Legal

Investor Disclaimer & Risk Disclosure

Please read this page carefully. It governs your use of this website and applies to any communication with Castelan Capital Partners.

Last updated: August 2026

No Offer or Solicitation. This website is provided for general informational purposes only. Nothing on this site constitutes, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any security or interest in any investment vehicle, in any jurisdiction. Castelan Capital Partners does not currently have an active securities offering open to the public. Any future offer or sale of securities by Castelan Capital Partners or its affiliates will be made only pursuant to definitive offering documents (including, where applicable, a confidential private placement memorandum, subscription agreement, and operating or partnership agreement) furnished directly to qualified, eligible offerees, and only in a manner that complies with applicable federal and state securities laws, including any applicable restrictions on general solicitation and general advertising under Regulation D of the Securities Act of 1933, as amended.

Registration Status

Castelan Capital Partners is not registered as a broker-dealer, investment adviser, or funding portal with the U.S. Securities and Exchange Commission ("SEC"), the Financial Industry Regulatory Authority ("FINRA"), or any state securities regulator. Carlos Castelan is a licensed New York real estate sales agent; that license relates solely to real estate brokerage activity and does not constitute registration or licensure as a broker-dealer, investment adviser, or associated person under federal or state securities law.

Castelan Capital Partners does not receive transaction-based compensation for the purchase or sale of securities. Any compensation earned in connection with a transaction is expected to be structured as a co-investment, promote, or asset/portfolio-level fee tied to real property, not as a commission for effecting securities transactions. Prospective sponsors, allocators, and counterparties should independently confirm the applicable registration exemptions relied upon for any specific transaction with qualified securities counsel before proceeding.

No Investment, Legal, or Tax Advice

Nothing on this website constitutes investment, legal, tax, or accounting advice, or a recommendation to buy, sell, or hold any investment or pursue any investment strategy. You should consult your own legal, tax, and financial advisors before making any investment decision. Any transaction between Castelan Capital Partners and a prospective sponsor, co-investor, or allocator will be governed exclusively by the definitive, executed transaction documents for that specific deal, which will control over any statement made on this website.

Illustrative Information; Not Actual Performance

References to transaction types, deal structures, unit counts, equity check sizes, leverage ranges, hold periods, or return profiles anywhere on this website — including on the Track Record and Investment Strategy pages — are illustrative and representative of the general profile of transactions Castelan Capital Partners seeks to structure. They do not depict actual, specific, closed transactions, and they are not a track record of realized or unrealized investment performance.

Past performance is not indicative of future results. No representation is made that any transaction described or referenced on this site will be replicated, that any target or illustrative figure will be achieved, or that any investment will be profitable. Actual results for any specific transaction will vary, potentially materially, and could result in a partial or total loss of invested capital.

Risk Factors

Real estate investments generally, and multifamily joint venture and co-investment structures specifically, involve substantial risk, including but not limited to:

  • Illiquidity. Interests in real estate transactions are generally illiquid, may be subject to significant transfer restrictions, and there is no secondary market.
  • Leverage. Transactions may use debt financing, which can amplify both gains and losses and increase the risk of loss, including loss of the entire investment, particularly in a rising-rate or declining-value environment.
  • Market and economic risk. Property values, occupancy, and rental rates are subject to local, regional, and macroeconomic conditions outside the control of Castelan Capital Partners or any sponsor.
  • Sponsor and execution risk. Outcomes depend heavily on the performance of third-party operating sponsors, including their ability to execute a business plan, manage capital improvements, and operate the asset.
  • No guarantee of return. There is no assurance that any investment objective, target return, or hold period described on this site will be achieved.
  • Concentration risk. Transactions may involve concentrated exposure to a single asset, sponsor, or market.

This is not an exhaustive list of risks. Complete risk factors applicable to any specific transaction will be set out in that transaction's definitive offering and governing documents.

Eligibility to Invest

Any prospective participation in a Castelan Capital Partners transaction is expected to be limited to persons and entities that meet the applicable eligibility standards for the exemption relied upon for that specific offering — which may include, depending on the transaction, status as an "accredited investor" as defined in Rule 501(a) of Regulation D under the Securities Act. Submitting an inquiry through this website does not constitute pre-qualification, and Castelan Capital Partners reserves the right to request documentation verifying investor status before any transaction proceeds.

Forward-Looking Statements

This website may contain forward-looking statements regarding target markets, strategy, or anticipated transaction structures. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual outcomes to differ materially. Castelan Capital Partners undertakes no obligation to update any forward-looking statement.

Contact

Questions about this disclosure can be directed to castelancpnyc@gmail.com.