Nicole Malone
Director of Brand & Digital Strategy
Digital strategy and investor-facing brand positioning.
Secured. Grounded. Disciplined.
Accredited investors earn 6-8% fixed interest from our CPA-managed 506(c) fund, secured by apartment buildings and self-storage facilities.
Who We Are
We are a 506(c) real estate investment platform focused on income-oriented opportunities, offering Reg D investments secured by real, tangible real estate assets.
The firm was founded on the belief that many investors are not seeking speculation — they are seeking reliability. Rather than pursuing high-risk development or appreciation-dependent projects, we concentrate on structured real estate acquisitions designed to emphasize stability and downside protection.
We acquire and hold income-producing real estate across the United States, using investor capital and financing to fund each property directly.
Fund at a Glance
1
Active holding
Miami, FL
First asset location
506(c)
Reg D structure
Featured Property: Miami Short-Term Rental
SREI Fund's first acquired property is a short-term rental in Miami, FL, newly operating since July 2026 under our Income-Producing Commercial Real Estate strategy. The property is operated through Airbnb and our own direct booking platform, and was funded through a combination of fund equity and conventional bank financing.
While short-term rental is not a primary focus of the fund's ongoing strategy, this property reflects our broader approach: identifying income-producing real estate opportunities and applying disciplined oversight to how each asset is acquired and managed.
See full fund details →What We Focus On
We are a real estate investment platform focused on income-oriented opportunities, backed by real, tangible real estate assets. Our objective is simple: preserve investor capital through disciplined, asset-backed investing.
We acquire and hold income-producing real estate, using investor capital and financing to fund each property directly.
Multifamily Housing
Apartment communities designed to generate stable long-term rental income and strong occupancy rates.
Self-Storage Facilities
Modern storage facilities that provide flexible space solutions and consistent demand.
Light Industrial & Flex Space
Versatile industrial properties supporting logistics, manufacturing, and growing businesses.
Income-Producing Commercial Real Estate
Strategic commercial assets designed to deliver strong cash flow and long-term value.
Why Choose Us
Our Investment Approach
Our process begins with discipline and ends with structure. We focus on real estate-backed transactions where capital is supported by tangible assets and thoughtful underwriting — not speculation or market timing.
Before capital is deployed, we evaluate:
- Asset quality and location fundamentals
- Property strength and financing structure
- Property operating history and management experience
- Market conditions and demand drivers
- Clearly defined exit pathways
Each opportunity is reviewed with a defensive mindset, emphasizing structure, oversight, and responsible capital allocation.
SREI Fund is built on structure, discipline, and asset-backed investing – not speculation.
We are designed for investors who value clarity, structure, and a measured approach to real estate.
Tangible real estate–supported transactions
Conservative, defensive underwriting
Structured and clearly defined positioning
Financial oversight and capital discipline
Selective, criteria-driven deployment
Leadership & Advisors
Steven A. Eddy, CPA, CGMA
Fund Manager and Sponsor
30+ years in accounting, financial oversight, and tax analysis.
Peggy Beauregard
Strategic Advisor
Nearly four decades of hands-on commercial real estate experience.
Common Questions
Frequently Asked Questions
General Fund Information
SREI Fund, LLC is a real estate debt fund that raises capital to acquire, rehabilitate, manage, and sell real estate, as well as purchase mortgage notes and provide real estate financing.
Our initial focus is on multifamily residences and storage facilities nationwide, though we may also invest in other commercial and residential properties.
The fund is managed by Steven Eddy, a CPA and CGMA with over three decades of experience in accounting, financial reporting, tax analysis, and real estate oversight.
No. This is a private placement offering under Rule 506(c) of Regulation D, available only to verified Accredited Investors.
Investment Terms & Returns
No. Investors purchase Promissory Notes (debt units). You do not receive equity, and you do not share in the profits or losses of the real estate. There is zero dilution.
We offer Class A Notes paying 8% simple interest annually, and Class B Notes paying 6% simple interest annually.
The minimum investment is $25,000 for Class B Notes (6%) and $250,000 for Class A Notes (8%).
Interest is distributed twice annually, on February 28th and August 31st.
Interest begins accruing the day after your investment funds are received in the SREI Fund, LLC bank account.
Yes. Investors can opt into our Reinvestment Program to automatically roll over their semi-annual interest payouts to acquire more debt units.
No. There are zero subscription, acquisition, management, servicing, or withdrawal fees charged to investors. The manager is compensated solely from profits after all investors are paid.
Liquidity & Withdrawals
The Promissory Note is ongoing until the fund dissolves, but you may request a withdrawal of your principal at any time with a 12-month advance written notice.
You must provide a 12-month advance notice via email to the manager. The manager may cash you out at any time during that 12-month period.
If there is a delay beyond 12 months, your interest rate will automatically increase by 1% starting on the 13th month until you are paid in full.
Notes are restricted securities. They cannot be sold or transferred without the prior written consent of the Manager and compliance with applicable securities laws.
Security & Risk
No. The Promissory Note secures your interest against all properties and assets in the Company, but no specific mortgages or deeds of trust will be recorded in public records.
Yes. The fund may use third-party senior debt up to a maximum Loan-to-Value (LTV) ratio of 70% on properties.
Payments are made in the following order: 1) Asset expenses, 2) Operating expenses, 3) Investor Interest, 4) Investor Principal, 5) Manager compensation.
Because this is a debt offering and not an equity offering, the Company does not distribute financial reports to Note Investors.
A successor manager and attorney, assisted by local brokers, will step in to liquidate asset holdings efficiently, dissolve the fund, and cash out all investors with accrued interest.
Tax & Account Logistics
Because you are earning fixed interest, you will receive an IRS Form 1099-INT at year-end.
Yes. Unless you are investing through a tax-advantaged account, reinvested interest is still reported on a 1099-INT as if it were paid out and reinvested.
Yes. You can invest using Qualified Funds if they are held in a self-directed IRA or self-directed 401(k).
Yes, non-U.S. persons may invest, provided they comply with the laws of their jurisdiction and our Anti-Money Laundering (AML) requirements.
No. Because you are purchasing a fixed Promissory Note, you will never be required to contribute additional capital.
Getting Started
Generally, an individual with a net worth over $1 million (excluding primary residence) or an income over $200,000 ($300,000 with a spouse) for the last two years. Certain entities and trusts also qualify.
Because this is a 506(c) offering, we require third-party verification. This can be a letter from your CPA, attorney, wealth advisor, or a service like VerifyInvestor.com.
You must submit the Investor Qualification Questionnaire, the Subscription Agreement, and your Accredited Investor Verification letter.
Once your subscription documents are approved, you will be notified to wire your funds or send an ACH transfer directly to the SREI Fund, LLC account.
You can contact the Fund Manager, Steven Eddy, directly at (305) 419-3005 or via email at seddy@SREIFund.com.