Rhyse J.

InvestWise Collective - A Great First Experience

InvestWise Collective introduced the Heritage Square project in early 2025 as a class-A MF investment opportunity targeting a 5-year hold, 8% pref, 80/20 waterfall, and a very favorable basis compared to replacement cost. After reviewing InvestWise's presentation, several phone conversations with the sponsor about the deal, and some corroborative underwriting we performed, we decided to invest in this deal. The sponsorship team also expressed tremendous confidence in the deal and their ability to operate it by investing nontrivial proportions of their own personal NW into the deal, which in turn improved my confidence. Quarterly updates are circulated without fail, and are comprehensive in their summarization of key metrics and context important to investors seeking under-the-hood insights (e.g., maintenance work order counts and 48-hour closure rates; financial overviews including updated rent rolls and balance sheets operational; and landscape and current focus points, among others). Communications have not been limited to quarterly updates, and while not exactly monthly, we are typically seeing updates within 6-8 weeks of one another. InvestWise Collective's communication approach has been quite satisfactory, and has yet to leave me wondering what's going on with our investment. Distributions and timing thereof are clearly communicated; investors saw 2 partial quarter distributions and 1 full quarter distribution since the property closed and the operational plan put into effect in May 2025, in line with my expectations and InvestWise's communications based on their agenda. Though we haven't seen a deal through to full cycle together yet, overall, the experience I have had with InvestWise has been very positive.