01
ACQUISITION COMPLETED
Selected projects have already completed their acquisitions following extensive due diligence.
OPEN TO ACCREDITED INVESTORSInvest in the value.
Invest in the value.
Behind the development.
Targeting 20–25% annual ROE through equity participation in a curated portfolio of residential developments across Florida.
Gain access to real estate opportunities within Vertical Developments’ existing portfolio, entering at a more mature stage of the development cycle with significant early-stage risks already mitigated.
Target returns are not guaranteed. Available only to accredited investors pursuant to SEC Rule 506(c).
20–25%*TARGET ANNUAL ROE
10%*PREFERRED RETURN
3YRSTARGET FUND TERM · TWO 6-MONTH EXTENSION OPTIONS
$100,000MINIMUM INVESTMENT
INVEST BEYOND THE EARLY-STAGE RISKEnter later.
Enter later.
Participate in the upside.
Vertical Performance Fund I provides accredited investors with equity exposure to a curated selection of residential developments within Vertical Developments’ existing portfolio.
Rather than entering at the earliest stages of development, the Fund is designed to invest in projects that have already advanced through key milestones, creating the opportunity to participate in potential value creation with a more mature development profile.
The strategy includes acquiring existing membership interests from co-developers and original investors, as well as providing capital required to complete the capital stack of selected projects.
Explore the Performance FundDevelopment risk changes.
As projects move forward.
The investment thesis is built around entering selected projects after critical early-stage milestones have already been achieved.
02
ENTITLEMENTS SECURED
Existing projects have achieved Site Plan Approval, reducing entitlement-related uncertainty.
03
EQUITY CAPITALIZED
Projects have achieved their original target equity requirements.
04
BRANDS SECURED
Nearly all projects have secured relationships with internationally recognized brands.
05
ADVANCED DESIGN
Most projects have progressed significantly through construction drawings.
06
GREATER COST VISIBILITY
The majority of projects referenced in the thesis had progressed into the final stages of GMP negotiations, providing greater visibility into construction costs.
EQUITY PARTICIPATION
Invest alongside.
The Performance Fund is designed to provide investors with exposure to the potential value created throughout the remaining development lifecycle.
Capital may be deployed to acquire membership interests from existing co-developers or original investors and to fund capital calls required to complete the capital stack of selected projects.
Unlike an income-focused debt strategy, the Performance Fund participates in equity value creation, aligning investor returns with the performance and realization of the underlying assets.
CAPITAL DEPLOYMENT
01
ACQUIRE EXISTING EQUITY INTERESTS
Participate through interests acquired from co-developers and original investors.
02
COMPLETE THE CAPITAL STACK
Provide capital required to support selected projects through their remaining development stages.
03
PARTICIPATE IN VALUE CREATION
Gain equity exposure to potential appreciation and project-level performance as developments advance toward realization.
INVESTOR BENEFITS
Built for growth.
01
TARGETED EQUITY RETURNS
The Fund targets an annual Return on Equity of 20–25%, subject to project performance and investment outcomes.
02
PREFERRED RETURN
Investors receive a 10% annual preferred return before the Manager participates in returns above the applicable threshold.
03
MORE MATURE ENTRY POINT
The strategy is designed to enter selected opportunities after several early-stage development milestones have already been achieved.
04
PORTFOLIO EXPOSURE
Access a curated selection of residential-for-sale developments rather than relying exclusively on a single asset.
05
DEVELOPER-LED UNDERWRITING
Investment decisions leverage the development experience, market knowledge and execution capabilities associated with Vertical Developments.
06
DISCIPLINED DIVERSIFICATION
The Fund limits exposure to a single project to a maximum of 50% and establishes maximum project-level leverage of 50% LTC for residential-for-sale investments.
DEVELOPER ACCESS. INVESTOR PERSPECTIVE.We understand the investment
We understand the investment
because we understand the asset.
Vertical Developments is an integrated South Florida-based real estate developer with a portfolio spanning branded residences, luxury residential developments and other real estate strategies across Florida.
The Performance Fund leverages that development experience to identify opportunities within an existing portfolio and evaluate them through disciplined underwriting.
The investment thesis identifies five principal competitive advantages:
- Exclusive access
- Established portfolio
- Attractive risk-return profile
- Rigorous underwriting
- Development team experience
Vertical Developments builds the opportunity.
Vertical Capital provides access to it.
PORTFOLIOSelected developments.
Selected developments.
One curated portfolio.
ARTIST CONCEPTUAL RENDERINGELLE Residences Miami
EDGEWATER, MIAMI
ARTIST CONCEPTUAL RENDERINGAvenia Aventura
AVENTURA, FLORIDA
ARTIST CONCEPTUAL RENDERINGAlhambra Parc
CORAL GABLES, FLORIDA
ARTIST CONCEPTUAL RENDERINGRiva Residenze
FORT LAUDERDALE, FLORIDAPERFORMANCE FUND IDesigned around
Designed around
value creation.
20–25%*TARGET ANNUAL ROE
10%*PREFERRED RETURN
3YRSTARGET FUND TERM · TWO 6-MONTH EXTENSION OPTIONS
$100,000MINIMUM INVESTMENT
$10MTARGET CAPITAL RAISE
QUARTERLYMANAGEMENT REPORTING
Participate in the value,
created along the way.
As underlying investments reach liquidity events, net capital gains are distributed according to the Fund’s distribution structure.
INVEST
Gain equity exposure to selected developments within the Fund portfolio.
CREATE VALUE
Participate as projects advance through their remaining development and realization milestones.
LIQUIDITY EVENT
Upon the disposition of an underlying asset, proceeds become available for distribution according to the Fund terms.
RETURN CAPITAL
Net capital gains are first used to repay investors’ original capital contributions.
PARTICIPATE IN RETURNS
Following the return of original capital, Fund returns are distributed according to the applicable waterfall.
From opportunity,
to participation.
Request Access APPLY FOR ACCESS
Submit your information and complete the initial accredited investor qualification process.
REVIEW THE OPPORTUNITY
Access the Fund materials, review the offering documentation and speak with our Investor Relations team.
COMMIT CAPITAL
Complete the subscription process and participate in Vertical Performance Fund I.
PRIVATE REAL ESTATE EQUITYInvest where
Invest where
value is being created.
Access selected real estate equity opportunities backed by development experience, disciplined underwriting and an established portfolio.
Review the opportunity. Understand the strategy. Invest with perspective.
Access the Deal RoomTarget returns are not guaranteed. Capital is not guaranteed. An investment in the Fund is long-term, illiquid and involves significant risks, including development, market, liquidity and execution risks and the possible loss of capital. The information presented is for general informational purposes only and does not constitute an offer to sell or a solicitation to purchase securities. Any offering may be made only pursuant to the applicable offering documents. Prospective investors should review all offering materials and consult their own financial, legal and tax advisors.