Perch Ventures Pitch Deck SB1 : simplebooklet.com

INVESTMENT STRATEGY PORTFOLIO CONTACT2OVERVIEW01 | OVERVIEWPerched for Opportunity, Positioned for GrowthWith over 70 years of combined experience, Perch Ventures is a team of seasoned real estate professionals with a proven track record in acquisitions, entitlements, design, construction, and asset management across large-scale multifamily, R&D, industrial, and office projects in the San Francisco Bay Area. As a residential investment company, we drive superior returns and sustainable growth through strategic acquisitions, innovative repositioning, and deep industry expertise. By identifying high-potential multifamily assets, implementing value-driven renovations, and optimizing operations, we maximize property performance and investor returns, ensuring long-term value in a dynamic real estate market. WHATS IN A NAME?“Perch” represents an elevated position with a clear vantage point, illustrating our strategic insight, foresight, and the ability to seize prime opportunities in the market.PERCH UNCOVERS HIDDEN POTENTIAL IN REAL ESTATE, TRANSFORMING UNDERVALUED PROPERTIES INTO THRIVING, HIGH-PERFORMING ASSETS.CLICK CONTENTS TO JUMP.

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INVESTMENT STRATEGY PORTFOLIO CONTACT3OVERVIEW01 | OVERVIEWPerch OfferingsPerch Ventures specializes in identifying, developing, and managing high-value multifamily properties. Our expertise spans acquisition, development, repositioning, and asset management, ensuring each investment is optimized for long-term growth. LeadershipPerch Ventures is led by Logan Daniels and Eric Schueler, two seasoned real estate professionals with deep expertise in acquisitions, entitlements, construction, and asset management. Their complementary backgrounds—Logan’s hands-on development experience and Eric’s investment and financial acumen—create a balanced team capable of identifying and executing high-value opportunities.01PROPERTY ACQUISITIONIdentifying and acquiring high-potential multifamily properties through market insights and strategic negotiation.02DEVELOPMENT & REPOSITIONINGEnhancing properties through renovations, expansions, and adaptive reuse to maximize value.03ASSET & PROPERTY MANAGEMENTMaximizing stability and efciency through expert management and tenant engagement.04VALUE-ADD RENOVATIONSTargeted improvements to boost rental income and property performance.05STRATEGIC INVESTMENT PLANNINGOptimizing investment strategies through data-driven market analysis.

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INVESTMENT STRATEGY PORTFOLIO CONTACT4OVERVIEW01 | OVERVIEW Logan T. Daniels | Principal Logan T. Daniels is a highly experienced construction management and real estate development professional with over 25 years of proven success across Northern California, with a strong focus on the San Francisco Bay Area. With a deep understanding of market dynamics and a keen eye for investment opportunities, Logan’s strengths are acquiring, developing, and operating assets aligning with strategic investment goals. His extensive experience in real estate development has equipped him with the ability to assess potential acquisitions from both an operational and financial perspective, ensuring optimal returns for investors.Since 2005, Logan has been investing in real estate since 2005 and his investments have been primarily large-scale investments across various sectors, including mixed-use residential, lab and research, and commercial offices. In his most recent role as Managing Director at Presidio Bay Ventures, he led development on significant commercial projects, including transforming 88 Spear (“The Spear”) into an innovative “office resort” and guiding the creation of 642 Quarry (“Ideate”), a state-of-the-art life science campus. His oversight spanned from due diligence to GMP negotiations, consistently driving successful outcomes for complex developments.Previously, as Vice President of Development at Maximus Real Estate Partners, Logan managed the entitlement and permitting process for the Parkmerced redevelopment, an ambitious 1,000-plus-unit multi-phase urban project. His expertise also extended to repositioning office campuses and executing value-enhancing subdivision efforts, delivering flexibility in property disposition strategies.With roots in general contracting, Logan has built his career through hands-on management roles at prominent firms such as Nibbi, Thompson Builders, and Skanska, where he developed a deep understanding of successful project execution from pre-construction through close-out. This foundation enables Logan to bring a unique and balanced approach to projects, aligning construction industry knowledge and operations with strategic development goals.Logan holds a BS in Civil Engineering from the University of Arizona, is a LEED Green Associate, and is a member of the ULI, SPUR, and the American Society of Civil Engineers.

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INVESTMENT STRATEGY PORTFOLIO CONTACT5OVERVIEW01 | OVERVIEW Eric Schueler | PrincipalEric has extensive experience working in both the public and private real estate sectors, having laid his foundation as a commercial real estate appraiser before becoming involved in investment acquisition, disposition, and development.At the University of California, Eric was the Real Estate and Facilities Development Department manager at the University of California, Agriculture and Natural Resources (UC-ANR). He was involved with expanding UC-ANR’s five research and extension centers, the strategic planning of innovation parks, and workforce housing.Before serving in this role, Eric held the title of a senior real estate officer working with the ten campuses and the seven healthcare systems, where he was responsible for managing all facets of public real estate, including expanding facility and staff housing and student housing, through either joint ventures (private-public partnerships projects and including tax-exempt financing) or campus directed housing programs. Notable apartment acquisitions include the Boulevard Apartments in Santa Monica, a five-building, 337-unit apartment, and 50,000-square-foot mixed-use project; a 1,500-student housing project with a 600-stall parking garage financed through tax-exempt financing on the UC Irvine campus; and the Tropicana portfolio, a 208-unit, multi-building apartment acquisition located in Santa Monica.Before working for the University of California, Eric had extensive experience in the private sector, managing commercial development and investment acquisitions for notable firms such as Sares Regis of Northern California, Panattoni Development Company, Pacific Union, Nearon Enterprises, and Meridian Property Company. During his time at Sares-Regis, he was in the acquisition of investment-grade apartments. He started his real estate career as a commercial appraiser for American Appraisal and CBRE.Eric earned a Bachelor of Science from the University of Wisconsin, Madison.

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OVERVIEW PORTFOLIO CONTACT6INVESTMENT STRATEGY02 | INVESTMENT STRATEGYMarket OpportunityThe multifamily sector in the Bay Area has stabilized following volatility during the pandemic. We see a unique investment window due to:REDUCED TRANSACTIONAL VOLUME Inventory in the 5-50 unit segment is low, and transaction activity has slowed since the interest rate hikes of late 2022. RESURGENCE OF THE WORKFORCE Employees are returning to offices, and tech professionals who previously left the Bay Area are returning, particularly for AI startups. BAY AREA’S STRONG ECONOMIC FOUNDATION• Global technology hub with a surge in VC, PE, and hedge fund investments centered in San Francisco.• Large educational institutions (Stanford, UC Berkeley) driving job growth and housing demand.• Projected long-term job growth, reinforcing rental demand. SEIZING A RARE INVESTMENT WINDOW IN A STABILIZING BAY AREA MULTIFAMILY MARKET DRIVEN BY LOW INVENTORY, WORKFORCE RESURGENCE, AND STRONG ECONOMIC FOUNDATIONS.

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OVERVIEW PORTFOLIO CONTACT7INVESTMENT STRATEGY02 | INVESTMENT STRATEGYMarket DynamicsPERCH VENTURES EVALUATES KEY MARKET FACTORS THAT DRIVE SUCCESSFUL MULTI-FAMILY ACQUISITIONS:SUPPLY & DEMAND• High Demand: Strong rental demand driven by population growth, employment hubs, and urbanization.• Limited Supply: Zoning restrictions and constrained new construction keep occupancy rates high.ECONOMIC CONDITIONS• Strong Local Economy: A diversified job market supports stable rental income.• Interest Rate Sensitivity: Strategic acquisitions during rate fluctuations can enhance investment returns. DEMOGRAPHIC & POPULATION TRENDS• In-Migration: Regions with attractive amenities, climate, and job opportunities.• Renter Preferences: Increasing demand from young professionals, students, and retirees.RENTAL MARKET FUNDAMENTALS• High Occupancy Rates: Ensuring stable income streams.• Rising Rents: Favorable supply-demand imbalances driving rent growth. VALUE APPRECIATION & REGULATORY LANDSCAPE• Market Appreciation: Investing in areas poised for long-term growth.• Value-Add Potential: Enhancing properties to boost income and value.• Regulatory Stability: Favorable rent control policies and predictable market conditions. NEIGHBORHOOD & INFRASTRUCTURE QUALITY• Prime Locations: Properties near employment centers, transit hubs, and amenities.• Infrastructure Growth: Investments in transportation and smart technology adoption enhance tenant demand.

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802 | INVESTMENT STRATEGYAcquisition Criteria• Building Profile: 5 to 200-unit multifamily properties• Target Locations: • 880/80 corridor• 680 corridor• Sacramento• Value-Add Capital Improvements:• Light upgrades to unit interiors (paint, cabinets, countertops, fixtures, flooring)• Exterior enhancements and tenant amenities and services• Expansion opportunities, including:• Conversion of underutilized common spaces• Development of excess land• Addition of ADUs utilizing fast-track state and local building codes PARC AT PRUNEYARD (FOUNDER INVESTMENT) | CAMPBELL, CAOVERVIEW INVESTMENT STRATEGY PORTFOLIO CONTACT

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OVERVIEW PORTFOLIO CONTACT9INVESTMENT STRATEGYMINIMUM INVESTMENT: $50,000 per opportunity.02 | INVESTMENT STRATEGYInvestment ParticipationInvestment TimelineYEARTHIS STRUCTURED APPROACH ENSURES MAXIMIZED PROPERTY VALUE, ATTRACTIVE INVESTOR RETURNS, AND FLEXIBILITY IN THE INVESTMENT HORIZON.10 2 3 4 5• Acquisition and execution of capital improvements.• Upgrades to reposition assets for enhanced rental income.• Achieve market-rate rents and operational efficiency.• Generate stable cash flow for investors.• Recapitalization to allow investor exit with returns.• Option for investors to remain for continued income and long-term appreciation.YEARS 1-3 Acquisition & Value-Add Improvements YEARS 4-5Stabilization & Cash FlowEXIT STRATEGIESINVESTOR ROLE: Limited partners with passive ownership.

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OVERVIEW INVESTMENT STRATEGY CONTACT10PORTFOLIOSelect Investment Properties Parkmerced | San Francisco, CA 3,221-unit apartment community. Learn More. Parc at Pruneyard | Campbell, CA 282-unit apartment community. Learn More.The Spear | San Francisco, CA 157,500 RSF 11-story urban office resort. Learn More.Montego Ridge | Walnut Creek, CA 122,000+ RSF office campus. Learn More.642 Quarry - “Ideate” | San Carlos, CA Entitled 500,000+ RSF lab/R&D office campus. Learn More.777 Industrial | San Carlos, CA 146,000+ RSF RSF lab/R&D office. Learn More.388 Cambridge | Palo Alto, CA 35,000+ RSF traditional office. Learn More. Commerce Way Park | Livemore, CA 3-building industrial park. Greenville Industrial Project | Livermore, CA 3-building industrial park. 526 Commerce Way | Livermore, CA 3-building industrial park. Los Positas Park | Livermore, CA 2-building industrial park. Bennett Industrial Project | Livermore, CA Industrial building. Retail Shopping Center | Antioch, CA Neighborhood shopping center. Edgewood Office Building | Tracy, CA Office building. Northwynd at Columbia Shores Condominium | Vancouver, WATownhome. Learn More.03 | INVESTMENT PORTFOLIOStrategic Investments, Proven ResultsOur team brings a track record of identifying, acquiring, and managing high-potential real estate investments. With firsthand investment experience, we offer deep market insights, disciplined underwriting, and strategic asset repositioning to maximize returns and long-term value. Our risk management expertise extends beyond theoretical analysis, allowing us to anticipate and mitigate financial, operational, and market challenges. Backed by strong industry relationships, we gain access to off-market opportunities, competitive financing, and seamless execution, giving us a decisive advantage in deal sourcing and asset performance.More than just an intermediary, Perch is a hands-on operator with firsthand knowledge of property operations, leasing strategies, and value-driven improvements. By leveraging lessons learned from past investments, we adapt to market shifts, fine-tune business plans, and create thriving communities.C L I C K LEARN MORE TO VISIT WEBSITE.

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OVERVIEW INVESTMENT STRATEGY CONTACT11PORTFOLIOPotrero Launch | San Francisco, CAOWNER: Martin Building Company196-unit residential complex with retail and rooftop amenities. Learn More.Azure Apartments, Mission Bay Block 13 | San Francisco, CAOWNER: Equity Residential373-unit residential tower and podium with fitness and community spaces. Learn More.Springline | Menlo Park, CAOWNER: Presidio Bay VenturesMixed-use project with 200 apartments, 150,000 SF of office space, and 10 retail storefronts. Learn More. Alice Griffith Housing, Candlestick Point Blocks 2 + 4 | San Francisco, CAOWNER: McCormack Baron Salazar194-unit affordable housing complex with two structures over Type I garages. Learn More. Family House, Mission Bay Block 7 East | San Francisco, CAOWNER: Family House, Inc.80-unit facility for families of children with cancer, consisting of Type V over Type I on-grade garage. Learn More. Ohlone Gardens | El Cerrito, CAOWNER: RCD57-unit mixed-use affordable housing over ground-floor office space. Learn More.Davis Senior Housing | San Francisco, CAOWNER: McCormack Baron Salazar121-unit senior affordable housing complex with common areas and management offices. Learn More.220 View Street | Mountain View, CAOWNER: Nick Podell Company22-unit high-end multifamily building with Type V over Type I sub-grade garage. Learn More. 121 N. San Mateo Drive | San Mateo, CAOWNER: Nick Podell Company33-unit high-end condominium project with Type V over Type I sub-grade garage. Learn More.1645 Pacific | San Francisco, CAOWNER: Nick Podell Company48-unit high-end multifamily condominium with Type I superstructure over sub-grade parking. Learn More.Symphony Towers | San Francisco, CACONTRACTOR: West Bay Builders130-unit condominium with two Type I towers over three levels of below-grade parking. Learn More.Laguna North & South | Redmond, WAOWNER: Hart PropertiesTwo 104,443 SF Class A office buildings with 313 parking spaces each. Learn More.03 | PROFESSIONAL PORTFOLIO777 INDUSTRIAL SPRINGLINEEXPLORE THE EXTENSIVE PROFESSIONAL PORTFOLIO OF PERCH VENTURES’ FOUNDERS:

Perch Ventures Pitch Deck SB1

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