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721 Exchange, a tax-deferred, non-taxable transfer that allows property owners to contribute properties into a fund in exchange for shares.
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Author Archives: Kelly

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NewsBy KellyApril 15, 2024

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NewsBy KellyApril 15, 2024

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SMI Fund Management - Orchards Commerce - 5500 NE 109th Ct. Vancouver, WA
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Orchard’s Commerce

Past ProjectsBy KellyApril 10, 2024
  • 5500 NE 109th Ct. Vancouver
  • Retail Center
  • Acquired in 2020
  • Original Purchase Price: $4,000,000
  • Estimated Value: $6,500,000
SMI Fund Management - Vista Terrace - 606 NE Polk St. Roseburg, OR
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Vista Terrace

Past ProjectsBy KellyApril 10, 2024
  • 606 NE Polk St., Roseburg
  • 56-Unit Apartment Complex
  • Acquired in 2020
  • Original Purchase Price: $3,600,000
  • Estimated Value: $8,000,000
SMI Fund Management - Beavercreek Meadows - 26701 Stark St. Troutdale, OR
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Beavercreek Meadows

Past ProjectsBy KellyApril 10, 2024
  • 26701 Stark St. Troutdale
  • 41-Unit Apartment Complex
  • Acquired in 2022
  • Original Purchase Price: $8,600,000
  • Estimated Value: $9,500,000
SMI Fund Management - 7th Lebanon - 2057 S 7th St. Lebanon, OR
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7th Lebanon

Past ProjectsBy KellyApril 10, 2024
  • 2057 S 7th St. Lebanon
  • 16-Unit Apartment Complex
  • Acquired in 2022
  • Original Purchase Price: $1,680,000
  • Estimated Value: $2,000,000
SMI Fund Management - Fisher Park - 4370 Fisher Rd. NE, Salem, OR
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Fisher Park

Past ProjectsBy KellyApril 10, 2024
  • 4370 Fisher Rd. NE, Salem
  • 26-Unit Apartment Complex
  • Built in 2023
  • Total Build Cost: $5,200,000
  • Estimated Value: $7,800,000
SMI Fund Management - The Vicinity - 1445 SW A Ave, Corvallis, OR 97333
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The Vicinity

Past ProjectsBy KellyFebruary 23, 2024
  • 1445 SW A Ave, Corvallis
  • 101-unit apartment complex
  • Acquired in 2022
  • Purchase Price: $15,100,000
  • Original Gross Income: $1,273,140
  • Current Gross Income: $1,982,820
SMI Fund Management - Martha Washington Apartments - 302 S Monmouth Ave, Monmouth, OR 97361
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Martha Washington Apartments

Past ProjectsBy KellyFebruary 23, 2024
  • 302 Monmouth Ave S Monmouth
  • 15-unit apartment complex
  • Purchase Price: $1,825,000
  • Original Gross Income: $165,460
  • Current Gross Income: $228,300
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© Copyright SMI Fund Management. This website is for informational purposes only and does not constitute an offer or solicitation to sell shares or securities in the Company or any related or associated company. All offers and sales of any securities will be made only to Accredited Investors through a Confidential Private Placement Memorandum and any exhibits and attachments thereto (collectively, the “PPM”). This communication is not the PPM, and is not intended nor shall it be construed to be an offer to sell any securities. No PPM will be presented to you unless and until SMI Fund Management has first been able to validate your status as an Accredited Investor. Prior to subscribing, each investor must receive, read and fully understand the PPM which contains important disclosures, financial assumptions and risk factors, including, but not limited to, those risks set forth in the section of the PPM entitled “Risk Factors.” Past performance of SMI Fund Management’s sponsored investments may not be indicative of future results. (hyperlink) Website and Investor Portal-Terms of Use
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