A. Established in 2011, Long Wharf Capital LLC (“Long Wharf” or the “Firm”) is a Boston-based private equity real estate investment manager. The Firm is dedicated exclusively to real estate investment management, with no affiliates or ancillary services. Investing on behalf of institutional investors, including corporate and public pension funds, endowments and foundations, as well as high net worth individuals. Long Wharf utilized a broad-based value-added strategy targeting multiple property sectors and markets across the United States. Long Wharf is owned by the two Managing Partners of the Firm, Michael L. Elizondo and Jeffrey S. Gandel, who have over 70 years of combined industry experience and who have worked together for over 25 years. Long Wharf’s five senior principals, who comprise the Firm’s Investment Committee, average over 30 years of industry experience and 23 years of experience working together. The Long Wharf Investment Committee members include the two Managing Partners as well Philip B. Murphy, John J. Owens, and Tammy L. Plotkin. The depth of experience of the senior principals has translated into a broad network of industry relationships including local operating partners, lenders, brokers and other owners who are integral to sourcing value-added investments in a highly competitive environment. Overall, Long Wharf’s two Managing Partners and 22 employees are focused solely on value-added investing and fund management, including acquisitions, asset management, accounting, and investor relations personnel. Long Wharf is the investment manager to each of Long Wharf Real Estate Partners IV, L.P. (“LREP IV”), a value-added real estate fund formed in 2012, Long Wharf Real Estate Partners V, L.P. (“LREP V”), a value-added real estate fund formed in 2015, Long Wharf Real Estate Partners VI, L.P. (“LREP VI”), a value-added real estate fund formed in 2018, and Long Wharf Real Estate Partners VII, L.P. (“LREP VII”), a value-added real estate fund formed in 2022. Long Wharf had over $980 million of assets under management in these funds as of December 31, 2023. B. Long Wharf provides investment advisory services for direct and indirect investments in commercial real estate and debt directly or indirectly secured by real estate. These investments include, without limitation, the acquisition, management, financing and disposition of: (i) equity and preferred equity interests in real estate related entities, (ii) fee simple and leasehold interests in real estate; (iii) fixed

rate, variable rate and participating loans secured by real estate; (iv) fixed rate, variable rate and participating mezzanine loans secured by direct or indirect interests in real estate; and (v) real estate related securities. Long Wharf will not cause clients to make private equity investments in operating entities or direct investments in publicly traded equity securities except in transactions effected under Rule 144A under the Securities Act of 1933, as amended. As advisor to commingled private real estate funds, Long Wharf
• Identifies and executes on investment opportunities, and
• Participates in the monitoring and evaluation of investments, including the implementation of value enhancement strategies. C. Long Wharf provides investment management services to privately offered commingled vehicles (individually a “Fund” or, collectively, “Funds”), that invest in real estate or real estate related investments. The offering of interests in Funds are exempt from registration under the Securities Act of 1933, as amended, and the Funds are exempt under the Investment Company Act of 1940, as amended. As such, interests in Funds are only offered via “private offering,” and are intended only for investment by “accredited investors” under the Securities Act of 1933 and “qualified clients” under the Investment Advisers Act of 1940. The investment guidelines are defined in the PPM and Organizational Documents for each Fund. Long Wharf conducts its investment advisory activities in compliance with the investment objectives, guidelines, and restrictions set forth in each Fund’s PPM and Organizational Documents. Long Wharf does not tailor its investment advisory activities to meet the needs of any individual investors in a Fund. However, in accordance with common industry practice, a Fund or its general partner may from time to time enter into a “side letter” or similar agreement with an investor pursuant to which the Fund or its general partner grants the investor specific rights, benefits, or privileges that are not generally made available to all investors. See “Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss” below for more details. D. Long Wharf does not participate in wrap fee programs. E. As of December 31, 2023, Long Wharf managed over $980 million of Fund assets on a discretionary basis, including approximately $266 million of undrawn commitments of LREP VII. Long Wharf does not manage any client assets on a non-discretionary basis.