Earn steady, reliable, and predictable monthly returns with Fortress Fund, a net lease portfolio.
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Realty Dynamics and The Bellish Team offer investors the opportunity to participate in the Fortress Fund, a portfolio composed of profitable Single Tenant Net Lease assets earning investors a projected 7-10% cash on cash annual return, paid monthly.
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Our Investment Objectives
We provide access to investments on real estate projects, previously only available to institutional investors.
- Our primary investment objective is to offer a high and stable income opportunity, prioritizing capital preservation and regular income.
- Using capital invested in the Fortress Fund, fund managers will seek to acquire a diversified portfolio of opportunistic and cash-flowing net lease assets.
- General Partners will provide expert fund and asset management to maximize returns and provide a 5-Star investor experience.
Investor Pillars
We seek to provide investors with the following:
High Yield Returns
Our rates of return are conservatively projected and are significantly higher than the bank’s traditional low-yield bonds and most stock dividends.
Regular Income
Get additional monthly income to have more of what you want. Distributions pay for living expenses, retirement, vacation, and more time for whatever makes you happy!
IRA Option
You can invest using your self-directed traditional IRA or a Roth IRA. We can recommend several custodian companies that allow you to invest in options other than the stock market, like real estate. The process is simple, and you will defer taxes on ALL your gains!
Added Security
We acquire all net-lease assets with a proprietary underwriting strategy, including evaluating only those tenants with excellent credit ratings and offering corporate and/or franchise guarantees.
Diversification & Tax Benefits
The Fortress Fund offers the ability to acquire many assets, spreading risk and helping to diversify across asset classes, business types, and geography. In addition, investors can take advantage of Bonus Depreciation, offering significant tax benefits via passive income write-offs.
Fund Management
Enjoy peace of mind knowing the Fortress Fund is expertly managed by a team of professional, accomplished, and innovative Real Estate Investors with decades of commercial experience.
Fortress fund offering highlights
This investment opportunity is provided through the following SEC Registered, Private Placement Memorandum:
- Offering: Fortress Fund, Net Lease Portfolio
- Projected Hold: 7-10 Years
- Total Projected Average Return: 15% Annually
- Projected Cash-on-Cash: 7-10% Annually
- Projected Principal Paydown: 5-7% annually (realized at sale)
- Equity Split: 80% to Limited Partners / 20% to General Partners
- Distribution: Monthly ACH to Your Bank Account
- Exit Strategy: Refinance and/or Sale
- Minimum Investment: $25,000
* For additional information, click the link below and we will set a time to discuss the opportunity.
Underwriting Guidelines
We use a proprietary filtering system that ensures first-looks at new-to-market assets and efficient assessment of opportunities.
- Property type: Free-standing building with a single-tenant double or triple-net lease.
- Remaining term: 5+ years with extensions and built-in rent increases.
- Year built: 1990+ with select older properties considered.
- Size: 9,000 – 10,000 sqft for simple tenant turnover, when necessary.
- Location: High visibility and traffic in growth markets in low tax states.
- Cap rate: 6%+
- Purchase Range: $800,000 – $3M
- Security: Corporate or franchise guarantee.
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Previous Successful Projects
Lakeland Tower – 126 units in Euclid, OH.
After purchasing Lakeland Tower in Cleveland, Ohio in March 2019, we improved the quality of property management and quality of our tenants. This allowed us to rebrand and reposition the property, boost occupancy, and increase rents. The renovation and repositioning strategy brought new life to the underutilized property, we more than doubled our investors’ money in less than 7 months of ownership, and refinanced the asset within 16 months post-acquisition.
Las Colinas Apartments – 148 units in Cleveland, OH.
This well-maintained, value-add 148-unit project in West Cleveland is in a submarket with excellent schools, a strong community, and low unemployment. The under market rents and tired units provided a major value-add opportunity. The deal offers a projected cash flow of 10% from 2021 onwards and a 2.1X equity multiple with a 17% average annual return. True value-adds like this are very rare in a market this hot!
Brooklyn Apartments – 291 units in Cleveland, OH
Acquired in October 2021, the property has overperformed continuously with occupancy near 100%, and collections at 100% throughout the pandemic. After modernizing and updating unit interiors for this and the Fulton deal with easy and inexpensive improvements, we project that rent increases of nearly $2,000/year/unit are achievable. Regardless of the economy, people still need a place to live. More affordable Class B and C rental properties have done historically well in past recessions.
The Lumos – Development project in Cleveland, OH
Launched on October 2021, The Lumos is our first new construction community and second development project. It is less than 1,000ft from Cleveland Clinic’s Headquarters and minutes from Case Western Reserve University, University Hospitals, the VA, and University Circle’s renowned cultural institutions. The deal has a projected cash-on-cash return of 15.42% and a projected ROI of 115.01%. The Lumos construction project is fully-subscribed for syndication, and its completion is projected for Q3-2022.
In The Media
Cleveland.com
“Developers buy historic Rockefeller Building in downtown Cleveland, have plans to add apartments”
Biz Journals
“Geis Cos. to redevelop historic Rockefeller Building in downtown Cleveland”
Crain´s Cleveland
“Rockefeller Building, long pursued but never officially for sale, is quietly under contract”
Fortress Fund Press Release
“Realty Dynamics and The Bellish Team launch the ‘Fortress Fund’ to acquire net lease properties.
Yahoo!
“Wolfe Investments & RDYNE Mark Groundbreaking of New Development”
Cashflow Ninja
“How To Create Bulletproof Cashflow”
The Sales Conversion Podcast
The Sales Conversion Podcast
Easy Diversification With One Investment
Our team, network, and expertise will help you generate more income as we acquire and manage opportunistic assets.
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About Us
Agostino and Natalia Pintus are a couple of seasoned real estate investors and leaders of Realty Dynamics Equity Partners. They have built a dynamic organization that prides itself on finding and building opportunities that allow people to invest with confidence through syndication with reduced risk and steady returns. Agostino kicked off his real estate investing career in single-family and small multifamily real estate in 2004 while working in the corporate world as a C-level executive. He started investing in large multifamily real estate in 2017. Since then, he has led the acquisition as the GP on apartment deals throughout Cleveland, Ohio, acquiring nearly 1,500 units.
Natalia is a tech entrepreneur with more than 10 years of experience leading teams on data analytics and visualization, user experience design, website development, and digital marketing. Her contributions have been a key piece in the development and growth of the Realty Dynamics business. Together with Agostino, they developed the proprietary ‘Deal Flow Analysis Process’ for the Fortress Fund. The duo at the heart of Realty Dynamics stands behind a successful business model promoting authenticity, transparency, and integrity.
Christine and Danny Bellish are a husband and wife team, with a family history of over 60 years in the home building and property management business, and 588 Units currently under management. Before embracing their family legacy and taking the leap to go all-in on real estate in 2018, they spent over a decade managing multi-million dollar marketing budgets for some of Fortune 500’s top companies in the fast-paced NYC advertising industry. They’re known for their unmatched energy, ambitious attitude, and fun outgoing personalities.
They believe real estate is the best way to build generational wealth and create a flexible lifestyle where there’s more time for the people and activities we all love the most. They pride themselves on building mutually beneficial relationships, often rooted in friendship first. They currently live, work, and play in Garwood, NJ with their small but mighty dog, Bobby!
Frequently Asked Questions
What is a net lease?
A net lease is a type of lease where the tenant pays for all or some of the following: property taxes, insurance, maintenance, and capital expenditures. This type of lease is typically used for commercial properties and gives the landlord minimal operational expenses.
How do commercial net leases compare to residential multifamily leases?
Commercial net leases generally result in lower operational expenses and more predictable cash flows for landlords, as compared to most residential multifamily leases where the landlord is responsible for property taxes, insurance, maintenance, and capital expenditures.
What is a real estate investment fund?
In real estate, a fund is a vehicle that is used to pool investors’ money to purchase multiple properties, collect cash flows, and distribute returns.
What are the benefits of using a fund to invest in real estate?
Larger purchasing power and more diversification. By pooling investors’ money, the fund can purchase more properties than an individual could alone. This allows investors to lower their risk through diversification across several different properties, locations, and industries.
Can I use my self-directed IRA to invest?
Yes! In fact, real estate is the most common alternative asset purchased with a SD-IRA, with some of the wealthiest people in the U.S. using it as an integral part of their investment strategy. Feel free to contact us today to discuss the Self-Directed IRA process.
Is there a minimum investment required?
Yes – the minimum investment is $25,000.
Can I compound my returns?
Yes, the earlier you invest, the sooner you can start getting paid, and you may choose to reinvest your returns into the fund in $1,000 increments so long as the fundraising period is still open.
What types of returns are projected?
Steady, predictable 7-10% monthly cash-on-cash returns are projected. This is not an appreciation play, although there may be appreciation in these assets.
What fees do you charge?
We charge a monthly management fee, calculated as 2% of the income or $2,000, whichever is greater.
What is the profit split?
80% of the profits go to investors and 20% to the fund managers.
When should projected returns be distributed to investors?
We project that investor distributions should be made monthly once we purchase assets and begin collecting rents.
What is the projected hold period?
The projected hold period is 7-10 years, but the fund managers will determine the best course of action for each property based on the most opportune market conditions.
Yes. Net lease investment properties enjoy excellent tax treatment. As with other real estate assets, the tax benefits include the ability to deduct most operating and property expenses before taxable income. Other deductions available to property investments are depreciation, accelerated depreciation (through cost segregation), and bonus depreciation that can legally reduce taxable income. If the property is held for more than one year – which is our plan – the gains qualify for long-term capital gains treatment, which is taxed at a lower rate.
How do I invest?
If you are interested in learning more about net lease investments, contact us today. We are happy to discuss your real estate investment needs and determine if net lease is the right investment for you.
Requirements To Invest in Fortress Fund
This investment opportunity is open to BOTH accredited investors and non accredited/sophisticated investors.
All accredited and non-accredited investors must have sufficient knowledge and experience in financial and business matters to make them capable of evaluating the merits and risks of a prospective investment.
Per Rule 501 under the Securities Act of 1933, an accredited investor is one of the following:
- A person whose individual net worth, or joint net worth with a spouse, exceeds $1 million, excluding the value of their primary residence and including liabilities other than a home mortgage. Or;
- A person with income exceeding $200,000 in the past two years or joint income with a spouse exceeding $300,000.
Disclaimer: This is not a solicitation to sell securities, which is only done through appropriate disclosure documents and only to appropriately qualified investors.Copyright © 2021 Realty Dynamics | The Bellish Team