HomeMy WebLinkAbout2021 02 11 City of Winter Springs General Employee Retirement System - American Core Realty FundAmerican Core Realty Fund
City of Winter Springs General Employee Retirement System
February 11, 2021
STRICTLY PRIVATE AND CONFIDENTIAL
American Realty Advisors www.aracapital.com
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The coronavirus outbreak (“COVID-19”)has been declared a pandemic and public health emergency by the World Health Organization and has spread to the United
States and many other parts of the world and may have material adverse effects on the operations and financial performance of the Fund and one or more of its
investments.
The number of positive cases continues to grow worldwide,adversely impacted global commercial activity and contributed to significant volatility in certain equity and
debt markets.The global impact of the outbreak is rapidly evolving,and many countries,states,and municipalities have reacted by instituting quarantines,curfews,
prohibitions on travel,social distancing measures,eviction moratorium orders and the closure of offices,businesses,schools,and other public venues,including certain
infrastructure structures and facilities.Businesses are also implementing similar precautionary measures.Such measures,as well as the general uncertainty
surrounding the dangers and impact of COVID-19,are creating significant disruption in supply chains and economic activity and are having a particularly adverse impact
on transportation,hospitality,tourism,retail and entertainment,among other industries.
As COVID-19 continues to spread,the potential impacts,including a global,regional or other economic recession,are increasingly uncertain and difficult to assess.The
extent of such impact on the Fund and its investments will depend on many factors including,but not limited to,the duration and scope of the COVID-19 public health
emergency;the extent of the government and business measures described above;the impact on overall supply and demand,goods and services,investor liquidity,
consumer confidence and levels of economic activity;any resulting litigation and the extent to which insurance coverages may apply;and the potential adverse effects
on the health of ARA’s personnel,all of which are highly uncertain and cannot be predicted.These factors may have material and adverse effects on the Fund’s ability to
source,manage and divest investments and achieve its investment objectives and could result in significant losses to the Fund.
This presentation does not constitute an offer to sell or the solicitation of an offer to buy any security,product,or service including interests in the American Core Realty
Fund,LP (the “Fund”)for which an offer can be made only by the Confidential Offering Memorandum (as amended from time to time,the “Fund Offering Memorandum”).
Any interests in the Fund have not been,and will not be registered under the U.S.Securities Act of 1933,as amended (the “Securities Act”),any other U.S.federal or
state or non-U.S.securities laws or the laws of any non-U.S.jurisdiction.The information in these materials is intended solely for “Accredited Investors”within the
meaning of Rule 501 of Regulation D under the Securities Act and sophisticated investors who fully understand and are willing to assume the risks involved in the Fund’s
investment program.Any security,product or service referred to herein may not be suitable for any or all investors.
The information in this presentation has been prepared from original sources,including as provided by American Realty Advisors (“ARA”),and is believed to be reliable
and current as of the date specified,and ARA is under no obligation to inform you if any of this information becomes inaccurate.All information in this presentation is
subject to and qualified in its entirety by reference to more detailed information appearing in the Fund Offering Memorandum,the Fund’s Amended and Restated
Limited Partnership Agreement,the Fund’s most recent Quarterly Report,the ERISA Service Provider Disclosure Statement and the Fund’s Adoption Agreement
(collectively,the “Fund Offering Documents”),which should be carefully read prior to any investment in the Fund and may be amended or supplemented from time to
time.
This presentation is for informational purposes only,is confidential and may not be reproduced or distributed,or used for any purpose other than evaluating an initial or
ongoing investment in the Fund.For a description of certain risk factors associated with an investment in the Fund,please refer to the risk factors and conflicts of
interests sections of the Fund Offering Memorandum.This presentation is not for distribution in isolation and must be viewed in conjunction with the Fund Offering
Documents.To the extent there is any inconsistency between this presentation and the Fund Offering Documents,the Fund Offering Documents govern in all respects.
No investment should be made based on this presentation.Any investment decision should be based solely upon the information in the Fund Offering Documents.
Please also refer to the disclosures at the end of this presentation.
Disclosures
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www.aracapital.com | American Realty Advisors
Committed
to Excellence
Our mission is to create and implement client-focused
institutional real estate investment strategies designed
to provide superior returns, capital preservation, and
growth, delivered with a high level of integrity,
communication, and service.
Putting Our Clients First
ARA is 100% employee owned and client focused. The firm was
registered in 1990 with the U.S. Securities and Exchange Commission
as an Investment Advisor under the Investment Advisers Act of 1940.
ARA is also a fiduciary to its clients and acts in the best interests of our
investors.
American Realty Advisors www.aracapital.com
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About ARA
Years of investment experience: 25 years
Education: University of Central Florida: B.S.; Webster University: M.B.A., M.A., Health Services
Richelle Hayes is ARA’s Senior Vice President,Investor Relations,responsible for developing
and maintaining new and existing client and consultant relationships for ARA’s commingled
fund clients.She is based out of the firm’s Orlando office.Prior to joining ARA,Ms.Hayes was
Vice President of Client Services for ICC Capital Management,where she worked closely with
clients and consultants based in the Southeast U.S.Prior to that,she was Vice President,
Corporate Relations for the American Hospital Association in Florida,responsible for developing
client relationships with senior executives of member hospitals,following various positions in
financial relationship management within the national managed health care industry.Ms.
Hayes is currently the Chairman on the Advisory Board of the Florida Public Pension Trustee
Association.
Richelle Hayes
Senior Vice President,
Investor Relations
About American Realty Advisors
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Who We Are
•100% employee-owned
private firm.
•Real estate investment
management is our only
business.
•Active product offerings in
core, value-add, and debt
strategies.
•Deep experience investing
throughout multiple market
cycles
•Focused entrepreneurial spirit
that capitalizes on
operational efficiencies.
•Broadly diversified client base
has entrusted capital to ARA.
Strength of
Our Team
•Over 13 years of senior
management working together
providing stability of leadership.
•Risk-management is deeply
instilled in our processes and
policies.
•Collaborative process
integrating research,
investment, asset management,
portfolio management and
compliance to achieve success.
•Commitment to sustainable
practices to achieve positive
social impact and to promote
diversity in our workplace.
operating history as a
real estate investment
management fiduciary
31
YEARS
senior management
average experience
37
YEARS
nationwide;
headquartered in
Los Angeles, CA
5
OFFICES
$10.0
BILLION
in Assets Under
Management
40+ active consultant
firm relationships
500+
INSTITUTIONAL
INVESTORS
dedicated to delivering
results for our investors
90+
EMPLOYEES
About ARA
All data in this presentation is as of September 30, 2020 unless specified otherwise.
American Realty Advisors www.aracapital.com
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•Defined culture of teamwork and integrity that promotes
professional development and diversity.
•Active community and charitable partnership in local and
national organizations that promote helping those in need.
•Dedication to open and frequent
communication on everything related to our
policies, process, and results.
Corporate and Community Responsibility
Our Core Values:The Foundation of our Firm
About ARA
•Extensive experience acting as an ERISA fiduciary.
•Risk control forms the basis of our investment
process with no conflicts of interest.
•Focus on capital preservation and thorough
investment risk assessment.
•No litigation with clients concerning investment
management services provided by ARA.
•Sole focus on institutional real estate investment builds
strong alignment of interests with our investors.
•Even during economic dislocation, such as COVID-19, we
work collaboratively with our investors to deliver all
services seamlessly and with no disruption.
•We are stewards of the capital of others and hold
ourselves to high standards.
Transparency
IntegrityFiduciary standards
Our five core values guide all decision making, define character and
culture, and ensure what we stand for.
Collaboration
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About ARA
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is to provide superior
risk-adjusted real
estate returns and
capital preservation
through a broad
spectrum of real
estate investment
strategies designed
to meet each
1. The Value Fund expects to target a portfolio of investments that, in aggregate, will be projected to generate gross leveraged internal rates of return of 11%-14%. Data as of September 30, 2020. The return targets
above are estimates based on information available at the time of forecasting and are not guarantees of future results. Please refer to the performance disclaimer and other disclosures at the end of this presentation.
Our primary goal
American Core Realty Fund
Focuses on strong income and potential for long-term appreciation
through investment in high-quality income-oriented core office,
industrial, retail, and multi-family properties located in major markets
nationwide.
Fund Type Gross AUM Return Target Liquidity
Open-End $6.88B
Gross
7-9%
Gross
Quarterly
American Strategic Value Realty Fund
Focuses on a value creation investment strategy through exploiting
market inefficiencies, operational improvement, and redeveloping or
manufacturing core real estate product.
Fund Type Gross AUM Return Target1 Liquidity
Open-End $2.02B
Gross
11-14%
Gross
Quarterly
Separate Accounts
ARA also offers customized core/core-plus/value strategies through separate accounts as well as specialized
portfolio takeover/repositioning/disposition services.
ARA Funds
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American Realty Advisors
The American Core Realty Fund
is an open-ended, private
commercial real estate fund
investing exclusively in the U.S.
It consists of a diversified portfolio
investing primarily in high-quality
core income-producing industrial,
multi-family, office, and retail
properties. The long-term total
gross return target of the fund is
7-9% through a full market cycle.
Fund Snapshot
American Core
Realty Fund
Mission: to provide broad-based
exposure and attractive risk-adjusted
returns through the investment in
commercial properties with durable
income, the ability to preserve capital,
and provide upside potential by
making intentional data-driven
allocation, investment selection, and
risk decisions with a view towards
peer-group outperformance.
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American Realty Advisors
Fund Snapshot
American Core Realty Fund
As of December 31, 2020
Number of Investments 66
Cash (percentage of NAV)1 3.4%
Leverage Ratio2 23.5%
Total Commercial SF 14.8 million
Total Commercial Tenants 475
Units (Residential)2,673
Leased Percentage3 94.6%
Inception Date 4Q 2003
Proven Over 17 Years |GAV and NAV since Inception
$6.92 billion
Gross Asset Value
$5.14 billion
Net Asset Value
1 Totalavailable cash,including $400 millionof available proceeds under theFund’s line of credit,totals 11%ofNAV.
2 Leverage ratio representstheFund’s effective ownership shareof total debt as a percentage of total gross assets.
3 Leasedpercentageis based on leasedsquarefootage and weighted based uponeach property’s effective ownership share ofgross fair values.
4 Due tothe uncertaintyremaining in 2021,redemptionpayments may be restricted moving forward.
Note:Use ofleveragemaycreate additional risks.Please referto disclosures at the end of this presentation.Squarefootageandunits excludesdevelopments.
Capital Flows
Number of Investors 460
Contribution Queue $55.4 million
Redemption Queue4 $223.0 million USD Billions$5.14 billion
Net Asset
Value
$6.92 billion
Gross Asset
Value
2006 2008 2010 2012 20142004 2016 2018 2020
$0.0
$7.0
$8.0
$2.0
$4.0
$5.0
$6.0
$3.0
$1.0
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American Realty Advisors
City of Winter Springs General Employee Retirement System
American Core Realty Fund
The returns above are for theInvestor’sinvestmentin theAmerican Core Realty Fund,includeleveraged returns before(gross)andafter (net)the deduction of investment managementfees and may includethe reinvestmentofsome income.The
sum of annualized component returns may not equal the total return due to the chain-linking of quarterly returns.Please refer to the NFI-ODCE benchmark information,performance disclaimer and other disclosures at the end of thispresentation.
Contributions/(Redemptions)
2007 Contribution $250,000
2008 Contribution $750,000
2014 Contribution $438,000
2015 Contribution $562,000
2020 Redemption ($300,606)
NET INVESTMENT $1,699,394
Investment Summary
as of December 31, 2020
Inception-to-Date
Contributions $2,000,000
Redemptions ($300,606)
NET INVESTMENT $1,699,394
Net Income $545,412
Distributions ($755,067)
Appreciation $214,610
ENDING NET ASSET VALUE $1,704,349
Returns greater than one year are annualized.
Inception: October 1, 2007
Performance History (%)
Through December 31, 2020
Q4 2020 1 Year 3 Year 5 Year 10 Year Since Inception
Income (Gross)0.94 3.97 3.89 3.93 4.52 4.67
Appreciation 0.48 -2.33 1.54 2.31 4.95 0.28
Total Portfolio (Gross)1.42 1.57 5.47 6.30 9.64 4.97
NFI-ODCE (Gross)1.30 1.19 4.92 6.21 9.88 5.07
Total Portfolio (Net)1.14 0.46 4.32 5.14 8.45 3.85
NFI-ODCE (Net)1.10 0.34 3.99 5.27 8.87 4.12
$699,394 remaining from redemption request to be considered for March 31, 2021
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American Realty Advisors
Strong Rent Collection Results
American Core Realty Fund
•Outperformed on rent collection rates collecting an average of 4%more rent each month than core peers.1
•Retail widely outperformed largely due to our overweight to grocery-anchored retail properties and avoidance of malls and
other discretionary retail formats.
•Fourth quarter to-date rent collections are tracking in line with the third quarter.
•We continue to work with tenants undergoing hardships and business disruption during these uncertain times while
maintaining our focus on creating positive outcomes for the Fund.
Core Fund Variance to Core Peers1
Multi-family 96%
Industrial 100%
Office 99%
Retail 91%
Total 97%
2Q 20 Rent Collections 3Q 20 Rent Collections 4Q 20 To-Date Rent Collections
1 Rent collectiondata forCore Peers constitutessurveyedresults frommost ofthe other coremanagers.ARA does not guarantee theaccuracy of the underlying information providedbythe Core Peers.
Core Fund Variance to Core Peers1
Multi-family 95%
Industrial 98%
Office 97%
Retail 83%
Total 94%
Core Fund Variance to Core Peers1
Multi-family 95%
Industrial 99%
Office 98%
Retail 88%
Total 96%
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American Realty Advisors
Industrial
•Pandemic increased e-
commerce’s share of total
retail sales, thus increasing
demand for warehouse
space.
•Longer term, may move
away from “just-in-time”
supply chain models to a
“just-in-case” approach,
further buoying demand.
•Cold storage increasingly in
demand.
Multi-family
•Rent payments have
remained intact, though
cracks beginning to emerge;
absent further stimulus,
certain households may
struggle once enhanced
unemployment benefits
expire.
•Retention elevated, but lease-
up to stabilization extended.
•Lower-density rental housing
may benefit.
Office
•Companies may adapt to
remote work (some
permanently) the longer
WFH goes on.
•Greater SF per employee
may serve to partially
counterbalance.
•Consolidation of co-working
operator space expected as
cash flows are challenged,
though segment likely to
gain in the mid-term.
Retail
•Return of foot traffic will
be slow as long as risks of
contagion continue.
•Experiential retail will see
major near-term impacts.
Newer concepts may
close entirely.
•Grocery-anchored centers
are faring better.
Sectors Face Transitional Changes as a Result of COVID-19
Market Outlook
•Hotel fundamentals to remain suppressed, particularly in
internationally driven markets; some flags may become insolvent.
•Senior housing to suffer due to skilled care exposure to virus; this,
coupled with elevated supply pipeline, suggests the sector will
struggle for some time.
•Data centers poised to benefit.
Dislocations may emerge
as sectors adjust to the
transition opportunities.
Specialty Sectors
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American Realty Advisors
Diversification Across Target Markets and Property Types
American Core Realty Fund
Data is based on gross fair value as of September 30,2020 and excludes investments in mortgage-backed certificates.San Francisco Bay Area includes San Francisco,San Jose and East Bay.Los Angeles Area includes Los
Angeles,OrangeCountyand Inland Empire.Washington,DCAreaincludes WashingtonDC and Baltimore,Maryland.
Top 10 Metros
$0
$100
$200
$300
$400
$500
$600
$700
$800
$900
$1,000
$1,100
$1,200
San
Francisco
Bay Area
New York Boston Los Angeles
Area
Chicago Seattle Washington,
DC Area
South Florida Austin AtlantaMillions Office
Industrial
Multi-family
Retail
Washington,D.C.AreaSanFrancisco
Bay Area
Seattle
Denver
Chicago
Houston
Dallas
South
Florida
Jacksonville
Atlanta
Boston
New York
Philadelphia
Minneapolis
Austin
Portland
Los Angeles Area
San Diego
Investment Exposure per Market
<$100M
$100M-$300M
$300M-$500M
>$500M
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American Realty Advisors
American Core Realty Fund
Information hereinis as of September 30,2020unlessnotedotherwise.
1.U.S.Census.
2.Bureau of Economic Analysis–U.S.DepartmentofCommerce.
3.World Bank.
Commitment by Property Type
(Millions)
4.Moody’s Analytics.
5.National Council of Real Estate Investment Fiduciaries.Please refer to the NPI benchmark information,performance disclaimer and other disclosures at the end
ofthispresentation.
6.Tax Foundation2021State BusinessTaxClimateIndex].
*Build-to-coreinvestment.Represents the expected fullydeveloped size.
$218 $196
$60
Industrial Retail Retail/Office
Jacksonville
Delray Beach
Miami
Weston
Doral
$60M
$40M
$218M
$42M
$114M
ARA has committed $479 million
of capital in the state of Florida
Property Name City Type SF
Kendall Place Miami Retail 287,896
St. John’s Town Center Jacksonville Retail 104,262
Weston Lakes Plaza Weston Retail 96,451
4th Street at Delray Beach Delray Beach Retail/Office 98,400
Miami Central Commons Doral Industrial 999,677*
Transal Park Doral Industrial 134,175
We Believe in Florida
•Strong projected population growth, economic potential, favorable real
estate fundamentals, and competitive tax environment.
•The third fastest state population growth rate from 2010 to 2019 at
14.0%.1
•Booming GDP which reached approximately $1.1 trillion in 2019 has grown
over 50% in the last 10 years.2 Florida trails only California, Texas, and New
York, and as a country, its GDP would rank 18th in the world.3
•Miami, Ft. Lauderdale, Orlando, Tampa, Jacksonville, and West Palm Beach
employment gains have outpaced the nation over the last five years.4
•The largest industrial real estate markets in Florida (Fort Lauderdale,
Miami, Orlando and Tampa) consistently outperformed the NPI in the 1-, 3-,
5-, 10-and 20-year periods through Q3 2020.5
•Ranked as the fourth most business tax-friendly state in the country.6
•ARA has committed $278 million of capital since May 2017, consisting of
industrial, office and retail properties in several South Florida cities.
•Two recent build-to-core projects: Miami Central Commons, a 999,677
square foot industrial property and 4th Street at Delray Beach, a 98,400
square foot mixed-use property have helped create jobs and provide the
infrastructure needed to support a competitive business landscape.
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American Realty Advisors
Stable and Diverse Tenancy
American Core Realty Fund
ARA Internal research and estimates. Percentages in Percentage of Total Base Rent and Expiring Commercial Portfolio charts are based on the fund's commercial portfolio gross fair value as of September 30, 2020. Other
represents the following business segments: National Chain Restaurant, Non-Profit, Legal, Real Estate Services, Other Professional Services, Telecommunications, National Health and Beauty, Large Retail Trade, Architecture and
Engineering, Housing and Construction, Government, Education, Pharmacy and Utilities. Note: Ten Largest Tenants represent the Fund’s largest tenants based on percentage of total Fund revenue presented in alphabetical order.
Technology 15%
Financial Services
& Insurance 14%
Logistics &
Transportation 13%
Durable Goods Manufacturing 6%Grocery Store 6%
E-Commerce 6%
Local Services (Retail/Food)5%
Health Care 4%
Energy and Mining 3%
National Apparel 3%
National Home/Hobby 3%
Other 18%
Ten Largest Tenants
•59% of commercial tenants have in excess of $1 billion
in annual revenue.
•6.4 years of weighted average lease term.
•No single tenant comprises more than 4% of the
portfolio's total revenue.
•Focusing on tenant credit and in-place lease term has
benefited the Fund through COVID-19.
•Continued engagement with near-term lease roll
tenants to avoid costly vacancies during the pandemic.
Percentage of Total Base Rent by Business Segment
Expiring Commercial Portfolio by Property Type
2.1%
8.4%7.1%5.8%
9.1%8.5%5.9%3.4%
9.2%
35.8%
0%
5%
10%
15%
20%
25%
30%
35%
40%
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029+
OfficeRetail Industrial
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American Realty Advisors
Consistently High Leasing Rates
American Core Realty Fund
Dataas of September 30,2020.ARAinternalresearch.Q1 2006 to Q4 2013 percentageleased is based on its occupiedpercentageplus1.31%which is the averagedelta between leased and occupied from Q12014 to Q32020.
1.Reduced,in part,due toa new building completioninlease-up.
92.0%94.5%98.8%93.4%94.8%
0%
25%
50%
75%
100%
Multi-family Office Industrial Retail Total
Portfolio
0%
20%
40%
60%
80%
100%Percent Leased
Percentage Leased –Q3 2020
Percentage Leased –Over 14 Years –Q1 2006 to Q3 2020
1
2006 2008 2010 2012 2014 2016 2018 2020
•Average leased
percentage over the
last ten years is 92.6%.
•During 2008-2009
GFC, leased
percentage was 86%.
•Leasing rates have
been resilient through
COVID-19.
Long Term Stability
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American Realty Advisors
Conservative Debt Management
American Core Realty Fund
Dataas of September 30,2020 unless noted otherwise.
1.MSCI ACOE informationas of September 30,2020.Please refer to theMSCI ACOEbenchmarkinformationand theother disclosures at theendof thispresentation.
2.NFI-ODCE peer groupinformationis provided byChatham FinancialServices and represents21 of the 25 NFI-ODCE funds.
Useof leverage may createadditionalrisks.Pleaserefer to the NFI-ODCE and MSCI benchmark information and other disclosures at the end of this presentation.
$ Millions
1 Year 3 Year 5 Year 10 Year
American Core
Realty Fund 23.8%22.9%21.7%20.4%
NFI-ODCE-VW 22.1%21.6%21.7%22.4%
Difference (in bps)+170 +130 0 -200
Relative Leverage
Impact (in bps)1 +5 +9 -2 -30
•Weighted average cost of debt including the line
of credit is 3.5%, in line with the NFI-ODCE peer
group.2 82% is fixed rate.
•$400 million line of credit. Current cost of
borrowing is below 2%. Results in available cash
of approximately 10% of NAV. Lenders are
national banks who have honored multiple draw
requests since COVID began.
•72% of Fund assets have no debt.
•4.5 years of average remaining term.
0.0%
1.9%
6.1%
3.0%
1.0%
2.2%2.2%
0.7%
3.6%
0.0%
2.9%
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030+
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030+
$0 $132 $422 $210 $66 $150 $150 $50 $246 $0 $200
Staggered Debt Expiration Schedule
Percentage of Fund GAV
•Next upcoming debt maturity is June 2021 allowing us to avoid
financing while debt markets are unsettled.
•Planning a slight increase in leverage level in 2021/2022 if
rates remain favorable.
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American Realty Advisors
2020-2021 Activity and Outlook
American Core Realty Fund
•The Fund is well positioned to outperform in the current environment.
•Although ARA did not predict the current global pandemic,we took steps to reposition the Fund over the past several
years to reduce risk,transacting $5.5 billion of real estate to reposition the portfolio.
•Pre-COVID-19 increased industrial and multi-family allocations and reductions in office and retail exposure continue to
benefit our returns.
•No exposure to hospitality or discretionary retail formats.
•Focus on high-quality assets and tenant credit,increased lease terms,reduced leasing exposure,lower NOI dilution from
capital expenditures,and favorable debt terms.
•Our build-to-core portfolio has transitioned to operating during 2020.
•The Fund has the ability to act on compelling new investment opportunities as they are uncovered.Select dispositions
have resumed.
•New investment opportunities include suburban multi-family,last-mile industrial,data centers,cold-storage warehouse,
and possibly single-family rental housing.
•The Fund’s total gross return target over a full market cycle remains at 7-9%,although 2020 returns are likely to be lower.
We remain confident that the Fund will outperform NFI-ODCE in the near term.
Please refer tothePerformance Disclaimer and other disclosures at the end of this presentation.
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American Realty Advisors
Most Recent Core Transaction
Strategic Last Mile Distribution Center
American Core Realty Fund
Data as of September 30, 2020 unless specified otherwise. The income yield and 10-Yr Unlevered IRR are estimates based on information available as of the date of the underwriting of the investment and are not a guarantee of
future results. Please refer to the performance disclaimer and other disclosures at the end of this presentation.
•State-of-the-art Industrial Warehouse
Investment in a 12-acre Class A infill industrial asset with an oversized parking field
and market leading specifications. Many industrial properties in this area have been
converted to other uses such as creative office, leading to reduced supply and the
potential for outsized appreciation.
•Lease Fully Guaranteed by an Investment-Grade Public Company
The Fortune 50 logistics company occupying 100% of the building signed a 15 year
lease with two 10-year renewal options. The 5.54% income yield is accretive to the
Fund’s overall income return.
•Strategic Last-Mile Location
Located within five miles from Midtown Manhattan, with access to both the I-278 and
I-495, the property is accessible for air freight and same-day delivery distribution and
provides tenant access to eight million customers within a 10-mile radius. This
industrial market has outperformed NCREIF’s industrial sub-index for 13 of the last
19 years.
NYC Urban Logistics Center New York, NY
Quarter Acquired Q3 2019
Asset Type Industrial
Year Built 2017
Size 362,474 SF
Leased 100%
Income Yield 5.54%
10-Yr Unlevered IRR
(projected at acquisition)5.55%
1-Yr Unlevered Return
(actual)9.53%
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American Realty Advisors
Key Terms
American Core Realty Fund
1.The Fund bears all expenses related to acquisition and divestment of investments,taxes,insurance,legal expenses,valuation expenses,administration and accounting expenses,among others,as further described in the Fund's
Offering Memorandum.The return target above isbased on information availableat the timeof forecasting and is not a guaranteeof future results.Use ofleverage may create additional risks.Pleaserefer to the performance disclaimer and other disclosures at
the end of thispresentation.Pleasenote that the Asset ManagementFeeisbased on NetAsset Value as outlined inthe Limited Partnership Agreement.No other feeschargedtoinvestors.
Fund Structure Open-end commingled real estate fund structured as a Delaware Limited Partnership.
Sponsor American Realty Advisors registered in 1990 with the U.S. Securities and Exchange Commission as an
investment adviser under the Investment Advisers Act of 1940.
Minimum Investment $1 million. U.S. investors in the American Core Realty Fund must be an “Accredited Investor” (as defined in
Rule 501(a) of Regulation D under the Securities Act).
Return Objective 7-9% gross annual leveraged total gross return over a full market cycle.
Leverage Target 10 –30% in aggregate with a maximum of 35%.
Typical Transaction Size $50 -$250 million.
Distribution 4% annual gross declared distribution. May be automatically reinvested in the Fund or paid out quarterly.
Valuation Quarterly independent appraisals managed by Fund’s independent Valuation Manager.
Reporting ARA claims compliance with the Global Investment Performance Standards (GIPS).
Liquidity Quarterly redemptions subject to available cash flow.
Asset Management Fee1
Based on net total investment commitment:
•1.10% -Commitment up to $25 million
•0.95% -Commitment of $25 to $75 million
•0.85% -Commitment of $75 million and up
Appendix
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23
American Realty Advisors
Summary of Holdings: Office
American Core Realty Fund
1 ReflectsAmerican Core Realty Fund’s effective ownership share of the grossfair valueofthe real estate investment less the gross fair value of themortgage loan.
2 ReflectsAmerican Core Realty Fund’s effective ownership share of the grossfair valueofthe real estate investment.
3 Joint ventureinvestmentpartnershipaccounted for using the equity method.4 Investment inpreferredequity.
5 Joint ventureinvestmentpartnership(consolidated).
Investments Metro Investment Date SF Stated
Ownership
Net
Fair Value1 Gross
Fair Value2
Ballston Gateway Washington, DC 12/23/2003 145,388 100%$49,200,000 $49,200,000
Deerbrook Corporate Center Chicago, IL 07/01/2006 133,985 100%$16,000,000 $16,000,000
K Street Office3 Washington, DC 03/19/2007 126,953 85%$39,402,029 $55,712,237
Energy Center Houston, TX 06/27/2011 306,721 100%$41,200,000 $41,200,000
153 Townsend Street San Francisco, CA 12/04/2012 179,054 100%$173,816,589 $220,000,000
499 Park Avenue New York, NY 06/28/2013 304,769 100%$453,000,000 $453,000,000
2201 Westlake Seattle, WA 07/21/2015 317,102 100%$274,000,000 $274,000,000
One Freedom Plaza4 Washington, DC 06/24/2016 283,481 100%$42,749,523 $42,749,523
1K Fulton Chicago, IL 07/01/2016 531,190 100%$338,000,000 $338,000,000
Foundry Square III San Francisco, CA 12/13/2016 292,069 100%$417,000,000 $417,000,000
4th Street at Delray Beach3 Miami/
Fort Lauderdale, FL 05/16/2017 98,400 92%$36,818,394 $36,818,394
385 Sherman Avenue San Jose/
Santa Clara, CA 01/18/2018 67,974 100%$142,000,000 $142,000,000
Moda Tower5 Portland, OR 09/28/2018 414,244 50%$46,656,931 $91,000,000
121 Seaport5 Boston, MA 12/13/2018 400,730 55%$259,600,000 $259,600,000
TOTAL OFFICE REAL ESTATE INVESTMENTS $2,329,443,466 $2,436,280,154
As of September 30, 2020
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24
American Realty Advisors
Summary of Holdings: Industrial
American Core Realty Fund
1 ReflectsAmerican Core Realty Fund’s effective ownership share of the grossfair valueofthe real estate investment less the gross fair value of any mortgage loan.
2 ReflectsAmerican Core Realty Fund’s effective ownership share of the grossfair valueofthe real estate investment.
Investments Metro Investment Date SF Stated
Ownership
Net
Fair Value1 Gross
Fair Value2
California Rosslynn Orange County, CA 08/05/2005 257,246 100%$51,400,000 $51,400,000
Marquardt Distribution Center Los Angeles, CA 12/13/2005 123,058 100%$32,500,000 $32,500,000
Broadway Center Business Park Los Angeles, CA 08/05/2008 188,910 100%$32,000,000 $32,000,000
Walnut Avenue Industrial Park Orange County, CA 08/05/2008 170,331 100%$34,600,000 $34,600,000
SouthWoods Business Center Atlanta, GA 12/31/2011 531,774 100%$51,200,000 $51,200,000
Rancho Cucamonga
Distribution Center Inland Empire, CA 03/31/2012 434,871 100%$38,917,012 $57,000,000
Sumner 167 Logistics Center -
Building 1 Seattle, WA 12/03/2013 234,750 100%$35,000,000 $35,000,000
Arrow Center I & II Inland Empire, CA 12/20/2013 430,972 100%$41,878,200 $72,000,000
Sumner 167 Logistics Center -
Building 2 Seattle, WA 03/24/2014 358,598 100%$68,100,000 $68,100,000
3100 West Segerstrom Orange County, CA 06/11/2014 159,163 100%$33,100,000 $33,100,000
GSW Gateway 1 & 2 Dallas, TX 06/11/2014 423,330 100%$34,500,000 $34,500,000
McCook Logistics Center Chicago, IL 08/08/2014 365,359 100%$36,797,215 $50,500,000
Shoemaker Distribution Center Los Angeles, CA 12/18/2014 174,342 100%$38,600,000 $38,600,000
As of September 30, 2020
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American Realty Advisors
Summary of Holdings: Industrial
American Core Realty Fund
1 Reflects AmericanCoreRealty Fund’s effective ownership share of thegross fairvalue of the realestate investment lessthe grossfair valueof anymortgage loan.2 Reflects AmericanCoreRealty Fund’s effective ownership share of thegross fairvalue of the realestate investment.
3 Jointventure investment partnership accounted for using the equitymethod.
Investments Metro Investment Date SF Stated
Ownership
Net
Fair Value1 Gross
Fair Value2
Dulles Woods III Washington, DC 06/16/2015 101,880 100%$19,500,000 $19,500,000
I-88 Gateway Logistics Center Chicago, IL 11/13/2015 604,565 100%$54,900,000 $54,900,000
Crossroads Logistics Center Harrisburg, PA 11/20/2015 398,250 100%$43,600,000 $43,600,000
Pacific Commons Logistics
Center West East Bay, CA 12/28/2015 814,901 100%$205,000,000 $205,000,000
King Mill Distribution Center Atlanta,GA 04/18/2017 846,496 100%$57,800,000 $57,800,000
Park 78 Logistics Harrisburg, PA 10/18/2017 345,600 100%$40,000,000 $40,000,000
Logan Logistics Center Philadelphia, PA 11/01/2017 1,016,116 100%$122,000,000 $122,000,000
Miami Central Commons3 Miami, FL 12/15/2017 656,634 99%$138,385,964 $138,385,964
Transal Park Miami, FL 01/09/2018 134,175 100%$28,000,000 $28,000,000
1730 South Anaheim Way Orange County, CA 05/03/2018 143,930 100%$36,600,000 $36,600,000
NYC Urban Logistics Center New York, NY 09/26/2019 362,474 100%$274,000,000 $274,000,000
TOTAL INDUSTRIAL REAL ESTATE INVESTMENTS $1,548,378,391 $1,610,285,964
As of September 30, 2020
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26
American Realty Advisors
Summary of Holdings: Multi-family
American Core Realty Fund
1 Reflects AmericanCoreRealty Fund’s effective ownership share of thegross fairvalue of the realestate investment lessthe grossfair valueof anymortgage loan.
2 Reflects AmericanCoreRealty Fund’s effective ownership share of thegross fairvalue of the realestate investment.
3 Jointventure investment partnership accounted for using the equitymethod.
4 Investmentin preferred equity.5 Investmentsin mortgage-backed certificates.
ALARA is a registered service mark of American Realty Advisors andisusedunder license.
Investments Metro Investment Date SF Stated
Ownership
Net
Fair Value1 Gross
Fair Value2
Mural Apartments Seattle, WA 03/22/2012 139 units 100%$38,499,404 $53,200,000
Link Apartments Seattle, WA 03/22/2012 199 units 100%$54,061,062 $78,900,000
ALARA Uptown Dallas, TX 09/30/2013 294 units 100%$48,281,813 $71,600,000
Continuum3 Boston, MA 03/14/2014 325 units 80%$102,186,601 $170,451,000
The Chrystie4 New York, NY 09/12/2014 361 units 100%$84,507,924 $84,507,924
Accent Los Angeles, CA 10/07/2014 196 units 100%$92,598,808 $122,000,000
K1 San Diego, CA 03/04/2016 222 units 100%$130,000,000 $130,000,000
ALARA Union Station Denver, CO 05/03/2016 314 units 100%$93,188,732 $165,000,000
Madison At Racine Chicago, IL 03/14/2017 216 units 100%$79,105,725 $108,000,000
Northshore Austin, TX 08/23/2018 439 units 100%$320,000,000 $320,000,000
Azure on the Park Atlanta, GA 09/07/2018 329 units 100%$114,163,423 $135,000,000
Multi-family Loan Portfolio5 National Portfolio 2016-2018 Various 100%$96,878,855 $96,878,855
TOTAL MULTI-FAMILY REAL ESTATE INVESTMENTS $1,253,472,347 $1,535,537,779
As of September 30, 2020
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27
American Realty Advisors
Summary of Holdings: Retail
American Core Realty Fund
1 Reflects AmericanCoreRealty Fund’s effective ownership share of thegross fairvalue of the realestate investment lessthe grossfair valueof anymortgage loan.
2 Reflects AmericanCoreRealty Fund’s effective ownership share of thegross fairvalue of the realestate investment.
Investments Metro Investment Date SF Stated
Ownership
Net
Fair Value1 Gross
Fair Value2
Waldorf Marketplace I Washington, DC 06/29/2005 205,285 100%$47,900,000 $47,900,000
Kendall Place Miami, FL 03/15/2007 287,896 100%$114,000,000 $114,000,000
Waldorf Marketplace II Washington, DC 06/28/2007 168,519 100%$29,600,000 $29,600,000
Jacksonville, FL 01/07/2010 104,262 100%$25,937,918 $40,200,000
Festival at Riva Baltimore/Towson,
MD 12/29/2010 300,963 100%$108,728,567 $158,000,000
Shops at Waterford East Bay, CA 01/27/2011 124,826 100%$57,249,180 $93,000,000
Alexandria Commons Washington, DC 06/30/2011 154,310 100%$57,435,132 $85,400,000
Weston Lakes Plaza Miami/
Fort Lauderdale, FL 03/31/2012 96,451 100%$41,900,000 $41,900,000
@First Retail Center San Jose/
Santa Clara, CA 05/03/2012 84,271 100%$52,100,000 $52,100,000
Mission Hills Vons San Diego, CA 07/24/2012 63,992 100%$21,727,283 $34,600,000
Admiral Safeway Seattle, WA 07/24/2012 67,992 100%$22,139,509 $35,900,000
Criterion on the Promenade Los Angeles, CA 12/10/2015 52,980 100%$84,600,000 $84,600,000
University Station Boston, MA 08/16/2016 401,402 100%$217,000,000 $217,000,000
Central Park Commons Minneapolis, MN 12/20/2017 402,598 100%$124,000,000 $124,000,000
TOTAL RETAIL REAL ESTATE INVESTMENTS $1,004,317,590 $1,158,200,000
As of September 30, 2020
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American Realty Advisors
Florida Investor List
Appendix
The abovelist includespublic pension fund investorsfrom Floridawho have executed an agreement to invest inproducts sponsoredbyAmerican RealtyAdvisors and whose nameisnot restrictedfrom beingincludedin this list.
It is notknown whether thelisted investorsapprove ordisapprove of ARA or theadvisoryservicesprovided.The above list includes investorsasofSeptember30,2020.
•Bartow General Employees Retirement System
•Baptist Health South Florida, Inc.
•Cape Coral Municipal Firefighters' Retirement Plan
•Cape Coral Municipal Police Officers' Retirement Plan
•Casselberry Police Officers' and Firefighters' Pension Plan
•City of Arcadia Police Officers' and Firefighters' Retirement System
•City of Auburndale Retirement Plan for General Employees
•City of Avon Park Firefighters’ Retirement System
•City of Avon Park Police Officers' Retirement System
•City of Bradenton Police Officers’ Pension Plan
•City of Brooksville Firefighters' Retirement Trust Fund
•City of Dania Beach General Employees' Retirement System
•City of Delray Beach Firefighters' and Police Officers' Retirement System
•City of Edgewater General Employees' Retirement Plan
•City of Edgewater Police Officers' Retirement Plan
•City of Fort Walton Beach Police Officers' Retirement Fund
•City of Gulfport General Employees’ Pension Plan
•City of Gulfport Municipal Police Officers' Trust Fund
•City of Haines City General Employees' Pension Plan
•City of Homestead New Elected Officials & Senior Management Retirement System
•City of Lake Wales Police Officer’s Pension Plan and Trust Fund
•City of Lake Wales Firefighter’s Pension Plan and Trust Fund
•City of Lauderhill Confidential and Managerial Employee Defined Benefit Retirement Plan
•City of Lynn Haven Police Officers’ Retirement System
•City of Lynn Haven General Employees' Retirement System
•City of Marco Island Firefighters' Pension Fund
•City of Naples General Employees Retirement Trust
•City of Naples Police Officers and Firefighters’ Retirement Trust
•City of Palm Beach Gardens Police Officers' Pension Fund
•City of Punta Gorda General Employees' Pension Fund
•City of Quincy, Florida Police and Firemen's Supplemental Pension Plan
•City of Sebring Police Officers' Retirement Trust Fund
•City of South Pasadena Firefighters' Retirement System
•City of Tamarac General Employees' Pension Trust Fund
•City of Winter Park Firefighters’ Pension Trust Fund
•City of Winter Park Police Officers’ Pension Plan
•Clair T. Singerman Employees’ Retirement Fund
•City of Sebring Police Officers' Retirement Trust Fund
•City of Sebring Municipal Firefighters' Pension Plan
•Clearwater Firefighters’ Supplemental Trust Fund
•Cocoa General Employees' Retirement Plan
•Community Foundation for Palm Beach and Martin Counties, Inc.
•Cooper City General Employees Pension Plan
•Cooper City Police Pension Fund
•Coral Springs Firefighters' Retirement Plan
•Coral Springs Police Officers' Pension Plan
•Dania Beach Fire and Police Pension Plan
•Davie Firefighters' Pension Trust Fund
•Davie Police Pension Fund
•DeLand Municipal Police Officers’ Retirement Plan
•Deerfield Beach Municipal Firefighters' Pension Trust Fund
•Deerfield Beach Municipal Police Officers' Retirement Trust Fund
•Destin Fire Control District Firefighters' Retirement Trust Fund
•Englewood Area Fire Control District Firefighters' Pension Trust Fund
•Fernandina Beach General Employees’ Pension Plan
•Fernandina Beach Police Officers' & Firefighters' Pension Plan
•FOP Ft. Lauderdale Lodge #31 Insurance Trust Fund
•Fort Lauderdale General Employees’ Retirement System
•Fort Lauderdale Police and Fire Retirement System
•Grace Contrino Abrams Peace Education Foundation
•Fort Walton Beach Municipal Firefighters’ Pension Trust Fund
•Greater Naples Fire Rescue District Firefighters' Pension Plan
•H. Lee Moffitt Cancer Center and Research Institute, Inc.
•H. Lee Moffitt Cancer Center and Research Institute Foundation, Inc.
•Hollywood Police Officers’ Retirement System
•Jupiter Police Officers' Retirement Plan
•Key West General Employees' Pension Plan
•Key West Utility General Employees Retirement System
•Kissimmee General Employees' Retirement Plan
•Lake Mary Firefighters’ and Police Officers' Pension Trust Funds
•Lake Worth Firefighters' Pension Trust Fund
•Lake Worth General Employees' Retirement System
•Lake Worth Police Officers' D1 Pension Fund
•Lakeland Police Officers' Retirement System
•Lauderhill Firefighters Retirement System
•Leesburg Municipal Firemen's Retirement Trust
•Miami Dade College Foundation
•Miami Springs General Employees' Retirement System
•Miami Springs Police and Firefighters' Retirement System
•Milton General Employees' Retirement System
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29
American Realty Advisors
Florida Investor List
Appendix
The abovelist includespublic pension fund investorsfrom Floridawho have executed an agreement to invest inproducts sponsoredbyAmerican RealtyAdvisors and whose nameisnot restrictedfrom beingincludedin this list.
It is notknown whether thelisted investorsapprove ordisapprove of ARA or theadvisoryservicesprovided.The above list includes investorsasofSeptember30,2020.
•Milton Police Officers' Pension Fund
•Miramar Fire Local 2820 VEBA Trust Fund
•Miramar Management Retirement Plan
•Miramar Retirement Plan for General Employees
•New Smyrna Beach Police Officers’ Retirement Plan
•North Brevard County Hospital District Operating Fund
•North Brevard County Hospital District Pension Plan
•North Miami Retirement System -Ordinance Number 748
•North Port Firefighters' Pension -Local Option Trust Fund
•North Port Police Officers' Pension -Local Option Trust Fund
•North River Fire District Firefighters' Retirement Trust Fund
•Ocala Firefighters' Retirement System
•Ocala Police Officers' Retirement System
•Ocoee Municipal General Employees' Retirement Trust Fund
•Ocoee Police Officers' and Firefighters Retirement Trust Fund
•Okaloosa Island Fire District Firefighters' Retirement Trust Fund
•Orlando Utilities Commission Defined Benefit Pension Plan
•Orlando Utilities Commission Other Post-Employment Benefit Section 115 Trust
•Oviedo Firefighters' Pension Trust Fund
•Palm Beach Atlantic University, Inc.
•Palm Beach Gardens Firefighters' Pension Fund
•Palm Beach Gardens Police Officers' Pension Fund
•Pembroke Pines Fire and Police Pension Fund
•Panama City Municipal Firefighters’ and Police Officers’ Pension Trust Funds
•Plant City Safety Employees Retirement Plan
•Pompano Beach General Employees' Retirement System
•Port Orange Fire and Rescue Pension Fund
•Port St. Lucie Municipal Police Officers' Retirement Trust Fund
•Riviera Beach Municipal Firefighters' Pension Trust Fund
•Riviera Beach Police Pension Fund
•Sanibel General Employees Pension Fund
•St. Cloud General Employees' Retirement System
•St. Cloud Police Officers' and Firefighters Retirement System
•St. Lucie County Fire District Firefighters' Pension Trust Fund
•St. Lucie County Fire District General Employees Retirement System
•St. Pete Beach Firefighters' Retirement System
•Tamarac Police Officers' Pension Trust Fund
•Temple Terrace Police Officers Retirement Trust Fund
•Titusville General Employees Pension Fund
•Town of Bay Harbor Islands' Pension Fund
•Town of Golden Beach Employees' Pension Plan
•Town of Indialantic Police Officers' and Firefighters' Retirement System
•Town of Longboat Key Consolidated Retirement System
•Venice Municipal Firefighters' Pension Trust Fund
•Vero Beach Police Officers' Pension Plan
•Village of North Palm Beach Fire and Police Retirement Fund
•West Manatee Fire and Rescue District Firefighters' Retirement Plan
•West Palm Beach General Employees' Restated Defined Benefit Retirement System
•Winter Haven Firefighters' Retirement System
•Winter Haven General Employees' Retirement System
•Winter Haven Police Officers' Retirement System
•Winter Springs General Employee Retirement System
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30
American Realty Advisors
COMPOSITE RETURN DATA NCREIF NFI-ODCE COMPOSITE STATISTICS AT YEAR-END
Gross-of-Fees Net-of-Fees
Equal Weight (2003-2015)
Value Weight (2016-Forward)# of
Accounts **
Composite
Assets
($ Millions)
Total Firm Net
Assets*
($ Millions)
% Externally
AppraisedYearTotal
Return Income Appreciation Total Return Income Appreciation Total
Return
2019 6.30%3.85%2.39%5.26%4.18%1.12%5.34%1 5,161 7,387 100%
2018 8.71%3.89%4.69%7.65%4.21%4.00%8.35%1 5,106 6,784 97%
2017 8.07%4.01%3.94%7.01%4.35%3.15%7.62%1 4,754 6,177 94%
2016 7.09%3.96%3.04%6.04%4.50%4.12%8.77%1 4,488 6,067 93%
2015 15.35%4.76%10.23%14.22%4.83%9.97%15.17%1 3,935 5,588 95%
2014 11.61%5.23%6.13%10.51%5.07%7.03%12.38%1 3,458 5,083 95%
2013 12.36%5.24%6.85%11.25%5.28%7.74%13.34%1 2,935 4,385 98%
2012 11.26%5.14%5.89%10.18%5.40%5.38%11.03%1 2,576 3,853 97%
2011 15.04%5.29%9.39%13.91%5.52%9.99%15.96%1 2,168 3,496 100%
2010 11.21%5.79%5.19%10.18%6.55%9.11%16.14%1 1,339 2,718 95%
Annualized Returns
3 year 7.69%3.92%3.67%6.64%4.25%2.75%7.09%
5 year 9.06%4.09%4.82%7.99%4.41%4.43%9.00%
10 year 10.66%4.71%5.75%9.58%4.99%6.12%11.35%
Since
Inception
11/21/2003
7.40%4.83%2.48%6.37%5.31%2.38%7.80%
COMPLIANCE STATEMENT:American Realty Advisors (“ARA”)claims compliance with the Global Investment PerformanceStandards(GIPS®)andhas prepared and presented this report in compliance withGIPS.ARA has been independently verifiedfortheperiodsJanuary1,2001 through December 31,2019.The verification report is available upon request.Verification
assesses whether (1)the firm has complied with all the composite construction requirements of the GIPS standards on a firm-
wide basis and (2)thefirm’s policies and procedures aredesigned tocalculate and present performance in compliancewith the
GIPS standards.Verificationdoesnot ensuretheaccuracyof any specific compositepresentation.
THE FIRM:ARA is an investment advisor registered with the U.S.Securities and Exchange Commission under the Investment
AdvisersActof1940,as amended.
THE COMPOSITE:The CoreCommingledReal EstateInvestments Composite,createdon November21,2003,consistsof all fullydiscretionaryopen-endcommingled portfolios managed by the firm using a core strategy.ARA defines a Core portfolio as one
consisting primarily ofdirect or indirect investmentsin institutional quality,stabilized,income-producingoffice,industrial,retail
andmulti-familyproperties and other similar investmentsnationwide.ARA defines adiscretionary portfolio as anyportfolio over
whichARA has full discretionregarding investment decisions.The firm definesa non-discretionaryportfolio asanyportfolio over
which ARA does not have full discretionregarding investment decisions.The firm maintains a complete list and description of
composites,whichis availableupon request.
BENCHMARK:Forthe period beginning January 1,2007through December 31,2015the composite was benchmarked againsttheNCREIFFundIndex–Open-End DiversifiedCore Equity(NFI-ODCE)Equal Weight Index.NFI-ODCEEqual Weight Indexreturnswereequal-weightedandshownleveraged beforethe deductionof any fees.As ofJanuary1,2016,the composite’sbenchmarkforperformanceistheNFI-ODCE Value Weight Index.NFI-ODCE Value Weight Index returns will be value-weighted and shown
leveraged before the deduction of any fees.The change conforms the Composite’s benchmark to a majority of the other core
commingled funds includedintheIndex.
LEVERAGE:The sole portfolio in this composite includes portfolio-level debtandassets that are leveraged usingeitherfixed or
variable debt.Total leverage on the portfolio in this composite does not exceed 40%of the gross fair value of such portfolio.Some debt may be hedged using derivative securities,may require interest-only payments,or may mature before it is fullyamortized.
CALCULATION OF PERFORMANCE RETURNS:Performance is stated in U.S.Dollars,is presented both gross and net ofmanagementfees,and includes the reinvestment of some income and the effect of cash and cash equivalents.Net of feereturnsarereducedbyactualassetmanagementfees,and otherexpenses incurred inthe operation of the realestateandthe
sole portfolio included in the composite.Performance returns are computed using investment level return formulas,which
calculate time-weighted returns for real estate investments by geometricallylinking componentreturnsand have been adjusted
for external cash flows.The sum of incomeand appreciation may not equal the total return for annualized periodsdue to the
chain-linkingofquarterlyreturns.Pastperformanceisnot aguaranteeoffutureresults.
VALUATIONS:Thesole portfolio included in thecomposite consists primarilyofrealestate,investmentsinjointventures investedinrealestate,debt investments secured by real estate,and some cash.Real estate values are based upon independentappraisalsperformedquarterlybyathird-party valuation manager/appraiser in three quarters in any given year and by a third-party appraiserin the remaining quarter of such year.Thethird-party valuation manager/appraiserandthe third-partyappraiser
are not affiliated with ARA or each other.Consistent with methodologies used by typical institutional investors,various
approachesare considered during thedetermination of fair value,including theIncome Approach,Sales Comparison Approach,
and/or Cost Approach or methods applicable to the asset class and geographic region.Valuations of real estate involve
subjective judgments and unobservable inputs,as the actual fair value price of real estate can be determined only by
negotiations between independent parties in sales transactions.Policies for valuing portfolios,calculating performance,and
preparing compliantpresentationsareavailableuponrequest.
FEES:Asset management fees arepaidto ARAquarterlyinarrears,arecalculated separately for eachinvestorinthe fund at anannualratedeterminedbasedoncapitalcommitmentsbyeachinvestoradmittedtothefundpriortoJanuary1,2015 andcommitmentamountlessamountsredeemedtodateforinvestorsadmittedafterJanuary1,2015 (ranging from 1.10%downto
.80%).
*Assets under management represent the net value of all assets and accountsmanagedbyAmericanRealtyAdvisors(“ARA”)(excluding partners'share of equity anddebtonpartnershipinvestmentsandnon-real estate debt assets through 12/31/10).Prior toMarch 31,2008,ARA reported total firmassets as the amount of assets undermanagementplusundrawncapitalcommitmentsandnotedtheamountofsuch
undrawn commitments in a footnote.Effective March 31,2008,ARA restated year-end
totalfirmassetsfrom 2001-2007toomit such undrawncommitments.
**Theportfolio in thecompositerepresents anopen-end commingled fund.
Core Commingled Real Estate Investments Composite
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31
American Realty Advisors
American Core Realty Fund -Certain Key Risk Factors
Prospective investors should be aware that an investment in the Fund is speculative and involves a high degree of risk,including a risk of total loss.The following is a summary of only certain
risks of an investment in the Fund and is not an exhaustive list and is qualified in its entirety by the “Risk Factors”section in the Fund’s Offering Memorandum.Capitalized terms not defined
herein shall be as defined in the Fund’s Offering Memorandum.Prospective investors should not construe the performance of the Fund in prior years as providing any indication of the future
performance of the Fund.
Unspecified Use of Proceeds.The Fund intends to use the proceeds of the Offering to acquire and/or make investments in existing income-producing real property and to a limited degree
development projects intended to produce income upon completion.Investors must rely upon the ability of the Manager in making such investments on behalf of the Fund.Except for the
general investment guidelines provided in this presentation,there is no information as to the nature and terms of any investments that a purchaser of Units can evaluate when determining
whether to invest in the Fund.
Real Estate Investments.The Fund’s investments are expected to involve the economic and business risks generally inherent in real estate investments of the type the Fund generally intends
to make.A major risk of owning income-producing properties is the possibility that the properties will not generate income sufficient to meet operating expenses,to service any loans that are
secured by the properties or to fund adequate reserves for capital expenditures.The income from properties may be affected by many factors,outside of the Manager’s control.Any return to
the Limited Partners on their investment will depend upon factors that cannot be predicted at the time of investment,that may be beyond the control of the Fund,or that may be uninsurable or
not economically insurable (such as losses caused by earthquakes,terrorism or floods).Such factors will also affect the return to the Limited Partners on their investment.
Identification of Suitable Investments.The Fund may be unable to find a sufficient number of investment opportunities to meet its investment objectives.The performance of the Fund will
depend on the Manager’s ability to identify,secure,manage and divest investments that meet the Fund’s stated objective.There can be no guarantee that a sufficient number of appropriate
investments will be available and that the Fund will therefore be able to invest all funds committed for investment by the Limited Partners.
General Economic Conditions.The Fund is exposed to the general economic and financial market conditions as well as the local,regional and national conditions that affect the markets in
which it owns properties.For instance,the Fund’s operating performance is impacted by the economic conditions of the particular markets in which it has a concentration of properties.Any
material oversupply of properties similar to those owned by the Fund or a material reduction of demand for such properties in markets involving similar types of use and/or customer base could
adversely affect the Fund’s financial condition.
Expiration of Leases.The Fund derives most of its income from rent received from tenants.The Fund’s financial condition could be adversely affected if the Fund’s agents are unable to
promptly re-lease or renew these expiring leases or if the rental rates upon renewal or re-leasing are significantly lower than expected.If a tenant experiences a downturn in its business or
other type of financial distress,which may occur as a result of events outside of the tenant’s or the Fund’s control,such condition could have a negative impact on the Fund’s performance.
Use of Leverage.The use of leverage introduces the risk that cash flow from properties so encumbered,or from other sources,may not be sufficient to service the secured debt and therefore
could result in the loss of the Fund’s equity through foreclosure or assets used to secure such indebtedness,the complete loss of capital invested in the particular real estate related to the
indebtedness and,in some cases,recourse by the lender to foreclosure of assets.The Fund’s access to sources of financing will depend upon a number of factors over which the General
Partner and/or Manager has little or no control.The Manager cannot assure investors that the Fund will have access to such equity or debt capital on favorable terms (including,without
limitation,cost and term)at the desired times or at all,which could negatively affect the Fund’s results of operations.Changes in interest rates will affect the Fund’s operating results,as such
changes will impact the interest the Fund receives on its floating-rate interest-bearing investments,the financing costs of the Fund’s debt,and any interest rate swaps that the Fund may utilize
for hedging purposes.
Potential Losses May Not Be Covered by Insurance.If the Fund experiences a loss that is uninsured,or which exceeds policy limits,the Fund could lose the capital invested in the damaged
properties as well as the anticipated future cash flows and could potentially remain obligated under any recourse debt associated with the properties.It is also possible that an insurance
carrier fails or delays covering a loss due to an inability to meet its obligations or a dispute between the Fund and an insurance carrier.Government coverage requirements may also change in
the future and such requirements may adversely impact the cash flow and value of properties.
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American Realty Advisors
American Core Realty Fund -Certain Key Risk Factors
Future Investments.The Manager continues to evaluate the market of available properties that fit the Fund’s investment objectives and will acquire properties on behalf of the Fund when
opportunities that meet such objectives become available.The Fund’s ability to acquire properties on favorable terms and to operate them successfully may be affected by any number of
factors,including,but not limited to,its potential inability to acquire a desired property,whether the Manager is able to complete due diligence investigations to its satisfaction,the risk that
market conditions may result in higher than expected vacancy rates and lower than expected rental rates,among others At various times throughout the life of the Fund,as a result of
competition,the Fund may be unable to acquire additional properties as the Manager desires or the purchase price may be significantly elevated.Any of the above risks could adversely affect
the financial condition,results of operations or cash flow of the Fund.
Environmental Matters.Under various laws relating to the protection of the environment,a current or previous owner or operator of real estate may be liable for contamination resulting from
the presence or discharge of hazardous or toxic substances at that property,and may be required to investigate and clean up such contamination at that property or emanating from that
property.There can be no assurance that costs of future environmental compliance will not affect the Fund’s ability to make distributions to its Limited Partners or that such costs or other
remedial measures will not have a material adverse effect on its business,assets or results of operations.
Joint Ventures.The Fund may invest in properties through joint ventures,partnerships and other co-ownership arrangements (including senior and subordinate debt investments)with the
sellers of the properties,developers,or with other persons.Such investments may involve risks not otherwise present,including,but not limited to,the Fund’s joint venturer or partner in an
investment might become bankrupt,that such person might have economic or business goals that are inconsistent with the business interests or goals of the Fund,or that such person may be
in a position to take action contrary to the instructions or the requests of the Fund or contrary to the Fund’s policies or objectives.The risk that the partner may take action contrary to the
requests or objectives of the Fund are increased in those cases where the partner is the managing member of the partnership and the Fund’s consent is only required with regard to a limited
number of major decisions.Action by such joint venturer or partner might have the result of subjecting the property to liabilities in excess of those contemplated by the Fund.It may also be
more difficult for the Fund to sell an interest in a joint venture or partnership than a wholly-owned property.
Dependence on Key Personnel.The success of the Fund will depend in substantial part upon the skill and management expertise of the real estate professionals of the Manager.Although the
Manager operates using a variety of teams,there can be no assurance that the key real estate professionals of the Manager responsible for managing the day to day activities of the Fund will
continue to be associated with the Manager.The loss of the key members,services of key members of the management group or a limitation in their availability could have an adverse effect
on the operations of the Fund.
Valuation of Fund Investments.The Manager has arranged for quarterly valuations of each of the Fund’s investments.Each real estate equity investment is appraised by an independent third
party appraisal firm no less than quarterly,commencing the quarter after the investment is made.Appraisals and valuations are (i)inherently subjective in certain respects and rely on a variety
of assumptions,including assumptions about projected cash flows for the remaining holding periods for the Fund’s investments and (ii)based in large part on information at the time of the
appraisal/valuation,and market,property and other conditions may change materially after that date.Furthermore,real estate assets generally cannot be marked to an established market or
readily tradable assets.Accordingly,the appraised values of the Fund’s investments may not accurately reflect the actual market values of the Fund’s investments,and the Fund’s value as
determined in accordance with the appraisal/valuation procedures described above may be inexact and may not reflect the value of the Fund’s underlying investments,and,thus,investors
may make decisions as to whether to invest in or redeem Units without complete and accurate valuation information.
In addition,any valuation is a subjective analysis of the fair market value of an asset and requires the use of techniques that are costly and time-consuming and ultimately provide no more
than an estimate of value.Accordingly,there can be no assurance that the Fund’s Net Asset Value,as calculated based on such valuations,will be accurate on any given date,nor can there be
any assurance that the sale of any investment would be at a price equivalent to the last estimated value of such investment.
Liquidity of Investment.The Units may not be transferred without the prior written approval of the General Partner.Units may be redeemed at their current Per Unit Net Asset Value upon written
notification to the General Partner.The effective date of redemption will be the next Valuation Date after receipt of a Redemption Notice.There may,however,be a significant delay in payment
of the Redemption Price as the General Partner is not required to liquidate or encumber assets or defer investment in order to make redemption payments.In some instances,the General
Partner may not be permitted to timely liquidate investments.Investments in real estate are subject to industry cycles,downturns in demand,market disruptions and the lack of available
capital from potential lenders or investors (whether to finance or refinance portfolio properties or for potential purchasers of such properties).Lack of liquidity can also be due to REIT holding
periods,limitations on the number of transactions a REIT can complete during a calendar year,contractual lock-ups or other restrictions.Accordingly,there can be no assurance that the
Manager will be able to dispose of the Fund’s properties in a timely manner and/or on favorable terms.and investment in the Units should be viewed as an illiquid long-term investment.
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American Realty Advisors
Risks:Investments discussed in this presentation are expected to involve the economic and business risks generally inherent in real estate investments of the type the Fund intends to make.A
major risk of owning income-producing properties is the possibility that the properties will not generate income sufficient to meet operating expenses,to service any loans that are secured by
the properties or to fund adequate reserves for capital expenditures.The income from properties may be affected by many factors,including,but not limited to,fluctuations in occupancy levels,
operating expenses and rental income (which in turn may be adversely affected by general and local economic conditions);the supply of and demand for properties of the type in which the
Fund invests;energy shortages;compliance by tenants with the terms of their leases;collection difficulties;the enactment of unfavorable environmental or zoning laws;Federal and local rent
controls;other laws and regulations;and changes in real property tax rates.The marketability and value of any properties of the Fund will depend on a number of factors beyond the control of
the Fund,including,but not limited to,those previously described.Furthermore,there can be no assurance that a ready market for the properties of the Fund will exist at any particular time,
since investments in real properties are generally considered to be more illiquid than publicly-traded securities.Any return to the investors on their investment will depend upon factors that
cannot be predicted at the time of investment,that may be beyond the control of the Fund,or that may be uninsurable or not economically insurable (such as losses caused by earthquakes,
terrorism,floods or public health emergencies).Such factors will also affect the return to the investors on their investment.Performance analysis is based on certain assumptions with respect
to significant factors that may prove not to be as assumed.You should understand these assumptions and evaluate whether they are appropriate for your purposes.The description of certain
risk factors in this presentation does not purport to be a complete enumeration or explanation of the risks involved in an investment in the Fund.Investors should read the Fund Offering
Memorandum and consult with their own advisors before deciding to subscribe or invest.In addition,as the investment markets and Fund develop and change over time,an investment may be
subject to additional and different risk factors.No assurance can be made that profits will be achieved or that substantial losses will not be incurred.
Photos:Photos used in this presentation were selected based on visual appearance,are used for illustrative purposes only,and are not necessarily reflective of all the investments in the Fund
or the investments the Fund will make in the future.
Use of Leverage:American Core Realty Fund is authorized to borrow up to 35%of the total gross value of the real estate assets owned by the Fund and is not required to reduce debt in the
event the total value of their real estate declines.Please review the applicable provisions in the limited partnership agreement and investment policy statement.The use of leverage introduces
the risk that cash flow from properties so encumbered,or from other sources,may not be sufficient to service the secured debt and therefore could result in the loss of equity through
foreclosure.This presentation should be considered confidential and may not be reproduced in whole or in part,and may not be circulated or redelivered to any person without the prior written
consent of ARA.This presentation is intended for the Fund’s investors,their consultants,and prospective investors only.Past performance is not a guide to or otherwise indicative of future
results.As with all investments there are associated inherent risks.The investments made by the Fund and described herein are not FDIC insured,are not bank guaranteed,are not guaranteed
by ARA and may lose value.
Performance Disclaimer:Performance information is considered supplemental information and complements the attached Core Commingled Real Estate Investments Composite performance.
Any performance or projection may not be reflective of the actual performance returns experienced by any one investor.It is important to understand that investments of the type made by each
fund pose the potential for loss of capital over any time period.Many factors affect fund performance,including changes in market conditions and interest rates in response to other economic,
political,or financial developments.Investment returns,and the principal value of any investment,will fluctuate,so that,when an investment is sold,the amount received could be less than
what was originally invested or that estimated at the time the investment was made.Use of leverage may create additional risks.
NFI-ODCE Benchmark Information:The NFI-ODCE Value Weight (“NFI-ODCE”or “ODCE”)is an unmanaged index published by the National Council of Real Estate Investment Fiduciaries
(“NCREIF”).Any NFI-ODCE income returns are shown before (gross)the deduction of any investment management fees.Any NFI-ODCE total returns are shown before (gross)and after (net)the
deduction of any investment management fees.Although the Fund may invest in similar property types as the NFI-ODCE,the weighting of each property type will differ from the NFI-ODCE in any
measurement period.
Disclosures
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American Realty Advisors
NPI Benchmark Information: NPI is the NCREIF Property Index, an unmanaged index published by NCREIF.
MSCI ACOE Benchmark Information: MSCI ACOE is an alternative U.S. private core real estate benchmark managed by MSCI in which the Core Fund participates along with 21 other core funds,
20 of which are in NFI-ODCE. ARA evaluates MSCI provided attribution analysis that differs from analysis possible from NCREIF data alone. Information provided in this presentation comparing
the Core Fund to MSCI ACOE is provided in order to present additional information that is more ready available with this product. Although the Fund may invest in similar property types as the
MSCI ACOE, the weighting of each property type will differ from the MSCI ACOE in any measurement period.
Altus Group comparative core information: Information referenced from Altus incorporates metrics utilizing valuation and other data derived from NPI-ODCE contributing funds.
Forward-Looking Statements: This presentation may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to future
financial or business performance, strategies or expectations. Forward-looking statements are typically identified by words or phrases such as "trend," "potential," "opportunity," "pipeline,"
"believe," "comfortable," "expect," "anticipate," "current," "intention," "estimate," "position," "assume," "outlook," "continue," "remain," "maintain," "sustain," "seek," "achieve," and similar
expressions, or future or conditional verbs such as "will," "would," "should," "could," "may" or similar expressions. American Realty Advisors (“ARA”) cautions that forward-looking statements are
subject to numerous assumptions, risks and uncertainties, which change over time. Forward-looking statements speak only as of the date they are made, and ARA assumes no duty to and does
not undertake to update forward-looking statements. Actual results could differ materially from those anticipated in forward-looking statements and future results could differ materially from
historical performance.
Disclosures
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T213.233.5700
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LOS ANGELES | CHICAGO | ORLANDO | PHILADELPHIA | SAN FRANCISCO
For More Information, Please Contact:
Richelle Hayes | Orlando, FL
407.342.1432
rhayes@aracapital.com