Bellaire Real Estate Funds

Bellaire Real Estate Funds is a premier vertically integrated real estate private equity firm which professionally manages
real estate investments, drawing upon over five decades of industry expertise.

The manager of Bellaire Real Estate Funds has 16 years of experience in acquiring and operating multifamily properties together with its Accredited Investor partners. We aim to purchase multifamily real estate assets with the potential for increased values through through adding value over time.

Why Bellaire


THE POWER OF VERTICAL INTEGRATION.

Ownership insight. Operational execution. Aligned outcomes.
Integrated investing and management under one organization.

REAL ESTATE INVESTING

PROPERTY MANAGEMENT

STRONGER ASSET PERFORMANCE

Deeper Due Diligence

Operational insight supports
smarter investment decisions.

Control

Bellaire Real Estate Funds executes business plans with precision and organizational alignment.

Risk Mitigation

Proactive asset management helps protect value across market cycles.

Aligned Interests

Investment and management teams operate toward the same objective: value creation.

Deeper Due Diligence

Operational insight supports
smarter investment decisions.

A SEAMLESS ADVANTAGE

Bellaire Real Estate Funds owns and operates through Bellaire Multifamily Management, creating alignment between investment strategy and operational execution.

ONE TEAM

Investors and operators working toward the same goals.

ONE PROCESS

From acquisition to dispositionseamless execution.

ONE STANDARD

Institutional-level management across every asset.

ONE ADVANTAGE

Integrated platform. Stronger results.

ONE FOCUS

Maximizing value for our investors.

VERTICAL INTEGRATION CREATES ALIGNMENT BETWEEN OWNERSHIP AND OPERATIONS,

supporting disciplined execution throughout the investment lifecycle.

WHY EXPERIENCE IN DISTRESS MATTERS.

The recent market correction has reinforced an important lesson:
Operational expertise becomes most valuable during periods of uncertainty.

Through Bellaire Multifamily Management, the Bellaire group brings decades of management experience across the full spectrum of multifamily assets-
from Class A and luxury high-rises to underperforming and distressed communities throughout Texas.

Proven expertise across all property types and market conditions.

Deep experience managing complex situations for owners, lenders, developers, and institutions.

Built to protect value, drive performance, and position assets for long-term recovery.

Investment and management teams operate toward the same objective: value creation.

Serve owners, lenders, developers, and institutional stakeholders navigating complex situations.

A SEAMLESS ADVANTAGE BELLAIRE MULTIFAMILY
MANAGEMENT BY THE NUMBERS

APARTMENT UNITS UNDER MANAGEMENT ACROSS TEXAS

LEASE-UPS

Stabilize communities from the ground up

UNDERPERFORMING ASSETS

Drive turnaround and performance

LENDER-OWNED & RECEIVERSHIP

Manage complex assignments

DISTRESSED MULTIFAMILY

Navigate challenging market conditions

Experience isn’t built in good times. It’s proven in challenging ones.

WHERE OPPORTUNITY IS EMERGING

Market dislocations don’t happen every day.
When they do, experience and execution create the advantage.

Economic Uncertainty

Volatility may create pricing inefficiencies across select markets and asset types.

Lender Pressure

Maturing loans and distressed balance sheets may lead to increased forced sales.

Capital Constraints

Limited liquidity for some owners may result in motivated sellers and attractive entry points.

Operational Stress

Rising expenses and debt costs may pressure performance and create operational dislocations.

U

Selective Opportunities

Well-capitalized, experienced buyers with operational capability are best positioned to capitalize.

FOCUSED. PATIENT. PREPARED.

Bellaire Real Estate Funds is actively monitoring market conditions and capitalizing when risk-adjusted opportunities emerge.

DISCIPLINED UNDERWRITING

Focus on downside protection and long-term value.

OPERATIONAL ADVANTAGE

In-house management drives performance and mitigates risk.

STRONG CAPITAL PARTNERSHIPS

Institutional relationships provide flexibility and speed.

LONG-TERM PERSPECTIVE

Invest with conviction and hold through cycles.

DISLOCATIONS CREATE OPPORTUNITY FOR THOSE WITH EXPERIENCE, CAPITAL, AND PATIENCE.

Bellaire Real Estate Funds is positioned to act decisively and create long-term value.

Our Investment Process

We focus on submarkets that have strong economic growth. We identify properties that have the potential to add value, reposition, and raise rents. We seek properties that have operational deficiencies that we can optimize with our hands-on approach to operational supervision and guidance.

Target Markets

Texas: Dallas-Fort Worth, San Antonio, expanding to other submarkets

Strategy

Value-add, Strong sub-market fundamentals, Hands-on asset management

Economic Growth

We identify markets that have a potential for economic growth

FORWARD-LOOKING STATEMENTS

Each “forward-looking statement” (within the meaning of Section 27A of the Act or Section 21E of the Exchange Act) contained or referenced in this document is made or reaffirmed with a reasonable basis and in good faith. All investments carry a risk of loss, including the possible loss of principal. There is no assurance that any investment will be profitable. Past performance does not guarantee future results. The images on this page are not necessarily an exact representation of the assets of the Fund.

Affiliated Property Management Firm