1. MT HELIX REAL ESTATE INVESTMENT FUND Re-Building Communities

2. MT HELIX REAL ESTATE INVESTMENT FUND OVERVIEW
Our Mission:
Locate, rehabilitate and provide
communities with quality affordable
housing
Rebuild neighborhoods that have been
negatively affected by the economic
downturn
Our Team:
Senior management team with extensive
operational experience
Nationwide experience to create a local
team from a centralized base
MT HELIX REAL ESTATE INVESTMENT FUND OVERVIEW

3. MT HELIX REAL ESTATE INVESTMENT FUND OVERVIEW
Our Philosophy:
“A rising tide lifts all boats…”
Work with local Community Development
Corporations and other various
governmental agencies to locate, purchase and rehabilitate single family housing into rentable properties
What we look for in a Community:
Opportunities which add value to homes in centrally located transitional Metropolitan Statistical Areas (MSA’s) with relatively high population demand at their core
Regional employer diversification
Areas for Long Term Investments
MT HELIX REAL ESTATE INVESTMENT FUND OVERVIEW

4. Indianapolis, IN Housing & Income Overview
2000
The Overbuilt Era
Construction and creation of more than 10,000 units that were not absorbed
2009
Record national economic downturn, job loss, home value losses
10,901 vacant housing units for a 10.1% vacancy
Net absorption of units = 1,224
Asking rent change of -0.8%
38,760 less jobs than 2007
2010
More than 20,000 vacant homes in the city
2,000 homes demolished - more homes slated for demolition
8,813 on market vacant housing units for a 8.0% vacancy rate
Net housing unit absorption = 3,512
Asking rent change 1.8%
Increase in employment of 4,340 jobs
2012
Mt. Helix targeted acquisition of affordable housing reducing the vacant abandoned housing count
Clustered home purchase in groups of 40 – 50 homes proven to increase home values up to 5%
2013 (F)
Vacant units down to 4.7% or approximately units
Asking Rent change of 0.8%
Net absorption of units 2,312
Population growth of approximately 43,330 people
Job increase from 2012 of approximately 18,860 more jobs
Indianapolis, IN Housing & Income Overview
Statistics 247Wall Street.com Cassidyturly.com Apartment Research Market Report – Marcus & Millichap

5. Affordable Housing Demand
While home prices have had moderate increases, rent prices have increased more than 5%
Loan Requirements still stringent for home ownership
Increase in Household formation of age group
Employment
Employment rates are up adding approximately 10,000 new jobs in 2012
Construction
2012 – 13 apartment construction on the rise for Class A units
Approx. 2,800 apartment units on line in 2012
Absorption
Vacancy projected to decline from 2012 – 2016
Vacancy rate expected below 5.5% by year end
Housing & Demographics
Current housing trends indicate that rents will continue to increase, creating a greater need for affordable housing
Reversing Vacant Housing Trend
More than 10,000 vacant single family homes are scheduled for demolition in the city/county
Mt. Helix looking to acquire clusters of homes in specific areas (40–50 at a time) reducing the negative affects of vacant, abandoned homes
Forward

6. MANAGEMENT TEAM Profile
A team of seasoned professionals with extensive national real estate experience.
A depth of knowledge in creating sustainable neighborhoods with diversity of development.
A senior management team with an average of 25+ years of industry related experience.
Proven professional commitment to rehabilitating communities into sustainable neighborhoods.
Joe Nelson – Chief Executive Officer
Steven J. Lifton – President
Ted Miller – Vice President
Mark Silver – Chief Operating Officer
Jim McCormick – Controller
Community Building / Rehabilitation
Private Real Estate Development
Financial Investment Specialists
City / Urban Planning
Redevelopment Operations
MANAGEMENT TEAM Profile

7. MANAGEMENT TEAM Profile
National Investment Management
Experienced in acquisitions, dispositions,
financing and restructuring of real estate
assets
Investment Management Experience of
more than:
$2 Billion+ in assets
42,000 multifamily units
8,400 hotel rooms
5 million sq. ft. of comm. Space
Instituting programs to convert rental
properties to home ownership
Operations
National residential management specialists
Skilled in both new and redevelopment
project operations
Reporting
Financial and cash management expertise,
forecasting, budgeting and analysis
Expertise in creating and directing employee
management and training programs
Community Philanthropy
Participation in local CDC programs
fostering education to assist residents in
securing housing and employment
MANAGEMENT TEAM Profile

8. MT HELIX Commitment to Community
Our strategy:
Strategic Purchase of multiple single family homes in affordable neighborhoods with the guidance from local government and non- profit agencies
Renovation of each home
Hold the homes in a rental portfolio
Institute programs with local non-profit agencies to make a portion of the homes available for tenants to purchase
Restrict sales to owner-occupants for a minimum of the first three years
MT HELIX Commitment to Community

9. MT HELIX Commitment to Community
Stabilizing neighborhoods with Urban Revitalization creates sustainable futures
By renovating and revitalizing single family housing in areas of concentrated vacant structures Mt. Helix creates housing that is:
Safe
Affordable
Desirable
Our “housing first” programs:
Generate Tax Revenues for city programs that will benefit the overall community
Remove unsightly homes that attract illegal activities

10. MT HELIX Commitment to Community
By creating safe housing, Mt. Helix starts a cycle of success by aiding in the creation of community neighborhoods that work.
Renovating houses creates new jobs
Management
Construction
Administrative
Continued development of Private / Public Partnerships to create positive change in struggling communities enables local entities to realize the benefits:
Economic growth and stability
Increased public safety
Development of individual
and community self-esteem
Sustainable futures
MT HELIX Commitment to Community

11. Neighborhoods that Work
The “Multiplier Effect”
Where private entrepreneurs are able to invest in community businesses that will serve new residents the results are communities that “work.”
New job creation
Increased circulation in
specific neighborhoods
Access to opportunity
Renewed hope

12. The Results Building Self Esteem through Safe Housing
“For decades the Martindale-Brightwood community has struggled to escape the shadow of abandoned factories, Brownfield’s, toxic environments and aging and abandoned homes. Partnerships like the one we have entered into with Mt. Helix Real Estate Investment Fund make it possible to realize a more sustainable and strategic approach to transforming our neighborhoods and helping our residents become powerful symbols of hope.”
Josephine Rogers
Executive Director of the
Martindale Brightwood Community Development Corporation

13. The Results Addresses of Rented & Renovated Bed/Bath
1137 W 32nd Street
2/1
1233 W 32nd Street
1319 W 34th Street
3/1
1327 W 32nd Street
1/1
1347 W 32nd Street
1350 W #32nd Street
2242 Hovey
2269 LaSalle
2271 LaSalle
2301 Columbia
2301 LaSalle
2302 N LaSalle
3/2
2302 Parker
2305 Adams
2307 Columbia
2309 LaSalle
2311 Adams
2313 Adams
2317 Adams
2317 Coyner
2317 Dearborn
2319 Coyner
2321 N Adams
2322 Adams
2326 LaSalle
2351 Gale
2356 Wheeler
2363 Olney
2367 Stuart
2370 Adams
The Results

14. The Results Addresses of Rented / Renovated Bed/Bath
2379 Adams
3/1
2403 Gale
2408 Gale
2410 Adams
2411 N Hovey
2438 Stuart
2442 Stuart
2450 Dearborn
2520 Station -
2531 Gale
2601 Station
2612 Station
2621 Dearborn
2712 N Gale
2721 Adams -
2722 N Gale
2738 Gale
2742 Gale
2745 Columbia
2746 Columbia
2804 Adams -
2809 Olney 46218
2815 Olney 46218
2837 Olney
2865 Adams
3/2
2877 LaSalle
2907 Olney
2910 Brookside
2910 Gale
291Stuart
The Results

15. Currently under Renovation
Addresses of Rented & Renovated Bed/Bath
2926 Stuart
3/1
2961 N Gale
3365 Wallace
2/1
3426 E 25th
3632 N Butler
4018 E 11th
4020 E 11th
433 S Keystone
4535 Evanston
2/1.5
The Results
Currently Under Renovation
Currently under Renovation
3105 Priscilla
865 Roeche
3605 N ButlerAve
3601 Euclid Ave
415 Jefferson
9602 E 39th
2318 N Capitol
2320 N Capitol
2318 Sugar Grove
2320 Sugar Grove
4528 Norwaldo
4501 Dearborn
1938 Kildare
3014 Olney

16. Mt. Helix Real Estate Investment Fund &
The Results
Mt. Helix Real Estate Investment Fund &
Martindale Brightwood Community Development Corporation Private/Public Partnership at work.
Mt. Helix invests in the future by dedicating 5% of their properties in the Martindale Brightwood CDC area of influence to participate in a Rental Credit Program which allows for:
Rental credits for qualified participants of
up to 10% of the purchase price be set aside for a down payment.
The vision of this REACH Home Buyers Club is to assist first-time homebuyers in every way possible to become successful homebuyers and to engage them in the improvement of their community.
To empower the community through employment – the partnership of Mt. Helix and MBCDC makes available opportunities for job readiness training graduates to access all levels of skilled and non-skilled labor jobs within the Mt. Helix organization.

17. The Commitment at Work
Renovated and Rented

18. The Commitment at Work
Before Renovation
After Renovation

19. The Commitment at Work
Before Renovation
After Renovation

20. The Commitment at Work Before Renovation After Renovation
1137 W. 32nd St.
After Renovation

21. The Commitment at Work Before Renovation After Renovation
1350 W. 32nd St.
After Renovation

22. The Commitment at Work Before Renovation After Renovated
1319 W. 34th St.
After Renovated

23. The Commitment at Work Before Renovation After Renovated
1233 W. 32nd St.
After Renovated

24. The Commitment at Work Before Renovation After Renovated
1327 W. 32nd St.
After Renovated

25. The Commitment at Work
Before Renovation
After Renovated

26. The Commitment at Work
Under Renovation

27. MT HELIX REAL ESTATE INVESTMENT FUND Community
Mt. Helix Real Estate Investment Fund has established Indianapolis as their Mid - Western operations center for their Ohio River Valley Community Revitalization Efforts.
We are committed through a public/private partnership approach to lend our financial resources and personnel to focus our attention to enable the renewal of neighborhoods.

28. Forecast 2013 Rental demand is expected to remain brisk due to:
Economic and demographic shifts in the marketplace
Stringent loan requirements will continue to serve as a hindrance for some prospective first-time single family homebuyers
New households head by the year old population will continue to increase
Vacancy is expected to decline with a historically high absorption through 2016
Asking rents are anticipated to grow with effective rents increasing as much as 5.9%
The demand for affordable single family housing will remain strong
Forecast 2013
Statistics 247Wall Street.com Cassidyturly.com Apartment Research Market Report – Marcus & Millichap