Disclosures

These disclosures apply to all content published on this website by Essential Realty Capital (the “Firm,” “we,” “us,” or “our”). They should be read together with our Terms of Use and Privacy Policy. By using this website, you acknowledge that you have read and understood the disclosures below.

No Offer or Solicitation

Nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, any security, investment product, or service, in any jurisdiction. Offers and sales of securities, if any, are made only to accredited investors through definitive offering documents — including a private placement memorandum, governing agreements, and subscription documents — which contain material information not found on this website, including risk factors, fees and expenses, and conflicts of interest. Any such offering documents supersede the content of this website in their entirety.

The content of this website is provided for general informational purposes only. It does not constitute investment, legal, accounting, or tax advice, and it should not be relied upon as the basis for any investment decision. You should consult your own advisors before making any investment.

Accredited Investor

Investor-facing content on this website is directed to accredited investors as defined in Rule 501(a) of Regulation D under the Securities Act of 1933. In plain terms, an individual may qualify as an accredited investor by meeting any one of the following tests:

• Income. Individual income exceeding $200,000 — or $300,000 together with a spouse or spousal equivalent — in each of the two most recent years, with a reasonable expectation of reaching the same level in the current year.
• Net worth. Individual net worth, or joint net worth with a spouse or spousal equivalent, exceeding $1 million, excluding the value of the person’s primary residence.
• Professional credentials. Holding, in good standing, certain professional licenses — including the Series 7, Series 65, or Series 82.

Entities may qualify under a variety of tests, including entities with total assets exceeding $5 million that were not formed for the specific purpose of acquiring the securities offered, as well as certain banks, registered investment companies, and entities in which all equity owners are themselves accredited investors.

The above is a plain-language summary only; the full text of Rule 501 governs in all cases. See the SEC’s overview of the accredited investor definition for the complete criteria. Where required, accredited status is verified through the process described in the relevant offering documents.

Targeted Returns

Return figures presented on this website — including our stated objective of targeting a minimum 2.0x equity multiple — are targets only. Targets are objectives, not guarantees, forecasts, or projections of actual results. They reflect a methodology and assumptions — regarding acquisition basis, financing, operations, market conditions, and exit — that may prove incorrect or may not materialize.

There can be no assurance that any target will be achieved. Actual results may differ materially from any target, and an investment may result in the partial or total loss of capital.

Risk Factors (Summary)

An investment in private real estate involves substantial risk and is suitable only for investors who can bear the loss of their entire investment. Material risks include, among others:

• Illiquidity. Interests in private offerings are not registered, are not traded on any exchange, and are subject to significant restrictions on transfer. Investors should expect to hold for the full term of the investment.
• Leverage. The use of mortgage and other debt magnifies both gains and losses and introduces refinancing and default risk.
• Loss of principal. Investment outcomes are uncertain; investors may lose some or all of their invested capital.
• Market and interest-rate risk. Property values, rents, occupancy, and exit pricing are sensitive to economic conditions, capital-markets conditions, and movements in interest rates.
• Sponsor execution risk. Outcomes depend on the performance of operating partners in acquiring, renovating, managing, and disposing of assets.
• Concentration risk. Deal-by-deal structures, including sidecar co-investments, concentrate exposure in a single asset or small number of assets.
• Tax risks. Tax treatment of real estate partnerships is complex and subject to change; individual consequences vary.

This summary is not exhaustive. The complete risk factors for any offering are set out in that offering’s documents, which should be read in full before investing.

Forward-Looking Statements

This website contains forward-looking statements, which can generally be identified by words such as “targets,” “believes,” “anticipates,” “expects,” “estimates,” “projects,” “intends,” and similar expressions. These statements are based on the Firm’s current expectations and assumptions, which are subject to known and unknown risks and uncertainties. Actual events and results may differ materially from those expressed or implied.

You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. The Firm undertakes no obligation to update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.

Third-Party Data

Market data, statistics, and research cited on this website are drawn from third-party sources the Firm believes to be reliable. The Firm has not independently verified this information and makes no representation as to its accuracy or completeness. All third-party figures are presented as of the dates indicated and may have changed since publication; forecasts and projections attributed to third parties are estimates, not statements of fact.

Past Performance

Past performance is not indicative of future results. Historical market data or performance discussed on this website does not predict, and is no assurance of, the outcome of any investment.

Testimonials & Endorsements

This website does not contain testimonials or endorsements. If any testimonial or endorsement appears on this website in the future, it will be accompanied by the disclosures required under the SEC’s marketing rules, including whether the person giving it is a client or investor, whether compensation was paid, and any material conflicts of interest.

Tax Matters

Nothing on this website constitutes tax advice. The tax consequences of any investment depend on your individual circumstances and may be affected by changes in law. You should consult your own tax advisor regarding the consequences of any investment, including federal, state, local, and any applicable foreign tax considerations.

Questions

Questions about these disclosures may be directed to invest@essentialrealtycapital.com or submitted through our contact page.