MT HELIX REAL ESTATE INVESTMENT FUND Re-Building Communities.

MT HELIX REAL ESTATE INVESTMENT FUND Re-Building Communities

MT HELIX REAL ESTATE INVESTMENT FUND OVERVIEW Our Mission: Locate, rehabilitate and provide communities with quality affordable housing Rebuild neighborhoods that have been negatively affected by the economic downturn Our Team: Senior management team with extensive operational experience Nationwide experience to create a local team from a centralized base Our Mission: Locate, rehabilitate and provide communities with quality affordable housing Rebuild neighborhoods that have been negatively affected by the economic downturn Our Team: Senior management team with extensive operational experience Nationwide experience to create a local team from a centralized base

MT HELIX REAL ESTATE INVESTMENT FUND OVERVIEW Our Philosophy: A rising tide lifts all boats Work with local Community Development Corporations and other various governmental agencies to locate, purchase and rehabilitate single family housing into rentable properties What we look for in a Community: Opportunities which add value to homes in centrally located transitional Metropolitan Statistical Areas (MSAs) with relatively high population demand at their core Regional employer diversification Areas for Long Term Investments Our Philosophy: A rising tide lifts all boats Work with local Community Development Corporations and other various governmental agencies to locate, purchase and rehabilitate single family housing into rentable properties What we look for in a Community: Opportunities which add value to homes in centrally located transitional Metropolitan Statistical Areas (MSAs) with relatively high population demand at their core Regional employer diversification Areas for Long Term Investments

Indianapolis, IN Housing & Income Overview 2000 The Overbuilt Era Construction and creation of more than 10,000 units that were not absorbed 2009 Record national economic downturn, job loss, home value losses 10,901 vacant housing units for a 10.1% vacancy Net absorption of units = 1,224 Asking rent change of -0.8% 38,760 less jobs than 2007 2010 More than 20,000 vacant homes in the city 2,000 homes demolished - more homes slated for demolition 8,813 on market vacant housing units for a 8.0% vacancy rate Net housing unit absorption = 3,512 Asking rent change 1.8% Increase in employment of 4,340 jobs 2012 Mt. Helix targeted acquisition of affordable housing reducing the vacant abandoned housing count Clustered home purchase in groups of 40 50 homes proven to increase home values up to 5% 2013 (F) Vacant units down to 4.7% or approximately 5.363 units Asking Rent change of 0.8% Net absorption of units 2,312 Population growth of approximately 43,330 people Job increase from 2012 of approximately 18,860 more jobs Statistics 247Wall Street.com Cassidyturly.com Apartment Research Market Report Marcus & Millichap

2013 Forward While home prices have had moderate increases, rent prices have increased more than 5% Loan Requirements still stringent for home ownership Increase in Household formation of 18-34 age group Affordable Housing Demand Employment rates are up adding approximately 10,000 new jobs in 2012 Employment 2012 13 apartment construction on the rise for Class A units Approx. 2,800 apartment units on line in 2012 Construction Vacancy projected to decline from 2012 2016 Vacancy rate expected below 5.5% by 2013 year end Absorption Current housing trends indicate that rents will continue to increase, creating a greater need for affordable housing Housing & Demographics More than 10,000 vacant single family homes are scheduled for demolition in the city/county Mt. Helix looking to acquire clusters of homes in specific areas (4050 at a time) reducing the negative affects of vacant, abandoned homes Reversing Vacant Housing Trend

MANAGEMENT TEAM Profile A team of seasoned professionals with extensive national real estate experience. A depth of knowledge in creating sustainable neighborhoods with diversity of development. A senior management team with an average of 25+ years of industry related experience. Proven professional commitment to rehabilitating communities into sustainable neighborhoods. Joe Nelson Chief Executive Officer Steven J. Lifton President Ted Miller Vice President Mark Silver Chief Operating Officer Jim McCormick Controller Community Building / Rehabilitation Private Real Estate Development Financial Investment Specialists City / Urban Planning Redevelopment Operations A team of seasoned professionals with extensive national real estate experience. A depth of knowledge in creating sustainable neighborhoods with diversity of development. A senior management team with an average of 25+ years of industry related experience. Proven professional commitment to rehabilitating communities into sustainable neighborhoods. Joe Nelson Chief Executive Officer Steven J. Lifton President Ted Miller Vice President Mark Silver Chief Operating Officer Jim McCormick Controller Community Building / Rehabilitation Private Real Estate Development Financial Investment Specialists City / Urban Planning Redevelopment Operations

MANAGEMENT TEAM Profile National Investment Management Experienced in acquisitions, dispositions, financing and restructuring of real estate assets Investment Management Experience of more than: $2 Billion+ in assets 42,000 multifamily units 8,400 hotel rooms 5 million sq. ft. of comm. Space Instituting programs to convert rental properties to home ownership Operations National residential management specialists Skilled in both new and redevelopment project operations Reporting Financial and cash management expertise, forecasting, budgeting and analysis Expertise in creating and directing employee management and training programs Community Philanthropy Participation in local CDC programs fostering education to assist residents in securing housing and employment National Investment Management Experienced in acquisitions, dispositions, financing and restructuring of real estate assets Investment Management Experience of more than: $2 Billion+ in assets 42,000 multifamily units 8,400 hotel rooms 5 million sq. ft. of comm. Space Instituting programs to convert rental properties to home ownership Operations National residential management specialists Skilled in both new and redevelopment project operations Reporting Financial and cash management expertise, forecasting, budgeting and analysis Expertise in creating and directing employee management and training programs Community Philanthropy Participation in local CDC programs fostering education to assist residents in securing housing and employment

MT HELIX Commitment to Community Our strategy: Strategic Purchase of multiple single family homes in affordable neighborhoods with the guidance from local government and non- profit agencies Renovation of each home Hold the homes in a rental portfolio Institute programs with local non-profit agencies to make a portion of the homes available for tenants to purchase Restrict sales to owner-occupants for a minimum of the first three years

MT HELIX Commitment to Community Stabilizing neighborhoods with Urban Revitalization creates sustainable futures By renovating and revitalizing single family housing in areas of concentrated vacant structures Mt. Helix creates housing that is: Safe Affordable Desirable Our housing first programs: Generate Tax Revenues for city programs that will benefit the overall community Remove unsightly homes that attract illegal activities

MT HELIX Commitment to Community By creating safe housing, Mt. Helix starts a cycle of success by aiding in the creation of community neighborhoods that work. Renovating houses creates new jobs Management Construction Administrative Continued development of Private / Public Partnerships to create positive change in struggling communities enables local entities to realize the benefits: Economic growth and stability Increased public safety Development of individual and community self-esteem Sustainable futures

Neighborhoods that Work The Multiplier Effect Where private entrepreneurs are able to invest in community businesses that will serve new residents the results are communities that work. New job creation Increased circulation in specific neighborhoods Access to opportunity Renewed hope

The Results Building Self Esteem through Safe Housing For decades the Martindale-Brightwood community has struggled to escape the shadow of abandoned factories, Brownfields, toxic environments and aging and abandoned homes. Partnerships like the one we have entered into with Mt. Helix Real Estate Investment Fund make it possible to realize a more sustainable and strategic approach to transforming our neighborhoods and helping our residents become powerful symbols of hope. Josephine Rogers Executive Director of the Martindale Brightwood Community Development Corporation

The Results Addresses of Rented & Renovated Bed/Bath 1137 W 32nd Street - 462082/1 1233 W 32nd Street -462082/1 1319 W 34th Street - 462083/1 1327 W 32nd Street - 462081/1 1347 W 32nd Street - 462082/1 1350 W #32nd Street - 462083/1 2242 Hovey - 462183/1 2269 LaSalle - 462183/1 2271 LaSalle -462183/1 2301 Columbia -462183/1 2301 LaSalle - 462183/1 2302 N LaSalle - 462183/2 2302 Parker - 462183/1 2305 Adams - 462183/1 2307 Columbia - 462183/1 2309 LaSalle 462183/1 2311 Adams - 462183/1 2313 Adams - 462183/1 2317 Adams - 462183/1 2317 Coyner - 462183/1 2317 Dearborn - 462183/1 2319 Coyner - 462183/1 2321 N Adams - 462183/1 2322 Adams - 462183/1 2326 LaSalle - 462183/1 2351 Gale - 462183/1 2356 Wheeler - 462183/1 2363 Olney - 462183/1 2367 Stuart - 462183/1 2370 Adams - 462183/1

The Results Addresses of Rented / Renovated Bed/Bath 2379 Adams - 462183/1 2403 Gale - 462183/1 2408 Gale - 462183/1 2410 Adams -462183/1 2411 N Hovey - 462183/1 2438 Stuart - 462183/1 2442 Stuart - 462183/1 2450 Dearborn - 462183/1 2520 Station -3/1 2531 Gale - 462183/1 2601 Station - 462183/1 2612 Station - 462183/1 2621 Dearborn - 462183/1 2712 N Gale - 462183/1 2721 Adams -3/1 2722 N Gale -462183/1 2738 Gale - 462183/1 2742 Gale - 462183/1 2745 Columbia - 462183/1 2746 Columbia - 462183/1 2804 Adams -3/1 2809 Olney 462183/1 2815 Olney 462183/1 2837 Olney - 462183/1 2865 Adams - 462183/2 2877 LaSalle -462183/1 2907 Olney - 462183/1 2910 Brookside -462183/1 2910 Gale - 462183/1 291Stuart - 462183/1

The Results Addresses of Rented & Renovated Bed/Bath Currently Under Renovation Currently under Renovation 3105 Priscilla 865 Roeche 3605 N ButlerAve 3601 Euclid Ave 415 Jefferson 9602 E 39th 2318 N Capitol 2320 N Capitol 2318 Sugar Grove 2320 Sugar Grove 4528 Norwaldo 4501 Dearborn 1938 Kildare 3014 Olney 2926 Stuart - 462183/1 2961 N Gale - 462183/1 3365 Wallace - 462182/1 3426 E 25th - 462183/1 3632 N Butler -462182/1 4018 E 11th - 462012/1 4020 E 11th - 462012/1 433 S Keystone - 462012/1 4535 Evanston - 462402/1.5

The Results Mt. Helix Real Estate Investment Fund & Martindale Brightwood Community Development Corporation Private/Public Partnership at work. Mt. Helix invests in the future by dedicating 5% of their properties in the Martindale Brightwood CDC area of influence to participate in a Rental Credit Program which allows for: Rental credits for qualified participants of up to 10% of the purchase price be set aside for a down payment. The vision of this REACH Home Buyers Club is to assist first-time homebuyers in every way possible to become successful homebuyers and to engage them in the improvement of their community. To empower the community through employment the partnership of Mt. Helix and MBCDC makes available opportunities for job readiness training graduates to access all levels of skilled and non-skilled labor jobs within the Mt. Helix organization.

The Commitment at Work Renovated and Rented

The Commitment at Work Before Renovation After Renovation

The Commitment at Work Before Renovation 1137 W. 32 nd St. After Renovation

The Commitment at Work Before Renovation After Renovation 1350 W. 32 nd St.

The Commitment at Work Before Renovation After Renovated 1319 W. 34 th St.

The Commitment at Work Before Renovation After Renovated 1233 W. 32 nd St.

The Commitment at Work Before Renovation After Renovated 1327 W. 32 nd St.

The Commitment at Work Before Renovation After Renovated

The Commitment at Work Under Renovation

MT HELIX REAL ESTATE INVESTMENT FUND Community Mt. Helix Real Estate Investment Fund has established Indianapolis as their Mid - Western operations center for their Ohio River Valley Community Revitalization Efforts. We are committed through a public/private partnership approach to lend our financial resources and personnel to focus our attention to enable the renewal of neighborhoods.

Forecast 2013 Rental demand is expected to remain brisk due to: Economic and demographic shifts in the marketplace Stringent loan requirements will continue to serve as a hindrance for some prospective first-time single family homebuyers New households head by the 18-34 year old population will continue to increase Vacancy is expected to decline with a historically high absorption through 2016 Asking rents are anticipated to grow with effective rents increasing as much as 5.9% The demand for affordable single family housing will remain strong Statistics 247Wall Street.com Cassidyturly.com Apartment Research Market Report Marcus & Millichap

MT HELIX REAL ESTATE INVESTMENT FUND Re-Building Communities.

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