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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

Portfolio - SMI Fund Management - 620 SW 2nd Ave, Corvallis
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620 SW 2nd Ave, Corvallis

GeneralBy KellyJune 7, 2023
  • 7‑unit multifamily
  • Year acquired: 2023
  • Contributed value: $920,000
Portfolio - SMI Fund Management - 1607 S 9th St, Lebanon
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1607 S. 9th St. Lebanon

GeneralBy KellyJune 7, 2023
  • 14-unit garden style multifamily
  • Year acquired: 2023
  • Contributed Value: $2,240,000
Portfolio - SMI Fund Management - 1860 4th St NE, Salem
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1860 4th St. NE. Salem

By KellyJune 7, 2023
  • SOLD
  • Single Family Home
  • Year acquired: 2023
  • Contributed value: $302,000
Portfolio - SMI Fund Management - 1605 SE Tudor, Albany
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1605 SE Tudor, Albany

By KellyJune 7, 2023
  • SOLD
  • Single Family Home
  • Year acquired: 2023
  • Contributed value: $312,500
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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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