Important Disclosures

Investment, securities, and forward-looking-statement disclosures.

Last updated: January 2026

General Disclaimer

The information contained on this website is for general informational purposes only. It is not intended to constitute, and should not be construed as, investment advice, tax advice, legal advice, or an offer to sell or a solicitation of an offer to buy any securities. Any offer or solicitation of securities will be made only through definitive offering documents delivered to prospective investors who meet applicable eligibility standards.

No Offer of Securities

Nothing on this website constitutes an offer to sell or the solicitation of an offer to buy any interest in any Aukeo fund vehicle, investment vehicle, or related entity. Interests in Aukeo funds are offered only to qualified investors pursuant to the terms of confidential offering documents, and only in jurisdictions where such offering is permitted under applicable law.

Eligibility of Investors

Aukeo fund interests are available only to institutional investors, accredited investors as defined under Rule 501 of Regulation D of the Securities Act of 1933, as amended, and qualified purchasers as defined under Section 2(a)(51) of the Investment Company Act of 1940, as amended. Prospective investors are responsible for confirming their own eligibility under applicable securities laws.

Investment Risks

An investment in any Aukeo fund involves substantial risk, including the risk of total loss of capital. Adaptive reuse real estate investment involves risks associated with real estate acquisition, construction, entitlement, historic preservation regulatory processes, tax credit certification, market conditions, tenant demand, and general economic conditions. There can be no assurance that any Aukeo fund will achieve its investment objectives or that investors will receive any return of capital or return on investment. Historic Tax Credit-related returns are subject to certification and recapture risk. Past performance is not indicative of future results.

Forward-Looking Statements

Certain information on this website may contain forward-looking statements regarding future events, targets, and projected returns. Such statements are inherently uncertain and are based on assumptions and expectations that may not prove accurate. Actual events and results may differ materially from those expressed or implied by such forward-looking statements. Aukeo undertakes no obligation to update or revise any forward-looking statements to reflect subsequent events or circumstances.

Target Returns

Any target Net IRR ranges, target multiples of invested capital, target hold periods, and other performance targets referenced on this website represent Aukeo's current expectations for a fully invested and successfully executed fund vehicle under assumed conversion market conditions, entitlement timelines, and Historic Tax Credit outcomes. Targets are not guarantees, projections, or forecasts. Actual results may differ materially and may result in loss of invested capital.

Fund-Specific Terms

Fund-specific investment terms, capital calls, distribution mechanics, carried interest, waterfall, extension periods, and LP advisory committee protocols are disclosed in the definitive offering documents for each fund vehicle. This website provides only summary information and does not disclose all material terms. Prospective investors should review the definitive offering documents in full before making any investment decision.

Third-Party Information

Certain data, market statistics, images, and third-party references contained on this website are derived from sources believed to be reliable, but Aukeo does not guarantee the accuracy or completeness of any such information. Photography used on this website is representative of the adaptive reuse sector generally and may not depict specific Aukeo portfolio properties.

Regulatory Status

Aukeo Living operates the investment platform as an operator-led adaptive reuse real estate development and investment manager. Aukeo intends to register as an investment adviser with the U.S. Securities and Exchange Commission upon reaching applicable regulatory assets under management thresholds and will comply with all applicable state and federal securities laws. Registration does not imply a particular level of skill or training.

No Fiduciary or Advisory Relationship

Nothing on this website creates a fiduciary, advisory, or client relationship between Aukeo and any visitor to this website. Prospective investors should consult with their own legal, tax, and investment advisors before making any investment decision.

Historic Tax Credit Disclaimer

References to Federal Historic Tax Credits, state historic tax credits, and Low-Income Housing Tax Credits reflect Aukeo's intended use of such programs in applicable fund vehicles. Actual Historic Tax Credit and LIHTC equity outcomes depend on National Register eligibility, National Park Service certification, state tax credit availability, and syndication market conditions. No assurance can be given as to the amount, timing, or availability of any Historic Tax Credit or LIHTC equity in any Aukeo project.

Contact for Regulatory or Legal Questions

For questions regarding these disclosures, regulatory status, or legal matters, contact Aukeo at [email protected] or by mail at 1910 Pacific Avenue, Suite 2000, Dallas, TX 75201.