SIMM Capital
SIMM CapitalWexford, PA · Since 2006
EST. 2006 20 YRS
Review the fund
01. SIMM Capital · Wexford PA · Since 2006

Twenty years of compounding the same discipline.

A diversified cash-flow fund built across three rate cycles. Workforce housing, multifamily, NNN commercial, development, and credit. Five non-correlated asset classes, monthly distributions, $50,000 minimum.

FIG. 01DIVERSIFIED CASH FLOW · 2026 SERIES
2.01 Workforce Housing $$$$$ 2.02 Multifamily $$$$ 2.03 NNN Commercial $$$ 2.04 Development $$ 2.05 Credit & Debt $$ FUND ALLOCATION
Diversified Cash Flow FundFive non-correlated asset classes · 2026 series
Historical Net
15.4%
average annual
Target Cash
16%
on cash, annual
Minimum
$50K
accredited only
I. THESIS FIVE ENGINES · ONE FUND
2026 INVESTMENT THESIS

Five engines. One distribution.

Most syndicators specialize in one vertical and live or die by that single market. SIMM has run five. Workforce housing, multifamily value-add, NNN commercial, development, and credit have moved in different directions through three rate cycles, and that is the point.

When rates rise, credit and NNN carry. When rents accelerate, multifamily and workforce housing carry. When construction pipelines thin, development carries the spread. The monthly distribution does not depend on any one of them performing in any one quarter.

That is what twenty years of compounding the same discipline buys an investor. Not a thesis on a market. A thesis on owning five of them at once.

2.01Workforce Housing

Rust Belt and Midwest rental demand that coastal sponsors ignore.

2.02Multifamily

Value-add acquisitions with operational rent capture.

2.03NNN Commercial

Net-lease tenants underwriting durable rent over rate cycles.

2.04Development

Ground-up where the spread to stabilized cap rates is paid in cash.

2.05Credit & Debt

Senior and mezz positions earning yield when equity steps back.

II. OFFERING LEDGER DIVERSIFIED CASH FLOW FUND · 2026

A single fund. Five engines underneath.

The Diversified Real Estate Cash Flow Fund deploys across five non-correlated strategies. Allocation is rebalanced as the cycle changes. Allocations below are estimated for the 2026 series and are not promised; the fund is open-ended with monthly distributions to accredited investors only.

2.01
Workforce HousingRust Belt & Midwest rental fundamentals
~30% allocation
Open-ended hold · monthly
2.02
Multifamily Value-AddOperational rent capture, light-to-medium renovation
~25% allocation
Hold —
2.03
NNN CommercialNet-lease, investment-grade and credit-tenant
~20% allocation
Long-dated leases
2.04
DevelopmentGround-up, residential and mixed-use
~15% allocation
Stabilization-to-hold
2.05
Credit & DebtSenior and mezzanine positions on real assets
~10% allocation
Current-yield, monthly
III. THE NUMBERS RECORD · OPERATING · MINIMUM
Historical Net
15.4PCT
average annual, net of fees, since inception
Operating
20YRS
one founder, one investment thesis, since 2006
Strategies
5AC
non-correlated asset classes inside one vehicle
Minimum
$50K
accredited investors only, monthly distributions
IV. FOUNDER SAME DISCIPLINE · THREE RATE CYCLES
MS
PORTRAIT — FOUNDER
Mat Simmons
Founder & CEO · Since 2006

We started in 2006. We have underwritten through three rate cycles. The fund is built around five non-correlated asset classes because we do not want any single market or rate environment to determine your monthly distribution.

Mat Simmons · Founder & CEO, SIMM Capital · Wexford, PA · Operating since 2006
V. INVESTOR RELATIONS SCHEDULE A CALL

Schedule with investor relations.

Fifteen minutes. Walk through the current series and the 2026 allocation across the five asset classes. We will share the historical track record document and explain the monthly distribution mechanics.

ON THE CALL
  • The 2026 allocation across the five asset classes
  • Historical net returns and distribution history
  • Subscription mechanics and accredited verification
  • Q&A on rate cycle positioning and risk