SAMG DashboardInvestor ReportAugust 2026
Secure Asset Management Group
Secure Asset Yield Fund 1

Park West Business Center

810 Quail St, Lakewood, CO 80215

24,785 SF Multi-Tenant Industrial · 14 Units · NNN Basis

Current Performance · August 2026
Occupancy
100%
Held
Avg $/SF NNN
$13.42
$8.23▲ 63%
WALT
21.1 mo
15.2 mo▲ 5.9 mo
Annualized Rent
$332,736
$201,732▲ 65%
Monthly Revenue
$27,728
$16,811▲ 65%
Leases Completed
10 / 14
▲ Since Closing · Aug 2025
Return of Capital39.17% of initial capital is being returned.
Distributed to date
10.44%
Feb 2026 catch-up + May 2026 quarterly
This return of capital
39.17%
of initial capital
Total capital returned
49.61%
cumulative since Aug 2025 closing

Return of capital reduces invested basis; it is not a yield figure. Ongoing distributions continue on the Aug / Nov / Feb / May cycle anchored to closing.

Proforma Year One
Actual in-place rent vs. Argus underwriting model
+37%
ABOVE PROFORMA
$27,728/mo actual
vs $20,449/mo projected
+$7,557/mo
$20K$22K$24K$26K$28K$30KTODAY$28.0K$29.2K$21.3KAprMayJunJulAugSepOctNovDecJanFebMar
← swipe chart →
ACTUAL IN-PLACE
PROJECTED
ARGUS PROFORMA
OUTPERFORMANCE
SOURCE: ARGUS CASH FLOW MODEL (APR 2025)
Investor Return Timeline
Milestones, distributions & key events since acquisition
10.44%
DIST. & RETURN OF CAPITAL
Aug 2026
NEXT DISTRIBUTION
Milestones
Aug 2025
Today
Distributions
Feb 9
May 8
Aug
Nov
Feb
Tax Documents
Mar 13
Refinance
Refinance Window
Jun – Dec 2026
Lease-Up
Lease-Up Window
Dec 2026 – Jan 2027
Aug
2025
Sep
Oct
Nov
Dec
Jan
2026
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
2027
Feb
Mar
Apr
TodayNow
Current Position
100% occupied · $27,880/mo
All 14 units leased. $332,724 annualized rent. 10 of 14 units at new market rates. Desert Gems N expiration in December sets up significant mark-to-market.
Site Plan
New
Renewed
Inherited
QUAIL STREETPARKINGWEST ROW — FACES QUAIL STEAST ROW — FACES PARKINGRENEWEDAVicjon Enter…$14.00NNN11/28 · 1,742 SFRENEWEDBVicjon Enter…$14.00NNN11/28 · 1,742 SFRENEWEDCVicjon Enter…$14.00NNN11/28 · 1,741 SFNEWDCarGroup Hol…$16.67NNN1/28 · 1,800 SFBELOW MKTERDM Industri…$9.55NNN4/29 · 1,753 SFBELOW MKTFRDM Industri…$9.55NNN4/29 · 1,753 SFBELOW MKTGRDM Industri…$9.55NNN4/29 · 1,754 SFNEWHAMN Enterpri…$16.67NNN1/27 · 1,800 SFNEWIDesert Gem I…$14.50NNN11/28 · 1,775 SFNEWJDesert Gem I…$14.50NNN11/28 · 1,775 SFRENEWEDKJ.K. Stone$14.75NNN12/27 · 1,775 SFRENEWEDLJ.K. Stone$14.75NNN12/27 · 1,775 SFNEWMAlpine Trade…$16.67NNN2/27 · 1,800 SFBELOW MKTNDesert Gems,…$8.61NNN12/26 · 1,800 SFN
Rent Rollas of August 27, 2026
SuiteTenantSFRateMonthlyAnnualExpStatus
A
Vicjon Enterprises
Industrial
1,742$14.00 NNN$2,032$24,38411/28Renewed
B
Vicjon Enterprises
Industrial
1,742$14.00 NNN$2,032$24,38411/28Renewed
C
Vicjon Enterprises
Industrial
1,741$14.00 NNN$2,032$24,38411/28Renewed
D
CarGroup Holdings LLC
Auto
1,800$16.67 NNN$2,500$30,0001/28New
E
RDM Industrial Electronics
Electronics
1,753$9.55 NNN$1,395$16,7404/29Below Mkt
F
RDM Industrial Electronics
Electronics
1,753$9.55 NNN$1,395$16,7404/29Below Mkt
G
RDM Industrial Electronics
Electronics
1,754$9.55 NNN$1,396$16,7524/29Below Mkt
H
AMN Enterprises
Industrial
1,800$16.67 NNN$2,500$30,0001/27New
I
Desert Gem Inc.
Stone / Warehouse
1,775$14.50 NNN$2,145$25,74011/28New
J
Desert Gem Inc.
Stone / Warehouse
1,775$14.50 NNN$2,145$25,74011/28New
K
J.K. Stone
Stone / Fabrication
1,775$14.75 NNN$2,182$26,18412/27Renewed
L
J.K. Stone
Stone / Fabrication
1,775$14.75 NNN$2,182$26,18412/27Renewed
M
Alpine Trade International
Trading / Import
1,800$16.67 NNN$2,500$30,0002/27New
N
Desert Gems, Inc.
Stone / Warehouse
1,800$8.61 NNN$1,292$15,50412/26Below Mkt
TOTAL14 units24,785$13.42 avg$27,728$332,736
Portfolio Mix · Industry & Tenant Concentration
Where the rent comes from. Concentration risk surfaces when a single tenant or industry dominates the mix.
WatchTop 3 tenants are 58% of rent, a moderate revenue concentration
WatchWholesale Gems / Stone Art occupies 57% of SF, exposed if that sector slows
Industry Mix · by SF
TOTAL24.8K SF
Wholesale Gems / Stone Art57%14,107 SF
Industrial Electronics21%5,260 SF
Auto / Used-Car Services7%1,800 SF
Environmental / Asbestos7%1,800 SF
Import / Trading7%1,800 SF
Tenant Concentration · % of Monthly Billing
$36,422/mo total
#UnitTenantIndustry$/mo% RentCum
1A,B,CVicjon Enterprises, Inc.Wholesale Gems / Stone Art$8,746
24.0%
24%
2I,JDesert Gem IncWholesale Gems / Stone Art$6,133
16.8%
41%
3K,LJ.K. Stone (Yun Wang / Frank Wang)Wholesale Gems / Stone Art$6,133
16.8%
58%
4E,F,GRDM Industrial Electronics, Inc.Industrial Electronics$4,063
11.2%
69%
5HAMN Enterprises LLC & AZ Environmental Services LLCEnvironmental / Asbestos$3,408
9.4%
78%
6MAlpine International Trading CoImport / Trading$3,408
9.4%
88%
7DCarGroup Holdings LLCAuto / Used-Car Services$3,348
9.2%
97%
8NDesert Gems IncWholesale Gems / Stone Art$1,186
3.3%
100%
Rollover Schedule · by Year
24,767 SF total · 8 leases
2026NOW
N
1 lease1,752 SF· 7%cum 7%
2027
E,F,G · H · I,J · K,L · M
5 leases15,960 SF· 64%cum 72%
2028
A,B,C · D
2 leases7,055 SF· 28%cum 100%
2029
no rollovercum 100%
2030
no rollovercum 100%
2031
no rollovercum 100%
Bars sized by SF rolling each year · in-bar labels show units expiringSeverity:  >40%   20-40%   5-20%   0%
Updates & Milestones
Completed
Vicjon Enterprises renewed — Suites A,B,C
Dec 2025
5,225 SF renewed at $14.00 NNN through Nov 2028. Rate jumped from $7.76 to $14.00 (+80%). 4% annual bumps.
J.K. Stone renewed — Suites K,L
Dec 2025
Renewed 3,550 SF at $14.75 NNN through Dec 2027. Rate up from $8.22 to $14.75 (+79%). $1.00/SF annual bumps.
CarGroup Holdings — Suite D
Dec 2025
New 1,800 SF lease at $16.67 NNN through Jan 2028. 4% annual bump in January.
Desert Gem Inc. — Suites I,J
Dec 2025
New 3,550 SF lease at $14.50 NNN through Nov 2028. $0.75/SF annual bumps in January.
AMN Enterprises — Suite H
Feb 2026
New 1,800 SF lease at $16.67 NNN through Jan 2027. Industrial tenant replaced inherited Rock Warehouse.
Alpine Trade International — Suite M
Mar 2026
New 1,800 SF lease at $16.67 NNN through Feb 2027. Trading and import tenant replaced inherited AR Ink (MTM).
In Progress
Desert Gems Suite N mark-to-market
Q4 2026
Legacy lease at $8.61 expires 12/31/26. Target market rate $16.67+ NNN — nearly 2× uplift.
Upcoming
AMN Enterprises Suite H renewal
Q1 2027
1,800 SF expiring 1/31/27. Flat-rate lease — target renewal at market with scheduled bumps.
Alpine Trade Suite M renewal
Q1 2027
1,800 SF expiring 2/28/27. Flat-rate lease — target renewal at market with scheduled bumps.
RDM Industrial mark-to-market
2029
E,F,G 5,260 SF expires 4/30/29. Inherited at $9.55 PSF — target $16+ NNN. Largest remaining below-market lease.
Confidential — Secure Asset Management Group
This report is for authorized investors only. Data reflects in-place lease terms as of report date.