For Land Value AlphaPrepared by Leadfins
A landing page, four image ads, four paired ad scripts, and a CIO VSL, all built in your Poltawski Nowy and copper system. Designed to outperform the four ads you are running on Meta today.
A dedicated investor page that walks an accredited LP from the first-touch ad straight to a booked intro call with David, so every dollar of paid distribution lands on a page built to convert into the fund. Scroll the live page below or open it full-screen.
Four custom static ads in your Poltawski Nowy and copper system, each anchored on a different number from the fund's actual underwriting. Drop straight into Meta and split-test which one books the most calls.
Four scripts paired one-to-one with the ads above. Each opens with "Accredited Investors:" and leads with the actual number.
A 5-to-6-minute first-person script for David to record straight to camera. Lives in the hero of the landing page above and converts cold traffic into booked calls.
0:00I am David Baker, Chief Investment Officer of Land Value Alpha Fund out of Kalispell, Montana, and the fund I am about to walk you through targets a 28.9% IRR over an 8-year hold by acquiring undervalued Western land and building the wells, roads, power, and entitlements that turn raw acreage into institutional product. The manager cohort delivered 30.77% annualized on Montana land from 2023 through 2025, and the broader 12-year operating history across 7 properties averages 19.01% annualized.
0:30The fund is Land Value Alpha Fund LLC, a Reg D vehicle open only to accredited investors, with a $100,000 minimum ticket and an 8-year optimal hold targeting a 5.0x gross equity multiple. The strategy is narrow on purpose. We acquire undervalued parcels in tertiary Western markets, with a Montana and Northwest concentration, at acreage pricing that reflects the land in its current raw state. Then we operate the value-add levers ourselves, in-house, parcel by parcel, until the exit price reflects the infrastructure layer that the original seller could never have built.
1:15The modeled case targets a 28.9% IRR over an 8-year hold, with a 3.2x net equity multiple to LPs, and a 5.0x gross multiple before fees. A drilled and permitted water well costs the fund roughly $225,000 in capital, and that single lever adds about $1.54 million of water-rights value to the underlying parcel, a 6.8x capital multiple on one of four value-add layers. Roads, power, and entitlements add their own measurable premium on top of that base.
2:15The manager Montana cohort from 2023 through 2025 delivered 30.77% annualized returns on land tied to water rights, which is the cohort that proved out the infrastructure-value-add thesis at scale. The 148.5-acre Montana case study returned 61.54% ROI in 24 months. Across 12 years and 7 historical transactions, the average annualized return was 19.01%. Land Value Alpha Fund formalizes that track record into a single Reg D vehicle.
3:15The reason this works is structural. Raw acreage in tertiary Western markets prices like the land it sits on, because most sellers cannot underwrite or operate the infrastructure layer themselves. When the fund acquires a parcel, we underwrite the upside specifically against the four levers we know how to deploy. We operate those levers in-house, which keeps the cost of construction on our own balance sheet. We exit before any vertical development begins, which is how the fund carries no construction risk and no mining risk on the LP side of the waterfall.
4:15This fund is built for accredited individuals and family offices looking for an allocation to Western land that compounds across a single 8-year cohort rather than across a portfolio of one-off parcel purchases. The minimum ticket is $100,000 and the structure is Reg D so the fund is accredited only.
5:00The next step is a 30-minute call on my calendar. We walk through the parcels currently in the acquisition pipeline, the modeled case math against your existing alternatives allocation, and the cohort of exits we expect over the 8-year fund life. Bring your advisor if you want to stress-test the underwriting line by line.
Pick a time below. We walk through the assets together, outline what the first 30 days of paid distribution would look like against your existing Meta footprint, and you decide from there. No retainer pitch. Just a working conversation.