XIV-I INVEST 1 LLC

Preserving Housing Affordability Matters

XIV-I INVEST 1 is a real estate investment company uniquely poised to drive housing affordability solutions by assembling a targeted portfolio of affordable multifamily housing, single family housing, and unimproved land properties powered by investment from everyday people and companies. Finally- a real estate investment company by the people, for the people.

Now Open to All Investors

$75M Fund focused on Preserving Housing Affordability

Impact Investment

Engage The Company intends to engage in “Impact Investing,” which means the Company seeks to affect positive, measurable change in society and the environment through the creation and preservation of affordable housing, while generating a return for Investors.

Include XIV-I Invest 1 emphasizes acquiring and developing “Financially Inclusive” assets such as affordable and workforce housing, as well as housing for individuals earning median or near-median income.

Connect XIV-I Invest 1 intends to create a diverse and inclusive equity ownership group that reflects the communities where the investment properties are located.

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Housing Affordability and the current housing market

Since the Post Covid 19 Pandemic we witnessed a dramatic increase in housing prices, rents, and interest rates combined with a continued shortage of financially inclusive housing options

49%

of US Americans say the lack of affordable housing is a major issue where they live

Pew Research

19M

19 million renters live with residual income housing cost burdens

JCHS, Harvard

69%

Percentage of US households that CANNOT COMFORTABLY AFFORD a median priced resale home based upon the use of no more than 28% of net income towards housing payment.

dqydj.com, census.gov, nar.realtor

6.5M

Estimated shortage of housing units across the US

CNN

Why Invest?

Solving Big Problems – Preservation and Creation of housing affordability
Significant Market Demand 6.5M shortage of housing units across the US
Solution with Societal and Environmental Impact
Profits with Purpose
Driving Profits to Everyday Folks We all deserve to be richer
$100 Investment Minimum Anyone can afford to invest -being financially inclusive is part of XIV-I INVEST 1’s mission
Deep Industry Expertise The team possesses broad and deep industry experience within the housing sector

Investment Highlights

The company seeks to:

1) Realize competitive, risk adjusted returns.
2) Preserve, protect, and return invested capital.
3) Employ an efficient yet competitive fee structure. See the offering circular for more details.

Investment Objectives

The Manager intends to selectively invest in financially-inclusive, housing related assets that will allow the company to:

Realize Competitive Risk Adjusted Returns

through distributable cash, comprehensive net operating income growth, and asset appreciation.

Public / Private Entity Collaboration

through the integration of local housing incentives to preserve, protect, and create affordable housing options within the communities where the Manager causes the Company to acquire property.

Preserve, Protect, and Return invested capital

Create a Novel Investment Vehicle

Provide an investment vehicle for investors desiring an integrated and novel approach to addressing diversity, environment, inclusive economics, and parity of access.

Value Creation

Create value for community members, investors, and the environment through inclusionary fundraising and coherent management practices.

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Investment Strategy - Affordable / Attainable Housing

Multifamily Housing

Acquire
Develop
Rehabilitate
Prefer 100+ Units

Single Family Housing

Acquire
Rehabilitate
Sell
3000 sq max

Target Region

Metro Atlanta
Southeastern US
Northeastern US
US with reasonable hedge against risk

Asset Acquition Mix

Existing
Income Producing
Under Development / Construction
Unimproved with Development Potential

Use of Incentives

Federal – LIHTC and NMTC
Local / State – May be: subsides, land donations, below market rate loans, expedited permitting

Monica Poole

Manager of the Manager

Monica Poole is the Manager of XIV-I Manager, LLC, which is the Manager of the Company. Additionally, Ms. Poole operates Dwelling Space Real Estate, a real estate brokerage and advisory firm based in Atlanta, GA. Ms. Poole has provided real estate advisory and brokerage related services since 2001 with a number of Franchises and leads the direction and execution of transactions across commercial and residential real estate disciplines including acquisitions, dispositions, restructurings, deal sourcing, investment analysis, forecasting and alternative capital structuring. Ms. Poole received her MBA from Columbia Business School in New York City, and an AB in Mathematics from Bryn Mawr College in PA

Board of Advisors

Sherman Golden

Senior Counsel, Thompson Hine

Michael Johnson

CEO, UrbanCore Development LLC

Tayani
Suma

CEO Levanta Residential LLC

Roderick Teachy

Former CDO, Wingate Companies

Key Partners

Andes Capital
Group LLC

Broker Dealer

KoreTransfer
USA LLC

Transfer Agent

North Capital
Private Securities

Escrow Agent

Frequently Asked Questions

What is your refund policy?

There are no refunds once an Investor is accepted as a Member. Investment in XIV-I INVEST 1, LLC is a minimum 7-year commitment. See FAQ “Once I become a Member, how long will my investment be held?” and Offering Circular for more details. Investor funds will be returned when an Investor is not accepted as a Member by the Company’s Manager. The Manager has engaged North Capital Private Securities Corporation (the “Escrow Agent”) to hold Investor funds in an escrow account until the Minimum Offering Amount is met. However, in the event the Offering Proceeds received by the Company do not meet the minimum of $1,000,000.00 within twelve months, then the Manager will instruct the Escrow Agent to return Investor funds promptly.

Are these securities publicly traded on any public or private market?

No. The Membership Interests are not currently listed or traded on any public or private market. The Company does not intend on listing the Membership Interests on any public or private market in the foreseeable future. www.investinxiv.com is the only investment portal established to sell Membership Interests in XIV-I INVEST 1, LLC.

Are these securities transferable?

The Membership Interests offered through this Offering are not transferable by any Member until such Member has held the interests for 9 months.

What is the minimum amount I may invest?

In order to make investing accessible and inclusive, the minimum investment amount is set at $100. Each Membership Interest is $10. An Investor shall purchase a minimum of 10 Membership Interests.

Do you offer fractional shares?

No.

Once I become a Member, how long will my investment be held?

Once an Investor is accepted as a Member, the investment period may range from 5-9 years. Any Investor must understand any capital invested in the Company will be held for approximately 7 years. The Manager intends to engage in deploying capital for approximately seven (7) years and thereafter commence an orderly disposition of assets and final net distributions to members; however, the Manager will exercise its discretion in light of market conditions and intends to commence liquidation of the Company anytime within five (5) to nine (9) years after initial acquisition of assets.

What is the Maximum Offering amount?

$75,000,000.

What is XIV-I INVEST 1’s Mission?

XIV-I Invest 1, LLC (the “Company,” or the “Fund”) is a newly-organized Delaware limited liability company formed to purchase and assemble a portfolio of affordable multi-family housing, for sale single-family housing, and unimproved land properties. The Company aims to make a positive, measurable impact on society and the environment through the creation and servicing of its affordable/attainable housing portfolio.

How often will I receive cash distributions?

Distributions of distributable cash, if any, shall be distributed quarterly, within forty-five (45) days after the end of each calendar quarter and as follows:

Class A Interests receive 85% of distributable cash, pro rata
Notwithstanding the foregoing, the Manager at its discretion may delay or defer any non-mandatory distributions.

How is my personal information handled?

Investor information is securely handled and stored with our Transfer Agent, KoreConX in addition to other third parties necessary for business operations. KoreConX is the first secure, all-in-one platform that manages private companies’ capital market activity and stakeholder communications. With an innovative approach and to ensure compliance with securities regulation and corporate law, KoreConX offers a single ecosystem to connect companies to capital market and secondary markets, also broker-dealers.