Why Real Estate is Core to Infinity⁹’s Strategy

Leveraging Real Estate for Consistent Growth and Stability.

Introduction to Private Real Estate

Why Private Real Estate

The private real estate market is several multiples the size of publicly traded real estate, but has been harder for individual investors to access until recently.
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Sources: NAREIT, June 30, 2021, “Estimating the Size of the Commercial Real Estate Market.” Represents the U.S. commercial real estate market. Hodes Weill & Associates and Cornell Baker Program in Real Estate, Cerrulli Associates, December 31, 2022. The “Public Pension” and “Endowment” figures are weighted average target allocations and come from the 2022 Institutional Real Estate Allocations Monitor.

The Unique Advantages of US Real Estate

Why US Real Estate

The U.S. real estate market offers unique stability and transparency, backed by a strong regulatory framework. This allows for secure investments with high growth potential, even for international investors.

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Source: MSCI https://www.msci.com/www/research-report/real-estate-market-size-2022/03964560331

Flexibility and Diversification Across Investments

Flexibility Across the Real Estate Spectrum

Capital Stack:
Infinity⁹ strategically positions investments in equity, preferred equity, mezzanine, and senior debt to match risk tolerance and income goals.

‍Product Type:
Diversified across multifamily, office, industrial, and retail to optimize returns in different economic cycles.

Geography:
Focused on high-growth primary and secondary U.S. markets, creating geographically balanced portfolios.
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‍Investment Thesis:
Targeting value-add, opportunistic, and core-plus strategies for tailored growth and income.”

Historical Returns and Performance

Historical Returns

Over the past 20 years, private real estate has consistently delivered strong returns, outperforming many traditional assets. Infinity⁹ utilizes a carefully curated approach to maximize this potential.

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Source: Morningstar Direct, NCREIF, as of December 31, 2022. Represents BREIT’s view of the current market environment as of the date appearing in this material only.

Protecting Wealth Against Inflation

Inflation Hedge

Real estate income often grows in line with inflation, making it a reliable hedge against rising prices. Infinity⁹’s diverse asset selection further strengthens this resilience, ensuring consistent returns.

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Source: Net operating income (“NOI”) reflects Green Street Advisors data, as of December 31, 2022. 2022 NOI growth represents year-end estimate as of January 19, 2023. U.S. CPI reflects Bureau of Labor Statistics data, as of December 31, 2022. NOI growth represents the average NOI growth by year across the equal-weighted average of the asset-weighted average of the multifamily, industrial, mall, office and shopping center sectors.

Consistent Income Generation

Income Consistency

Real estate has historically provided steady income, even in turbulent markets. Infinity⁹ focuses on stable, income-generating properties to ensure reliable cash flow for investors.

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Source: NCREIF, 20-year period ending December 31, 2022. Represents BREIT’s view of the current market environment as of the date appearing in this material only.

Low Correlation with Broader Markets

Low Market Correlation

Private real estate offers low correlation with the stock market, helping to stabilize portfolios and mitigate volatility. Infinity⁹ leverages diverse investment strategies to further reduce risk.

Source: IPD Global Property Fund Index, MSCI, Bloomberg, Barclays, Cambridge Associates Global Private Equity Index

Infinity Investment Group LLC (“Infinity” or “Infinity9”) is a specialized real estate investment management firm and operates as a direct and indirect private commercial real estate platform. Infinity is committed to providing accredited international investors and high-net-worth individuals with institutional-quality real estate investments. Despite being affiliated with other investment entities, Infinity maintains its distinct operational focus and does not engage in providing direct investment advisory services outside of its scope.

Infinity is an Exempt Reporting Adviser (ERA) with the Securities and Exchange Commission (“SEC”) and Financial Industry Regulatory Authority (“FINRA”) member firm. Past performance is not indicative of future results. Historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk including the potential loss of principal. Infinity makes no guarantee that investment objectives will be achieved. The performance information presented is historical and is not indicative of future results. This information has been prepared internally and has not been independently verified.

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¹Subject to market risks and regulatory compliance.