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August 24 2015

Virginia-based Allegiancy announces appointment of former President and CEO of Rockefeller Group Investment Management Corporation, Dennis R. Irvin, to the Board

Richmond, Va., August 21, 2015 — Allegiancy, a commercial real estate asset management firm with a billion-dollar portfolio stretching across the country, announces today the appointment to its Board of Dennis R. Irvin, formerly President and CEO of Rockefeller Group Investment Management in New York City.

Irvin’s appointment occurs during a strategically aggressive expansion of Allegiancy’s operations to include a $30 million capital raise from investors under new Reg A+ rules adopted in June by the SEC. Allegiancy is expected to be among the first firms in the U.S. to harness the new regulations to raise the capital that the company will use to double its 19-employee staff and expand its assets under management to $5 billion.

“Allegiancy is thrilled to announce that Dennis Irvin has joined our Board in an advisory role,” said Allegiancy CEO Steve Sadler. “Dennis is an internationally recognized commercial real estate leader with an unparalleled track record of delivering outstanding returns to investors.”

Irvin joins Allegiancy after more than seven years leading Rockefeller Group Investment Management (“RGIM”), where he oversaw the company’s global investment management activities. Since 2011, RGIM has acquired ownership interests in more than 1.3 million sq. ft. of class-A office properties in U.S. gateway markets including Washington, D.C., San Francisco and Boston. At RGIM, Mr. Irvin developed the strategy and infrastructure to manage investor relationships across a global platform of joint ventures and investment products. RGIM developed a series of investment products and structures to meet the objectives of institutional and private investors, with strategies tailored to investors’ risk and return needs, ranging from core and core-plus to value-add and opportunistic. With Mitsubishi Estate in Japan and Europa Capital in Europe, RGIM is part of a global investment management platform that manages more than $23 billion in combined third-party assets under management.

Having served leadership posts with The CIT Group, Cushman & Wakefield, J.P Morgan Securities and LaSalle Partners, Mr. Irvin has deep expertise in real estate investment management, investment banking and advisory services for both public and private clients. Over the course of his career, Mr. Irvin has been responsible for more than $20 billion in transaction structuring and corporate advisory engagements and has overseen the structuring and placement of over $5 billion in real estate debt. As a Board advisor, Irvin’s role will be to assist management in strategic thinking and planning to assure Allegiancy is maximizing its potential.

“Allegiancy is unique in the real estate investment services space,” Irvin said. “The radical specialization of this company stands out among all the vertically integrated service firms and I am very enthusiastic about the results their technology delivers for investors.”

“Dennis understands the value of superior asset management and his participation at Allegiancy is confirmation that our technology-enabled service platform and system-driven approach are transformational in the tradition-bound world of real estate investments,” Sadler said.

Irvin said joining the Allegiancy team presents a tremendous opportunity to offer his insights and expertise in the commercial real estate asset management industry to a company rapidly expanding its operations and portfolio.

“It just makes sense to have a specialist focused on something as important as your real estate portfolio. Real estate is a unique asset class and very complicated to merit specialization. I’ve been impressed with Allegiancy’s performance in the industry, particularly its data-driven Value Assurance? process that shows it’s a leader in the field,” Irvin said.

In addition to the $30 million capital raise, Allegiancy’s expansion has included the June 1, 2015 acquisition of TriStone Realty Management, based in Houston, Tex., that increased the commercial real estate portfolio under the firm’s management to $1 billion.

Irvin joins on the Allegiancy Board:

—Steve Sadler, CFA – Board Member

CEO of Allegiancy, and a serial entrepreneur, Steve led a venture capital backed financial technology startup and has been involved in a wide range of asset classes and financing structures, with public market securities and private placement transactions under his belt valued at more than $1 billion.

—Chris Sadler, MBA – Board Member

President of Allegiancy, he began his career in the investment banking field with Prudential Real Estate Investors in New York where he was responsible for over $12 billion in transactions as chief equity underwriter and later for Baring Brothers, LTD in London where he was responsible for over $2 billion in acquisition and sales transactions before leaving the world of corporate finance to pursue investment and development projects as a principal.

—David Moore, CPA – Board Member

Mr. Moore is a Richmond, Va. based CPA Controller and acting CFO for a global defense contractor. He has extensive knowledge of financial systems, computer applications and business dynamics. Moore has experience in strategic planning, financial audit preparation, financial projections, banking relationships, software implementations, contract pricing and negotiations and all duties and responsibilities of a controller for both for-profit and non-profit organizations.

—Terry Kennon, CRE, CPM – Board Advisor

Mr. Kennon, is a senior executive based in Dallas, TX with a decades-long track record of insightful investment, management and operations in the commercial real estate business. Kennon has served clients from platforms at Prudential Real Estate Investors, Landauer Associates, KBS Realty Advisors, and Behringer Harvard. Kennon has spearheaded asset and portfolio management for established funds totaling more than $5 billion.

—David Wood, CPA, MAFF, ABV, CVA – Board Observer

Mr. Wood is a St. Louis based CPA and Accredited Business Valuation specialist with a Master Analyst in Financial Forensics designation. Wood is also a FINRA licensed securities broker appointed by Moloney Securities to serve as an observer pursuant to the terms of Allegiancy’s 2014 $5 million capital raise.

About Allegiancy

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.

Headquartered in Richmond, Va., and led by a team of experienced professionals, 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.

Since 2014, the company has expanded its assets under management by 400 percent with a combination of organic growth and corporate acquisitions. Allegiancy plans to accelerate this growth by acquiring more companies, securing additional asset management contracts, hiring more employees, and continuing to improve its proprietary technology for the benefit of property owners.

Allegiancy is also poised to raise at least $30 million in capital this year through a public securities offering under the SEC’s new Regulation A, with plans to double the number of its employees and increase assets under management from $1 billion to $5 billion. The new regulations increase the maximum amount a private company can raise from $5 million to $50 million a year. More information about Allegiancy may be found at www.allegiancy.us.

To schedule an interview with Allegiancy’s leadership, contact Audrey Bevel at audrey@allegiancy.us, or 866.842.7545

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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 www.sec.gov.

PLEASE NOTE:

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.