The Midwest’s Premier Real
Estate Crowdfunding Platform
What is “Crowdfunding”?
 Crowdfunding is the practice of raising money through contributions
from many individuals, instead of just a few
 Crowdfunding allows accredited individuals to invest in a project in
exchange for equity — a fundraising technique legalized by the passing
of the Jumpstart Our Business Startups (JOBS) Act in 2012
 In amendment of the Securities and Exchange acts, the JOBS Act
allows for citizens around the country—and around the world—to
invest in businesses and products over the internet, as long as the
goods and services are offered in accordance with regulations set by
the SEC
 Regulations for equity crowdfunding platforms include:
 Transparency in company offerings, elimination of “bad actors,” and—the industry’s
current hot-topic—limiting investment opportunities to accredited investors
2
What’s an “Accredited Investor”?
 Title II of the JOBS Act specifies that only accredited investors can
invest in generally solicited projects and companies
 To be legally recognized as accredited, an investor must meet one of
the following criteria:
 Makes $200,000 a year as an individual
 Makes $300,000 a year as a household
 Has a net worth of $1 million, excluding their primary residence
 An estimated 8.6 million households meet SEC accreditation standards
 That number is expected to grow in 2015 following the final rulings
on Title III of the JOBS Act
 These changes are expected to legalize investments made by
currently non-accredited investors
3
Opportunity in Real Estate
Crowdfunding
 Presently, 3.7 million investors have at least $100,000 in securities and over 8
million people are qualified to invest under Title II; when the details of Title
III are finalized, roughly 230 million new individuals will be eligible to invest
 Industry experts believe Title III will be clarified by the SEC Fall 2015
 According to Forbes, the entrance of just 25,000 new investors to the
market will result in a $300 million dollar bump in invested funds
 It is further expected that amendments made to Title III of the JOBS Act will
transform the U.S real estate investing industry into a $300 billion market
 However, until the SEC finalizes the details of Title III, PeerRealty will
exclusively cater to the nation’s <8 million accredited investors, providing the
highest-quality deals to the Midwest and beyond!
What is PeerRealty?
 PeerRealty is the Midwest's premier real estate crowdfunding
platform. At PeerRealty we believe that no investment portfolio can
be truly diversified without a solid real estate component and we are
proud to offer an efficient means to gain that diversification
 With our streamlined, online portal, PeerRealty offers a marketplace
where investors can participate in high-quality real estate deals with
the nation’s most reputable developers and sponsors, while also
allowing for developers to expand their network
 PeerRealty’s online platform saves sponsors and investors money as
well as time. Additionally, our focus on the Midwestern marketplace
introduces real estate crowdfunding opportunities to a largely
untapped market region
5
PeerRealty Team
Jordan Fishfeld
 Co-Founder and CEO
 J.D. and M.B.A. degrees from the University of Miami (FL) magna cum laude
 Graduated M.B.A. program with a concentration in finance and real estate
 Commercial finance attorney at Katten Muchin Rosenman LLP
 Closed on over $1 Billion in syndicated financing facilities
 Active real estate investor for over 10 years
 Entrepreneurial experience:
 Prior to law school, Joined the founding team in the new asset-based lending division
under Allied capital
 Business unit spun off in 2008 after experiencing major growth
 Lead participant in launch of independent high school program in Florida
 Program currently educates over 100 students and is top ranked in the state
6
PeerRealty Team
Juan M. Hernandez
 Co-Founder and COO
 M.B.A. degree from the Kellogg School of Management
 Concentrations in finance, entrepreneurship & innovation, and marketing
 Computer science degree from Northwestern University
 Serial entrepreneur and experienced technology executive
 Over 14 years of business technology and strategic management experience
 Prior entrepreneurial ventures:
 Entrepreneurial algorithmic trader (SagentFX)
 Developed automated trading systems and simulated market environments
 Experience developing stock exchanges and marketplaces for unique assets.
 Founder and CEO of Endurance Commerce, a marketing and e-commerce platform for
endurance sports
 Sold in 2012 to the FortyNine Group
7
PeerRealty Team
8
Joseph Puccio
 Registered Representative, Business Development
 Currently completing M.B.A. from the University of Chicago Booth School of Business
 Former Assistant Vice President in $1 Billion+ Special Situations business at Barclays
Jane Wang
 Lead Engineer
 Mathematical Methods and Economics degree from Northwestern University
 Investment Banking and Hedge Fund experience with Lazard Freres, Lehman Brothers,
Barclays Capital and Bridgewater Associates
Jenna Cohen
 Marketing Coordinator
 B.A. in English Literature from Knox College
 Past clients include Fortitud, Inc., Chicago Women’s Health Center, Northwestern University
Hillel, North Shore Congregation Israel, GreenfieldGuide.com and the Jewish United Fund
9
Appendix: Platform Screens

PeerRealty - The Midwest's Premier Real Estate Crowdfunding Platform

  • 1.
    The Midwest’s PremierReal Estate Crowdfunding Platform
  • 2.
    What is “Crowdfunding”? Crowdfunding is the practice of raising money through contributions from many individuals, instead of just a few  Crowdfunding allows accredited individuals to invest in a project in exchange for equity — a fundraising technique legalized by the passing of the Jumpstart Our Business Startups (JOBS) Act in 2012  In amendment of the Securities and Exchange acts, the JOBS Act allows for citizens around the country—and around the world—to invest in businesses and products over the internet, as long as the goods and services are offered in accordance with regulations set by the SEC  Regulations for equity crowdfunding platforms include:  Transparency in company offerings, elimination of “bad actors,” and—the industry’s current hot-topic—limiting investment opportunities to accredited investors 2
  • 3.
    What’s an “AccreditedInvestor”?  Title II of the JOBS Act specifies that only accredited investors can invest in generally solicited projects and companies  To be legally recognized as accredited, an investor must meet one of the following criteria:  Makes $200,000 a year as an individual  Makes $300,000 a year as a household  Has a net worth of $1 million, excluding their primary residence  An estimated 8.6 million households meet SEC accreditation standards  That number is expected to grow in 2015 following the final rulings on Title III of the JOBS Act  These changes are expected to legalize investments made by currently non-accredited investors 3
  • 4.
    Opportunity in RealEstate Crowdfunding  Presently, 3.7 million investors have at least $100,000 in securities and over 8 million people are qualified to invest under Title II; when the details of Title III are finalized, roughly 230 million new individuals will be eligible to invest  Industry experts believe Title III will be clarified by the SEC Fall 2015  According to Forbes, the entrance of just 25,000 new investors to the market will result in a $300 million dollar bump in invested funds  It is further expected that amendments made to Title III of the JOBS Act will transform the U.S real estate investing industry into a $300 billion market  However, until the SEC finalizes the details of Title III, PeerRealty will exclusively cater to the nation’s <8 million accredited investors, providing the highest-quality deals to the Midwest and beyond!
  • 5.
    What is PeerRealty? PeerRealty is the Midwest's premier real estate crowdfunding platform. At PeerRealty we believe that no investment portfolio can be truly diversified without a solid real estate component and we are proud to offer an efficient means to gain that diversification  With our streamlined, online portal, PeerRealty offers a marketplace where investors can participate in high-quality real estate deals with the nation’s most reputable developers and sponsors, while also allowing for developers to expand their network  PeerRealty’s online platform saves sponsors and investors money as well as time. Additionally, our focus on the Midwestern marketplace introduces real estate crowdfunding opportunities to a largely untapped market region 5
  • 6.
    PeerRealty Team Jordan Fishfeld Co-Founder and CEO  J.D. and M.B.A. degrees from the University of Miami (FL) magna cum laude  Graduated M.B.A. program with a concentration in finance and real estate  Commercial finance attorney at Katten Muchin Rosenman LLP  Closed on over $1 Billion in syndicated financing facilities  Active real estate investor for over 10 years  Entrepreneurial experience:  Prior to law school, Joined the founding team in the new asset-based lending division under Allied capital  Business unit spun off in 2008 after experiencing major growth  Lead participant in launch of independent high school program in Florida  Program currently educates over 100 students and is top ranked in the state 6
  • 7.
    PeerRealty Team Juan M.Hernandez  Co-Founder and COO  M.B.A. degree from the Kellogg School of Management  Concentrations in finance, entrepreneurship & innovation, and marketing  Computer science degree from Northwestern University  Serial entrepreneur and experienced technology executive  Over 14 years of business technology and strategic management experience  Prior entrepreneurial ventures:  Entrepreneurial algorithmic trader (SagentFX)  Developed automated trading systems and simulated market environments  Experience developing stock exchanges and marketplaces for unique assets.  Founder and CEO of Endurance Commerce, a marketing and e-commerce platform for endurance sports  Sold in 2012 to the FortyNine Group 7
  • 8.
    PeerRealty Team 8 Joseph Puccio Registered Representative, Business Development  Currently completing M.B.A. from the University of Chicago Booth School of Business  Former Assistant Vice President in $1 Billion+ Special Situations business at Barclays Jane Wang  Lead Engineer  Mathematical Methods and Economics degree from Northwestern University  Investment Banking and Hedge Fund experience with Lazard Freres, Lehman Brothers, Barclays Capital and Bridgewater Associates Jenna Cohen  Marketing Coordinator  B.A. in English Literature from Knox College  Past clients include Fortitud, Inc., Chicago Women’s Health Center, Northwestern University Hillel, North Shore Congregation Israel, GreenfieldGuide.com and the Jewish United Fund
  • 9.