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.