This NDA was last revised and is effective as of May 2024
This NDA forms a part of and is incorporated into our Investor Agreement with you and unless defined below, terms used in this NDA have the meaning in the Investor Agreement, Terms of Use and Privacy Policy (including the Juniper Square Privacy Policy in the Investor Portal) all of which are part of our Agreement with you. In order to ensure the protection of our confidential information we require you to read, understand and agree to the terms and conditions below as a condition of being granted access to our Investor Portal.
In this NDA and in our Investor Agreement, we use the term “confidential information” to mean and refer to any and all information of the Company Parties and Disclosing Parties (as each is defined in the Investor Agreement) that is not publicly known or available, is proprietary, sensitive, trade secret or otherwise considered confidential any of the Company Parties or Disclosing Parties. Confidential information may include, but is not necessarily limited to any information: (i) labeled as “confidential,” “proprietary,” “secret” or words of similar import; (ii) disclosed or made available on or through our Investor Portal or exchanged during communications with you, whether written, electronic, digital or oral; and/or (iii) that you know, have reason to appreciate or is obtained by you under circumstances that you reasonably should know is confidential information. If you aren’t sure, it is your obligation to ask us before you use, make available or disclose the information to any other party.
You hereby agree to regard and hold in strictest confidence all confidential information and unless you obtain the express prior written consent of one of our authorized officers, you will not use confidential information except to evaluate a potential transaction with us, nor will you disclose or make available any confidential information to any person, firm or enterprise, except on a need-to-know basis, as permitted by, in accordance with and subject to the terms of the Investor Agreement.
We will not consider you in breach of this NDA or the Investor Agreement, if you are compelled to do so in response to a properly issued and served subpoena, order of a judicial, regulatory or other governmental agency having jurisdiction over the subject matter and parties involved; subject to the conditions that, unless you are prohibited from doing so by law, you provide us with prompt notice and copies of all papers served on you and you cooperate with us, at our request, in seeking such protective orders or other legally available protections available to you or us in order to limit disclosure to only those persons and to only such confidential information as reasonably necessary to comply with the legal compulsion.
If you have entered into or in future enter into any other confidentiality or non-disclosure agreement with us, any Company Party or Disclosing Party, you acknowledge and agree the foregoing confidentiality obligations and restrictions on your use of confidential information are in addition to provisions contained in any such agreement, and this NDA is not intended to and does not modify, supersede or limit any other obligations that apply to you.
If you breach or threaten to breach this NDA, you acknowledge we are entitled to pursue any and all remedies, including those set forth in the Confidentiality section of the Investor Agreement. If you discover, are notified or have reason to suspect there has been an unauthorized disclosure, loss, theft, damage or destruction of any confidential information, you must immediately notify us, take actions that are necessary to stop and/or mitigate further unauthorized disclosure, loss, theft, damage or destruction and cooperate with our reasonable requests, including, without limitation, providing information and cooperating with law enforcement agencies, to investigate, remediate, prevent recurrence and, if applicable, assist us in pursuing any and all available civil and criminal penalties and remedies.
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- Past performance is not a guarantee of future results. Source: NCREIF, Bloomberg, and Bureau of Labor Statistics as of 12/31/2022. Bubble sizes represent the Sharpe Ratio for each property type—a measure of excess return, above the risk-free rate, per unit of risk for a given property type.
- Past performance is not a guarantee of future results. Source: NCREIF and Bureau of Labor Statistics as of 9/30/24.
- The open-end fund performance assumes an annual 10% total return. Any information provided on this website is based on our understanding of current tax law. You are strongly urged to consult your tax advisors prior to investing in an open-end fund as to, among other things, the advisability of investing in an open-end fund, the tax consequences of any such investment, and the tax treatment of an open-end fund’s investment strategy. Calvera disclaims all responsibility for any tax treatment or tax consequences. Calvera is not responsible for updating any information contained herein based on changes in law or interpretation after the date hereof.
- The Calvera Income and Growth Fund will target additional markets on an opportunistic basis.
- For the avoidance of doubt, the amount of Current Distributions may be lower than the target, especially during any ramp-up period. The risk of loss always exists and there can be no assurance that any targeted returns (e.g., targeted yields) will be obtained.
- Average returns include both sold and unsold deals as of 12/31/22. The average net IRR refers to the aggregate, annual, compound, internal rate of return on investments, calculated after payment of management fees by applicable investors on a blended basis, carried interest, general fund expenses, and other expenses borne by investors. Net MOIC is measured as net asset value, divided by total capital contributions, calculated after payment of applicable management fees, carried interest, general fund expenses, and other expenses borne by investors. Past performance is not a guarantee of future results.
- Includes investments that have been sold.
Performance data listed in this website or is otherwise provided by Calvera Partners, LLC, or its affiliates (“Calvera”) with respect to a particular property or project represents past performance calculated for the relevant project and does not purport to reflect the overall performance of any private funds managed by Calvera, which may include other projects, as well as charge additional fees or carried interest, or have additional expenses, which would reduce the overall performance of the project from the perspective of a fund investor. Past performance does not guarantee future results; Current performance may be lower or higher than performance data presented. Calvera is not required by law to follow any standard methodology when calculating and representing performance data; the performance of any of Calvera’s projects may not be directly comparable to the performance of other investment vehicles or funds; and qualified potential investors can contact Calvera Partners for more current performance data of any private funds managed by Calvera.
This website is provided for informational purposes only. Nothing contained in this material is an offer or solicitation to buy or sell any security. In addition, (i) any securities offered to investors that respond to any general solicitation or general advertisement made by Calvera, may be sold only to accredited investors; (ii) such securities will be offered in reliance on an exemption from the registration requirements of the Securities Act and such securities offered are not subject to the protections of the Investment Company Act or required to comply with specific disclosure requirements that apply to registration under the Securities Act; (iii) Neither the SEC, nor any state securities regulator, has passed upon the merits of or given its approval to any securities offered by Calvera, the terms of the offering, or the accuracy or completeness of any offering materials or the accuracy or completeness of any of the information or material provided by or through this website; (iv) the securities will be subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their securities; and (v) investing in securities involves significant risks, and investors should be able to bear the loss of their investment. Please click here for additional important disclosures.
