Case Studies

You are here:
Home
Case Studies

Scroll

Investment advisory services are provided by Larson Capital Management, LLC, an investment advisor registered with the Securities and Exchange Commission.
This website is designed to provide preliminary and general information about the securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to buy or sell any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. The information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Larson Capital Management, LLC does not make any representation or warranty to any prospective investor regarding the legality of an investment in any offering. These securities are only suitable for accredited investors who understand and are willing and able to accept the high risks associated with private investments.
All securities involve risk and may result in significant losses. Investing in private placements also requires long-term commitments. Investors should have the ability to afford to lose the entire investment and the should have low liquidity needs. Further, alternative investments and private placements should only be a part of your overall investment portfolio and the alternative investment and private placement portion of your portfolio should include a balance of different underlying investment strategies. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties, conflicts-of-interest and other risks described in the offering materials; and (3) consult with your own investment, tax, financial and legal advisers.
Past performance is no guarantee of future results. Any financial projections or returns shown on the website are estimated projections of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Target projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve the results or profits similar to those shown. In addition, other financial metrics and calculations (including amounts of principal and interest repaid) shown on the website or other publicly available mediums have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment. Private placement investments are not bank deposits and, thus, they are not insured by the FDIC or by any other federal governmental agency. Further, they are not guaranteed by Larson Capital Management, LLC, its affiliates or any other party and they may lose value. Neither the Securities and Exchange Commission (“SEC”) nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through our website or any other medium. Any investment information contained herein has been secured from sources that Larson Capital Management, LLC believe are reliable, but we make not representations or warranties as to the accuracy of such information and accept no liability therefor.
*Accredited Investor Criteria – Risk Factors
No communication by Larson Capital Management, LLC or any of its affiliates through its website or any other publicly available medium, should be construed or intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial , accounting, legal, regulatory or compliance advice. Nothing on our website or any other publicly available medium is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.
Articles or information from third-party media outside this domain may discuss Larson Capital Management, LLC and its affiliates or relate to information contained herein, but Larson Capital Management, LLC does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by Larson Capital Management, LLC of the linked or reproduced content.

Alternative investments provide limited liquidity and include, among other things, the risks inherent in investing in securities and derivatives, using leverage and engaging in short sales. An investment in an alternative investment fund is speculative, and involves substantial risks. An alternative investment fund may be highly leveraged. These funds may not be subject to t he same regulatory requirements as mutual funds, and their fees and expenses may be high.

Real property investments are subject to varying degrees of risk. The yields available from investments in real estate depend on the amount of income and capital appreciation generated by the related properties. Income and real estate values may also be adversely affected by such factors as applicable laws, interest rate levels and the availability of financing. The performance of the economy in each of the regions in which the real estate owned by the Fund is located will impact the income from such properties and their underlying values. The financial results of major local employers also may have an impact on the cash flow and value of certain properties.

5th & Lincoln

Phoenix, AZ

Estimated Hold Period: 3-5 Years
Funding Required: $29,311,000
Minimum Investment: $50,000