We could email you a deck, and we will if you'd rather. But most of what investors actually want to know — how the positions are structured, what the fee schedule looks like, what happened in the years that didn't go to plan — is faster to answer out loud. Watch the video, then pick a time.
Mat Simmons and the SIMM Capital investor relations team — Wexford, Pennsylvania
You'll get a confirmation and a calendar invite immediately. Reschedule any time from the invite.
Booking a call is not a subscription and creates no obligation. No wire instructions on a first call — under Rule 506(c) we can't accept capital until accreditation is verified and you've reviewed the offering documents.
Four steps, and you can stop at any of them.
25 to 30 minutes with our investor relations team to understand your goals, timeline and criteria — and to work out whether this is a fit in both directions. No pressure and no deck read aloud at you.
We walk you through the active offering: what the fund holds, how each position is structured, the debt on it, the fee schedule, and how the distribution waterfall works.
Rule 506(c) requires us to take reasonable steps to verify accredited status before accepting capital. Once that's done you get investor portal access, the private placement memorandum, and the underwriting behind the fund — to review with your own counsel and CPA.
If you decide to proceed, you execute the subscription documents and fund. The fund targets a 10% preferred return to limited partners — a target, not a guarantee — with any profit share above it governed by the waterfall in the fund documents. Distributions depend on portfolio performance and are made only to the extent available under those documents.
The whole thing starts with one 25-minute call.
Pick a timeThe usual reason people don't book is assuming they're signing up for a closing pitch. So here's the agenda in advance.
Current positions with the terms that make them work.
Walk through any of these line by line with the person who negotiated them.
Book a call
Mathew Simmons is founder and managing principal of SIMM Capital. He has been raising and deploying capital since 2006 and has spent roughly twenty years operating businesses across real estate, manufacturing and retail — including exits, and including one that went through bankruptcy.
That last part is worth asking about on the call. Most sponsors show a track record with the failures edited out. Having taken a business all the way down teaches you which assumptions break first — and it's why this fund holds fixed-rate debt, sits above equity where it can, and is built diversified rather than concentrated in whatever is working this year.
He leads every term negotiation and signs off on every subscription personally.
$100,000. Terms and any exceptions are set out in the fund documents.
Yes. This fund is offered under Rule 506(c), which lets us advertise publicly but requires us to take reasonable steps to verify that every investor is accredited before accepting capital. The standard is generally $200,000 in income individually, $300,000 jointly with a spouse, or $1 million in net worth excluding your primary residence. Certain professional licenses also qualify.
It isn't. This is a private fund holding real property and private debt positions, and you should plan on capital being committed for the term described in the fund documents. Any redemption or transfer provisions are spelled out there. If you may need the principal back on short notice, this is the wrong vehicle — and we'd rather say so now than at closing.
No. Preferred does not mean guaranteed — it means limited partners are positioned ahead of the sponsor in the order of payment. The fund targets a 10% preferred return, and actual distributions depend on the performance of the underlying assets. All the usual risks apply: vacancy, interest rate movements, property tax and insurance increases, construction delays, market conditions, and the possible loss of the entire amount invested.
We have. Our most recent annual investor update disclosed that no profit-share distribution above the preferred return was made, and gave the reasons directly: portfolio repositioning, rising property taxes and insurance, elevated interest rates, and housing authority budget reductions. Ask for it on the call. How a sponsor writes about a bad year tells you more than any track record slide.
Investors receive a Schedule K-1. Real estate funds often generate depreciation that can shelter part of distributions, and dispositions may produce long-term capital gain treatment, but the outcome depends on your situation, entity structure and state. Nothing here is tax advice — review the documents with your CPA.
Fair enough. Email invest@simmcapital.com and we'll send the investor package — fund overview, current portfolio detail, structure and fees. No call required and no one will chase you.
Pick a time that suits you. If it turns out not to be a fit, you'll know quickly and nobody will chase you.
Pick a time