Investment Thesis.

• Fundamentally based on the cyclical trends in the U.S. commercial real estate industry, which have been proven time and time again.
• There continues to be significant economic dislocation in the middle market space, such that attractive risk-adjusted returns may be achieved.

• Commercial real estate is a real asset and maintains an inherent value. Therefore, in this part of the cycle, these types of investments are available at an appealing cost basis.
• Although recent capital markets activity has driven down interest rates, there are still attractive assets, that have not benefitted fully from the interest rate compression.
• Property types that are underserved by financing include hotels and other non-traditional assets with a significant operating business component.
• Targeting the Middle-Market represents less competition and smaller transactions in comparison with institutionally oriented platforms, and therefore leads to greater portfolio diversity, and superior risk-adjusted returns.

Premier Investment Management:  The ARK Team has over 50 years of commercial real estate investment experience, including financing, investing, and underwriting over $5 billion in transaction volume. Senior team members have a long history of working together, and have demonstrated the necessary technical skills and experience required to achieve superior returns. ARK’s investors include financial services companies, investment banks, private REIT’s, funds, and family offices..

Middle-Market Focus:  ARK provides viable financing solutions to owner-developers who face difficulties in refinancing their properties, and in acquiring new real estate assets. ARK takes a non-traditional “Out-of-the-Box” approach to re-structuring, re-capitalizing and creatively addressing the challenges faced by many in the industry.

Geographic Focus on Known Markets:  The management team has intimate knowledge of the real estate markets in California and Western States, including Colorado, Texas and Hawaii. Understanding the regional and local supply and demand dynamics, economic trends, and legal frameworks is key to navigating pitfalls and executing transactions.

Established Network of Professionals:  By choosing to focus on locations familiar to them, the ARK team can utilize their existing network of market experts, appraisers, leasing brokers, and investment sales agents. This will help maintain a healthy origination and acquisition pipeline, as well as provide access to market data needed to underwrite each origination and acquisition.