Dynamo Capital and Property Llama Present:
Dynamo Capital Fund Update For July 2025
August 15, 2025
Agenda
Disclaimer
CONFIDENTIALITY
This presentation is provided to you in your capacity as a potential investor in the “Fund” and contains confidential information. The existence of this presentation itself shall be deemed confidential. By accepting this presentation, the recipient agrees that it and its directors, officers, employees, attorneys, accountants, financial advisors, representatives and other affiliates who are assisting in the evaluation of the proposed investment (i) will use this presentation only to evaluate the proposed investment and for no other purpose, (ii) will share this presentation only with parties necessary for the proper evaluation of the proposed investment, and (iii) will not divulge the contents of this presentation or any details related to the proposed investment described herein to any other party in any way or form whatsoever.
INVESTMENT IN THE FUND INVOLVES HIGH RISK
Investments in the Fund will be offered exclusively to financially sophisticated, accredited investors, high net worth individuals, family offices and institutional investors capable of evaluating the merits and risks of an investment in the Fund. Interests in the Fund are highly speculative and illiquid investments that involve substantial risk. No active secondary market in the interests exists, and the Fund does not anticipate that any such market will develop. Interests in the Fund are suitable investments (if at all) only for a limited portion of the risk segment of an investor’s portfolio. Investors could lose all or substantially all of their investment in the Fund. The Company will not be registered as an investment company under the Investment Company Act of 1940. In addition, neither the Company nor its affiliates will be registered as an investment advisor under the Investment Advisors Act of 1940. Consequently, Prospective Investors will not be afforded the protections of any of those laws and regulations.
NO OFFERING OF INVESTMENT OPPORTUNITY
The information contained in this presentation has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any securities or to participate in any investment strategy and may not be used or relied upon in connection with any offer or sale of securities. Any description of the Fund’s portfolio is for illustrative purposes only. The Fund’s actual portfolio may vary from the parameters described herein. The Fund will only sell securities pursuant to the terms and conditions set forth in its governing documents, including, without limitation, its private placement memorandum (“PPM”), its subscription agreement and its operating agreement.
Disclaimer Continued
FORWARD-LOOKING STATEMENTS
This presentation contains forward-looking statements; in particular, statements about the plans, strategies and prospects of the Fund. These statements are based on our current expectations and projections about future events. The words “may,” “will,” “should,” “expect,” “plan,” “seek,” “intend,” “anticipate,” “believe,” “estimate,” “aim,” “potential” or “continue” or the negative of those terms or other similar expressions are intended to identify forward-looking statements and information. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their respective dates. These forward-looking statements are based on assumptions and estimates by management the Fund that, although believed to be reasonable, are inherently uncertain and subject to risks and uncertainties that could cause actual results to differ from historical results or those anticipated or predicted by such forward-looking statements. Considering these risks and uncertainties, the matters referred to in the forward-looking statements contained in this presentation may not, in fact, occur. The Fund undertake no obligation to update or revise any forward-looking statement after the date of this presentation as a result of new information, future events or otherwise, except as required by law. The Fund qualifies all of its forward-looking statements by these cautionary statements.
COMPANY-SOURCED INFORMATION
The information contained in this presentation was obtained from the Fund and other sources identified by the Fund. Any statements, data, estimates, or projections contained herein have been prepared by management of the Fund and may involve elements of subjective judgment and analysis that may or may not prove to be accurate. All information provided herein is on an “as is” basis. While the information contained herein is believed to be reliable, neither the Fund nor any of its respective representatives, by delivery hereof, makes any representations or warranties, expressed or implied, as to the accuracy or completeness of such information. This presentation does not intend to contain all the information that may be required to evaluate an investment in the Fund or any other transaction, and any recipient hereof should conduct its own analysis of the Fund and the information contained or referred to herein.
The information contained herein is not intended to be, nor should it be construed or used as investment, tax or legal advice. Before making any investment in the Fund, you should consult with your professional advisor(s) to determine whether an investment in the Fund is suitable for you considering your investment objectives and financial situation.
Transparency and Clear Communication
As your trusted real estate investment partner, Property Llama strives to deliver exceptional opportunities with transparent operator relationships, clear communication, and direct due diligence.
Resource: Dynamo Capital Property Llama Fund Deal Room
https://www.notion.so/curtisstmedia/PL-Dynamo-2-Data-Room-18f4de7e451d80288241ec93de33d96d
Call Format
If you have questions while we're speaking, please type them in the chat.
If questions come up after the Q&A, please reach out to ir@propertyllama.com
PL Dynamo 2: Now Open through September 2025
Prepared Questions
Investment Timeline
Prepared Questions
Investment Timeline
July 2025 Dynamo Fund Update
July Was a Standout Month for our Team
July was a standout month for our team. Over the past several quarters, our leadership has been focused on laying the groundwork for long-term growth—and July gave us our first big test. The team rose to the occasion, funding a record number of unique borrowers and assets. Even better, based on team feedback, we had the capacity to handle 50–75% more volume.
As we continue scaling our operational capacity, we’re now shifting focus toward adding sales leadership. This will help us build out market-specific loan officers in our key strategic markets.
July Revenue and Expenses
Loan Origination Figures
Current Portfolio average LTV: 70.08%
This chart represents the Loan-to-Value (LTV) Average for the main Dynamo fund. “Newly Funded Loans” refers to loans funded in the prior month, while “Average LTV of Portfolio” refers to the LTV of all loans on the books.
Return Metrics
Looking Ahead: August 2025
August’s focus will be on expanding our sales team and making a bigger impact in the Denver market. DSCR and RTL loan volume is trending strong, and our underwriting team is hitting its stride as we diversify into new geographies beyond Wichita.
We’re staying disciplined with loan metrics and continuing to work with consistent, high-quality borrowers to manage risk. If trends hold, August should build on July’s momentum—bringing more growth and continued maturation of our operations.
Here’s to another strong month ahead!
Announcements
PL Dynamo 2: Now Open through September 2025
Questions
Question: How is the Denver expansion going? What type and volume of loans have you funded?
Question: From a longer term perspective, will Dynamo be able to maintain the current returns?
Question: What is the portfolio’s current delinquencies, defaults, and foreclosures?
Question: In a previous update you discussed streamlining your DSCR loan selling process. Can you share the progress?
PL Dynamo 2: Now Open through August 2025