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Realberry stands apart through a combination of meaningful alignment, operational depth, and long-term stewardship. Realberry is an owner-operator first - we acquire, develop, and execute our assets with in-house teams who are accountable for the full lifecycle of each project. We invest significant capital alongside our investors, which is intended to help align our incentives with investors.

We focus on what we believe are high-growth markets where we have deep experience, and we seek to emphasize thoughtful execution, durable design, and disciplined underwriting rather than chasing short-term trends. Our offerings are built on transparency, hands-on management, and a belief that investors deserve a clear view into how value is created over time. This combination of alignment, operational control, and long-term vision is what defines the Realberry difference.

We prioritize in what we believe are high-growth markets - mainly across the Mountain West and the Texas Triangle - where population gains, job expansion, housing affordability, and balanced supply generally create strong real estate fundamentals. For hospitality, we typically take a more opportunistic approach and may invest outside these core regions when an exceptional opportunity emerges.

Offerings may vary over time, ranging across a spectrum of investment strategies from core to value-add, with a mix of ground-up development. Investors may see a variety of asset classes, including multifamily, build-to-rent, master-planned communities, commercial, industrial, mixed-use, and hospitality opportunities, each supported by a business plan and managed by a dedicated team.

We seek opportunities with solid fundamentals and emphasize conservative underwriting, effective capitalization and leverage, and full operational control through our in-house teams. We seek to be prepared for what we can’t control.

Investments are available to accredited investors meeting SEC criteria. In general, an investor may qualify based on income or net worth (excluding a primary residence), by holding certain professional securities licenses (e.g., Series 7, Series 65, or Series 82 in good standing), or under other categories specified in SEC rules (including certain directors, executive officers, or general partners of the issuer and certain entities meeting applicable criteria). Investors may be required to provide supporting documentation to verify their accredited investor status.

Yes. Realberry commits to co-investment in offerings.

Opportunities may be offered at different stages, includingpre-closing, after stabilization, or as recapitalizations. Each offering will include detailed due diligence materials so investors and their investment professionals can independently evaluate the plan. Investors can follow performance through the investor dashboard with quarterly updates and annual tax documents.

Distributions are generally made when a property is stabilized and produces excess cash flow after debt service, operating expenses, and required reserves have been accounted for. When distributions start vary on the deal’s strategy and capital structure. It’s important to note that distributions are not guaranteed and depend on property performance.

You will receive quarterly financial and operational updates through the Realberry Investor Portal, plus an annual Schedule K‑1 for tax reporting. Material investment updates are communicated promptly.

If market conditions shift or the timeline of your investment changes, Realberry will share investment updates about options and next steps.

The typical minimum investment is $100,000 but this can vary. Fees are disclosed in the private placement memorandum and operating agreement for each offering. Fees may include acquisition, asset management, and property management fees.

Investments offered on the Realberry platform are private, illiquid real estate interests with transfer restrictions and no redemption program or public secondary market so you should plan for your capital to be held for the full investment term. Select offerings may include opportunities for investor liquidity during the hold. Any available liquidity features will be outlined in the offering materials.

At Realberry, our team of investment professionals conduct a thorough evaluation and analysis of every deal in our pipeline with only a select few opportunities ultimately qualifying investment. Simply, we seek opportunities with strong fundamentals and conservatively underwrite opportunities.

We aim to launch several offerings each quarter, but timing and availability can vary.

Realberry provides investors with all the information to complete their own due diligence, including offering materials that help investors and your investment professional independently evaluate whether the opportunity aligns with your investment preferences, objectives, and risk tolerance.

If you have any questions about the platform or subscription process, please contact Realberry Investor Relations at ir@realberry.com.

After thoroughly reviewing a Realberry offering and making a decision to invest, investors can select “Invest Now” at the top of any offering page to begin the subscription process. A member of Realberry’s Investor Relations team will walk you through the steps to complete subscription documents and funding your investment.

Funding instructions are located in the subscription documents. If you need assistance, please contact Realberry Investor Relations at ir@realberry.com.

New investors will receive an invitation email from Juniper Square with a link to set up their account. Returning users can log in anytime using that same link, also available here: Realberry Investor Portal.

If you have trouble logging in, please contact Realberry Investor Relations at ir@realberry.com. We can resend your portal invitation to help you reset your password and update the email address associated with your login if needed.

Please reach out to Realberry Investor Relations for both requests.

To add a contact to your account, please provide the person’s name, email address, and clarify whether they should receive all communications (capital calls, distributions, project updates, tax matters, etc.) or only specific communications (e.g., tax-related documents only).

To remove a contact, please just provide the name of the contact you would like removed.

Please reach out to the Realberry Investor Relations regarding any 2FA issues.

Our Quarterly Investor Reports (QIRs) are the primary source for detailed operating and financial performance updates for each investment (see also: What information is included in the Quarterly Investor Reports (QIRs)?). In addition to QIRs, we provide quarterly financial statements – including the balance sheet, income statement, and comparative cash flow statement – along with one-off communications for material asset updates as needed.

Investors can also view the full transaction history, including all contributions and distributions to date, directly in the Investor Portal. We strive to maintain transparent and consistent communication, and the Realberry Investor Relations team is available to provide additional context or answer questions about specific assets.

Each Quarterly Investor Report (QIR) includes a “Hold Strategy” section that provides a broad overview of our current exit plan for an investment and the anticipated timing for a potential sale or recapitalization. These timelines reflect our own internal expectations based on current market conditions and asset performance but are subject to change as those factors evolve. For additional detail, please reach out to the Realberry Investor Relations team.

Our Quarterly Investor Reports (QIRs) are the primary source for detailed performance updates on each investment.

Each report includes a summary of operational and financial performance, typically covering:

• Key operating highlights and challenges

• Year-to-date financial performance and updated full-year forecasts, including comparisons to budget and prior-year actuals

• Market commentary and relevant trends

• Projected quarterly and annual distributions, along with to-date contribution and distribution totals

• Updates on any potential upcoming capital calls

• Debt updates and capital activity

• Current key priorities and the hold/exit strategy

QIRs are posted to the Investor Portal each quarter and provide the most comprehensive update on each asset.

QIRs are typically posted 45 days after each quarter-end:

• Q1 (ends March 31) – posted by May 15

• Q2 (ends June 30) – posted by August 14

• Q3 (ends September 30) – posted by November 14

• Q4 (ends December 31) – posted by February 14

Realberry Investor Relations will notify all investors once the quarter’s QIRs are available in the Investor Portal.

All current and past QIRs are available on the Realberry Investor Portal under the “Documents” tab at the top right of the homepage.

Formal capital call notices are communicated by Realberry Investor Relations via email. Each investor receives an individual notice outlining their share of the call, whether it is a Mandatory or Voluntary Call, where to locate payment instructions in the Investor Portal, and the due date for funding.

For security purposes, wiring instructions are available on the secure Realberry Investor Portal under the Documents tab (Capital Call Notices) section for the specific investment entity.

Mandatory Capital Calls are required from all investors and may result in punitive dilution if an investor declines to fund their pro rata share. As outlined in each entity’s Operating Agreement, generally the Manager may call Mandatory Contributions of up to an additional 10% of each Member’s original Capital Commitment. In practice, this means investors should expect to fund up their original Commitment plus an additional 10% if needed to support project requirements such as operating shortfalls, loan obligations, or other essential needs.

Any capital calls above this 10% threshold are considered Voluntary Capital Calls, meaning investors have the right – but not the obligation – to fund their pro rata portion.

Since each asset’s Operating Agreement may differ, investors should refer to the specific OA for details on how Mandatory and Voluntary Calls are treated for each investment. The Realberry Investor Relations team is available to answer questions and help locate the relevant provisions for your investment for you to discuss with your own legal and tax advisors.

Potential upcoming capital calls are typically noted in each asset’s Quarterly Investor Report (QIR), including anticipated purpose, amount, and timing when available. One-off communications are also issued for material project updates as needed.

Most assets follow the same distribution cadence, with distributions typically occurring in March (Q1), June (Q2), September (Q3), and December (Q4). Distributions are categorized by the quarter in which they are paid.

All contribution and distribution transaction activity is available in the Realberry Investor Portal. A full transaction history report across your portfolio can be exported from the Investments tab.

For details on a specific investment, select the investment within the Investments tab and navigate to the Transactions section, which lists all contributions and distributions to date.

Distributions are not guaranteed and based on operating performance. Amounts are estimated annually based on projected cash flow and may be adjusted as we reassess operating performance, project forecasts, and potential risks. Any changes to estimated distributions are communicated through our quarterly reports, distribution letters, and additional updates as needed.

Most distributions are sent via ACH, which can take 3–5 business days to appear depending on your bank’s processing times. If you have not received your funds 5 business days after receiving the distribution notice, please contact the Realberry Investor Relations team and we will coordinate with our accounting team to confirm the payment status.

Our accounting team works with our outside tax partner to complete all K-1s each year. Most K-1s are finalized by the April 15 tax deadline, but some entities require K-1s from third parties and therefore fall under the extended September 15 deadline.

We plan to provide a list outlining which entities are expected to be completed by April 15 and which are expected between April 15 and September 15. If any of your investments fall into the September group, you should consult your tax advisor about whether a tax extension is necessary.

You’ll receive an email notification with a direct link each time a K-1 becomes available. Since K-1s are finalized at different times, separate emails will be sent for each one.

All current and historical K-1s can also be found in the Investor Portal under Documents > Tax Documents.

If you receive a notification but don’t see the K-1 in the email or on the portal, please contact the Realberry Investor Relations team and we’ll assist.

Yes. Please reach out to Realberry Investor Relations with the hotel name, your travel dates, and the number of rooms you’d like to book. Our team will be happy to help secure the investor rate for your stay. This is subject to availability and black-out dates may apply.

Information on how we protect your personal information is available in our Privacy Policy at Privacy Policy | Realberry.