The CRE Diversified Income Fund

We are a private real estate fund for investors seeking to invest in highly attractive niche sectors of the commercial real estate industry. The Fund is optimized for long-term capital appreciation and a 10% annual yield.

Opportunities in the Commercial Real Estate Sector

As real estate investors gain experience, they typically move away from single-family rentals towards more passive, less labor-intensive investments that can generate reliable streams of income.

The specialized knowledge and capital requirements of commercial real estate mean that most commercial real estate investors partner with operating companies.

“Commercial Real Estate historically has delivered competitive total returns based on high, steady dividend income and long-term capital appreciation. Its comparatively low correlation with other assetsmakes it an excellent portfolio diversifier that can help reduce overall portfolio risk and increase returns.

Leadership

Roger Scott, Chief Financial Officer

Mr. Scott has 20+ years of corporate finance and accounting experience. He has served as Chief
Financial Officer for a $120M SEC reporting company where he directed all financial and information technology activities.

He also served as director of treasury and tax for a $220M SEC reporting company where he was responsible for all forecasting and analysis of cash positions and other capital accounts.

He formerly worked for Federal Express, a Fortune 100 global provider of transportation, logistics and e-commerce, where he was a senior financial analyst.

Mr. Scott has experience with managed sale and leaseback transactions, including mortgage debt related instruments, Industrial Revenue Bonds, and stand-by letters of credit tied to interest rate swaps. He is a Certified Public Accountant with SEC reporting experience, and experience serving multi-national companies, ensuring their compliance with US GAAP and IFRS.

Mr. Scott has taught graduate-level finance as a part-time faculty member. He holds an M.B.A. from Lehigh University and a B.S. (Economics & Finance) from the University of South Carolina.

Grant Baker, Chief Accounting Officer

Mr. Baker graduated magna cum laude from Ohio State University with a master’s degree in accounting. He began his career at KPMG as an audit associate and quickly moved up to senior audit associate, where he primarily worked on the audit of a Fortune 100 company.

While at KPMG, Mr. Baker supervised 1-2 audit associates at any given time, performed audits of financial statements in accordance with GAAP and PCAOB standards, and performed walkthroughs and conducted internal control test work to ensure compliance with the COSO framework.

Mr. Baker completed all phases of standard audit engagements including planning, budgeting, and fieldwork, while working directly with managers to determine audit approach, scope, and testing procedures.

After leaving the public accounting sector, Mr. Baker worked in leadership roles at both public and private companies within their accounting and finance divisions. Mr. Baker recently worked at Worthington Industries, a publicly traded company with more than $50M in annual revenue.

At Worthington, he performed monthly reviews of operation metrics with facility and division leadership teams. He also implemented a cycle counting program at the Greeneville facility and assisted in developing a commercial strategy for the division.

He holds bachelor’s and master’s degrees in accounting and is a Certified Public Accountant.