www.UCFunds.com

Fast. Flexible. Reliable. Capital Solutions.

UC Funds 745 Boylston Street, Suite 502 Boston, MA 02116 (877) - UCFUNDS www.UCFunds.com

Prepared for one-on-one Presentations with Institutional Investors

November 2014

Prepared for 2015 MBA/CREF

CONFIDENTIAL

NATIONWIDE PRESENCE

Active in over 25 states.

$1 billion invested in over 100 transactions.

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CONFIDENTIAL

BRIDGE LOANS

$14.9M, 421-Bed Student

Housing, FSU

CAPITAL SOLUTION: Acquisition, Gut

Rehab of an aging student housing

complex

STRUCTURE: 85% LTC, 36 Month Term

RELIABILITY: Repeat sponsor, 5th deal

together

FLEXIBILITY: Loan upsize to cover

unforeseen construction costs

$12.2M, 256-Unit

Multifamily Durham, NC

CAPITAL SOLUTION: Acquisition,

minor rehab for a solid Class B+

multifamily

STRUCTURE: 98% LTC, 24 Month

Term

SPEED: Closed deal in 12 days at 98%

leverage

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$16.0M, 275,000 SF Office

Nashville, TN

CAPITAL SOLUTION: Refinance

Bridge on a 25% occupied office tower

STRUCTURE: 80% LTC, 24 Month

Term

FLEXIBILITY: Capital enabled Sponsor

to execute on DPO and provided funds

for renovations and TI/LC expenses

CONFIDENTIAL

ADAPTIVE RE-USE

$10.9M, Hospital to Office,

Charleston, SC

CAPITAL SOLUTION: Acquisition, gut

rehab, and lease-up of a former navy

hospital

STRUCTURE: 85% LTC, 24 Month Term

FLEXIBILITY: Capital enabled Sponsor

to execute on conversion and provide

funds for the lease-up of 400k SF office

building

$12.7M, Vacant Highrise to

Hotel, Houston, TX

CAPITAL SOLUTION: Acquisition, Rehab

STRUCTURE: 85% LTC, 36 Month Term

FLEXIBILITY: Provided mobilization

draw at closing

FLEXIBILITY: Partnered with novice

entrepreneur to acquire and construct 209

hospitality units

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$18.3M, Office to Multifamily

Baltimore, MD

CAPITAL SOLUTION: Acquisition, Gut

Rehab of iconic federal reserve building

into 104 luxury multifamily units

STRUCTURE: 95% LTC, 30 month term

FLEXIBILITY: Underwrote future tax

credits as equity in lieu of cash

CONFIDENTIAL

MEZZANINE CAPITAL

$12.0M, 143-Unit

Multifamily Stamford, CT

CAPITAL SOLUTION: Acquisition

STRUCTURE: 85% LTC, 24 month term

FLEXIBILITY: Rescue capital provided

$4.2M, 335-Unit Multifamily

Atlanta, GA

CAPITAL SOLUTION: Acquisition

STRUCTURE: 85% LTC, 24 month term

RELIABILITY: Long term relationship,

creative structure, tertiary location

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$6.0M, 250-Unit Multifamily

Kansas City, KS

CAPITAL SOLUTION: Acquisition

STRUCTURE: 92% LTC, 36 month term

RELIABILITY: Repeat Sponsor utilized

capital to acquire and lease up newly

constructed property

CONFIDENTIAL

PREFERRED EQUITY

$3.2M, 526-Unit Multifamily, Atlanta, GA

CAPITAL SOLUTION: Acquisition, Rehab

STRUCTURE: 85% LTC, 24 month term

FLEXIBILITY: Provided equity at a fixed cost allowing

Sponsor to maintain upside

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$2.1M, 127-Unit Multifamily, Houston, TX

CAPITAL SOLUTION: Acquisition, Rehab

STRUCTURE: 80% LTC, 90 month term

FLEXIBILITY: Provided 80% of equity capital at fixed cost

CONFIDENTIAL

JOINT VENUTRE EQUITY

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$28.9M, 468-Unit Multifamily

Birmingham, AL

(ACQ) BRIDGE LOAN: $28.9M

PERMANENT DEBT: $25.0M

JV EQUITY: $5.0M

FOR SALE REO: $38M-$40M

SPEED: Closed in under 30 days

CONFIDENTIAL

PERMANENT LOAN SOLUTIONS

UC Conduit: $19.0M

421-Bed Student Housing, FSU

Freddie Mac: $25.0M

468-Unit Multifamily, Birmingham, AL

National Bank: $10.0M

92,695 SF Office, New York, NY

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Fannie Mae: $29.5M

250-Unit Multifamily, Overland Park, KS

CONFIDENTIAL

MICRO CAPITAL

$3.0M, Retail Portfolio

Fort Worth, TX

FLEXIBILITY: Provided Sponsor with

working capital line

$300K, 120-Unit Multifamily

Stamford, CT

FLEXIBILITY: Provided Sponsor with

working capital line

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$2.5M, 79-Unit Class AAA

Condo, Portsmouth, RI

FLEXIBILITY: Provided Rescue Equity

SPEED: Funded in 6 days

CONFIDENTIAL

DEVELOPMENT & CONSTRUCTION CAPITAL

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$9.7M, 244-Unit Ground-Up

Multifamily, Orlando, FL

CAPITAL SOLUTION: Acquisition,

Ground-Up

STRUCTURE: 50/50 JV Equity Partner,

36 month term

$11.2M, 63-Unit Multifamily

Chicago, IL

CAPITAL SOLUTION: Acquisition,

Construction Completion

STRUCTURE: 80%+ LTC, 30 month

term

FLEXIBILITY: Capital enabled Sponsor

to complete a partially constructed Class

AAA multifamily property

$20.5M, 80-Unit, 480-Bed

Student Housing, Logan, UT

CAPITAL SOLUTION: Acquisition,

Construction Completion

STRUCTURE: 80%+ LTC, 18 month

term

FLEXIBILITY: Rescue Capital enabled

Sponsor to complete stalled student

housing project

CONFIDENTIAL

CONDO CONVERSION LOANS

$6.5M, 10-Unit Luxury Condo, New York, NY

CAPITAL SOLUTION: Condo Construction

STRUCTURE: 75%+ LTC, 24 month term

FLEXIBILITY: Capital solution enabled Sponsor to refinance existing debt and fund ongoing construction

SPEED: Closed in less than 30 days

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$21.6M, 4-Unit Luxury

Condo, New York, NY

CAPITAL SOLUTION: Acquisition,

Condo Conversion

STRUCTURE: 75%+ LTC, 30 month

term

FLEXIBILITY: Construction loan in

trendy Tribeca neighborhood for NYC

developer

$6.3M, 18-Unit Luxury

Condo, Boston, MA

CAPITAL SOLUTION: Condo

Construction

STRUCTURE: 92%+ LTC, 21 month

term

FLEXIBILITY: Capital solution enabled

Sponsor to acquire and convert former

school to luxury condos

CONFIDENTIAL

LAND

$14.9M, 70 Acres, San Antonio, TX

CAPITAL SOLUTION: Land Pre-development

STRUCTURE: 24 month term

FLEXIBILITY: Provided silent mezzanine loan

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$14.8M, 43 Acres, Philadelphia, PA

CAPITAL SOLUTION: Land Acquisition, pre-development

STRUCTURE: 30 month term

SPEED: Closed loan in 18 days to enable Sponsor to execute

on discounted payoff

We customize Commercial Real Estate financial solutions so you can focus on what you do best: create value.

UC Funds 745 Boylston Street, Suite 502 Boston, MA 02116 (844) UCFUNDS