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SMI Fund Management
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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Portfolio Archives: Offerings

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Legacy Fund

Offerings, SMI Legacy FundBy KellyAugust 20, 2026

OPEN

  • Long-term Real Estate Investment Opportunity
  • Invest cash
  • Contribute existing real estate on a tax deferred basis, i.e. similarly to a 1031 Exchange
  • Investing provides the four economic benefits of real estate ownership
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Coming Soon

OfferingsBy Josh HuhnAugust 20, 2026
  • Large Student Housing Development Project
  • Commencement planned for 2027
Stadium View
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Stadium View

OfferingsBy Josh HuhnAugust 20, 2026

CLOSED

  • 693 SW 15th Avenue, Corvallis
  • 70-Unit Student Housing Development Project
  • Commenced in 2026
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Selma Apartments

OfferingsBy Lewis Media GroupJanuary 5, 2026

CLOSED

  • 361 E 14 th Ave Eugene
  • 20-Unit Apartments
  • Acquired in 2025
SMI Fund Management - Davis St Apartments
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Davis Street Apartments

OfferingsBy Alissa CantoFebruary 7, 2025

CLOSED

  • 346 SE Davis St. Dallas
  • 12-Unit Apartment Complex/
  • Acquired in 2023
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Hickory Lake Apartments, LLC

OfferingsBy KellyOctober 27, 2023

CLOSED

  • 60 Units New Construction with Diverse Unit Mix
  • 5‑Year Targeted Holding Period (Q1 2024 – Q4 2028)
  • $50,000 Minimum Investment
© 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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