TIM is an SEC-registered investment adviser with its principal place of business located in Dallas, Texas and was organized in the state of Delaware in 2010. Transwestern Investment Group LLC (“TIG”) wholly owns Transwestern Investment Management, LLC and Transwestern Strategic Partners, LLC which are affiliated relying advisors. TIG has its principal place of business located in Dallas, Texas and was organized in the state of Delaware in 2011. TIG is owned by individuals and its principal shareholder is Robert D. Duncan, who is the only shareholder controlling 25% or more of TIG. Transwestern Corporate Properties Adviser, LLC is a wholly owned subsidiary of Transwestern Investment Management, LLC, with its principal place of business located in Dallas, Texas and was organized in the state of Delaware in 2016. As an affiliate of Transwestern Investment Management, LLC owned by the same parent entity, Transwestern Strategic Partners, LLC is a relying advisor with its principal place of business located in Dallas, Texas and was organized in the state of Delaware in 2011. TIM, our real estate investment management firm, specializes in providing a broad range of advisory services regarding investments in commercial real estate in all major markets in the United States with specific expertise in certain regional markets and property sectors including commercial, industrial and residential properties as detailed below. These services are primarily tailored to institutional clients, such as insurance companies, pension plans, endowments, fund vehicles and similar entities. For purposes of this brochure all references to “Client” or “Fund” shall not include the underlying investors or beneficiaries of a Client or Fund, unless otherwise specified. As of December 31, 2023, TIM managed approximately $573,829,078 in discretionary client assets and approximately $3,442,678,392 in non-discretionary client assets. Investment Management Services Strategy Development and Portfolio Design. TIM provides advice and guidance on the development of real estate investment portfolios. TIM works with clients to develop and implement effective strategies to achieve appropriate return and performance objectives. TIM incorporates risk management throughout the strategic planning phase and consistently utilizes various tools including customized investment policies and guidelines, investment limitations and restrictions to mitigate certain risks. Real Estate Purchases and Sales. We provide advice to our institutional clients on matters dealing with the acquisition, sale, development and management of real estate, as well as recommendations to achieve effective alignment of interest in real estate related services. We do not invest in or manage publicly traded securities for our clients. Portfolio Management Services. Our firm assists clients by selecting and acquiring real estate assets to create a customized portfolio designed to match the client’s return objectives and tolerance for the various risks associated with real estate asset investments. TIM utilizes third party independent research and its own proprietary investment evaluation tools, striving to optimize potential returns and to minimize the potential risks related to any specific strategies. TIM may present these recommendations to the client

for approval or implement its recommendations where TIM has been delegated discretion in writing by its client to do so. Research / Performance Measurement / Reporting. TIM provides performance reports to the firm’s clients, consolidating individual investment information as needed. Portfolio composition is monitored and reported by a variety of different attributes. Performance reports on individual real estate investments may also be made available to clients as stipulated in the specific investment management agreement with the client. Our goal is to provide appropriate information and transparency to allow our clients to monitor their investments effectively. Other Services. TIM can and does: (i) attend meetings with its clients (including boards, committees and staff) on an as-needed or regularly scheduled basis, and (ii) provides incidental functions as required to effectively assist (for non-discretionary clients) or direct (for discretionary clients) investment and portfolio management activity consistent with institutional portfolio management practices. The exact scope of services provided to each of TIM’s clients depends upon the terms of the investment management agreement negotiated with each client. We provide customized advice and recommendations to our clients based upon the research, portfolio management practices and investment processes conducted by our investment professionals. Significant investment decisions, recommendations and portfolio construction decisions are fully reviewed by the appropriate investment officers or investment committee, prior to being released to non-discretionary clients or discretionary clients. Private Fund Management TIM may establish individual entities and serve as the managing member of various special purpose entities to manage the investments of a single client as described in this paragraph and hereinafter referred to as “Single Client Fund(s)”. TIM may also manage under a contractual agreement, the investment activities of a fund or funds committed to invest in commercial real estate. The general partner of these entities commits capital based upon the investment advice and recommendation of TIM, or its affiliates, to buy certain real estate assets or make certain real estate investments. TIM may also supervise the investment activities of certain investment management affiliates. Accordingly, as supervised persons of Transwestern Investment Management, LLC, the Relying Advisors intend to conduct their activities in accordance with the Advisors Act and the rules thereunder. Any employees of the Relying Advisors and any other persons acting on their behalf are and shall be subject to the supervision, control and compliance regime of Transwestern Investment Management, LLC. The Relying Advisors are relying on Transwestern Investment Management, LLC’s registration under the Advisors Act and are not registering separately. Our firm, or affiliates thereof, acting as the managing member, may participate in the economics of the investments and may receive incentive compensation, if minimum return thresholds are exceeded. Please see Item 6 “Performance Based Fees and Side- By-Side Management” and Item 10 “Other Financial Industry Activities and Affiliations” for additional disclosures.