We provide transparency to avoid “Hidden Figures”
We believe that the transparency of our performance and fiscal stewardship is the linchpin in earning and maintaining the trust of our Investors.
We’ve opened our accounting books for public review. In 2019, we filed the results of our full year 2018 audited financials with the SEC. This is an annual filing that we will repeat every year.
We’ve contracted with Computershare, a global leader in financial governance services, to ensure our Investor’s shares are properly accounted for. Computershare serves some of the largest companies in the world including Exxon, Intel and American Express.
Yes, a TREF Newsletter will be distributed monthly. In the newsletter, you can expect to receive information regarding current announcements, fund activity, property holding updates, transactions that have taken place, upcoming events and much more.
Please consult with a tax preparer to complete this form.
TREF has started its annual audit conducted by an independent, third-party accounting firm. When complete, TREF will file the results of the audit along w/ annual financials with the
Securities & Exchange Commission. Since the inception of Tulsa Real Estate Fund in June of 2018, no accounting irregularities have
been found and the Fund’s accounting complies with generally accepted accounting principles known as GAAP principles.
The Fund’s incentive compensation is structured in such a way as to align TREF’s Management interests with that of TREF Partners by requiring the Partners to be paid their 8% preferred dividend before TREF Management can be paid it’s 50% of profits. WHAT DOES THIS MEAN- It means that TREF Management is motivated to pay TREF Partners a dividend… so Management can be eligible to receive 50% profits.
Your investment has made you a shareholder in the Tulsa Real Estate Fund. The fund’s primary focus is to deliver an annual 8% preferred cumulative dividend return. We do this by purchasing vetted real estate and real estate related projects with the belief that after improving the condition and management of the assets, they will then appreciate in value and/or produce higher levels of rental income. The Fund Manager is experienced and knowledgeable of several ways to monetize the assets in the fund’s portfolio. The primary methods of making money for the fund is by selling the real estate assets at a higher price than purchased and/or by continuing to generate profitable rental income; meaning, being a landlord.
The Fund Manager defines a dividend as a sum of money paid by Tulsa Real Estate Fund to its shareholders (you) out of its profits (or reserves).
The Fund Manager defines capital raised as the total amount of money that has been invested in the fund.
Simply stated, the Internal rate of return (IRR) for an investment is the percentage rate earned on each dollar invested for each period it is invested. The IRR is widely used in commercial real estate as an investment performance measure. Generally speaking, the higher a project’s internal rate of return, the more desirable the project is to undertake.
Tulsa Real Estate Fund is managed by Tulsa Founders, LLC which is managed by Jay Morrison, the Fund Manager. The Fund Manager may be referred to in this document as the “company”, “we”, and or “us”.
A summary document providing the terms of the fund offering, including price, size, deadlines, use of funds, and relevant financial information. You can read TREF’s Offering Circular by clicking here: TREF Offering Circular.
Operation resulting in the overall reduction in value of fund interests.
The U.S. Securities and Exchange Commission is an independent agency of the United States federal government. The SEC holds primary responsibility for enforcing the federal securities laws, proposing securities rules, and regulating the securities industry, which is the nation’s stock and options exchanges, and other activities and organizations, including the electronic securities markets in the United States.
The investor’s application to join the fund under specified terms. The agreement confirms that the company agrees to sell a certain number of shares at a specific price, and in return, the investor (subscriber) promises to buy the shares at the predetermined price and grantees his/her financial wherewithal to do so.
The company in which investors have an equity interest in. The Company is managed by Tulsa Founders, LLC. The Company has been formed to invest in various real estate related assets such as a single family, multifamily and commercial properties throughout United States through lending, acquisition or development.
Yield time refers to the earnings generated and realized on an investment over a particular period of time.
Join to receive alerts and updates on exclusive investment opportunities and a chance to get on the waiting list for TREF Fund II.
Join for a chance to get on the pledge list for TREF Fund II.
No bank information will be collected at this time. You will receive notification when the next capital raise starts and can complete your capital contribution at that time.
We’re happy to review your opportunity. After you submit, please give us 3-5 days to review and a member of our team will reach out to validate the opportunity. Once terms are agreed upon, it will be underwritten by a 3rd party ($795.00 fee) followed by a swift close.