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Elevation Fund 8

Elevation Fund 8

A Better Way to Invest

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Significant Experience For
A Singular Purpose.
You.

Mobile Home Communities and Self Storage exposure for your portfolio
managed by a team with more than 200 years of collective experience.

Meet The Team
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 For risks and disclosures, click here.

Two Historically
Resilient Asset
Classes.
One Investment.

Both Mobile Home Communities and Self Storage assets classes have a demonstrated track record of Net Operating Income (“NOI”) growth across many historical market cycles.

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ecg assets classes 1

 

Why Invest In
Mobile Home
Communities.

Mobile Home Communities offer a number of distinct benefits including, but not limited to:

  • Barriers to supply (stigma)
  • Low operating expense ratios
  • Income Generating Assets*
  • Growing demand
  • Long term tenancies
  • Provides a much needed social service
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While an objective of the company is to purchase assets that generate income at the time of closing, no assurance can be made that profits will be achieved or that substantial losses will not be incurred. To review additional disclosures, click here.

Why Invest In
Self Storage.

Self Storage offers a number of distinct benefits including, but not limited to:

  • Low operating expense ratios 
  • Income Generating Assets*
  • Broad adoption
  • Long average tenancies
  • Beneficiary of population movement, both up and down 
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While an objective of the company is to purchase assets that generate income at the time of closing, no assurance can be made that profits will be achieved or that substantial losses will not be incurred. To review additional disclosures, click here.

A Fresh Take
On A Timeless
Strategy.

Our strategy is to acquire, enhance and refinance Fund assets so investors may enjoy the beneficial combination of longer termed asset ownership with the potential for periodic return of capital events.

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Acquire

We acquire quality assets in major metros.


Enhance

We strive to add value to assets and make distributions, to the extent able.


Refinance

We look to periodically refinance assets, as conditions allow.


Return of Capital

Refi proceeds may return capital while maintaining asset ownership.


Repeat

This process is expected to continue beyond return of capital.

 

Let Us Do the Work

How it works?

1

We Buy

We find, underwrite, negotiate, diligence, finance and manage each asset to be owned by the Fund.

2

You Invest

Accredited Investors become members of Fund 8 through an investment. This is not a REIT or Stock.

3

We Collect Rents

We expect the portfolio of properties to generate monthly income.

4

Distributions Occur

We seek to make monthly distributions to investors out of available cash.

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Integrated.
Aligned.
Investor Friendly.

We have put great thought into aligning our interests with those of our investors and, we believe, that the structure of the Fund coupled with the experience of our team, will serve investors well.

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Offering Terms
Fund Size $100 million
TermUp to 10 years, or more.
Preferred Return*10% (Class A) / 8% (Class B)
Minimum Investment$250k (Class A) / $50k (Class B)
Distribution FrequencyMonthly
Investor SuitabilityAccredited Investors
AuditorSquarMilner
FocusIncome + Capital Appreciation
Asset ClassesSelf-Storage / Mobile Home Communities

 *Preferred Return shall mean, for any Class A Member or Class B Member, the amount that would be required to have been distributed so that the aggregate distributions to such Member provide a cumulative, non-compounded return equal to a certain annual percentage for Class A Members and Class B Members based upon such Member’s Invested Capital Contribution as identified in Table 4 of the Elevation Fund 8, LLC Private Placement Memorandum. Preferred Returns will begin to accrue on the first day of the first full month following the Investor’s Acceptance as a Member of the Company. Such amount will be calculated at the termination of the Company and at the point when the last distribution is made to the Members. Preferred Returns are not guaranteed but are subject to Class C Members subordination as described in Section 4.5 of the Elevation Fund 8, LLC Private Placement Memorandum. For additional disclosures, click here. 

Features

✓
Low Correlation (Beta)

Both Self Storage & Mobile Home Communities have demonstrated a low correlation to the broader market. 

✓
Tax Benefits

Use of accelerated depreciation, normal depreciation and cost segregation may result in the tax benefits to investors. 

✓
Return of Capital

Refi proceeds may return capital while maintaining asset ownership. 

✓
Diversification 

The Fund intends to diversify across assets, geographic regions and asset classes.  

✓
Leverage

The initial loan-to cost ratio will likely be around 50% and increase over time.  

✓
Amortization

Loans obtained will likely be amortizing, which may reduce the debt balance over time, which may contribute to an increase in equity.

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Gain From Our
Experience.

We are proud to offer investors the opportunity benefit from our experience by investing in two historically resilient asset classes that are geographically positioned and stewarded by a team with more than 200 years of combined experience. We take great pride in our platform and invite you to experience it firsthand. 

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ecg experience 2
ecg experience 1

 

Collective Experience
For a Singular
Purpose

The members of the Manager, and their Affiliates, have more than 200 years of combined experience acquiring and managing both Self Storage facilities and Mobile Home Communities. To learn more about each member of the team, click on the images. 

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Ryan Smith
Jamie Smith
Brian A. Dahn
Robert R. Bradley Jr.
Nancy K. Naeve
Kathleen N. White

Prior Projects

  • JRB Community - Mesa, AZ
    JRB Community - Mesa, AZ
    Cypress Estates is a 160 unit mobile home community offering a number of amenities to its residents.
  • Mini U Storage - Parker, CO
    Mini U Storage - Parker, CO
    Mini U Storage Parker is a 700 unit storage facility offering a variety options to those with storage needs.
  • JRB Community - Minot, ND
    JRB Community - Minot, ND
    Woodridge Estates is a beautiful 315+ space mobile home community located in Minot, North Dakota.
  • Mini U Storage - Sacramento, CA
    Mini U Storage - Sacramento, CA
    Mini U Storage Folsom is a 500+ unit storage facility offering a variety options to those with storage needs.
  • JRB Community - Middle River, MD
    JRB Community - Middle River, MD
    Biscayne Bay is a 260+ unit mobile home community offering a number of amenities to its residents.
  • Mini U Storage - Melbourne, FL
    Mini U Storage - Melbourne, FL
    Mini U Storage Melbourne is a 1050 unit storage facility offering a variety options to those with storage needs.
  • JRB Community - Gillette, WY
    JRB Community - Gillette, WY
    Prairie Rose is a beautiful 150+ space mobile home community located in Gillette, Wyoming.
  • Mini U Storage - Palm Bay, FL
    Mini U Storage - Palm Bay, FL
    Mini U Storage Palm Bay is a 490 unit storage facility offering a variety options to those with storage needs.

Disclosures

This is neither an offer to sell nor a solicitation of an offer to buy the securities described herein.

THE OFFERING IS MADE ONLY BY THE PRIVATE PLACEMENT MEMORANDUM. THIS MATERIAL MUST BE READ IN CONJUNCTION WITH THE PRIVATE PLACEMENT MEMORANDUM IN ORDER TO UNDERSTAND FULLY ALL OF THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES ASSOCIATED WITH AN INVESTMENT IN THE SECURITIES TO WHICH IT RELATES AND MUST NOT BE RELIED UPON TO MAKE AN INVESTMENT DECISION.

The offering of securities described herein will not be registered under the Securities Act of 1933 (the “Securities Act”) or the securities laws of any state and the securities are being offered and sold in reliance on exemptions from the registration requirements of the Securities Act and such laws. Neither the Securities and Exchange Commission nor any other federal or state agency has passed upon the merits of or given their approval to the offering of the securities, the terms of the offering or the accuracy or completeness of the offering materials. The offering of securities is being made only to Accredited Investors, as defined in Rule 501(a) of Regulation D of the Securities Act. An investment in the securities is highly speculative and involves substantial investment and tax risks. All prospective investors must review the Private Placement Memorandum in its entirety, including the section entitled “RISK FACTORS” before investing.

An investment in Elevation Fund 8, LLC is highly speculative and involves substantial risks, including, but not limited to: (1) Elevation Fund 8, LLC’s success depends upon the performance of the Manager in managing Elevation Fund 8, LLC and its investments, including decisions involving investment of Elevation Fund 8, LLC’s capital and the acquisition and disposition of properties and there is no guarantee Elevation Fund 8, LLC will raise enough capital to perform its investment objectives; (2) There can be no assurance that a prospective investor will receive any return on investment in Elevation Fund 8, LLC and/or realize any profit on a prospective investor’s investment in Elevation Fund 8, LLC and a prospective investor could lose all or a substantial portion of its investment; (3) The Manager has limited or no net worth and there can be no assurance that the Manager will have sufficient funds to meet its obligations to Elevation Fund 8, LLC or to otherwise financially support Elevation Fund 8, LLC; (4) The Class A members and Class B members have no power to take part in the management of Elevation Fund 8, LLC and have limited voting rights and will not have the opportunity to evaluate or approve any of Elevation Fund 8, LLC’s investments; (5) The Class A Interests and Class B Interests will be illiquid, and the transferability of the Class A Interests and the Class B Interests will be substantially restricted; (6) Elevation Fund 8, LLC may not have the cash flow necessary to make distributions to its members; (7) Elevation Fund 8, LLC will not diversify its investments and, therefore, the success of Elevation Fund 8, LLC will be dependent upon the success of the properties; (8) There are substantial risks associated with real-estate investments and ownership of storage facilities and mobile home parks; (9) There are various potential conflicts of interest among the Manager and its Affiliates and their principals.

Investors must read and carefully consider the discussion set forth under the section entitled “RISK FACTORS” in the Private Placement Memorandum for a complete discussion of these and other risks pertaining to this investment.

These projections are speculative and based on specific assumptions, which, if incorrect, would cause the actual returns to differ materially from the projected returns. You should review the entirety of the assumptions and risks set forth in the Private Placement Memorandum.

Any underlying assumptions and any forward looking statements herein may not be accurate, the projections herein shown may not occur, and actual results could differ materially due to risks and uncertainties that are beyond the Company's ability to control or accurately predict. To the extent the information in this communication conflicts with the information in the Private Placement Memorandum, the information in the Private Placement Memorandum shall govern.

The securities offered are an illiquid investment and involve a high degree of risk; Investors should be able to bear the loss of some or all of their investment. Investors should read and understand all of the risks and the entire Private Placement Memorandum before making a decision to invest.Past performance is no indication of future results and there can be no assurance that Elevation Fund 8, LLC will be able to execute the investment objectives for the Properties or the Offering.

This material is for general information purposes only and does not constitute legal, tax, investment or other professional advice on any subject matter. Information provided is not all-inclusive and should not be relied upon as being all-inclusive.

Any capitalized terms used but not otherwise defined in this Presentation shall have the meanings set forth in the Private Placement Memorandum.

Any reference to “Fund 8” “we” “our” or “fund,” regardless of capitalization, shall refer to Elevation Fund 8, LLC, and its Affiliates.

For additional disclosures, visit https://www.elevationfund.com/disclosure

 

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Ryan Smith

Ryan Smith is the co-manager of multiple investment funds, which specialize in investing, both directly and indirectly, in mobile home parks and self-storage assets representing more than 20,000 units located in more than 25 states.

Mr. Smith graduated from the University of Tampa with a Bachelor of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience.

Mr. Smith currently serves on the board of Young Life College – UCF and is a member of the Advisory Board for the National Christian Foundation’s Orlando chapter. Mr. Smith lives in Orlando with his wife and four children.

Private Placement Memorandum

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Disclosures

There are significant risks with investing in Elevation Fund 8, LLC. This investment is not suitable for all investors. To view a summary of these risks, as outlined in the Private Placement Memorandum, click here. This material must be read in conjunction with the Private Placement Memorandum, which includes the full risk factors, in order to fully understand the implication and risks involved in this offering. To read a copy of the Private Placement Memorandum, click here. We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. By browsing our website, you consent to our use of cookies and other tracking technologies.

Jamie Smith

Jamie Smith is an avid real estate investor with over thirteen years of experience investing in mobile home parks, single family residential and self storage units. Mrs. Smith is the co-manager of multiple investment funds, which specialize in investing in mobile home parks and self storage assets.

Mrs. Smith has experience overseeing the management of various types of real estate properties, focusing on investor relations, capital raising, and acquisitions. Mrs. Smith has managed a rent collection company, and is the manager of the Ryan and Jamie Smith Foundation. Mrs. Smith’s hands-on and in-depth manufactured housing expertise and knowledge resulted in her authorship of the highly reviewed 2011 publication of “Trailer CashTM”, a guidebook on finding, fixing and managing mobile home parks. Mrs. Smith has spoken at numerous conferences on the topic of investing and managing mobile home parks and self storage.

Mrs. Smith graduated from the University of Central Florida with a double major in Business and Psychology. She currently serves on the Advisory Board for the National Christian Foundation. She lives in Orlando with her husband and her four children.

Thomas J. Jordan

Mr. Jordan is responsible for the financial management and reporting of all operating units under management. He has worked with Mr. Dahn since 1983 and during that time managed a staff which tracked annual revenues in excess of $50 million. Mr. Jordan supervises the payment and accounting of more than 3,000 monthly invoices and prepares monthly, quarterly and annual operating statements. His team prepares all operating budgets and forecasts obligations to all owners. Daily site level transactions are reviewed and all banking is controlled from the corporate office under Mr. Jordan’s direction. Mr. Jordan cooperates with several independent audit firms hired by our investors and works with all regulatory agencies and outside accounting firms. Mr. Jordan holds a Bachelor of Science degree from St. John Fisher College and is a member of the National Notary Society.

Robert R. Bradley, Jr.

Mr. Bradley has worked with Dahn Corporation since 1979 and is responsible for the acquisition, development and disposition for all self storage facilities and mobile home parks. He works directly with real estate owners, brokers, development partners and lenders in dozens of markets nationwide. Mr. Bradley oversees market research, contract negotiation, project design, engineering and procurement of governmental entitlements. Mr. Bradley holds a Bachelor of Arts degree from San Diego State University and is a California licensed real estate salesperson.

Kathleen N. White

Ms. White’s experience with Dahn Corporation began in 1986 and she initially worked with the acquisition, development and disposition team. As more properties were acquired, Ms. White switched her focus to the business development and direct management over all self storage facilities and mobile home parks in the portfolio. Ms. White visits each of the facilities several times per year, initiates capital improvement projects and acts as liaison between local management and the corporate office. She oversees customer service programs, advertising campaigns, rate adjustments, discount policies and incentive programs. Ms. White holds a Bachelor of Arts degree from California State University Long Beach.

Brian A. Dahn

Mr. Dahn has directed the acquisition, development, management and/or disposition activities of more than 120 properties and the formation of more than 40 private offerings raising more than $200 million in equity. Those properties consisted of over 120 self storage facilities and mobile home parks in 15 states as well as industrial centers, office parks, RV parks and a resort area hotel. Mr. Dahn holds an MBA from the University of Michigan and a Bachelor of Science degree from the University of Florida. Mr. Dahn is a California licensed General Contractor and Real Estate Broker.

Nancy K. Naeve

Ms. Naeve’s experience with Dahn Corporation includes business development, financial analysis, investor relations, legal, contract and risk management issues with the asset management portfolio. Ms. Naeve has worked with Mr. Dahn since 1983 and has coordinated the capital raise of more than $200 million in equity for private placement offerings. Ms. Naeve prepares detailed financial analysis for site development analysis, drafts and negotiates acquisition, partnership, loan, leasehold and management contracts and reports to owners and investors concerning specific performance, strategies and objectives for individual properties. Ms. Naeve has managed project acquisitions and developments including all aspects of the sales transaction, procurement and placement of construction, permanent and refinance lending of portfolio properties. Loan originations under her leadership are in excess of $200 million. Her skills include the creation and implementation of contract administration procedures and budget analysis tools used in the corporate office for the construction of storage facilities throughout the country, as well as ongoing capital improvement and maintenance projects for the current asset management portfolio. Ms. Naeve holds a Bachelor of Arts degree from the University of California at Irvine and an MBA from the University of Southern California.