The full story.
Purpose, platform, and the legal framework that governs every Investree communication.
"We exist to uplift lives of communities by delivering exceptional real estate experiences and value, shaped by our commitment to architectural beauty, harmony, sustainability, and customer-centric solutions."
To our investors.
Investree is a forward-thinking private real estate investment platform strategically focused on Orlando, Florida, one of the most dynamic markets in the United States.
As a vertically integrated enterprise, Investree provides private equity fund management, capital investment consulting, financial underwriting, and real estate investment advisory services to qualified investors. Our team specializes in structured capital formation, disciplined financial analysis, asset management, and rigorous due diligence to deliver long-term value creation.
All investment services are conducted in compliance with applicable securities regulations, including Regulation D Rule 506(b), and are offered exclusively through private, relationship-based communications.
Universal Notice
Covering All Communications and Materials From Investree, LLC
The information provided by Investree, LLC and any of its affiliates (“Investree”) through this website, printed materials, electronic documents, emails, verbal conversations, presentations, videos, images, data rooms, digital files, newsletters, text messages, or any other form of communication or media (collectively, the “Communications”) is furnished solely for general informational and illustrative purposes. Nothing contained in any Communication constitutes, or shall be interpreted as, an offer to sell or a solicitation of an offer to buy any security, product, service, interest, or investment. Nothing in the Communications creates any commitment, obligation, agreement, representation, warranty, or guarantee of any kind.
All Communications are subject to the following terms and conditions, which apply universally, without limitation, and supersede any conflicting oral or written statement unless explicitly restated in a formal executed agreement or in the Private Placement Memorandum (“PPM”) of an applicable offering.
No Legal, Tax, Financial, or Investment Advice
No Communication constitutes legal, tax, accounting, financial, investment, fiduciary, or professional advice. Recipients must not rely on any Communication for decision making. Recipients are solely responsible for obtaining independent professional advice from qualified attorneys, accountants, and financial advisors before acting upon any information.
No Accuracy Guarantee and No Reliance
All information, statements, projections, models, estimates, analyses, timelines, figures, assumptions, examples, summaries, interpretations, charts, and descriptions in the Communications are presented on a best efforts basis and are not guaranteed to be accurate, complete, verified, current, or free from error. Any reliance by a recipient on any Communication is strictly at the recipient’s own risk. Investree expressly disclaims any responsibility for any reliance placed on any Communication.
No Offer or Solicitation
No Communication constitutes an offer to sell or a solicitation of an offer to buy securities. Any such offer will be made solely through a definitive PPM and only to qualified investors in jurisdictions where such offering is legally permitted. The PPM is the only binding and controlling disclosure document for any Investree investment opportunity.
PPM Controls and Supersedes
In the event of any inconsistency or conflict between any Communication and the PPM, the PPM exclusively controls. No investment decision may be made based on the Communications. Recipients acknowledge that they will rely solely on the PPM and on independent professional advice.
Forward Looking Statements and Uncertainty
Communications may contain forward looking statements or expectations, including terms such as expects, anticipates, believes, intends, estimates, projects, targets, or similar expressions. Forward looking statements involve uncertainties, assumptions, and risks beyond Investree’s control. Actual results may differ materially due to market volatility, economic shifts, supply chain disruptions, construction risks, permitting delays, regulatory changes, financial conditions, natural events, macroeconomic shocks, or other unpredictable variables. No forward looking statement shall be interpreted as a guarantee.
Third Party Projects, Experience, and External Contributions
Certain materials may reference images, case studies, results, descriptions, or projects (“Referenced Projects”) that were not developed, managed, constructed, financed, or executed by Investree. Referenced Projects may reflect work performed by third party developers, outside contractors, advisors, consultants, or individuals whose professional experience predates or exists independently of their association with Investree. These references are provided strictly for contextual or illustrative purposes to highlight the background or skillset of individuals and do not represent Investree’s corporate track record. Recipients may not attribute any Referenced Project to Investree for any purpose.
External Sources, Trademarks, and References
Any reference to external brands, entities, institutions, properties, developments, infrastructure projects, companies, or trademarks is provided solely for contextual or geographic reference. Such references do not imply sponsorship, affiliation, endorsement, approval, or partnership. All trademarks, logos, copyrights, and intellectual property belong exclusively to their respective owners.
Evolving Information and Right to Update or Correct
Investree reserves the unrestricted right to revise, amend, supplement, replace, withdraw, correct, or update any Communication at any time without prior notice. Recipients acknowledge that Communications may become outdated and that Investree has no obligation to provide updates or corrections. Recipients assume all risk associated with relying on incomplete, outdated, or superseded information.
No Commitment or Obligation
No Communication shall be interpreted as committing Investree to pursue any strategy, project, investment, development, financing structure, return profile, timeline, business plan, or opportunity. All information is subject to change at Investree’s sole discretion.
No Fiduciary Duties or Advisory Relationship
No Communication creates any fiduciary duty, advisory relationship, partnership, joint venture, agency, or similar relationship between Investree and any recipient. All interactions with Investree are arm’s length unless expressly documented in a legally executed agreement.
Investment Risks and Loss Potential
All investments involve substantial risks, including the potential loss of the entire investment. Performance is affected by numerous factors including but not limited to market conditions, liquidity constraints, interest rates, construction variables, economic conditions, zoning and permitting risks, financing availability, consumer demand, and external events. Past performance, whether by Investree, its team members, or any Referenced Projects, is not indicative of future results.
Limitation of Liability
To the fullest extent permitted by law, Investree disclaims all liability for any direct, indirect, incidental, consequential, punitive, exemplary, or special damages arising out of or relating to any Communication or reliance thereon. Recipients assume all risks associated with accessing or using any Communication.
Indemnification
Recipients agree to indemnify and hold harmless Investree, its affiliates, owners, managers, officers, directors, employees, contractors, agents, and representatives from any claims, losses, liabilities, damages, or expenses, including attorneys’ fees, arising from or relating to reliance on or use of any Communication.
Confidentiality and Restrictions
All Communications are confidential and intended solely for the designated recipient. Any unauthorized copying, distribution, reproduction, modification, forwarding, or disclosure is strictly prohibited and may be unlawful. Accessing Communications constitutes acknowledgment of these terms.
Global Applicability
This Disclaimer applies to all past, present, and future Communications from Investree, regardless of medium, format, or channel, and regardless of whether a specific Communication explicitly references this Disclaimer.
Accredited Investor Status and Eligibility
Any investment opportunity referenced in any Communication is available only to “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended, and other applicable qualifications under federal and state securities laws. Recipients acknowledge responsibility to independently verify their eligibility status. Investree reserves the right to refuse participation to any recipient at its sole and absolute discretion, including for reasons related to suitability, jurisdiction, or internal governance policies.
Illiquidity and Restrictions on Transfer
Investments of the type referenced in Communications are generally illiquid, long-term, and subject to substantial restrictions on transfer, resale, redemption, or withdrawal. Recipients must be prepared and financially able to bear the economic risk of holding such investments for an indefinite period and to sustain the complete loss of invested capital. No secondary market exists or is expected to develop. Recipients should not invest unless they have the financial sophistication and resources to evaluate and bear such risks.
Conflicts of Interest
Investree, its principals, affiliates, officers, directors, employees, advisors, and related parties may have economic, financial, or professional interests that could conflict with the interests of recipients or investors, including participation in competing or parallel investments, compensation arrangements with service providers, cross-investment activities, and affiliations with counterparties. Any such conflicts shall be disclosed and managed exclusively in accordance with the provisions set forth in the applicable PPM or definitive executed agreements governing any offering. No Communication outside of those documents shall be deemed sufficient or complete disclosure of conflicts.
No Representations Regarding Performance or Outcomes
Investree makes no representation, warranty, covenant, or undertaking, express or implied, regarding projected returns, internal rates of return, distribution timelines, exit scenarios, liquidity events, valuation increases, occupancy levels, sales velocity, construction timelines, or any other performance metric. All performance indicators referenced in any Communication are hypothetical, illustrative, or based on assumptions that may not prove accurate. Historical comparisons to prior projects, third-party benchmarks, or market averages are informational only and shall not be construed as predictive of future results for any Investree investment.
Third Party Information and External Data
Communications may include information, data, statistics, market commentary, appraisals, comparable transaction data, photographs, renderings, maps, or other materials obtained from third-party sources, including but not limited to public records, industry databases, regulatory filings, brokerage reports, and independent advisors. While Investree believes such sources to be reliable, Investree makes no representation as to their accuracy, completeness, or currency, and has not independently verified such third-party information. Recipients may not rely on third-party information included in any Communication without conducting their own independent verification.
Regulatory Status and Cross-Border Communications
Investree is not registered as an investment adviser, broker-dealer, or securities firm under United States federal or state securities laws, nor under the securities laws of any non-United States jurisdiction, and no Communication shall be construed as registered investment advice. Any offering of securities will be conducted solely in reliance on applicable private offering exemptions, including Regulation D Rule 506(b), and only to qualified persons in jurisdictions where such offering is legally permitted. Communications directed to or received by persons outside the United States are subject to the securities, tax, and investment restrictions of those jurisdictions, and recipients bear sole responsibility for compliance with applicable local law. Investree reserves the right to decline communications with, or participation from, any person in any jurisdiction where such activity would be unlawful or impose registration obligations on Investree.
Privacy, Data Handling, and Confidentiality Undertakings
Information submitted to Investree through any communication channel, including email correspondence, contact forms, phone conversations, meetings, or document exchanges, is handled in accordance with Investree’s internal data governance and applicable privacy laws. Submission of such information does not create any confidentiality obligation beyond what is expressly established in a signed non-disclosure agreement or definitive executed agreement. Recipients who share confidential information with Investree do so at their own discretion. Investree implements commercially reasonable safeguards but makes no warranty regarding data transmission over the internet or electronic communications generally.
Intellectual Property and Permitted Use
All content, text, graphics, photographs, renderings, logos, trademarks, service marks, trade names, video materials, structural documents, and other intellectual property contained in any Communication are the property of Investree, LLC or their respective owners, and are protected by United States and international intellectual property laws. Recipients are granted no license, right, or permission to reproduce, distribute, publicly display, modify, or create derivative works of any Communication, except strictly for the recipient’s own internal evaluation of a potential investment relationship with Investree. Any other use requires prior written consent from Investree.
Anti-Money Laundering and Sanctions Compliance
Any investor relationship with Investree is conditional upon satisfactory completion of know-your-customer (KYC), anti-money laundering (AML), source-of-funds verification, and sanctions screening procedures in accordance with applicable United States law, including the Bank Secrecy Act, the USA PATRIOT Act, and regulations promulgated by the Office of Foreign Assets Control (OFAC). Investree reserves the right to refuse, suspend, or terminate any engagement where such verification cannot be completed to Investree’s satisfaction, or where concerns arise regarding the source, legitimacy, or regulatory status of funds or relationships. No such refusal or termination shall give rise to any claim against Investree.
Electronic Communications and Acknowledgment of Terms
By accessing, reviewing, forwarding, or otherwise using any Communication, including by visiting this website, opening any document, attending any presentation, or engaging in any written or verbal exchange with Investree, the recipient is deemed to have read, understood, and accepted this Universal Notice and Legal Disclaimer in its entirety. Continued access or engagement constitutes ongoing acceptance. If any recipient does not accept these terms, they must immediately cease all access to Investree Communications and notify Investree in writing.
Governing Law and Disputes
Any disputes relating to any Communication or interpretation of this Disclaimer shall be resolved exclusively pursuant to the governing law and dispute resolution provisions set forth in the applicable PPM or in a definitive executed agreement. If any portion of this Disclaimer is deemed invalid, the remaining provisions remain fully enforceable.
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