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New Post 10/25/2009 10:34 AM
  PrivatePlacement
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Cawley Income Fund II 

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Page 1
CAWLEY INCOME FUND II, L.L.C.
BROKER-DEALER USE ONLY
14785 Preston Road
Suite 850
Dallas, Texas 75254
1-866-415-2605
Fax 972-759-8456
OFFERING SUMMARY
GUARANTY
SPONSOR LOAN
OFFERING AMOUNT
MINIMUM INVESTMENT
INTEREST PAYMENTS
TERM
TYPE OF OFFERING
SUITABILITY
COMMISSION
ESCROW AMOUNT
ESCROW AGENT
INDENTURE TRUSTEE
Secured 10% Notes in the
aggregate amount of $10,000,000
(subject to increase up to $20,000,000)
Assets valued at $8.5 million*
(valued internally, and unaudited)
Sponsor Loan. Cawley or its affiliates will make a loan to the
Company (the "Sponsor Loan") on the same general terms as
the Notes, equal to 10% of the total Note proceeds ($1.00
for every $10.00 received). The Guarantor's guaranty will not
apply to the Sponsor Loan.
$10,000,000
(subject to increase up to $20,000,000)
$20,000
10% per annum, paid monthly
June 30, 2013
Regulation D
Accredited Investors Only
6% Commission and 1% Due Diligence Fee
$1,000,000
Fidelity Bank
Wells Fargo
PROVIDING THE SKILLS, EXPERIENCE, RELATIONSHIPS AND
STRATEGIES TO ACHIEVE OPTIMAL INVESTMENT OUTCOMES
FOR OUR INVESTMENT PARTNERS.
* See Guarantor information on back
Properties pictured are representative of the specific type of commercial properties in which Cawley Income Fund II, LLC will invest. The pictured properties have been developed by Cawley Wilcox,
purchased by a Cawley Partners’ investment fund, or are being used as additional collateral for a Cawley Partners’ investment.
Cawley Partners, a Dallas-based real estate
investment and development company
specializing in commercial office, industrial and
multi-use properties, is pleased to present the
Cawley Income Fund II, LLC Note Offering. The
offering is in the amount of
$10,000,000 with the option to
expand up to $20,000,000.
William R. Cawley, a commercial real
estate professional with more than
30 years of experience, serves as
Chairman and Chief Executive
Officer of the Cawley Wilcox
Companies. Founded in 1986,
Cawley Wilcox Companies is a family of real estate
companies that acquire, develop and provide tenant
representation, corporate services, property leasing
and management, project management and
development services to its clients. The Cawley Wilcox
Companies are comprised of Cawley Partners, Crestmarc,
Wilcox Development Services and GVA Cawley.
The Cawley Wilcox Companies have developed more
than five million square feet of Class “A” office and
industrial properties throughout the United States.
Mr. Cawley oversees more than $720 million in
completed capitalized projects for Cawley Partners,
whose primary focus is the acquisition and
repositioning of office buildings throughout the United
States. As the leader of Crestmarc, Cawley’s multifamily
group, Mr. Cawley directs holdings of $190 million in
capitalization (as of 2007).
First Lien Lender: First lien financing will be provided by
a myriad of institutional lenders, including insurance
companies and/or banks. Cawley Partners anticipates
debt financing at 65-75% loan to cost.
Institutional Capital Partners: In addition to the First
Lien mortgage, Cawley Partners has procured a
number of institutional capital partners, which will
provide 80-85% of the required remaining equity.
Cawley Income Fund II: There will be two internal
sources of equity, Cawley Partners and Cawley Income
Fund II, which will provide the remaining 15-20%.
The net proceeds of the Cawley Income Fund II
Secured Note offering will supplement the equity
required to pursue real estate development and
acquisition activities in conjunction with debt and other
equity financing The investment activities will primarily
involve office, industrial, and retail properties, including
to-be-developed and value-add properties, and may
also include multi-family properties.
Guarantor. Cawley Assurance, Ltd. (the "Guarantor"),
an affiliate of the Company, will partially guarantee the
Notes in the aggregate amount equal to 25% of the
aggregate principal balance of all the Notes (to be
applied pro rata among all the Notes in accordance
with their then outstanding balances). The form of
such guaranty, which is an unconditional guaranty, is
set forth in the Indenture. The guaranty will not apply
to the Sponsor Loan. Unaudited financial information
regarding the Guarantor is attached as Exhibit B of
the private placement memorandum. See
CAPITALIZATION OF THE COMPANY, SECURITY FOR
THE NOTES AND THE GUARANTY - Guaranty Section.
Cawley Partners creates and manages strategic real
estate fund opportunities for accredited investors,
including secured notes, partnerships, and joint
ventures. The company’s goal is to acquire value-add
properties in near-term submarkets, increase
occupancy levels to 70-90% through vigorous leasing
activity, and then place the properties back on the
market and sell the asset or assets. This opportunistic
strategy allows the company to take advantage of
market conditions, producing optimal investment
outcomes for our investment partners.
William P. “Billy” Glass
National Marketing Director
Cell: 817-454-7555
bglass@cawleypartners.com
Becky Welch
Internal Wholesaler
Cell: 214-663-5051
bwelch@cawleypartners.com
Jim Savoy
Internal Wholesaler
Cell: 214-797-3168
jsavoy@cawleypartners.com
MARKETING
1-866-415-2605
INVESTOR RELATIONS
1-866-415-2575
ABOUT Cawley Income Fund II, L.L.C.
This brochure is provided solely for the use of authorized broker-dealers, sets forth only general information concerning the described offering, and may not be distributed to prospective investors. Any information concerning projected yield, return or hold
period with respect to such offering should not be considered as a prediction of results to be attained or a guarantee of future performance, and actual results may differ materially. This brochure does not constitute an offer to sell any securities, which will
only be made pursuant to a duly authorized confidential private offering memorandum.
Cawley Partners
including
Cawley Income
Fund II
(15-20%)
Institutional
Capital Partners
(80-85%)
1st Lien
Mortgage
25-35%
65-75%

 
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