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News Room

September 14 2015

Allegiancy CEO Steve Sadler to discuss the seismic shifts in capital markets at The Inn at Warner Hall November Dinner and Discussion

Allegiancy CEO Steve Sadler will be the featured speaker discussing the seismic shifts occurring in the financial world of capital markets on Nov. 18 at The Inn at Warner Hall’s popular “Dinner and Discussion” series.

The November Dinner and Discussion, called “Seismic Shifts in Capital Markets and How They Will Affect Main Street,” begins at 5:30 p.m. Sadler’s talk and discussion is at 6 p.m. and dinner is at 7 p.m.

Allegiancy is one of the first companies in the country to take advantage of new Securities and Exchange Commission regulations to raise money from private, non-accredited investors. Allegiancy has filed a $50 million offering under the new Reg A+ rules, in what’s commonly called an “IPO Lite.”

Sadler will discuss how over the past 30 to 40 years, fewer and fewer people are controlling larger pools of money inside a regulatory framework that favors this concentration of capital. Yet with the new Reg A+ rules, capital markets are changing.

Now even small business owners who operate local dry cleaners or HVAC services company and who have ambition and savvy can harness these new rules to raise capital. The injection of capital can allow these small business owners to prosper, expand their companies, invest in equipment and provide jobs for local kids

Sadler lives in Gloucester and in his career he has focused on the capital markets. He has previously worked for regional and national financial institutions such as Wells Fargo and has managed public market securities and private placement transactions valued at more than $1 billion on behalf of TIAA-CREF, Mutual of Omaha, CS First Boston and others.

As CEO of Allegiancy, Sadler has been featured in the Wall Street Journal and other publications and his company was in the Inc. 5000 list this year.

About the Dinner & Discussion

The Inn at Warner Hall Dinner and Discussion series is held several times a year featuring speakers presenting on topics of interest. A group discussion follows before closing with complimentary wine and a buffet dinner.

Tickets for the Dinner and Discussion event are $55. Advanced reservations are required. Contact The Inn at Warner Hall to reserve a seat at 1-800-331-2720 or

The event is open to the community and for non-lodging guests. The Inn at Warner Hall’s 11 rooms are available the evening of the event. Guests should inquire about room availability when making an RSVP for the Dinner and Discussion.

About Allegiancy

Based in Richmond, Allegiancy is a commercial real estate asset management firm with a nationwide portfolio. Over the past year, Allegiancy has grown from a six-employee firm to 20 employees and has seen 400 percent growth.

Allegiancy is changing the business of asset management for commercial real estate owners and investors. With a technology-enabled operating platform and singular focus on serving as the owners’ advocate, the company brings fresh vigor to a poorly understood business. Combining its proactive Value Assurance operational rigor with an intense focus on cash flow and profitability, Allegiancy is expanding on a track record of more than four decades of success.

Allegiancy’s management systems have allowed their properties to outperform their real estate investment trust (REIT) peers by 45 percent since 2006. Allegiancy is well-known for delivering attractive returns and profitable, hassle-free investments in commercial real estate.

To schedule an interview with Allegiancy’s leadership, contact Audrey Bevel at, or 866.842.7545

About The Inn at Warner Hall

Listed by both the National Register of Historic Places and the Virginia Historic Landmarks Commission, Warner Hall continues to be of major architectural and genealogical significance in American history. Warner Hall has long been considered one of the premier properties in the Virginia Tidewater area.

Warner Hall has earned the Trip Advisor Certificate of Excellence year after year and is proud to be affiliated with Select Registry, a unique collection of the country’s finest, quality assured lodging establishments. Warner Hall is also featured as a Diamond Collection member of

The property is located 3-1/2 miles from U.S. Route 17 — also known as the George Washington Memorial Highway — and Colonial Williamsburg is just 30 minutes away. The battlefields of Yorktown, site of the surrender of British forces that effectively ended the Revolutionary War, are within 15 minutes. America’s first settlement, Jamestown, is a 50-minute drive away along the scenic Colonial Parkway. The Virginia state capitol of Richmond, the Norfolk Harbor and Virginia Beach are within an hour’s drive.


This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These forward-looking statements are based upon the Allegiancy, LLC’s (the “Company”) present expectations, but these statements are not guaranteed to occur. Furthermore, the Company disclaims any obligation to publicly update or revise any forward-looking statement to reflect changes in underlying assumptions or factors, of new information, data or methods, future events or other changes. Investors should not place undue reliance upon forward-looking statements. For further discussion of the factors that could affect outcomes, please refer to the “Risk Factors” section of the offering circular dated January 14, 2014 and filed by the Company with the U.S. Securities and Exchange Commission on January 15, 2014. The offering circular, and any supplements or updates thereto, is available on the EDGAR system located on


The foregoing does not constitute an offer to sell or a solicitation of an offer to buy securities, and no money or other consideration is being solicited hereby, nor will be accepted. An offer to purchase or a solicitation of an offer to buy the securities can only be made or received and accepted once an offering statement is qualified by the Securities and Exchange Commission as exempt from the registration requirements of the Securities Act of 1933 (the “Act”), as amended, pursuant to Section 3(b)(2) of the Act. Any such offer to purchase securities may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of its acceptance given after the qualification date of the offering related thereto, and any indication of interest to purchase securities involves no obligation or commitment of any kind.