Real Estate Investment Fund 17

For over 35 years, Wilkinson has provided its clients with opportunities to invest in real estate by utilizing a simplified multifamily real estate fund platform that has often met or exceeded expectations.

With Wilkinson Properties Fund 17, we continue in the tradition of offering our clients a diversified multifamily investment portfolio of hand-selected properties strategically located to optimize potential returns. Our value add and core plus strategies provide the best way to invest in real estate.

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A Proven Platform for Multifamily Investing

Over three decades, Wilkinson has acquired and managed more than 15,000 multifamily units across multiple market cycles, consistently returning investor capital along with strong earnings.

Fund 17 builds on this track record by combining disciplined acquisitions, experienced asset management, and a streamlined fund structure that allows investors to participate in institutional-quality multifamily real estate without the burdens of direct ownership.

Why Now

Today’s multifamily market is creating unique opportunities for disciplined investors.

Rising interest rates and tighter financing conditions have created pressure on many property owners, leading to more favorable acquisition opportunities for well-capitalized buyers. At the same time, demand for rental housing remains strong in high-growth markets such as Atlanta, Dallas–Fort Worth, and Indianapolis and other Southeastern growth markets.¹ ² ³

Fund 17 is designed to capitalize on this environment by targeting:

Undervalued multifamily assets
Operational improvements that drive NOI growth
Strategic acquisitions in high-demand metros

By entering the market at a time when fewer buyers can transact, Wilkinson seeks to acquire high-quality assets at more attractive valuations.

1.⁠ ⁠Reasonably derived from: https://tinyurl.com/4uejj7jz 2.⁠ ⁠Rent Growth Outpaced Inflation https://www.nerdwallet.com/finance/learn/rental-market-trends 3.⁠ ⁠National Mortgage Professional https://nationalmortgageprofessional.com/news/income-gap-between-renters-and-buyers-hits-new-high

Investment Strategy

Fund 17 will acquire 4–7 garden-style and mid-rise multifamily communities across select high-growth markets.

Our strategy focuses on two complementary approaches:

Value-Add
Acquire well-located properties with operational or physical improvement opportunities and increase value through renovations, operational efficiencies, and improved management.

Core Plus
Target newer, well-performing properties where improved financing terms, repositioning, or operational enhancements can create additional upside.

This dual approach allows the fund to balance income stability with long-term appreciation potential.

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Target Markets & Features

Fund 17 focuses on markets with strong population growth, employment expansion, and long-term housing demand.

Primary target markets include:

Atlanta
Dallas–Fort Worth
Indianapolis

Select Southeastern and Northwest secondary markets

These metros provide attractive fundamentals including job growth, migration trends, and supply constraints that support long-term multifamily demand.

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View Property Photos

The map of properties above is for illustration purposes only. Not all locations and properties are included in the Fund 17 portfolio of investments.

ASSET TYPES

Garden Style and Mid-Rise Multifamily Communities

REAL ESTATE CLASSES

Value Add and Core Plus

TARGET NUMBER

4 – 7 Properties

EXPECTED HOLD PERIODS

5–6 Years

TARGET FUND SIZE

$50 Million (with Manager option to expand to $100 Million)

MINIMUM INVESTMENT

$50,000

AVAILABILITY

Accredited Investors (verified per Rule 506(c))

TARGET METRO MARKETS

Including Atlanta, Dallas-Fort Worth, Indianapolis and other Southeastern growth markets as well as Pacific Northwest secondary markets

Class A Membership Units*

Entitled to several priorities:A higher Priority Return (10%) than Class C investors (8%)
Targeted regular monthly distributions on a best-efforts basis at a rate of 8%, which depend on available cash and count towards satisfying their Preferred Return*
Priority Return of Capital

Advantage

Class A investors are expected to receive higher and potentially more predictable income and have a lower risk profile.

*The balance of their Preferred Return accrues and builds up over time as new assets stabilize and regular cash flow grows. However, the Preferred Return is non-compounded. Investors investing $1M or more may be eligible to purchase units that provide a higher return.

OBJECTIVES / EXPECTATIONS

Targeted to produce regular cash flow

Lower risk profile

Reduced overall economic potential

Target Annualized Cash flow: 8%**

Target Annualized Return: 10%*

Investments of $1,000,000 or more may be eligible to purchase units that offer a higher return (i.e., 11%).
* Targeted annualized returns (IRR) are forecasts based on the assumption of an investment when Fund 17 first opened and on assumptions relating to future events, developments or forecasts. **IRR indicates the annualized rate of return a project or investment is expected to generate –Investopedia. There is no guaranty that Fund 17 will achieve its objectives or targeted performance.

Class C Membership Units*

Expected to receive most of their income and gains as portfolio properties are sold**
Entitled to receive 70% of residual net cash flow after all investors have received their respective Priority Returns plus Return of Capital

Advantage

The 70% sharing of remaining (residual) net cash flow gives Class C investors an opportunity for considerably greater overall economic benefit.***

Upon a sale, after repayment of debt, accrued Preferred Returns, accrued Class A Preferred Returns, and repayment of Class A capital contributions on a pro-rata basis, Class C investors will receive their accrued Preferred Returns of 8% annualized and then a return of capital. Investors investing $1M or more may be eligible to purchase units that provide a higher return. * 70% (Class C1) — Class C2 and Class C3 receive 75% and 80% respectively.

OBJECTIVES / EXPECTATIONS

Cash flow from capital events only

Somewhat higher risk profile

Greater overall economic potential

Target equity multiple: 1.7-1.9x**

Target Annualized Return ( IRR) : 13.5% - 16.5%** (the Preferred Equity Model only)

Investments of $1,000,000 or more may be eligible to purchase units that offer a higher return. * Targeted annualized returns (IRR) are forecasts based on the assumption of an investment when Fund 17 first opened and on assumptions relating to future events, developments or forecasts. **IRR indicates the annualized rate of return a project or investment is expected to generate –Investopedia. There is no guaranty that Fund 17 will achieve its objectives or targeted performance.

Note that the target equity multiple and target IRR for Class C investors may be somewhat higher than those shown above in the case of specific portfolio properties in which a Preferred Equity Partner has invested.

Class A Membership Units*

Entitled to several priorities:A higher Priority Return (10%) than Class C investors (8%)
Targeted regular monthly distributions on a best-efforts basis at a rate of 8%, which depend on available cash and count towards satisfying their Preferred Return*
Priority Return of Capital

Advantage

Class A investors are expected to receive higher and potentially more predictable income and have a lower risk profile.

*The balance of their Preferred Return accrues and builds up over time as new assets stabilize and regular cash flow grows. However, the Preferred Return is non-compounded. Investors investing $1M or more may be eligible to purchase units that provide a higher return.

OBJECTIVES / EXPECTATIONS

Targeted to produce regular cash flow

Lower risk profile

Reduced overall economic potential

Target Annualized Cash flow: 8%**

Target Annualized Return: 10%*

Investments of $1,000,000 or more may be eligible to purchase units that offer a higher return (i.e., 11%).
* Targeted annualized returns (IRR) are forecasts based on the assumption of an investment when Fund 17 first opened and on assumptions relating to future events, developments or forecasts. **IRR indicates the annualized rate of return a project or investment is expected to generate –Investopedia. There is no guaranty that Fund 17 will achieve its objectives or targeted performance.

Class C Membership Units*

Expected to receive most of their income and gains as portfolio properties are sold**
Entitled to receive 70% of residual net cash flow after all investors have received their respective Priority Returns plus Return of Capital

Advantage

The 70% sharing of remaining (residual) net cash flow gives Class C investors an opportunity for considerably greater overall economic benefit.***

Upon a sale, after repayment of debt, accrued Preferred Returns, accrued Class A Preferred Returns, and repayment of Class A capital contributions on a pro-rata basis, Class C investors will receive their accrued Preferred Returns of 8% annualized and then a return of capital. Investors investing $1M or more may be eligible to purchase units that provide a higher return. * 70% (Class C1) — Class C2 and Class C3 receive 75% and 80% respectively.

OBJECTIVES / EXPECTATIONS

Cash flow from capital events only

Somewhat higher risk profile

Greater overall economic potential

Target equity multiple: 1.7-1.9x**

Target Annualized Return ( IRR) : 13.5% - 16.5%** (the Preferred Equity Model only)

Investments of $1,000,000 or more may be eligible to purchase units that offer a higher return. * Targeted annualized returns (IRR) are forecasts based on the assumption of an investment when Fund 17 first opened and on assumptions relating to future events, developments or forecasts. **IRR indicates the annualized rate of return a project or investment is expected to generate –Investopedia. There is no guaranty that Fund 17 will achieve its objectives or targeted performance.

Note that the target equity multiple and target IRR for Class C investors may be somewhat higher than those shown above in the case of specific portfolio properties in which a Preferred Equity Partner has invested.

Access Fund 17 Documents

*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum. Total transaction volume rounded up to nearest $100K.

(509) 965-4240