Building Profits With Private REITs

USA REIT Markets Seed Round
New York, NY, USA

Market Opportunity
Investment
Timing Edge
Strategy
Financial Projections
Leadership Team
Traction
Gallery

Market Opportunity & Competitive Positioning

Massive Underserved Market

$22 Trillion U.S. commercial real estate market
$100 Billion+ annual 1031 exchange transactions with limited digital solutions
$1.3 Trillion private CRE funds AUM with growing secondaries demand
$11.8 Trillion projected retail alternatives allocation by 2030
<$10 Billion current private CRE secondaries market (nascent and underserved)

Direct Competitive Advantages vs. Named Competitors

Competitor

USA REIT Advantage

EquityMultiple

Integrated secondaries + 1031 facilitation vs. limited secondary market

RealtyMogul

RegA+ immediate liquidity vs. traditional holding periods

Cadre

Accessible minimums + comprehensive 1031 services vs. high minimums

CrowdStreet

Full secondary trading infrastructure vs. no integrated secondaries

Unique Market Position

Dual Regulatory Framework - RegA+ (immediate liquidity) and RegD (90-day minimum) offering flexibility

1031 Exchange Specialization - End-to-end facilitation including DST products and secondaries

Complete Secondary Trading Solution - Regulated ATS partnerships where competitors are absent

Global Investor Access - Both accredited and foreign investor capabilities

Leadership Team & Strategic Partnerships

Strategic Infrastructure Network

Bryan Smith

Founder & CEO

30+ years commercial real estate experience

Founded Capital Engine® – $750M+ capital raised across 100+ deals

Deep expertise in RegA+, RegD, and 1031 exchange regulations

Laura Pamatian

Chief Operating Officer

30+ years commercial real estate experience

Founded Capital Engine® – $750M+ capital raised across 100+ deals

Deep expertise in RegA+, RegD, and 1031 exchange regulations

Blockchain Partners: Enterprise tokenization and smart contract capabilities
Regulatory Partners: Registered broker-dealer and ATS partnerships
1031 Network: Qualified intermediaries and DST sponsor relationships
Legal Partners: Top securities and blockchain law firms

Investment Highlights

USA REIT is the first comprehensive platform combining Regulatory compliant tokenization, dual regulatory frameworks (RegA+/RegD), integrated 1031 exchange facilitation, and regulated secondary trading for commercial real estate investments.

Key Value Propositions

Proven Technology Platform with $750M+ capital raised through Capital Engine®
Dual Regulatory Leadership via proprietary RegA+ (immediate liquidity) and RegD frameworks with broker-dealer/ATS partnerships
Integrated 1031 Exchange Specialization capturing $100B+ annual transaction market
Complete Secondary Trading Solution where competitors have significant gaps
Strong Financial Trajectory with 56% CAGR projected over 3 years across multiple revenue streams
Experienced Team with 30+ years CRE and proven fintech execution

Investment Terms

Series Seed Preferred Stock

Raise Amount: $2,000,000
Pre-Money Valuation: $3,000,000
Post-Money Valuation: $5,000,000
Price Per Share: $1.00
Security Type: Series Seed Preferred Stock with standard venture terms

Key Terms

Board Composition: Founder majority with investor representative
Anti-Dilution: Standard weighted average protection
Liquidation Preference: 1x non-participating preferred

Perpetual Financing Strategy

See Capital Engine perpetual financing strategy for table

Business Model & Enhanced Financial Projections

Diversified Revenue Streams

Primary Markets (54-60% of revenue)
- Capital raising fees from RegA+ and RegD offerings (5% success fee)
- Marketplace listing fees ($5K-$10K per listing)
- Broker-dealer partnership revenue
Secondary Trading & 1031 Services (15-20% of revenue)
- Secondary trading commissions (0.5-2% transaction fees)
- 1031 exchange facilitation ($5K-$10K per transaction)
- Secondary market listing fees
Fund Management (25-30% of revenue)
- Recurring management fees (1.25-1.5% annually)
- One-time commitment fees (1.5-3.5%)
- Fund-level promote participation

Financial Projections with Enhanced Revenue

Year	Total Revenue	Primary Markets	Secondary/1031	Fund Management	Growth
2025	$4.7M	$2.6M (55%)	$0.7M (15%)	$1.4M (30%)	Foundation
2026	$7.8M	$4.6M (59%)	$1.4M (18%)	$1.8M (23%)	+66%
2027	$11.5M	$6.8M (59%)	$2.3M (20%)	$2.4M (21%)	+47%
3-Year CAGR: 56% with path to profitability by H2 2026

Unit Economics & Market Capture

1031 Exchange Market: $100B+ annual volume, targeting 0.1% capture = $100M+ platform volume
Secondary Trading: Growing from nascent <$10B market with first-mover advantage
Customer Acquisition Cost: Low due to Capital Engine® network and strategic partnerships
Lifetime Value: High through recurring transactions and cross-platform usage

Building Images

No Video available

Why Now? Competitive Timing Advantage

Market Convergence

Institutional Validation - Major financial institutions entering tokenized real estate
Regulatory Clarity - Regulatory providing clearer RegA+ and tokenization guidance
1031 Market Evolution - $100B+ annual market lacks comprehensive digital solutions
Secondary Market Gap - Competitors absent from growing liquidity demand

First-Mover Window Closing

Regulatory Moat through established dual-framework compliance
Technology Barriers requiring 12-18 months for competitors to replicate
Network Effects building through Capital Engine® relationships
1031 Market Capture before larger platforms enter specialized services

Competitive Protection

Dual regulatory compliance creates significant barriers to entry
Integrated 1031 + secondaries requires complex partnership development
ATS partnerships limited and require extensive regulatory approval
Capital Engine® foundation provides immediate operational advantage

Next Steps

Immediate Opportunities

Schedule comprehensive platform demonstration including RegA+, RegD, and secondary trading
Review detailed financial model with enhanced revenue streams
Access data room with dual regulatory compliance documentation
Meet with team and strategic partners for deeper due diligence

Timeline

Weeks 1-2: Platform demos and regulatory framework review
Weeks 3-4: Due diligence including competitive analysis validation
Weeks 5-6: Legal documentation and closing process

No document found

Technology & Strategic Infrastructure

Dual Regulatory Compliance Advantage

RegA+ Framework
- Immediate liquidity for investors (no holding period)
- Marketing to non-accredited investors permitted
- Up to $75M raised annually per offering
- Competitive advantage over RegD-only platforms
RegD Framework
- 90-day minimum holding period
- Accredited investor focus
- Unlimited raise potential
- Faster time to market

Institutional-Grade Infrastructure

Blockchain & Tokenization
- Strategic partnerships providing enterprise blockchain technology
- Smart contract automation for cap table management and distributions
- Institutional custody and wallet integration
Regulatory Compliance & Trading
- Registered broker-dealer partnerships enabling compliant capital raising
- ATS (Alternative Trading System) partnerships for regulated secondary trading
- Only compliant infrastructure for institutional-scale tokenized real estate
1031 Exchange Specialization
- End-to-end 1031 exchange facilitation and DST product integration
- Secondary market for 1031 exchange investors seeking liquidity
- Partnership network with qualified intermediaries and DST sponsors

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Traction

Traction & Market Validation

Proven Platform Foundation

$750M+ total capital raised through Capital Engine® platform
$650M current deal pipeline across various asset classes
100K+ investor network (accredited and foreign) already established
20+ real estate sponsors pre-onboarded for platform launch

Regulatory & Market Validation

Dual regulatory frameworks operational (RegA+ and RegD)
ATS partnerships providing compliant secondary trading infrastructure
1031 facilitator network established for immediate transaction processing
Institutional adoption validation from BlackRock, JPMorgan, Goldman Sachs

Competitive Market Intelligence

EquityMultiple, RealtyMogul, Cadre, CrowdStreet lack integrated secondaries
No competitor offers comprehensive 1031 + secondaries + dual regulatory frameworks
Market timing optimal as institutions validate tokenized real estate

Use of Funds - $2 Million Raise

Platform Development & Technology (30% - $600K)

Dual regulatory framework integration and compliance automation
Secondary trading infrastructure and ATS integration
1031 exchange facilitation technology and partner integrations
Blockchain infrastructure scaling and smart contract audits

Market Expansion & Customer Acquisition (30% - $600K)

1031 facilitator and DST sponsor network expansion
Secondary market liquidity provider onboarding
Investor acquisition across RegA+ and RegD frameworks
Strategic partnership development and integration

Regulatory & Compliance Infrastructure (20% - $400K)

Enhanced dual regulatory compliance systems
1031 exchange qualified intermediary partnerships
Secondary trading compliance and ATS integration costs
Ongoing regulatory monitoring across multiple frameworks

Team Expansion & Operations (20% - $400K)

1031 exchange specialists and compliance officers
Secondary trading operations and market making
Engineering talent for platform scaling
Working capital and strategic reserves

Why Now? Competitive Timing Advantage

Market Convergence

Institutional Validation - Major financial institutions entering tokenized real estate
Regulatory Clarity - Regulatory providing clearer RegA+ and tokenization guidance
1031 Market Evolution - $100B+ annual market lacks comprehensive digital solutions
Secondary Market Gap - Competitors absent from growing liquidity demand

First-Mover Window Closing

Regulatory Moat through established dual-framework compliance
Technology Barriers requiring 12-18 months for competitors to replicate
Network Effects building through Capital Engine® relationships
1031 Market Capture before larger platforms enter specialized services

Competitive Protection

Dual regulatory compliance creates significant barriers to entry
Integrated 1031 + secondaries requires complex partnership development
ATS partnerships limited and require extensive regulatory approval
Capital Engine® foundation provides immediate operational advantage

Next Steps

Immediate Opportunities

Schedule comprehensive platform demonstration including RegA+, RegD, and secondary trading
Review detailed financial model with enhanced revenue streams
Access data room with dual regulatory compliance documentation
Meet with team and strategic partners for deeper due diligence

Timeline

Weeks 1-2: Platform demos and regulatory framework review
Weeks 3-4: Due diligence including competitive analysis validation
Weeks 5-6: Legal documentation and closing process

Full Name

abc@gmail.com

Phone Number

By sending you agree to USA REIT's Terms & Conditions

Invest Summary

Deal Type: Investment
Sponsor: USA REIT Markets
Minimum Investment: $20,000
Raise Amount: $1,000,000
Post-Money Valuation: $5,000,000
Price Per Share: $1.00 (20% discount)
Deal pipeline: $650 million+
Targeted Exit: Potential 20x return (2027)

Contact Investor Relations

USA REIT Markets Seed Round

Market Opportunity & Competitive Positioning

Massive Underserved Market

Direct Competitive Advantages vs. Named Competitors

Unique Market Position

Leadership Team & Strategic Partnerships

Strategic Infrastructure Network

Bryan Smith

Laura Pamatian

Investment Highlights

Key Value Propositions

Investment Terms

Business Model & Enhanced Financial Projections

Diversified Revenue Streams

Financial Projections with Enhanced Revenue

Unit Economics & Market Capture

Building Images

No Video available

Why Now? Competitive Timing Advantage

Market Convergence

First-Mover Window Closing

Competitive Protection

Next Steps

Immediate Opportunities

Timeline

No document found

Technology & Strategic Infrastructure

Dual Regulatory Compliance Advantage

Institutional-Grade Infrastructure

Traction & Market Validation

Proven Platform Foundation

Regulatory & Market Validation

Competitive Market Intelligence

Use of Funds - $2 Million Raise

Platform Development & Technology (30% - $600K)

Market Expansion & Customer Acquisition (30% - $600K)

Regulatory & Compliance Infrastructure (20% - $400K)

Team Expansion & Operations (20% - $400K)

Why Now? Competitive Timing Advantage

Market Convergence

First-Mover Window Closing

Competitive Protection

Next Steps

Immediate Opportunities

Timeline