Disclosures
Peakline Real Estate Funds, LLC is an affiliate of Peakline Partners (Peakline) which refers to Peakline Partners, LLC, an SEC registered investment adviser. Peakline provides investment advisory services strictly to investment vehicles investing in private capital, real estate, venture capital, and other investment opportunities.
General Risk Disclosures
Peakline Partners, LLC (“Peakline”) is registered as an investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC or any other regulator. Investing in real estate and real estate-related securities involves substantial risk, including risk of loss of the entire investment.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that the future performance of any specific investment or investment strategy will be profitable. Past performance is not a guarantee of future returns. Investing in private funds involves a risk of loss that each existing and prospective investor should understand and be willing to bear. Existing and prospective investors are reminded to read fully and carefully understand these risks as outlined in Offering Documents and to discuss these risks with the Adviser.
This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities. Any such offer will be made only pursuant to the confidential private placement memorandum, subscription agreement, and other definitive offering documents (the “Offering Documents”) for the applicable fund, which contain material information not included here, including a description of risks, fees, and expenses. This communication is qualified in its entirety by the Offering Documents, which should be read carefully before making an investment decision. Interests described herein are offered only to persons who qualify as “accredited investors” (and, where applicable, “qualified purchasers” or “qualified clients”) under applicable securities laws, in reliance on an exemption from registration under the Securities Act of 1933, as amended.
This website is intended to provide general information about Peakline Real Estate Funds and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy and our strategies and to be able to contact us for further information.
Interests in the funds are illiquid, are not registered under the Securities Act or any state securities laws, and are subject to substantial restrictions on transfer. There is no secondary market for interests, and none is expected to develop. Investments are not deposits, are not FDIC-insured, and are not guaranteed by any bank or governmental agency. Past performance — including any figures regarding capital invested, portfolio value, or prior fund results — is not indicative of, and does not guarantee, future results. Diversification does not ensure a profit or protect against loss.
Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable. Peakline Real Estate Funds does not guarantee the accuracy of the information contained on this website. The information is of a general nature and should not be construed as investment advice.
Digital Marketing & Advertising Disclosures
Any linked marketing material is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities. Any such offer will be made only pursuant to the confidential private placement memorandum, subscription agreement, and other definitive offering documents (the “Offering Documents”) for the applicable fund, which contain material information not included here, including a description of risks, fees, and expenses. This communication is qualified in its entirety by the Offering Documents, which should be read carefully before making an investment decision. Interests described herein are offered only to persons who qualify as “accredited investors” (and, where applicable, “qualified purchasers” or “qualified clients”) under applicable securities laws, in reliance on an exemption from registration under the Securities Act of 1933, as amended.
Any linked marketing material is intended to provide general information about Peakline Real Estate Funds and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy and our strategies and to be able to contact us for further information.
Interests in the funds are illiquid, are not registered under the Securities Act or any state securities laws, and are subject to substantial restrictions on transfer. There is no secondary market for interests, and none is expected to develop. Investments are not deposits, are not FDIC-insured, and are not guaranteed by any bank or governmental agency. Past performance — including any figures regarding capital invested, portfolio value, or prior fund results — is not indicative of, and does not guarantee, future results. Diversification does not ensure a profit or protect against loss.
Market data, articles, and other content on any linked marketing materials are based on generally-available information and are believed to be reliable. Peakline Real Estate Funds does not guarantee the accuracy of the information contained on these materials. The information is of a general nature and should not be construed as investment advice.
Tax Information Disclosures
References to deferral or exclusion of capital gains, Qualified Opportunity Zone (“QOZ”) tax benefits, or “QOZ 2.0” reflect general descriptions of certain provisions of the Internal Revenue Code and related Treasury guidance as currently in effect, including changes enacted in 2025 that phase in through January 1, 2027, and are subject to change by legislation, regulation, or judicial or administrative interpretation. Realization of any potential tax benefit depends on an investor’s individual circumstances, satisfaction of statutory holding periods, and the fund’s ability to qualify and maintain qualification as a Qualified Opportunity Fund, and is not guaranteed. Neither Peakline nor this advertisement provides tax or legal advice. Prospective investors should consult their own tax and legal advisors before making any investment decision.
Sources for PREF-Specific Funds:
- Funds Raised in Cresset Logistics Fund I: Cresset Logistics Fund I closed in Q2 2022, having raised $250M.
- Funds Raised in Cresset Logistics Fund II: Cresset Logistics Fund II has $135M in Committed Capital as of 02/01/25.
- Total Cost of Logistics Projects: Peakline Partners’ industrial development construction costs as of 02/01/25.
- Total Gross Market Value of QOZ Projects: Peakline Partners’ total gross market value for the QOZ program is $3.5B as of 02/01/25.
- Project Square Footage: Square footage across Peakline Partners’ QOZ and Logistics Programs, respectively, as of 02/01/25.
- Total Cost of QOZ Projects: Peakline Partners’ QOZ development construction costs as of 02/01/25.
- Funds Raised in Cresset Diversified QOZ Fund I: Cresset Diversified QOZ Fund I closed in Q2 2020, having raised $465M.
- Funds Raised in Cresset Diversified QOZ Fund II: Cresset Diversified QOZ Fund II closed in Q2 2022, having raised $650M.
- Funds Raised in Cresset Diversified QOZ Fund III: Cresset Diversified QOZ Fund III closed in Q4 2024, having raised $87M.
Sources for BTR Landing Page:
- ~50% below the long-term average: Redfin.com (Accessed April 2024)
- Housing shortage of 3.2 million homes: Axios.com, America’s housing shortage explained in one chart (December 2023)