This Notice operates prospectively as described in Section 26.
This Notice is issued by Investree, LLC, the operator of investree.one. References to “Investree,” “we,” “us” or “our” mean Investree, LLC, unless a particular communication identifies another legal entity. A project name, trade name, shared address, common ownership or reference to an affiliate does not, by itself, make different entities a single contracting party.
“Public Materials” means the publicly available portions of this website and general corporate content published by Investree through its authorized social media accounts, presentations, articles, videos and other public channels. “Communications” also includes business correspondence, calls, meetings, messages, data-room materials and other exchanges with Investree.
The disclosures in this Notice explain the purpose and limitations of Public Materials. Relevant disclosures may also accompany or be expressly referenced in other Communications, subject to applicable law, the context of the communication and any controlling agreement. Public availability of this Notice does not establish that every recipient has received or accepted contractual terms, consented to recording or waived a legal right. It does not retrospectively alter earlier Communications.
Nothing in this Notice excludes, restricts or waives any liability, duty, right or remedy that cannot lawfully be excluded, restricted or waived, including under federal or state securities laws. Nothing authorizes false or misleading statements or omissions, excuses fraud or intentional misconduct, or limits a duty arising under applicable law or a separate binding agreement.
No person is required to waive compliance with applicable securities laws, consent to unlawful processing of personal information or surrender protected rights as a condition of reading this website. These protections apply throughout this Notice and are not overridden by a more general statement elsewhere in it.
The public website describes Investree and its business. Public Materials are not intended to offer securities, solicit an investment or provide the complete information needed to evaluate a particular investment. Any securities offering, if made, will be conducted separately through the applicable offering materials and lawful communications to eligible recipients.
For an offering relying on Rule 506(b) of Regulation D, general solicitation and general advertising are prohibited. Investree does not authorize the public redistribution of private offering materials. Sending an inquiry, joining a mailing list, following a social media account, signing a confidentiality agreement or confirming accredited-investor status does not, by itself, establish a pre-existing, substantive relationship or entitlement to receive an offering.
Descriptions of a private-offering exemption explain an intended legal framework; they are not regulatory approval, a guarantee that its conditions have been satisfied or an exemption from antifraud requirements. The legal character of an actual communication depends on its content and circumstances, not solely on the label attached to it.
Eligibility is determined for each offering under its documents and applicable law. Where an offering is restricted to accredited investors, that term has the meaning given in Rule 501(a) of Regulation D. Accredited-investor status is distinct from other legal classifications and does not establish that an investment is appropriate for a particular person.
Investree may request information reasonably necessary to assess eligibility, sophistication, identity, beneficial ownership, authority, source of funds and applicable sanctions or other compliance requirements. An inquiry or submission does not guarantee acceptance. Any decision to decline or discontinue a proposed relationship remains subject to existing agreements, required return of funds and applicable law.
No reference to Regulation D, a filing, an adviser, an auditor or a professional service provider means that the SEC or another authority has approved Investree, an investment, its merits or the accuracy of its disclosures. An exemption for an offering does not, by itself, determine whether a person or entity must be registered in another capacity.
Public Materials do not take account of your financial position, objectives, experience, liquidity needs, tax circumstances or legal obligations. They are not individualized investment, legal, tax, accounting, insurance or other professional advice. Obtain advice suited to your circumstances before entering a transaction.
Accessing this website, requesting general information or participating in an introductory conversation does not, by itself, establish an investment-advisory, fiduciary, agency, partnership or other professional relationship. Duties arising from applicable law, the parties’ actual conduct or a separate agreement remain unaffected. Titles and descriptions on this website do not establish any person’s licensing or registration status.
“Offering Materials” means the applicable private placement memorandum, related disclosures, risk factors and authorized supplements or amendments. “Transaction Agreements” means the subscription, limited liability company, limited partnership, purchase, financing, side-letter or other agreements that become legally binding for a particular transaction.
Offering Materials provide disclosures. Transaction Agreements establish contractual rights and obligations according to their terms, including their own amendment and priority provisions. A memorandum is not necessarily a signed contract. All relevant documents should be considered together; a website summary is not a substitute for them.
This Notice does not amend a Transaction Agreement, eliminate a disclosure obligation, resolve every inconsistency in favor of Investree or erase responsibility for a material statement or omission. If material information appears inconsistent, request clarification before acting. No informal summary should be treated as a complete statement of an investment’s economics, protections, restrictions or risks.
Drafts, indicative terms, discussions, proposals, expressions of interest and preliminary models are subject to the approvals, diligence and documentation applicable to the proposed transaction. They do not, by themselves, establish a commitment to accept capital, provide financing, reserve an asset, enter a transaction or complete a development.
A person’s title, participation in a meeting or access to company systems does not, by itself, establish authority to bind every Investree-related entity. Confirm the contracting entity and the authority of the person providing a commitment. An amendment or waiver must satisfy the applicable agreement and law.
These statements do not invalidate an existing obligation, a legally effective electronic signature or agreement, or another obligation arising under applicable law. Investree’s description of a communication as preliminary does not authorize misleading statements.
Private real estate investments may involve the loss of some or all invested capital, limited operating history, concentration in a single asset or market, leverage, uncertainty of valuations and limited investor control. Investors may be unable to transfer, redeem or otherwise realize their investment when desired, or at any particular value. A secondary market may never develop.
Debt service and other obligations may take priority over investor distributions. Capital calls, dilution, extensions, reinvestment, reserves, distribution restrictions and other obligations may apply if provided in the relevant agreements. Distributions may include a return of capital and should not automatically be understood as profit. Timing and availability of distributions depend on actual results and the governing documents.
An investment is not a bank deposit and is not insured by the Federal Deposit Insurance Corporation. A guarantee, insurance policy, bond, reserve or security interest exists only if separately established and is subject to its actual scope, exclusions, priority, enforceability and counterparty risk. No website description creates such protection.
Development outcomes depend on matters including title and survey findings; site conditions; soil and geotechnical issues; environmental contamination; wetlands and protected species; zoning and entitlements; permits; infrastructure, utilities and access; contractor performance; availability and cost of labor and materials; liens; design changes; financing and refinancing; interest rates; insurance availability, exclusions and deductibles; taxes and assessments; litigation; and the financial condition of counterparties.
Florida properties may face hurricanes, flooding, storm surge where relevant, wind damage, changing flood designations, rising insurance costs and other weather or environmental risks. Waterfront access, shoreline conditions, dock rights, water levels, views and recreational uses may be subject to restrictions and change. No geographic description is an assurance of insurability, safety, permanent views or unrestricted use.
Sales prices, absorption, rents, occupancy, operating expenses and exit values can change materially. A project may be delayed, redesigned, refinanced, sold, suspended or abandoned, subject to binding commitments and law. This description is not an exhaustive statement of risks; project-specific disclosures must be reviewed.
Descriptions such as “conservative,” “disciplined,” “capital preservation,” “downside protection” or similar language describe objectives or practices, not a promise against loss. Governance, independent review, reserves, collateral, staged funding and contractor arrangements cannot eliminate investment or execution risk.
A loan-to-value, loan-to-cost or other financial ratio is meaningful only in light of its date, calculation, included obligations and valuation basis. Acquisition cost, current appraised value, projected completion value and projected sales value are different measures. Values and ratios may change, and a lower ratio does not guarantee recovery or protect equity from loss.
A stated target is different from a binding covenant. Any actual covenant, remedy, guaranty or priority is determined by the applicable agreements and law. Express commitments remain subject to their terms.
Statements concerning future plans, budgets, approvals, schedules, demand, financing, sales, distributions, returns or other anticipated results reflect expectations or assumptions as of the stated date. Terms such as “expects,” “intends,” “plans,” “targets,” “may” and “estimates” can identify these statements, although not all forward-looking statements use such words.
Forecasts and models are sensitive to assumptions, including timing, costs, financing terms, sale prices, fees and market conditions. Hypothetical outcomes are not actual performance. Actual results may differ materially, including adversely, and an illustrated scenario is not a statement that it will occur or a complete analysis of possible losses.
Unless a specific obligation applies, Public Materials are not continuously updated. Nothing in this Notice excuses a required correction, supplement or disclosure, or permits continued use of materially misleading information. No statutory safe harbor for forward-looking statements is asserted merely by publishing this Notice.
Experience of a founder, team member, consultant, contractor or other participant may predate or arise independently of Investree. Such experience is not automatically Investree’s corporate track record, the performance of a current vehicle or evidence that the same personnel, resources or conditions will be available for another project.
Project references should be understood in light of the identified role, period and entity involved. Participation in an investment, management assignment or advisory role does not necessarily mean that the person developed, owned or controlled the entire project. References to former employers, clients or institutions do not establish a current affiliation or endorsement.
Historical results are not a reliable prediction of future results. Where performance information is supplied, review the measurement period, whether it is gross or net, realized or unrealized, audited or unaudited, and the treatment of fees, leverage, expenses and distributions. A selected example does not necessarily represent all investments, and comparisons may not involve comparable assets or risks.
Review the applicable Offering Materials and Transaction Agreements for investment-specific fees, expenses, compensation and conflicts. Any disclosure, approval or consent required by law or those documents must be provided or obtained in connection with the relevant transaction. Depending on its structure, relevant matters may include development, acquisition, management, financing, disposition or other fees; carried interest or incentive compensation; affiliate transactions; shared personnel; expense allocations; competing investments; and differing interests among investors, lenders, managers or sponsors.
Fees and expenses can materially reduce investor returns. Alignment of some interests does not eliminate other conflicts. This general discussion is not complete disclosure of a particular conflict, consent to a conflict or a waiver of duties concerning it. Any required disclosure, approval or consent must be addressed in the relevant relationship and transaction.
An investment in one entity does not, by itself, give an interest in another entity, ownership of a particular property, a claim on all Investree-related assets or a guarantee by Investree, its principals or its affiliates. Obligations, recourse, security interests and any guarantees are determined by the relevant agreements and applicable law.
References to architects, builders, attorneys, accountants, auditors, lenders or other professionals identify the role actually described. They do not imply that a firm guarantees a project, endorses its investment merits, has audited every statement, has completed work still in progress or represents each website visitor or investor. Engagements, scope and personnel can change, subject to existing obligations and required disclosure.
Concept images, artist’s impressions, computer-generated or AI-assisted imagery, illustrative photographs, preliminary plans, diagrams and maps are not necessarily depictions of existing improvements, final approved designs or completed construction. Their context and captions should identify their nature. They may show proposed features, landscaping, furnishings, finishes, views or amenities that are not included, approved or guaranteed.
Unit counts, dimensions, acreage, boundaries, layouts, materials, amenities, school assignments, travel times and completion dates may be approximate or preliminary where expressly identified as such. Geographic descriptions such as a market area or “corridor” do not establish municipal boundaries, school eligibility or affiliation with a separately branded community. Third-party infrastructure and nearby developments are outside Investree’s control.
Any property purchase is governed by the applicable purchase documents, legally required disclosures, approved specifications and applicable law. Public Materials are not a title report, survey, engineering opinion or commitment to sell at a stated price. This Notice does not withdraw an enforceable representation or warranty or override consumer, housing, accessibility or other mandatory protections.
Market information and third-party data may involve estimates, methodological limitations, reporting lags, incomplete samples or later revisions. Comparable transactions may differ in timing, location, quality, financing and other material characteristics. An external source’s inclusion does not make every statement in that source a statement by Investree.
Public Materials are general summaries and may not contain every fact relevant to a decision. Information should be read in context and as of its stated date. If you identify a material error or inconsistency, please bring it to Investree’s attention. Required disclosure and correction obligations remain applicable notwithstanding any limitation expressed in this Notice.
Links, references, logos and descriptions of third parties do not, by themselves, establish sponsorship, endorsement, partnership or responsibility for their independent content. External websites and platforms have their own terms and data practices. Review them before providing information or using their services.
Comments, search results, reviews, AI-generated answers and other material created independently by third parties are not necessarily accurate or authorized by Investree. Seek confirmation of material claims through an established Investree contact. The presence of a third-party statement does not automatically make it an Investree representation; however, this Notice does not disclaim responsibility for content Investree creates, commissions, adopts or distributes where applicable law imposes responsibility.
Public Materials are not confidential merely because this Notice appears on the website. Nonpublic materials may be confidential under a separate agreement, applicable law or the circumstances of their disclosure. Respect confidentiality designations and any restrictions you have accepted. Do not submit another person’s confidential information without authority.
A confidentiality or privilege legend does not itself create attorney-client privilege. Privilege depends on the nature and circumstances of the communication. If you receive a nonpublic communication in error, please notify the sender, avoid further distribution and delete it when doing so is consistent with applicable law and any preservation obligation.
Nothing prohibits a lawful report to, communication with or cooperation with a regulator, law-enforcement agency or other competent authority, or another protected disclosure. No prior permission or notice to Investree is required for such activity, and nothing restricts any legally protected entitlement to a whistleblower award.
Electronic messages can be delayed, misdirected, altered, intercepted or impersonated. Delivery, an automated response, a read receipt or silence does not, by itself, confirm acceptance of an instruction, satisfaction of a contractual notice requirement or completion of a transaction. Follow any designated procedure and address in the applicable agreement.
Do not send passwords, authentication codes, full account credentials or sensitive identity or financial documents through an ordinary public contact form. Request an appropriate channel. Verify unexpected requests through contact details established independently of the request.
An electronic format does not make a message nonbinding, and this Notice does not override the rules governing legally effective electronic transactions. Investree remains responsible for duties applicable to its own systems, conduct and handling of information.
Do not initiate or change a payment solely in reliance on an email, text, chat message, social media contact or an unsolicited call. Before sending funds, independently verify the recipient legal entity, receiving account and instructions through an established contact using a telephone number already known to you or obtained independently of the request. A matching logo, familiar voice, video image or apparent sender address is not sufficient verification.
Investree’s payment-verification policy requires independent confirmation of new or changed payment instructions; a message alone is not sufficient authorization. If instructions change unexpectedly, pause and verify. If you suspect a fraudulent transfer, immediately contact your bank’s fraud department and your established Investree contact; prompt action can be critical but does not guarantee recovery.
This procedure is a fraud-prevention measure, not a blanket transfer of loss to a recipient or a release of Investree from responsibility imposed by law or contract.
If Investree proposes to record a call or meeting, generate an automated transcript or use an AI meeting assistant that captures the conversation, it will give a clear notice of the proposed activity and its purpose and obtain each participant’s affirmative consent before capture begins. A participant who joins later must receive the notice and consent before their participation is captured. Consent may be withdrawn for further capture by notifying the host.
If a participant does not consent, the recording, transcription or assistant must remain off for that participant’s communication, or an appropriate unrecorded or written alternative must be arranged. If consent is withdrawn, further recording, transcription and capture by the assistant must stop immediately, and an unrecorded or written alternative may be arranged. Withdrawal does not automatically require deletion of records lawfully created earlier where their retention remains permitted or required by law. Website access, a general email footer, silence or an unrelated prior conversation is not treated as blanket consent. Applicable law may impose additional requirements.
This recording procedure is distinct from retaining business emails, messages, documents and related delivery information already lawfully received. It does not authorize unlawful interception or monitoring. Investree is not obligated to record every interaction, but any applicable preservation, disclosure or other legal obligation remains in force.
Business Communications may contain contact details, correspondence, transaction information, documents and, where lawfully created, recordings, transcripts and technical records. Handling of personal information is subject to applicable law and any privacy notice provided for the relevant collection or service. This Notice is not a request for blanket consent to tracking, marketing, disclosure, international transfers or unrelated uses of personal information.
Records may be retained for the purposes for which they were lawfully collected, including managing the relationship, documenting instructions, preventing fraud, meeting applicable obligations and establishing, exercising or defending legal claims. Retention must be connected to those purposes and legal requirements; it is not unlimited merely because Investree wishes to retain a record. A legal hold may require preservation beyond an ordinary deletion schedule.
Access or disclosure must have an appropriate purpose and legal basis. Relevant recipients may include authorized personnel, service providers supporting the communication or record system, professional advisers, insurers or competent authorities, subject to applicable confidentiality, security and other obligations. A provider’s involvement does not eliminate Investree’s own responsibilities.
Access, correction, deletion, objection or other rights concerning personal information depend on applicable law and may be subject to exceptions, identity verification and retention requirements. Requests may be directed through the contact in Section 27. Nothing here makes a record automatically admissible in a proceeding, overrides a person’s information rights or excuses improper destruction of evidence.
Where used, automated and AI-assisted tools may support drafting, research, translation, transcription, summarization or administration. Such tools can produce incomplete or incorrect output and may omit context. A summary is not a verbatim record; an automated translation is not necessarily an authoritative interpretation of an agreement.
The use of a tool does not enlarge any person’s contractual authority or relieve Investree of responsibility for Communications it issues or adopts. Recording and transcription remain subject to Section 21, and personal or confidential information remains subject to applicable obligations. This Notice does not authorize uploading protected information to an unrestricted tool or training a general-purpose model on confidential Communications.
Material facts, instructions and contractual language should be confirmed against the relevant original records and controlling documents. If a translation appears inconsistent, request clarification before acting; the governing language of a contract is determined by that contract and applicable law.
Investree and the respective rights holders retain their rights in the content, designs, photographs, graphics, video, marks and other protected materials made available through this website. Subject to third-party rights and access restrictions, Investree permits ordinary viewing and downloading of public content for personal use or internal business evaluation with attribution and proprietary notices retained.
This permission does not grant a right to impersonate Investree, claim an affiliation, remove ownership notices, commercially republish protected content or obtain restricted data. Ordinary links to public pages and lawful quotation are not prohibited, provided they do not misrepresent their source or an affiliation. Rights and exceptions provided by law remain unaffected.
Automated access must respect applicable law, access restrictions and any authorization given. Public indexing of unrestricted pages consistent with the site’s published crawler permissions is not prohibited by this paragraph. Technical access to a file does not itself grant a license to republish, commercially exploit or use protected content to train a model beyond what the rights holder or law permits. A published crawler preference does not itself establish a contract or eliminate statutory exceptions.
Content available online is not an assurance that a particular transaction or service is available or lawful in every jurisdiction. Eligibility and any cross-border offering, marketing, distribution, tax, data-protection or other requirements must be assessed for the relevant parties and activity. A translation or the ability to access a page does not, by itself, determine its legal territorial scope.
Investree may restrict access to private materials or decline a proposed transaction where legally appropriate. Each party remains responsible for the obligations that applicable law assigns to it. Neither a foreign recipient nor Investree is relieved of its own obligations by this Notice, and a reference to Florida law does not displace mandatory protections of another applicable jurisdiction.
This edition replaces prior versions of the public legal notice prospectively when first published. It does not alter an existing contract, change the terms previously accepted for a transaction, supply consent retrospectively or determine the legal effect of an earlier communication. Archived information should be read with its date and the disclosures then accompanying it.
Investree may update public disclosures to reflect changes in information, law or business practices. A change to a contract must follow that contract and applicable law. Material changes to separately accepted website terms require appropriate notice and acceptance before applying to the affected user; they do not rewrite rights concerning an existing dispute.
Any contractual Website Terms of Use apply only through a valid agreement to those terms. This public Notice does not itself impose arbitration, waive a jury or class proceeding, shorten a limitation period, require indemnification for an investment decision or deem every visitor to have accepted a contract. An invalid provision does not displace the remainder to the extent the remainder can operate lawfully and independently.
For questions about this Notice, a material inconsistency, privacy rights or verification of a communication, contact Investree, LLC through the established contact details on www.investree.one, or write to Investree, LLC, Attention: Legal Notices, 6735 Conroy Road, Suite 315, Orlando, FL 32835, United States.
For an existing investment or contract, use any notice address or procedure specified in the applicable agreement. A general website inquiry does not replace a contractually required notice or lawful service of process.
Prior editions are preserved unchanged, with their dates, and remain available at the addresses above and on written request.
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