Disclaimer

No Offer: This document (“Presentation”) is not a proposal for selling or an invitation for offers to purchase any securities, nor does it constitute investment advice. Its purpose is to outline a potential investment opportunity currently being structured by Momentum Wealth Fund Manager LLC (“Manager”), which will inform the structure of a forthcoming investment offer by Momentum Wealth Fund (the “Fund”). Any future offers to invest in the Fund will be made exclusively through a formal offering memorandum (“Memorandum”) that the Fund may distribute, detailing the opportunity to acquire interests in the Fund (“Interests”). The Manager has created this Presentation with the intent of gauging your interest in receiving more information about the anticipated Fund and determining your eligibility for the potential offer. This Presentation is not exhaustive and should not be considered a sufficient foundation for making an investment decision.

Restrictions: This presentation contains statements that, while presented factually, represent only the Manager’s views on potential market operations under the Fund’s intended investment strategies, which will be elaborated in a forthcoming Memorandum. The descriptions of the Fund’s investment strategies provided here are preliminary, incomplete, and insufficient for evaluating a prospective investment. Investing in the Fund carries significant risks, including those inherent in real estate investments, specific risks related to the Fund’s investment sectors, conflicts of interest, regulatory challenges, risks associated with early-stage funds, and risks related to management and taxation. These risks, along with details about the Manager’s experience, compensation, and potential conflicts of interest, will be fully outlined in the Memorandum. Investors or their advisors must thoroughly review these factors and conduct independent investigations to assess whether the risks and the Manager’s credentials are acceptable.

The Manager and its affiliates will retain full control over the Fund’s operations and asset management. The transferability of Interests will be highly restricted, with no expected market for them, and investors should not anticipate being able to resell, pledge, or otherwise liquidate their Interests. Furthermore, the Fund’s operational costs, including the Manager’s fees, may surpass any financial gains achieved by the Fund.

Confidentiality: The Manager retains all copyright and intellectual property rights pertaining to the content, information, and data presented herein. The materials contained in this Presentation may not be altered, copied, stored, transmitted in any form, or utilized for commercial or public purposes without the express written permission of the Manager. The recipient of this Presentation agrees to maintain the confidentiality of its contents and to use it exclusively for the purpose of assessing the potential for further exploration of the Fund.

Tax Advisory Disclaimer: The Manager and the Fund do not provide tax or investment advice to potential investors. The tax outcomes outlined in this Presentation are summarized and prospective investors should consult with a qualified tax advisor to understand the specific tax implications of investing in the Fund. The actual tax impact on an individual investor may differ significantly from those described here due to various factors such as changes in legislation, compliance with conditions necessary to obtain tax benefits by the Fund and the investor, and the unique circumstances of the investor.

Prospective Statements: This Presentation includes material that is not grounded in historical data and is considered “prospective.” Prospective statements might encompass assertions about the Manager’s current forecasts, such as phrases like “budgeted,” “foresee,” “project,” “estimate,” “expect,” “might,” “assume,” “potential,” or the negation of these terms, as well as similar expressions. These are meant to fall within the category of prospective statements, as they embody the inherent risk and uncertainty present in the Fund’s operations. Such statements are based on the Manager’s present beliefs and are fraught with uncertainties; therefore, the actual outcomes could vary markedly from the projections made here. While the Manager holds the belief that the expectations represented in the prospective statements are justified, it cannot assure future outcomes, activity levels, performances, or successes. Neither the proposed Fund, the Manager, nor any other entity bears the responsibility for the precision or exhaustiveness of the prospective statements. The Manager is not obligated to revise any of the prospective statements to align them with actual results or shifts in expectations.