Net IRR4<\/sup><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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2009<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Vintage<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t<\/span>\n\t\t\t\t<\/span>\n\t\t\t\tX<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Realized Net Multiple4<\/sup><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Close- Ended<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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(Syndication) <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Closed<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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CCG F2<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tOrigin Growth Fund II acquired 17 different value-add office, multifamily and industrial assets in high growth markets across the United States.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tView More Details<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t<\/span>\n\t\t\t\t<\/span>\n\t\t\t\t%<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Hypothetical Net IRR as of 06\/30\/20245<\/sup><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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1990<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Vintage<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t<\/span>\n\t\t\t\t<\/span>\n\t\t\t\tX<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Hypothetical Net Multiple as of 06\/30\/20245<\/sup><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Close- Ended<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Fund Structure<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Closed<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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CCG F3<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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CCG F3 acquired several hundred tax deed properties in Florida and Ohio in 2014.\u00a0 Pools of highly distressed real estate consisting of a mix bag of single family homes and residential vacant lots as well as Luxury distressed island homes in Florida. The single family lots were sold, seller financing notes were created and subsequently sold to another firm and a luxury beach island home with\u00a0 over $14 million of debt was negotiated which CCG F3 acquired and sold the company with remaining assets for a healthy return.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tView More Details<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t<\/span>\n\t\t\t\t<\/span>\n\t\t\t\t%<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Hypothetical Net IRR as of 06\/30\/20245<\/sup><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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1998 <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Vintage<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t<\/span>\n\t\t\t\t<\/span>\n\t\t\t\tX<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Hypothetical Net Multiple as of 06\/30\/20245<\/sup><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Closed-End<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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(Syndication) <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  1. As of 11\/27\/2024<\/span><\/li>
  2. References to \u2018assets under management\u2019 or \u2018AUM\u2019 represent the real estate investments managed by Countrywide Capital Groups Investments\u2019 subsidiaries, including 75 Fast Offer and the CCG Series. Countrywide\u2019s calculation of AUM may differ from the calculations of other real estate asset managers and, as a result, Countrywide\u2019s measurement of its AUM may not be comparable to similar measures presented by other asset managers. AUM as of 11\/27\/2024<\/span><\/li>
  3. As of 11\/27\/2024<\/span><\/li>
  4. Returns are not guaranteed. Past performance is no guarantee of future results. All investments involve a degree of risk, including the risk of loss.<\/span><\/li>
  5. IRR and equity multiple calculated based on a hypothetical liquidation of the Fund as of 11\/27\/2024. Hypothetical performance doesn\u2019t represent an actual investment and frequently has sharp differences from actual returns. Hypothetical returns are inclusive of appreciation and reinvestment of distributions and are net of fees.\u00a0<\/span><\/li>
  6. The CCG series included the acquisitions of highly distressed real estate during the great recession. A combination of right time and right place allowed us the opportunity to acquire properties with a rare and extremely low cost basis which resulted in very high returns. After several sales the cost basis was zero so the profit margins were astronomical. Something that will be unlikely to see again for the foreseeable future.<\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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    How We Acquire Real Estate\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Countrywide Capital Group<\/span> has developed a dual-sourcing deal flow strategy to create opportunities regardless of market cycle. Historically, CCG has been able to source \u00b1100 transactions per month, giving us the ability to be highly selective in our review process. We target 1-2 real estate acquisitions per month, on average.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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    Joint Venture (JV)\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    We have established numerous partnerships across the nation from which we seek real estate investment opportunities, allowing us to capitalize on local knowledge and relationships to find deals. The joint venture acquisition strategy is focused on finding real estate in positive economic markets with job and population growth.<\/p>

    Key Relationships<\/strong>: Foster relationships with local real estate partners.<\/p>

    Diversity<\/strong>: By geographic, asset type and partner\/sponsor.<\/p>

    Deal Flow<\/strong>: Critical selection of the smartest investments possible.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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    Direct Acquisitions\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    This acquisition strategy falls within target asset classes (i.e., apartments, industrial, retail and office) and includes states where CCG is located, or a state where we have long-established and historical relationships.<\/p>

    35+ Years Experience:<\/b>\u00a0Acquisitions and relationships are time tested and proven.<\/p>

    Local Staff:<\/b>\u00a0Ability to manage with \u201cboots on the ground.\u201d<\/p>

    Reach:<\/b>\u00a0Owning and operating multiple properties within a given MSA.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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    Targeting High-Value Opportunities for Investors\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Our acquisitions team reviews 100+ real estate investment opportunities, on average, in any given month. We\u2019re focused on smart, critical selection of real estate. We make the right deals at the right time, putting our investors first.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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