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We provide institutional-quality U.S. real estate investment opportunities for private wealth, family offices, and wealth management partners.

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Tailored investment solutions and transparent access to income-generating private market assets.

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Explore a diversified portfolio of income-producing retail, healthcare, and multifamily assets across high-growth U.S. markets.

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Institutional Legal Framework

Terms of Use

These Terms of Use govern your access to and use of this website, outlining mutual obligations, electronic communication consents, and governing legal parameters established by Otima Investments, LLC.

Regulatory DisclosuresTerms of UsePrivacy Policy
Entity:Otima Investments, LLC
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Jurisdiction:Bexar County, Texas, USA
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Last Revised:September 18, 2026
Index of Terms8 Sections
01Acceptance of Terms02Electronic Transactions & Disclosures03Intellectual Property & Trademarks04No Advisory Relationship05Entire Agreement06Governing Law, Forum & Jury Waiver07Waiver & Severability of Terms08Inquiries & Legal Notice
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Otima Investments, LLCCompliance & Governance
01

Acceptance of Terms

By accessing or using our website at www.otimainvestments.com, including any related subdomains, portals, and digital services (collectively, the “Site”), you agree that you have read, understood, and agreed to be bound by these Terms of Use and all terms incorporated herein by reference, as they may be amended from time to time in the future.

If you do not agree to all of these Terms of Use, do not access or use the Site. The Site is operated by Otima Investments, LLC ("the Company", "OTIMA", "we", "us", or "our").

02

Consent to Electronic Transactions and Disclosures

The decision to do business with Otima Investments, LLC and our affiliates electronically is yours. This provision informs you of your rights concerning regulatory and transactional disclosures. As part of doing business with the Company and our affiliated Investment Entities, you consent to our providing you certain disclosures electronically, either via our Site or to the email address you submit through our inquiry forms or investor portals.

Electronic communications may include notices of annual meetings, investment updates, quarterly reports, distribution notices, Form K-1 notifications, and regulatory disclosures required under federal and state securities laws.

03

Intellectual Property & Trademarks

You herein acknowledge, understand, and agree that all of the Company’s trademarks, copyrights, trade names, service marks, logos, brand features, architectural designs, market reports, case studies, and proprietary methodologies are and shall remain the exclusive intellectual property of Otima Investments, LLC and its licensors.

You agree not to display, copy, reproduce, reverse engineer, or use in any manner the Company’s logos or marks without prior written authorization from our managing principals.

04

No Advisory Relationship

Nothing on the Site constitutes investment, financial, legal, tax, or accounting advice. Prospective investors should consult their own professional advisers.

Institutional Disclaimer

No Fiduciary Duty: Mere access to or utilization of the Site does not create an investment advisory, broker-dealer, or fiduciary relationship between you and Otima Investments, LLC. Any investment decision must be made solely on the basis of the applicable definitive Offering Documents, including private placement memorandums and subscription agreements.

05

Entire Agreement

These Terms of Use constitute the entire agreement between you and the Company with respect to your browsing and use of this website. You may also be subject to additional terms and conditions that apply if you elect to invest in an offering sponsored by an Investment Entity, in which case the applicable Offering Documents shall supersede these Terms of Use in the event of any conflict.

06

Governing Law, Forum & Jury Waiver

By mutual agreement, the relationship between the parties shall be governed exclusively by the laws of the State of Texas without regard to its conflict of law provisions. Any and all claims, causes of action, or disputes arising out of or relating to these Terms of Use shall be filed exclusively within the state courts situated in Bexar County, Texas, or the U.S. District Court for the Western District of Texas located in San Antonio, Texas.

Mandatory Jury Trial Waiver

TO THE FULLEST EXTENT PERMITTED BY LAW, YOU HEREBY IRREVOCABLY WAIVE YOUR RIGHT TO A TRIAL BY JURY WITH RESPECT TO ANY CLAIM, ACTION, OR PROCEEDING, DIRECTLY OR INDIRECTLY, ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE USE OF THE SITE.

07

Waiver & Severability of Terms

Should the Company fail to exercise or enforce any right or provision of these Terms of Use, such failure shall not constitute a waiver of such right or provision. If any provision is found by a court of competent jurisdiction to be invalid, the parties agree that the court should endeavor to give effect to the parties’ intentions as reflected in the provision, and the remaining provisions shall remain in full force and effect.

08

Inquiries & Formal Legal Notice

Please report any violations of these Terms of Use, or direct formal compliance inquiries to our legal team:

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Otima Investments, LLC

Corporate Legal & Investor Relations

Corporate Office

801 Indianola St, Suite 1
San Antonio, TX 78210, United States

Investor Relations & Compliance

investorrelations@otimainvestments.com
Website: www.otimainvestments.com

For regulatory disclosures, see Regulatory Disclosures.

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Contact

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©2026 OTIMA Investments LLC. All rights reserved.

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Otima Investments, LLC (“Otima Investments,” “we,” “us,” or “our”) operates this website, www.otimainvestments.com (the “Site”), and may be contacted via email at investorrelations@otimainvestments.com. By accessing or using the Site, you acknowledge that you have read and agree to the Site’s Terms of Use and Privacy Policy.

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 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.

Past performance is not indicative of future results. Historical returns, distributions, target returns, projected returns, probability projections, valuations, IRR, equity multiples, cash yields, and other performance information may not reflect actual future performance. All investments involve risk and may result in partial or total loss of principal.

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Direct Access to OTIMA Principals

Get in Touch

Fill out the form below to connect directly with an OTIMA principal. No sales desk — just a conversation about alignment and real estate opportunities.

Investment opportunities may involve securities offered under Rule 506(c) of Regulation D. Offerings are made solely via definitive Offering Documents, and purchasers must be verified accredited investors before completing any subscription.

Notice at Collection: We collect your contact details solely to respond to your inquiry and deliver investor materials. We do not sell your personal data.Privacy Policy

Call Request Received

Thank you for reaching out. An OTIMA principal will review your information and reach out directly within 24 hours to confirm your call time.

INVESTOR MATERIALS

Request the investor materials

Leave your name and email and we will send the fund deck, terms and performance summary straight to your inbox.

Investment opportunities may involve securities offered under Rule 506(c) of Regulation D. Offerings are made solely via definitive Offering Documents, and purchasers must be verified accredited investors before completing any subscription.

Notice at Collection: We collect your contact details solely to respond to your inquiry and deliver investor materials. We do not sell your personal data.Privacy Policy

Materials on the way

Thank you for your interest. We will send the fund deck, terms and performance summary to the email provided shortly.

Regulatory Notice & Terms

Legal Disclosures & Regulatory Information

1. Important Securities Disclosure (Rule 506(c))

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 will be made only through definitive Offering Documents, which will control in the event of any inconsistency. For offerings conducted under Rule 506(c), all purchasers must be accredited investors (under Rule 501(a)), and the issuer must take reasonable steps to verify accredited-investor status before the applicable Investment Entity accepts a subscription or completes a sale.

2. Property Ownership and Management

Each real-estate investment opportunity is sponsored through a separate special-purpose entity (SPE, LLC or LP). The applicable Investment Entity, and not OTIMA Investments LLC or its principals in their individual capacities, will acquire, own, finance, operate, and dispose of the applicable property. OTIMA or its affiliates may serve as manager, sponsor, or service provider governed solely by the applicable Offering Documents.

3. Track Record and Prior Investment Experience

Information regarding prior investments, dispositions, or performance metrics is provided solely to describe historical experience in specific transactions. Past performance is not indicative of future results and does not guarantee comparable returns. All investments involve risk, including the possible loss of principal.

4. Forward-Looking Statements Notice

Statements regarding market conditions, target returns, cap rates, cash yields, and projected activity are forward-looking statements based on assumptions that may prove incorrect. Actual results may differ materially.

5. No Financial, Legal, or Tax Advice

The Site is provided for general informational purposes only and does not provide investment, legal, tax, or accounting advice. Prospective investors must consult their own independent professional advisers.

6. Co-Investment & Governance Alignment

References to co-investment indicate that principals invest capital alongside limited partners under defined terms. Compensation, fees, promote interests, and potential conflicts are governed solely by definitive Offering Documents.

Regulatory Notice & Privacy

Privacy Policy

OTIMA Investments LLC ("OTIMA") respects your privacy. This policy explains what personal information we collect through this website and how we use it.

1. Information We Collect

Through this website we collect only the information you voluntarily submit via our contact and download forms, such as your name, email address, phone number, and organization. We do not collect sensitive personal data through this website.

2. How We Use Your Information

The information you provide is used solely to respond to your inquiries, deliver the materials you request (such as the diligence pack or the portfolio), and schedule the calls you book. We do not sell, rent, or trade your personal information for commercial purposes.

3. Storage & Security

Requests submitted through the site are stored on secured infrastructure, and access is restricted to OTIMA principals and authorized personnel.

4. Cookies & Analytics

We store the consent preference required to remember your choice in your browser. Only if you select “Accept all” do we load Google Analytics 4 to measure aggregate visits and site usage. You may reject or change this choice at any time through “Cookie Preferences” in the footer. We do not use advertising cookies or Google Tag Manager in this implementation.

5. Your Rights

You may request access to, correction of, or deletion of your personal information at any time through the contact form available on this website.

Regulatory Notice & Terms

Terms of Use

These Terms of Use govern access to and use of this website, operated by OTIMA Investments LLC ("OTIMA").

1. Acceptance of These Terms

By accessing and using this website, you agree to these Terms of Use. If you do not agree with any of them, please refrain from using the site.

2. Intellectual Property

All content on this site — including text, graphics, logos, trademarks, reports, and downloadable materials — is the property of OTIMA Investments LLC or its licensors and may not be reproduced, distributed, or used without prior written authorization.

3. Third-Party Links

This site may contain links to third-party websites provided for convenience. OTIMA does not control those sites and assumes no responsibility for their content or practices.

4. Changes

OTIMA may update these Terms of Use at any time. The version published on this page supersedes previous versions, and continued use of the site constitutes acceptance of the current version.

5. Regulatory & Investment Disclosures

For our complete regulatory disclosures regarding Rule 506(c) securities offerings, track record metrics, property ownership, and risk factors, please review our Regulatory Disclosures.

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