Types of Projects and Returns.
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USEDC 2018 Drilling Fund A
| USEDC Program Summary | |
|---|---|
| Initial Distribution Date | Oct. 2019 |
| Total Investor Capital | $67,427,000 |
| Partnership Wells | 26 wells |
| This Distribution's Cash-on-Cash Return | 1.52% |
| Cumulative Distributions - Last 12 Months | 8.30% |
| Correspondence / Distribution Frequency | Quarterly |
| View full quarterly correspondence statement. | |
USEDC 2017 Drilling Fund B
| USEDC Program Summary | |
|---|---|
| Initial Distribution Date | Oct. 2018 |
| Total Investor Capital | $63,317,000 |
| Partnership Wells | 13 wells |
| This Distribution's Cash-on-Cash Return | 1.25% |
| Correspondence / Distribution Frequency | Quarterly |
| View full quarterly correspondence statement. | |
USEDC 2016 Drilling Fund
| USEDC Program Summary | |
|---|---|
| Initial Distribution Date | Sept. 2017 |
| Total Investor Capital | $93,003,000 |
| Partnership Wells | 10 wells |
| This Distribution's Cash-on-Cash Return | 1.29% |
| Correspondence / Distribution Frequency | Quarterly |
| View full quarterly correspondence statement. | |
Farmstead
| Farmstead | Public REITs (All US REITs) | Public Stocks (S&P 500) |
|
|---|---|---|---|
| Dividends (income return) | - | ||
| Appreciation (price return) | - | ||
| Total Return | 13.1% | -5.2% | 13.1% |
*Actual returns are simple interest based on outstanding principal, paid at a rate of Prime + 3.00%. |
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Wellington
| Wellington | Public REITs (All US REITs) | Public Stocks (S&P 500) |
|
|---|---|---|---|
| Dividends (income return) | - | ||
| Appreciation (price return) | - | ||
| Total Return | 0.5% | -5.2% | 13.1% |
*Actual returns are simple interest based on outstanding principal, paid at a rate of Prime + 2.50%. |
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Red Rocks 1
| Red Rocks 1 LLC | Public REITs (All US REITs) | Public Stocks (S&P 500) |
|
|---|---|---|---|
| Dividends (income return) | 2.0% | ||
| Appreciation (price return) | 9.6% | ||
| Debt Paydown (unique to RR) | 1.2% | ||
| Total Return | 12.8% | -5.2% | 13.1% |
*Home prices did not appreciate 13% during the 9 months ending 9/30/2023. This figure represents the leveraged return on Red Rocks 2, LLC equity. As an example, if you had $50,000 of equity on a $100,000 that increased in value 10% ($10,000), your leveraged return would be 20% (10,000 / 50,000 investment). For apples-to-apples comparison to the S&P, we compared the returns based on estimated FMV of equity at 1/1/2023 of Red Rocks, LLC. |
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Red Rocks 2
| Red Rocks 2 LLC | Public REITs (All US REITs) | Public Stocks (S&P 500) |
|
|---|---|---|---|
| Dividends (income return) | 1.7% | ||
| Appreciation (price return) | 13%* | ||
| Debt Paydown (unique to RR) | 1.5% | ||
| Total Return | 16.0% | -5.2% | 13.1% |
*Home prices did not appreciate 13% during the 9 months ending 9/30/2023. This figure represents the leveraged return on Red Rocks 2, LLC equity. As an example, if you had $50,000 of equity on a $100,000 that increased in value 10% ($10,000), your leveraged return would be 20% (10,000 / 50,000 investment). For apples-to-apples comparison to the S&P, we compared the returns based on estimated FMV of equity at 1/1/2023 of Red Rocks, LLC. |
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Turner Development 1
| TDF | Public REITs (All US REITs) | Public Stocks (S&P 500) |
|
|---|---|---|---|
| Dividends (income return) | 10%* | ||
| Appreciation (price return) | 0% | ||
| Total Return | 10.0% | 3.1 | 16.9 |
*This represents the return over the basis of your investment. Exact dividend and appreciation data for Public REITs and Stocks were unavailable at the time of publishing. |
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Turner Development 2
| TDF2 | Public REITs (All US REITs) | Public Stocks (S&P 500) |
|
|---|---|---|---|
| Dividends (income return) | 10%* | ||
| Appreciation (price return) | 0% | ||
| Total Return | 10.0% | 3.1 | 16.9 |
*This represents the return over the basis of your investment. Exact dividend and appreciation data for Public REITs and Stocks were unavailable at the time of publishing. |
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Snowmass
| Snowmass | Public REITs (All US REITs) | Public Stocks (S&P 500) | Bonds (Bloomberg Agg.) |
|
|---|---|---|---|---|
| Dividends (income return) | 20.5%* | 2.8% | 1.3% | 2.5% |
| Appreciation (price return) | 0.0% | -27.9% | -19.4% | -14.5% |
| Total Return | 20.5% | -25.1% | -18.1% | -12.0% |
*This represents the return over the basis of your investment. | ||||