Investment Disclosures & Risk Statement

Capital Performance Partners

Last Updated: October 27, 2026

General Investment Disclosure

Capital Performance Partners (“CPP,” “we,” “our,” or “us”) provides information regarding private real estate investment opportunities, with a primary focus on value-add multifamily properties.

The information presented on this website is intended for general informational and educational purposes only. Nothing contained herein should be construed as personalized investment, legal, accounting, or tax advice.

Information presented on this website does not constitute an offer to sell or a solicitation of an offer to purchase securities. Any offer or solicitation, where permitted by applicable law, will be made only through the official offering documents for the applicable investment and in accordance with applicable securities laws.

Visitors and prospective investors are encouraged to consult their own qualified financial, legal, and tax professionals before making investment decisions.

Investment Risks and Loss of Principal. All investments involve risk. Private real estate investments, including multifamily syndications and other privately offered real estate securities, involve substantial risks and may not be appropriate for every investor.

Risks may include, but are not limited to:

• Loss of Capital: Investors may lose some or all of their invested principal.

• Market Conditions: Real estate values and investment performance may fluctuate due to local and national economic conditions, inflation, interest rates, and changes in market demand.

• Limited Liquidity: Private real estate investments are generally illiquid. Investors may be unable to sell, transfer, or redeem their interests before an investment's anticipated exit.

• Operational Risks: Property management expenses, vacancies, tenant defaults, unexpected maintenance, renovation costs, and other operating conditions may adversely affect performance.

• Financing Risks: Debt obligations, refinancing conditions, changes in lending standards, and fluctuations in interest rates may negatively affect property operations and investor returns.

• Distribution Risks: Cash distributions are not guaranteed and may be delayed, reduced, suspended, or eliminated.

• Regulatory and Tax Risks: Changes in laws, regulations, property taxes, insurance requirements, or tax treatment may affect investment outcomes.

• Conflicts of Interest: Sponsors, managers, operators, and other parties involved in a transaction may have financial interests or compensation arrangements that differ from those of investors.

No investment opportunity should be interpreted as risk-free, capital-protected, or guaranteed to generate income or appreciation.

Historical Investment Performance

Capital Performance Partners may publish information regarding current and historical real estate investments, including property acquisitions, dispositions, refinancings, internal rates of return (IRR), preferred returns, equity creation, and other financial performance indicators. Such information is intended to illustrate the experience and results associated with specific transactions.

Past performance is not indicative of future results.

Historical results should not be interpreted as a representation, warranty, or guarantee that future investments will achieve comparable outcomes.

Investment results may vary significantly depending on acquisition timing, financing structure, holding period, operating conditions, management decisions, transaction expenses, and market conditions.

Certain investment examples presented on this website may reflect transactions involving CPP's principals, affiliates, or investment partners rather than investments directly sponsored or managed by CPP. The roles of the parties and the basis for attributing performance should be considered when evaluating these results.

Current Investment Performance and Projections

Information regarding investments that have not been fully realized may include actual operating performance, valuations, underwriting assumptions, projected financial outcomes, or anticipated returns.

Projected returns, estimated property appreciation, preferred return rates, and anticipated exit values are forward-looking estimates rather than guaranteed financial outcomes.

Actual investment performance may differ materially from initial projections due to changes in financing costs, occupancy, operating expenses, market valuations, holding periods, and other factors.

An advertised preferred return represents a contractual distribution priority where provided by the relevant offering documents. It does not guarantee that sufficient funds will be available to pay that return.

Any projected financial figures should be evaluated together with the assumptions and risk factors identified in the applicable investment materials.

Performance Metrics and Calculations

Financial metrics displayed on this website may include internal rate of return (IRR), annualized returns, equity growth, preferred returns, property appreciation, and other measures of investment performance.

These metrics measure different aspects of an investment and should not be interpreted as interchangeable.

Where applicable, investment-specific materials should identify the relevant calculation period, whether performance is realized or unrealized, and whether returns are calculated before or after applicable fees, expenses, and carried interests.

Property-level financial performance may differ from the actual returns received by individual investors.

Investors should review the applicable investment documentation to understand how reported results were calculated and which expenses, assumptions, and financial arrangements were included.

Private Securities Offerings and Investor Eligibility

Certain investment opportunities discussed by Capital Performance Partners may involve privately offered securities that have not been registered with the U.S. Securities and Exchange Commission or state securities regulators.

Such offerings may be conducted pursuant to applicable exemptions from securities registration requirements, including Regulation D under the Securities Act of 1933, as amended.

Investor eligibility requirements vary by offering and may include financial qualifications, accredited investor status, investor sophistication, and other conditions established by applicable law.

Participation in any investment opportunity is subject to eligibility verification, completion of required documentation, and acceptance by the applicable issuer or sponsor.

The availability of an investment opportunity to any particular individual is not guaranteed.

Tax Considerations

Private real estate investments may provide certain tax-related benefits, including depreciation deductions and other potential tax advantages, depending on the structure and circumstances of a particular investment.

Tax treatment varies based on applicable law, ownership structure, investor circumstances, and the financial performance of the underlying investment.

Capital Performance Partners does not guarantee any particular tax outcome, deduction, credit, or financial benefit.

Investors should consult independent qualified tax professionals regarding their individual circumstances before making investment decisions.

Third-Party Information and Investment Partners

Capital Performance Partners may collaborate with third-party sponsors, operators, property managers, lenders, and other real estate investment professionals.

Certain information presented on this website may be derived from materials or performance reports supplied by these parties.

Although CPP endeavors to present accurate and appropriately sourced information, third-party information may be subject to revisions, reporting limitations, or changes in underlying assumptions.

The inclusion of an investment partner, operator, property, or transaction on this website does not constitute a guarantee of financial performance.

Testimonials and Investor Experiences

Testimonials and statements regarding investor experiences reflect the individual perspectives of the persons providing them.

Such experiences may not be representative of the experiences of other investors, and no testimonial should be interpreted as a guarantee of investment safety, financial performance, or future results.

Actual investment outcomes depend on the specific transaction, market conditions, investment terms, and individual investor circumstances.

Any compensation, affiliation, or material conflict associated with a testimonial or endorsement will be disclosed as required by applicable law.

No Guarantee of Results

Capital Performance Partners seeks to identify investment opportunities using disciplined analysis, due diligence, and an emphasis on responsible real estate operations.

However, no investment strategy, underwriting process, property selection methodology, or management approach can eliminate investment risk.

CPP makes no guarantee concerning future investment returns, property appreciation, cash distributions, preservation of principal, refinancing availability, or the successful execution of any proposed business plan.

All investment decisions should be based on the investor's independent evaluation of the applicable offering documents, investment risks, and personal financial circumstances.

Offering Documents and Governing Agreements

Where an investment opportunity is made available, the applicable private placement memorandum, subscription agreement, operating agreement, and other official offering materials, as relevant, will contain important information regarding investment terms, risks, fees, conflicts of interest, investor eligibility, and legal obligations.

In the event of any inconsistency between general website information and an investment's definitive governing documents, the executed governing agreements and applicable offering documents control to the extent permitted by law.

Prospective investors should carefully review all relevant offering materials before committing capital.

Contact Information

For questions regarding the information presented on this website or Capital Performance Partners' investment disclosure practices, please contact:

Capital Performance Partners

Website: https://capitalperformancepartners.com/

This disclosure is intended to provide general information concerning investment-related risks and limitations. It does not replace offering-specific disclosures or constitute an exhaustive description of every risk associated with private real estate investments.