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ELITE

WHERE OFF MARKET IS THE NEW MARKET

GENESIS CAPITAL MANAGEMENT


DELIVERING HIGH VALUE OFF MARKET OPPORTUNITIES TO OUR CLIENTS.

Genesis Capital Management (Genesis) is an association of more than 40 Off Market professionals across the country. Our members source assets directly from Banks, Servicers, Lenders and Private Clients. The members of Genesis have participated in commercial real estate transactions totaling nearly $7 billion. The professional backgrounds of the Genesis team range from commercial real estate brokers and bank consultants to asset managers and senior bankers. Using our combined experience, we have aggressively built our presence in the commercial real estate and lending communities.

ELITE PROGRAM
The flagship program of Genesis is the ELITE PROGRAM. Genesis leverages its relationships with lenders for the advantage of our clients, serious Elite Program buyers. Instead of sourcing assets for any number of Genesis buyers to bid on, we take Elite Program buyers directly to the front of the line with lenders to source specific assets for acquisition. Buyers accepted to this program must have a minimum of $150M (USD) to deploy for acquisitions, be a serious and proven buyer, and be ready to follow the protocols outlined by the lender and Genesis. A questionnaire and interview help assess acquisition criteria. Genesis will assist Elite Program clients in a full service program: from sourcing the assets, providing due diligence in an encrypted deal room, assisting in review of valuations, interfacing with the lender, and all aspects through to closing. From time to time, assets will be presented from non-bank sources (off market private sellers.)

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FREQUENTLY
ASKED QUESTIONS
WHAT is the Elite Program? The Elite Program at Genesis accepts a small number of clients who are serious about buying assets, who want to cut through the competition and difficulties getting to assets at the banks or off market, and who want first-class service to meet their goals. This is an historic period of opportunity purchases for commercial real estate, but access to assets has not been easy over the last few years. Genesis helps break down barriers with the Elite Program. This is not a generic program whereby Genesis sources assets that many clients can bid on; it is a personalized program that sources assets only for its specific client, one by one, in order to enhance closings.
WHY did you develop the Elite Program? Banks are sitting on many opportunities but they are often poorly equipped to be in the real estate or note sale industry and are overwhelmed by massive defaults. Some do not understand realistic valuations and others are not serious about selling assets. Genesis creates a win-win situation for the buyer and the bank, finding specific target assets from banks that are willing to sell and deal in reality. Genesis Capital found that simply sourcing assets to present to any number of buyers is not an ideal scenario buyers compete against each other, banks are less serious and less motivated to close as a better offer may be around the corner, and the environment can become frustrating. By presenting serious Elite buyers to our strong bank relations, Genesis is able to pull specific assets for the Elite client only. It is a market reality that lenders will share first choice assets with a few preferred buyers before offering them to others. The Elite Program leverages our relationships for that kind of access.

WHO can most benefit from the Elite Program? Groups or individuals who do not have staff to source assets, or perhaps do have a small staff but cannot cover all banks, or those who need high-level bank contacts to access the right kinds of assets will strongly benefit from the Elite Program. Some wealthy individuals or trusts who want to take advantage of access to opportunity investments can clearly benefit from the Elite Program services. The Genesis programs, include the Elite Program, are for principals only. Sorry, no brokers.

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WHERE OFF MARKET IS THE NEW MARKET

FREQUENTLY
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WHO is a typical Elite Program candidate? What is the criteria to be accepted? One of the biggest problems that banks have faced over the last years is going into contract on an asset but not closing because the buyer is unable to perform. The buyer couldnt come up with the funds or find an equity partner, or perhaps the buyer tied up the asset to try to find another buyer in order to flip the asset. Banks in fact have been besieged with many opportunity buyers, though many are not buyers at all. Banks today want to know that a buyer can perform and has a track record. Elite Program candidates must have at least $150M USD ready to deploy with proof of funds; the candidate will typically have a track record of closing on assets and will provide a profile of the company, group or individual goals. The bank wants to be sure you are our client and that we are authorized to pull our assets for your review, so a simple Mandate letter will be required. HOW can I be accepted? Complete the confidential application packet. Elite Program members must sign the confidentiality agreement, mandate letter, provide proof of funds and follow any specific bank protocol. Genesis will review the candidature and make a decision within 5 business days; a telephone interview is typically part of the process. WHAT are the fees? Genesis believes in keeping fees as low as possible. There is a sliding scale between 1% to 3% based on the deal size. The fee is paid at closing. No brokers allowed. WHAT is the process once I am accepted? The Genesis team will evaluate asset criteria more deeply. A profile and packet will be prepared, and target banks will be identified (based on your acquisitions criteria and their inventory.) Our professional Area Managers or Executive Team will then meet with the top bank officials, present you as a serious Elite Program buyer, and the process to source assets begins. Genesis will review potential assets and discuss any inconsistencies and valuation guidance with the lender, and then present the assets to the Elite buyer. If there is interest, due diligence materials will be provided in our encrypted deal room to help in the formulation of an offer, the offer will be presented (our Genesis attorney will review the materials), and then move into contract and closing.

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EXECUTIVE TEAM

Terry Robinson
Founder, Chief Executive Officer Terry Robinson is the Founder and Chief Executive Office of Genesis Capital Management. Mr. Robinson has over 20 years of experience in principal investing, real estate, private equity, and technology development. Mr. Robinson has held a variety of senior level positions with large companies such as Norwest Bank, Wells Fargo Bank, and Countrywide. Mr. Robinson revolutionized outdated sales and operation platforms by creating state of the art systems utilizing cutting edge technologies he developed. He has pioneered the new market of Off Market transactions and continues to lead the way with new developments.

Dan Beal
Chief Operating Officer Daniel R. Beal is a general contractor and a real estate developer. A native Californian, Daniel has been educated and has resided in this dynamic growth state, California, his entire life. He has been involved in its construction industry since his college years. Daniel earned his bachelors degree in Business Administration with a minor in Marketing from California State University at Fullerton in 1976. During the recent decade, Daniel has contracted as an independent project/construction management consultant. His clients have included major developers throughout Southern California.

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EXECUTIVE TEAM

Bob Bright
Founder, Chief Executive Officer Bob Bright is General Counsel and an Executive Vice President for Genesis Capital. Bob is dual-qualified as a California Lawyer and a Solicitor in England and Wales. With more than 17 years experience as a lawyer, his experience has included the successful prosecution and defense of complex real estate related claims,.

Tony Walker
National Sales Director Tony Walker has more than 15 years as a successful entrepreneur, and a track record of building large teams in both the residential and commercial real estate industry. His teamwork and relationship building approach has proven to be very successful. He was so successful with his unique marketing and business building insight he co-founded a customer relationship building company.

Kathy Heshelow
Managing Director, Investor Relations Kathy has more than 14 years of experience in commercial real estate with transactional experience in all asset types. She owns a commercial real estate firm specializing in NNN investments. In addition, she has numerous securities licenses, focusing on real estate related investments such as REITs, DSTs and funds.

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SERVICES
In addition to our flagship Elite Program, Genesis specializes in off market deals that are not found on commercial listing services (Loopnet, Costar, Propertyline, etc.) and not listed through traditional brokerage. Although the types of offerings are similar to those found publicly, typically the deal terms and ROI are better with off-market listings. Genesis sources assets through banks, servicers and private clients. In addition, Genesis also offers Enotedirect.com, a web based exchange for defaulted residential loans. Listings may be for an individual loan or pools of loans and may be for any type of residential or commercial loan. Finally, the Genesis Small Balance Multi Family Solutions, due to demand, will deal with multifamily projects below $5 Million in value.

Below is a sample of the type of properties our Elite Clients have access to:

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Genesis Capital Management is private consulting firm that assists in the facilitation of real estate and note transactions Genesis believes that off market is the new market. We are focused on delivering off market assets from our lending and private sources to our screened buyers, for the success of all. Genesis Capital offers a broad spectrum of knowledge and expertise in real estate, corporate finance and capital markets and brings efficiency to transaction closing. Our goal is to deliver sound and tactical real estate acquisition services to meet the investors acquisition goals. Genesis Capitals association is comprised of experienced individuals operating in distressed asset environments. Some of the more seasoned team members have experience spanning more than 30 years back to the Resolution Trust Corporation (RTC) days. The team members have participated in transactions with a total value in excess of $7 billion. The Genesis team has successfully originated single small balance assets and pools in excess of $65 M.

Genesis Capital sources assets discreetly and markets them discreetly to a closed circle of qualified Genesis buyers. Genesis will never go to the open market. We guard strict confidentiality in the off market arena for our clients, and make data security a priority. Strict protocols are in place to protect clients and the transactional information. Genesis Capitals founder, Terry Robinson, started in the off market arena in 2004 and has built a successful new method of acquisitions and dispositions.

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NATIONWIDE COVERAGE

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CONTACT US
Genesis Capital Management "Where Off Market is the New Market" 101 California Street, Suite 2450 San Francisco, CA 94111 p. (415) 967-0709 f. (415) 963-3537
Dan Beal Chief Operating Officer direct (415) 506-9177 dan@offmarketassets.com

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