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The Offering

Anabasis Real Estate Investment Trust

Building on the success of the prior projects of its Principals, Anabasis Equity Partners has launched Anabasis Real Estate Investment Trust.

Fund Overview

The Fund, Anabasis Equity Fund I LLC, is a newly formed Delaware limited liability company.

The Fund is sponsored and managed by Anabasis Equity Partners LLC through its wholly-owned subsidiaries Anabasis Equity GP I LLC, a newly formed Delaware limited liability company serving as the Fund’s Managing Member, and Anabasis Equity Management LLC, a Florida limited liability company, serving as the Fund’s contracted Investment Manager.

The Fund will invest primarily in existing real estate properties located in Florida, where the Investment Manager believes there is an opportunity to increase the value of such properties through renovations, hands-on management, and operational efficiencies. Investments will be made pursuant to the Investment Strategy described below.

The Offering

Limited liability company membership interests in the Fund (the “Interests”) are being offered pursuant to the terms of a confidential Private Placement Memorandum, the subscription agreement, and the limited liability company operating agreement of the Fund.

  • Targeted Fund Size: $10 million.
  • Sponsor’s Commitment: $1 million (10% of Targeted Fund Size).
  • Minimum Investment: $25,000.
  • Preferred Return: 8%
  • Committed Investment Due at Closing: 100% (except as may be mutually agreed).
  • All investors in the Fund must certify that they are accredited investors, and provide either supporting documents or third-party verification, eligible for this type of illiquid investment.

The interests in the Fund will not be registered under the Securities Act of 1933, as amended (the “Securities Act”) in reliance upon exemptions contained in 506(c) of Regulation D as promulgated under the Securities Act. In addition, the interests will not be registered under any state securities laws in reliance on exemptions from registration. Such interests are subject to restrictions on transferability and resale and may not be transferred or resold except as permitted under applicable state and federal securities laws pursuant to registration or an available exemption.

Investment Strategy

  • Geographic Market: The Fund will invest primarily in Real Estate Investments located in Florida, including but not limited to greater Jacksonville, Tampa, and Orlando and Southeast Florida, and other locations in the Southeast Region of the United States, and in such other locations as may be identified by the Investment Manager from time to time as having exceptional investment potential.
  • Real Estate Sectors: Within the Target Markets, the Fund will pursue investments in four real estate sectors: single family residential, multi-family residential, commercial, and land. In the residential sectors, the Fund will operate in both owner-occupied and rental properties.
  • Opportunity/Value Add Properties: The Fund will seek to generate attractive risk-adjusted returns through acquiring underperforming real estate properties and then increasing the resale value and/or net operating income through strategic renovations, hands-on management, and operating efficiencies. The Investment Manager will target investments in properties that contain untapped value that can be unlocked through strategic purchases and balanced improvements, as described in the Market Opportunity and Case Studies sections below.

Investment Process

  • The Investment Manager targets assets which it believes can be enhanced through capital and operational improvements, utilizing its proprietary research and analysis methodologies.
  • Throughout the underwriting process, in addition to market and property study, the Investment Manager leverages its network of local market participants to determine revenue, operating cost and capital improvement projections.
  • The Investment Manager engages third parties to perform engineering, environmental, operational, zoning and legal due diligence as may be required for specific investments.
  • The Investment Manager seeks a compelling risk-adjusted return, and forwards recommended investments to the Managing Member of the Fund for an investment decision.

The interests in the Fund will not be registered under the Securities Act of 1933, as amended (the “Securities Act”) in reliance upon exemptions contained in 506(c) of Regulation D as promulgated under the Securities Act. In addition, the interests will not be registered under any state securities laws in reliance on exemptions from registration. Such interests are subject to restrictions on transferability and resale and may not be transferred or resold except as permitted under applicable state and federal securities laws pursuant to registration or an available exemption.

Key Fund Characteristics

Target Fund Size:$10 million; option increase to $20m
Target Gross Annualized Return of Fund:16% – 17%
Target Net Annualized Return to Invstors12% – 15%
Sponsor/ GP Commitment:$1 million (10% of target fund size)
Investor Investment Period:6 years from initial closing
Fund Investment Period:6 years from initial closing, with possible two six-month extensions
Term of Fund:2 years from close of Fund Investment Period, with possible one additional one-year period
Minimum Investment:$25,000
Preferred Return:  8%

Organization and Operations

Managing Member:$10 million; option increase to $20m
Investment Manager:16% – 17%
Special Purpose Vehicles:12% – 15%
Fund Expenses:$1 million (10% of target fund size)
Investor Investment Period:6 years from initial closing
Fund Investment Period:6 years from initial closing, with possible two six-month extensions
Term of Fund:2 years from close of Fund Investment Period, with possible one additional one-year period
Minimum Investment:$25,000
Investment Due at Closing:100% of investment, unless otherwise agreed

Disclaimers

This information is not, and nothing in it should be construed as, an offer, invitation, or recommendation with respect to any securities issued by Anabasis Equity Fund I LLC, or its manager, Anabasis Equity GP I LLC (together the “Issuer”), or an offer, invitation, or recommendation to sell, or solicitation of an offer to purchase, any of the Issuer’s securities in any jurisdiction. This presentation is not intended to be relied on as advice to investors or potential investors and does not take into account the investment objectives, financial situation, or needs of any investor. All investors should consider such factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate.

The Issuer has prepared this information based upon information available to it, including information from public sources that have not been independently verified. No representation or warranty, express or implied, is provided with respect to the fairness, accuracy, correctness, completeness, or reliability of the information, opinions, or conclusions expressed herein.
Any projections contained herein are included for illustrative purposes only and should not be considered a representation of the Issuer’s expected performance. Projections are inherently subject to substantial and numerous uncertainties and to a wide variety of significant business, economic and competitive risks, and the assumptions underlying the projections may be inaccurate in any material respect. Therefore, the actual results achieved may vary significantly from the forecasts, and the variations may be material.

Additional Information

Prospective investors and their professional advisors are invited to request further information from the Fund’s sponsor.

 

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(904) 977-5350

Ernest Jenkins, Jr

Project Manager, Senior Associate

Ernest Jenkins Jr. is a licensed real estate agent and investment real estate professional who brings a high level of business discernment, professionalism and savvy investment knowledge to the management team. Ernest has extensive experience in residential investment real estate and project management, and is a go-to resource for Anabasis’s acquisitions, dispositions, project management strategies and financing.

Prior to joining Anabasis Equity Partners as Manager of Acquisitions and Project Management, Ernest worked for EquityPro Jacksonville, LLC where he brokered the sale of $5 million+ of investment real estate. Ernest cultivates strong professional relationships in the Jacksonville off-market real estate sector with his knowledge, transparency and value-driven mindset.

Tara Moore

Director of Marketing & Events

Tara Moore is an experienced marketing professional and brings organization, digital marketing and event planning to the management team. She runs all company social media sites for Anabasis. Tara also plans and hosts all marketing events for the team including small networking meet-ups and large-scale road show events. She also assists in renovation design, lending her detailed eye and creative ideas to help make rehab properties more attractive to buyers and renters alike.

Prior to her work with Anabasis Equity Partners, Tara worked for ShootGTR, Evlutionz Tactical and Buzzy Bee Media where she led successful marketing campaigns for these companies. Tara is a graduate of Cleveland State University where she earned a Bachelor’s Degree in Business with an emphasis in Human Resources Management. Tara also takes great pride in her social work within her community; she owns a small boutique which benefits local nonprofits in Amelia Island, Florida. She also is actively involved in Amelia Women’s Collective where she mentors other women who are small business owners.

Eugene D. Lipscher

Strategic Partner, Deal Structuring & Acquisition

Eugene D. Lipscher, Esq., advises and provides legal services and representation to Anabasis Equity Partners with respect to deal structuring and execution. He has extensive experience in real estate transactions and in litigating cases in Florida and federal courts. A member of the Florida Bar since 1994, Gene is Board Certified in Business Litigation and formerly led the commercial litigation department at the Palm Beach law firm of Alley, Maass, Rogers & Lindsay, P.A. Gene attended undergraduate school at Drew University and received his law degree with honors from the University of Miami School of Law.

Brylen Ericksen

Senior Associate, Managing Director

Brylen Ericksen is a seasoned real estate agent in the NE Florida area. As Senior Associate and Managing Director, Brylen leads our in-house team of realtors with sales directives and initiatives. Brylen consistently leads our team with top sales. He also trains and manages new real estate Junior Associates.

Prior to joining Anabasis as Senior Associate, Brylen worked for a traditional real estate team where he brokered the sale of a combined $3.5 million dollars. Brylen continually brings top sales and motivation to our Realty sales team!

James A. Stuber

Vice President, Secretary/Treasurer & Managing Partner

James Stuber is responsible for the administrative, financial, and legal aspects of Anabasis Equity Partners and its affiliates and funds. A longtime member of the Florida Bar and the District of Columbia Bar, he has extensive experience in business organization and operation, real estate transactions, and private equity fund administration, including the formation and operation of Riverside Venture Partners, L.P. and Shoot GTR. Prior to founding his own practice, Jim was an associate attorney at the Washington, DC law firm of Hogan & Hartson (now Hogan Lovells) and served as legislative director for Florida Congressman Paul Rogers.

Jim has deep Florida roots, residing for many years in Palm Beach County, where he was active in business and community affairs. Jim also is dedicated to reinvigorating American families and communities by reversing the outflow of jobs to China and other countries, based on his 2017 book, What if Things Were Made in America Again. Jim holds his bachelor’s degree in political science from the University of Pennsylvania, a master’s degree in political science from Columbia University, and his law degree from the Georgetown University Law Center.

Bryce K. Ocepek

President & Managing Partner

Bryce Ocepek is an accomplished real estate investment professional and brings strategic planning, financial experience and vision to the management team. Bryce has extensive experience in commercial real estate and directs all investment activities for the Investment Manager, including the procurement of acquisitions and project financing. He also assists in property management, dispositions and risk management activities. His ability to seek out and acquire distressed multifamily, commercial, and various other investment properties combined with his expertise of the marketplace have been instrumental in the success of Anabasis Equity.

Prior to cofounding Anabasis Equity Partners, Bryce worked for Berkshire Hathaway, Pineywoods Realty, and EquityPro where he brokered the sale of a combined $15 million dollars of investment real estate including over 100+ units worth of multifamily specific real estate. Bryce also has extensive experience as an astute investor and project manager and has continually provided exceptional returns on each and every investment he has partnered on. Bryce is a graduate of The Florida State University where he earned a Bachelor’s degree in Finance with an emphasis on Real Estate. He is a licensed Florid Real Estate broker, and managing broker for Anabasis Realty, LLC.

Mark Ocepek

President & Managing Partner

As our President & Co-Founder, Mark Ocepek is the primary financial manager for the AnabasisREIT. Mark started his investment career in 1996 with Omni America Towers as a Tower Investment Analyst and Project Manager. After the company was sold to American Tower in 1999, Mark developed Riverside Investment Partners, L.P., a diversified investment fund with a special focus on land development, commercial real estate, industrial real estate, and single-family homes. Riverside’s flagship investment was the land development, design and implementation of the world-class shooting and training facility Shoot GTR in Gainesville, Florida. The sale of GTR was completed in late 2021.

Mark earned his undergraduate degree in Business Management and Finance from Palm Beach Atlantic University in West Palm Beach, Florida and also a Master’s Degree from Norwich Military College in Northfield, Vermont, where he currently teaches as an adjunct professor.