Delivering Strong, Risk-Adjusted Returns in High-Demand U.S. Real Estate

$25 Million Diversified Real Estate Investment Fund

8%
Preferred Return
10-18%
Target IRR
$25M
Fund Size
Learn More

Investment Overview

Targeting residential & commercial assets in high-demand, landlord-friendly U.S. markets

Diversified Portfolio

Balanced mix of income-producing assets and growth opportunities across multiple asset classes

Risk-Adjusted Returns

Capital preservation first, with upside-driven returns targeting 10-18% IRR

Institutional Quality

Professional management with rigorous due diligence and conservative underwriting

Investment Strategy

Four core focus areas delivering superior returns through strategic development and value creation

Infrastructure Development

Infrastructure & Utilities

Architectural Planning

Strategic Planning

Modern Construction

Modern Development

Commercial & Industrial Land Acquisition

Strategic acquisition of prime commercial and industrial land in high-growth markets positioned for development and long-term appreciation

Ground-Up Construction

Development of new residential and commercial properties from conception to completion, maximizing value through strategic design and market positioning

Short Term Rental Development

Creation and optimization of high-yield vacation and business rental properties in premium markets with strong demand drivers

Residential & Commercial Value Enhancement

Strategic repositioning of existing properties through renovation, rebranding, and operational improvements to maximize cash flow and asset value

Significant Tax Benefits for Limited Partners

Maximize your after-tax returns through strategic real estate tax advantages

Depreciation Deductions

Generate substantial "paper losses" through building depreciation (27.5 years residential, 39 years commercial) while maintaining positive cash flow

Accelerated Depreciation (2025)

Cost segregation studies with 40% bonus depreciation in 2025, accelerating tax benefits in early investment years

Pass-Through Taxation

Avoid double taxation with partnership structure - income and losses flow directly to your personal tax return

Section 199A Deduction (2025)

Qualify for up to 20% deduction on pass-through income under the extended QBI deduction for real estate activities

Passive Loss Benefits

Carry forward unused losses indefinitely to offset future passive income or use upon full disposition

Capital Gains Treatment (2025)

Long-term capital gains rates (0%, 15%, or 20% depending on income) on appreciation gains upon exit

Tax Benefit Example (2025 Tax Rates)

Investment: $100,000 in Prosperity Wealth Fund

Annual Cash Flow: $8,000 (8% preferred return)

Depreciation & Deductions: $15,000 annual "paper loss"

Net Taxable Income: -$7,000 loss to offset other income

Tax Savings: $2,310 - $2,590 annually (based on 33% - 37% marginal tax rate in 2025)

Effective Return: 10.3% - 10.6% after-tax equivalent return

Leadership Team

Experienced professionals with proven track records in real estate investment and management

Cheryl Adams

Cheryl Adams

Managing Partner | CFO

Seasoned financial leader with over a decade of experience as a Fractional CFO. She has helped companies across industries navigate growth, transition, and turnaround, restoring profitability and building long-term stability. Partner at Fractional Executives providing strategic finance leadership.

John Raymond

John Raymond

Managing Partner | COO

Business consultant, investor, and entrepreneur with 15+ years of experience in real estate, acquisitions, and financial strategy. Founder of Devote Consulting, specializing in business consulting, CFO services, valuations, and acquisition advisory.

Jim Adams IV

Jim Adams IV

Managing Partner | CIO

A third-generation real estate investor with over 15 years of experience and a multi-generational network, Jim specializes in land acquisition, site selection, and deal structuring that transforms raw opportunities into high-performing assets. Known for disciplined capital stewardship and value creation, he partners with landowners and developers to deliver projects in several asset classes. His mission: protect capital, maximize returns, and build enduring investor value.

Chris White

Chris "City" White

Managing Partner | Head of Capital Raising

Serial entrepreneur and founder of The Wiser Company, a national consultancy specializing in talent management, business strategy, and executive producing. With over 15 years of experience, he has advised professional athletes, entertainers, and high-net-worth individuals in brand development and asset management.

Jarret Willey

Jarret Willey

Managing Partner | Value Add Engineer™

Veteran tax consultant and business strategist with 25+ years of experience in advanced tax planning, real estate finance, and investment structuring. Specializes in uncovering overlooked tax strategies that improve returns and preserve investor capital.

Geographic Focus

Targeting high-growth, landlord-friendly U.S. regions

Market Selection Criteria

  • Favorable job markets with diverse employment base
  • Strong population growth and demographic trends
  • High rent-to-value ratios for optimal cash flow
  • Limited housing supply creating favorable conditions
  • Landlord-friendly legal and regulatory environment
  • Strong infrastructure and transportation networks

Our Methodology

1

Data-Driven Acquisition

Local market intelligence, macro trends, and property-level analytics

2

Hands-On Management

Direct involvement in acquisition, renovation, leasing, and resale

3

Exit-Focused Strategy

Prioritize liquidity through sales, refinances, or long-term holds

Partner with Prosperity Wealth Fund

Access a $25 million portfolio of high-performing U.S. real estate with 8% preferred returns + profit-sharing upside

Investment Inquiries

Jim Adams IV
615.200.7076
jim@InvestSmartTN.com

Accredited Investors Only: This offering is available exclusively to accredited investors as defined by SEC Regulation D. Please ensure you meet the qualification requirements before proceeding.