255 S. Orange Ave, Suite 1550 · Orlando, Florida 32801
+1 (800) 257‑1254 Connect with our team
Aerial view of longtail boats resting in a pale turquoise palm-lined cove
About Freedom Funds

Built on experience,
made for freedom.

A diversified family of private real estate offerings, stewarded by a team with two decades of hands-on ownership — so your capital works quietly while you pursue the people, places and passions that matter.

2003 Investing since
$250M+ Returned to investors
70+ Properties owned or operated
15+ States
Vertical Integration

An integrated platform.

Three aligned entities under one roof — the product platform, the fund administrator and asset manager, and the property operator — so incentives line up from capital through day-to-day operations.

Product Platform

Freedom Funds

The product platform — the fund vehicles and investor relationships through which accredited investors access the offerings, with clear terms and transparent reporting.

Fund Administration & Asset Management

Elevation Capital Group

Fund administration and strategic asset management — capital allocation and investment oversight focused on long-term value creation.

Property Management

Endeavor Communities

Expert property management, resident services, and operational excellence driving day-to-day performance.

Aligned goals

One vision from investment to operations — the underwriter and the operator answer to the same standard.

Efficient execution

Decisions are made and implemented by one aligned team, not negotiated across vendors.

Shared success

The structure is built to create value for investors and residents alike.

Who We Are

Building wealth through excellence.

We acquire quality manufactured housing and self-storage properties, extract the maximum tax benefit, reposition each asset, and then refinance, return capital, and distribute cash flow — inviting accredited investors to own these essential, durable assets alongside us.

Freedom Funds exists to give investors a clearer path into private real estate. Backed by two decades of hands-on ownership and operations, we favor simple, transparent fund structures — plain-English strategies, clear terms, and straightforward reporting — so investors can readily understand what they own and why.

We are patient by design, building value over years rather than quarters. And we stay available: accredited investors get direct access to the team behind the funds — because clarity is a relationship, not a disclosure.

In The Field

Real people, hands on.

Investor events, property tours, and the day-to-day of running the platform — these are the people your questions actually reach.

Principals in conversation on stage before a full audience at an investor event
Investor events
The team walking investors through a self-storage facility
Property tours
An investor and a team member talking one-on-one at an event
One-on-one conversations
Leadership

The team behind the standard.

Over a century of combined experience — dedicated to service excellence for our investors and residents alike.

Ryan Smith

Principal

Co-leads the platform's investment strategy, drawing on two decades in manufactured housing and self-storage.

Jamie Smith

Principal

Co-leads the platform's strategy, capital relationships, and long-term direction.

Frank Sheppard

Chief Operating Officer

Leads operations across the portfolio, turning underwriting plans into performance.

Chad Rice

Chief Financial Officer

Leads finance, fund administration, and investor reporting.

The Wider Team

Ashley Ingersoll

VP, Sales & Operations
Michigan

Brittany Antich

Director, Sales & Inventory
Michigan

Jennifer Benoit

Controller
Florida

Ron Steed

VP, Construction
Missouri

Lenka Padelova

Director, Internal Operations
Michigan

Supported by 100+ people across the platform — operations, finance, construction, regional leadership, and the on-site community teams who run our properties every day.

Portfolio
Milestones

How we got here.

The platform did not arrive fully formed. Each step below added an asset class, a capability, or a way for outside investors to participate.

  1. 2003 The principals begin acquiring real estate — the foundation of what becomes Elevation Capital Group.
  2. 2004 First manufactured-housing community acquired, beginning the focus on the asset class.
  3. 2009 Trailer Cash published — one of the most-read books on manufactured-housing investing.
  4. 2010 The first two investment funds launch; both are later completed full cycle.
  5. 2013 Funds 3 and 4 launch in consecutive years (2013–14), both achieving full-cycle returns.
  6. 2015 Funds 5, 6 and 7 launch in consecutive years (2015–17), expanding the portfolio nationwide.
  7. 2020 Fund 8 launches — disciplined investing continued through market cycles.
  8. 2023 The ninth fund launches, further expanding opportunities for investment partners.
  9. 2024 Endeavor Communities launches — the platform's dedicated property-management affiliate.
  10. 2026 The Freedom Funds platform opens, bringing the family of offerings under one roof.

Figures are provided for general information only. Amounts returned to investors reflect aggregate distributions across all funds and all sources; they are unaudited, have not been independently verified, and may include return of capital. Past performance does not guarantee future results. See disclosures.

Milestones reflect events at the firm or at predecessor and affiliated entities — including Elevation Capital Group and funds offered before the Freedom Funds platform.

Carter Fisher, Director, Investor Relations
Real people, real answers

Have a question? Talk to a real person.

Accredited investors get direct access to the team behind the funds. Carter can walk you through the strategy, terms, and process — no gatekeeping.

Carter Fisher · Director, Investor Relations · Florida

It starts with a conversation.

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