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Read Full ReportMandatory regulatory disclosures, securities offering parameters under SEC Rule 506(c), real estate entity ownership structures, and performance reporting standards governing Otima Investments, LLC.
Certain investment opportunities described on this Site may involve offers and sales of securities by one or more Investment Entities in reliance on exemptions from registration under the Securities Act of 1933, as amended (the “Securities Act”), including Rule 506(c) of Regulation D. This Site may include general solicitation or general advertising regarding such opportunities.
Any offer or solicitation of an investment opportunity will be made only through the applicable private placement memorandum, subscription agreement, operating agreement or limited partnership agreement, and other definitive offering materials (collectively, the “Offering Documents”). The Offering Documents will control in the event of any inconsistency with information on this Site.
Securities may be sold only to investors who satisfy the eligibility requirements stated in the applicable Offering Documents. For offerings conducted under Rule 506(c), all purchasers must be accredited investors, as defined in Rule 501(a) of Regulation D, and the issuer must take reasonable steps to verify accredited-investor status before the applicable Investment Entity accepts a subscription or completes a sale.
The securities offered have not been registered under the Securities Act or the securities laws of any state and may not be offered or sold except pursuant to an available exemption from registration. Investments are speculative, illiquid, and involve substantial risk, including the possible loss of the entire investment.
Each real-estate investment opportunity is sponsored through a separate issuer, fund, limited liability company, limited partnership, or other special-purpose entity identified in the applicable Offering Documents (each, an “Investment Entity”). The applicable Investment Entity, and not Otima Investments, LLC or its principals in their individual capacities, will acquire, own, finance, operate, improve, lease, refinance, and/or dispose of the applicable property or properties, as described in the relevant Offering Documents.
OTIMA, its principals, and/or their affiliates may serve as manager, managing member, general partner, sponsor, property manager, asset manager, adviser, or service provider to an Investment Entity. The scope of their authority, compensation, expense reimbursements, ownership interests, co-investment, conflicts of interest, and governance rights vary by offering and are governed solely by the applicable Offering Documents. Neither OTIMA nor any principal is obligated to invest in, manage, or sponsor every opportunity presented on this Site.
Information regarding prior investments, acquisitions, dispositions, distributions, operating results, valuations, or other performance-related information is provided solely to describe the historical experience of OTIMA, its principals, and/or their affiliates, as specifically identified for each transaction. A principal’s involvement in a prior transaction may have been in a capacity different from the role that principal will have in a current or future OTIMA-sponsored investment.
Past performance is not indicative of future results, and there can be no assurance that any current or future investment will achieve results comparable to any prior investment. Historical returns, distributions, valuations, realized gains, unrealized gains, IRRs, equity multiples, cash yields, target returns, and projections may not reflect actual future performance and may not be representative of the experience of all investors. All investments involve risk, including the possible loss of principal.
Any performance information must be read together with the assumptions, calculation methodology, period covered, realized versus unrealized status, applicable fees and expenses, financing arrangements, and other limitations accompanying that information. Prospective investors should not rely on prior results as a prediction of future performance.
Certain statements on this Site are forward-looking, including statements about market conditions, target returns, target cap rates, target cash yields, targeted portfolio allocations, projected distributions, and anticipated investment activity. Forward-looking statements are based on assumptions that may prove incorrect, involve known and unknown risks, and are not guarantees of future performance or results.
Actual results may differ materially from those expressed or implied. OTIMA undertakes no obligation to update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.
The Site is provided for general informational purposes only. The Site does not provide investment, legal, tax, accounting, or other professional advice, and nothing on the Site constitutes a recommendation, endorsement, or solicitation to acquire any security, real estate asset, or investment strategy.
Neither Otima Investments, LLC nor its affiliates provides tax advice or represents that any investment will produce a particular investment, tax, or other result. Prospective investors should consult their own legal, tax, accounting, financial, and other professional advisers prior to committing capital.
References to principal or firm co-investment indicate that OTIMA principals or affiliated entities invest capital alongside limited partners under defined terms for specific deal structures. The percentage, terms, seniority, fee structure, promote interest, expense reimbursements, and potential conflicts of interest for any co-investment are set forth exclusively in the definitive Offering Documents for each offering.
Securities Regulatory & Institutional Governance
801 Indianola St, Suite 1
San Antonio, TX 78210, United States
investorrelations@otimainvestments.com
Official Site: www.otimainvestments.com