Value Add & Income Fund LLC Investor Portal

Value Add & Income Fund LLC

Developing a Diversified Portfolio of Real Estate Opportunities

▼  scroll down to learn more  ▼

Value Add & Income Fund LLC
506(c) Offering Platform


The Company, a Delaware limited liability company, is a development stage real estate investment vehicle, organized to acquire, hold, lease, and dispose of real estate assets. The Company intends to invest in a diversified portfolio of residential single family and multi-family properties and commercial properties (mixed-use, single-use and triple-net) throughout the U.S., initially focusing on the New York and New Jersey real estate markets, which is where the Company is currently located. The Company anticipates its initial transactions will be located in the Newark, New Jersey area. In addition, the Company intends to invest in distressed properties that meet the Company’s criteria and thresholds for risk and potential profitability. The Company’s portfolio of properties may be collectively referred to herein as the “Fund.”

Ribbon cutting for ground up new construction condominium building developed by Value Add & Income Manager, Mid Atlantic Investment Alliance LLC

The Tri-State has become one of the U.S.'s strongest real estate markets.

Value Add & Income Fund LLC
506(c) Offering Platform

summary of operations

The Company was organized to acquire, renovate, manage, hold, dispose of, and/or rent residential (single and multi-units) and commercial (mixed-use, single-use and triple-net) properties. The Company’s strategy is designed to provide investors with a return on their investment through pro rata distributions of net profits, if any. The Company intends to invest solely in assets that present material “value added” opportunities or existing stabilized cashflow. There can be no assurance given that any assets will ultimately be acquired on terms that are advantageous to the Company, if at all. Investors and the Company must rely entirely upon the judgment and ability of the officers and Manager along with its principals and advisors, with respect to the identification and acquisition of any real estate assets

The Company may borrow funds in connection with the contemplated real estate transactions up to a maximum of 90% loan-to-value (“LTV”). Once the Company has acquired a property, it may initiate the necessary interior and exterior renovations to justify increasing rents to meet the fair market rents (if not higher) for the single and multi-family unit(s)/apartment(s). To maximize cash flow and minimize costs, the Company intends to acquire single and multi-family unit(s)/apartment(s) within New Jersey and New York. In addition to the costs necessary to acquire properties, the Company may employ other professionals (e.g., real estate brokers/agents, mortgage brokers) whose fees will be part of the total costs to acquire the single and multi-family unit(s)/apartment(s).

The Fund is intended to operate for a 5 to 10-year period (subject to extension), beginning upon the date of the closing of this Offering. The Fund will act mainly as a private equity provider for small to large-scale real estate developments and other real estate assets and transactions throughout the U.S. and may invest capital in the form of equity and/or debt components. The Fund may use all or part of the funds raised to leverage projects with debt financing from various banks and joint venture equity partners. Upon the termination of the Fund, the Company will seek to sell any remaining properties and will cease making any further investments. No assurance can be given that any property once acquired, will ever be sold, or sold on terms advantageous to the Company.

Long-term Rental

The Company, may, either directly on its own, or in conjunction with other real estate ventures and developers, seek to purchase and improve residential and/or commercial properties, and/or acquire and develop vacant land throughout the US, and then hold and lease such properties. We may perform a market-specific analysis, and may perform property inspections, including examination of the roof, the foundation, the interior, the sewer system, the mechanical system, the electrical system, and vermin/pest inspection, prior to purchase. This due diligence process would allow the Company to accurately estimate the costs involved in renovating the property, and best determine the likely rental value. However, in many cases, we may not conduct such property inspections prior to acquiring such properties. We may seek to rent properties at higher rates than previously positioned, and/or develop vacant land and introduce as rental properties to the market. We will manage such properties internally and/or utilize separate property management services to manage rent collections and associated services.

Real Estate Development

The Company may invest in new development projects by providing developers with private equity commitments. We expect to capitalize on the experience and local market knowledge of established land developers when entering into a real estate transaction.

Real Estate Purchases

The Company may seek to identify, acquire, and renovate residential and commercial real estate properties. We intend to purchase properties ranging between $250,000 and $10,000,000. The Company intends to pay no more than 90% of retail value after repairs, if necessary. The Company intends to sell such properties at such times and under such circumstances that it deems to be economically advantageous.

Distressed Real Estate Purchases

The Company may seek to identify, acquire, and renovate distressed properties. We intend to purchase properties ranging between $100,000 and $5,000,000. The Company intends to pay no more than 90% of retail value after repairs, if necessary. The Company intends to sell such properties at such times and under such circumstances that it deems to be economically advantageous.

New construction

The Company may seek to purchase below market valued “tear-down” properties and/or vacant land in desirable areas with the intention of building ground up residential and/or commercial properties. The properties will primarily be built with the intention to resell them, but some may be rented to produce cash flow prior to sale.

Current Real Estate Assets

47 Unit mixed use rental located at 535-541 MLK BLVD

The proposed new construction will be 1 mile from Newark Penn Station (connecting residents to New York City and various interstate rail services), and just an 8-minute drive to Newark Liberty International Airport. The property sits on a 12,187 square foot lot at 535-541 ML King Blvd, Newark (Block: 102 / Lot: 53). The location is in the Institutional Zone. The building is approved to have 2 stories of parking (36 spaces) and 4 stories residential development. Amenities will include:

  • Fitness center;
  • Party room
  • Bicycle storage;
  • Amazon storage room;
  • Rooftop patio space with outdoor furniture, grill.

Downtown Newark, just minutes away from schools, the Prudential Center, NJPAC, Military Park, Lincoln Park, Independence Park, as well as in close proximity to Newark Museum, New Jersey Institute of Technology, Rutgers University, University Hospital, and numerous restaurants, banks and stores.

  • Targeted Average Cash Yield: 7% Preferred Annual Return
  • Targeted Equity Multiple: 2x
  • Target Investment Period: 5 - 7 years


The subject property is a 5000 SF vacant lot in which the finished development product will result in a 13, 900 SF Mixed-Use Residential and Commercial building. The building will have 11 residential units consisting of a Studio, One- and Two-bedroom rentals and 1 ground floor Retail space. The building will boast high standards of architectural, structural and energy efficient design.

The property is located amidst a metropolis of City conveniences and services making the development immensely transient oriented. Just a few yards south is the campus of Rutgers University School of Medicine and Dentistry, one of the leading medical schools and trauma centers in the State of NJ. The subject property is in close proximity to several major highway connections as well as public transportation, with a bus stop positioned directly in front of the building residents will benefit from a five-minute bus ride to Newark Penn Station and a 10-minute drive to Newark Liberty International Airport.

This Rental and Retail building will be desirable to live and work for local professionals and students and will introduce a desperately needed fresh food Café to the neighborhood.

  • Acquisition Cost under $8 per sqft
  • Targeted Investor IRR: 15%
  • Targeted Equity Multiple: 1.4x
  • Targeted Average Cash Yield: 7% Preferred Annual Return
  • Target Investment Period: 3-5 years

Recent Prior Performance of Certain Real Estate Projects

Prospective investors will not acquire any interest in any of the properties in connection with the Fund. In considering the prior performance information contained herein, prospective investors should bear in mind that past performance is not indicative of future results, and there can be no assurance that comparable results will be achieved in the future.

Value Add & Income Fund will target investments across property types.

Value Add & Income Fund LLC
506(c) Offering Platform

Company Management Team

The Company is currently managed by seasoned business and sector professionals dedicated to the success of the Company and efficient execution of its planned operations.

Victor Baker

Victor Baker

Managing Director

Developer / Contractor with 15-Year Track Record securing financing and implementing infrastructure for re-development projects. Completed Project Portfolio inlcudes commercial, rehab, and new construction deals.

Hassan Keith

Hassan Keith

Project Manager and Director

Developer / Contractor Portfolio of projects includes nearly 200,000 sq. ft. of residential and commercial properties. Multiple public / private partnership transactions completed.

Michael Adams

Michael Adams

Director, Business Development

Michael has become an integral part of Mid-Atlantic's management team - playing a pivotal role in the Company's expansion in to Class-A property construction and development projects.

Michael Adams

Tahir Whitehead


Active in real estate since 2014, completing deals in Michigan, New Jersey and Atlanta. Most recently an 11,700 sq. ft. ground up Kiddie Academy that will host 187 children.

Brandon Copeland

Brandon Copeland


Real estate portfolio includes residential townhomes, single family and multi-family homes, commercial properties and land development projects.

"Family offices are gearing up to pounce on distressed real estate."


Value Add & Income Fund LLC
506(c) Offering Platform

terms of the offering


Minimum Investment: $100,000 (1 Unit)

The Company is offering up to 250 units (the “Units”) of the securities of Value Add & Income Fund LLC (the “Company”) at an offering price of $100,000 per Unit for an aggregate maximum offering price of $25,000,000 (the “Offering”). Each Unit will consist of one (1) non-voting membership interest (collectively, the “Interests”) of the Company at a price of $100,000 per Interest. The minimum subscription by an investor is one Unit ($100,000 minimum investment). The Company reserves the right in its sole discretion to sell fractionalized Units, and may accept investments of less than one Unit.

Investors are entitled to receive their pro rata share of distributions of net profits, if any, if and when distributed by the Company. The Company intends for investors to achieve an overall 11%-13% internal rate of return plus a return of their principal, but no returns can be assured.


Please complete the contact form and we will get back to you about any questions you have about our offering.

Value Add & Income Fund LLC - 535 Martin Luther King Boulevard - Newark, NJ 07102 — — (201) 214-0353

Value Add & Income Fund LLC
506(c) Offering Platform

so much more than what you see

prospect dashboard

The Value Add & Income Fund LLC 506(c) Investor Portal provides the opportunity to learn about our investment opportunity. Once registered, you will be able to

  • Access the Private Placement Memorandum, which outlines our company and gives greater detail about our offering;
  • Access our SEC filing;
  • View real time offering metrics of how far along we are in the offering process;
  • View a timeline of your progress in the subscription process;
  • View company contact information; directly contact the administrator;
  • Easily upgrade your account with the click of a button.

Once your account is upgraded you will have additional access including the ability to:

  • Complete the subscription documents;
  • Upload subscription and accreditation documents as applicable;
  • View specific information for investing and instructions on transfer of investment funds;
  • Review company documents including Reports, Financials, and Supporting Documents;
  • Access the asset portfolio as applicable;
  • Access news articles written by the company;
  • View documents associated with your account.