Hartley Income Fund
The Income Fund is built for investors who want income exposure to self-storage and related real assets. It can acquire a position before that asset is fully stabilized — the fund is not limited to finished, fully leased buildings, and it is not the same job as the Opportunity Fund's ground-up development upside.
The portfolio
Jefferson Valley is a current Income Fund holding. Palm Coast and Middleburg are expected to join the portfolio in Q4 2026, subject to closing.
Current holdingJefferson Valley, NY
A CubeSmart self-storage property in New York’s Hudson Valley, held within the Income Fund portfolio.
621 Bank Road, Jefferson Valley, NY
Closing Q4 2026Palm Coast, FL
A CubeSmart self-storage property on the US Highway 1 corridor. The Income Fund’s acquisition is expected to close in Q4 2026.
11100 US Highway 1, Palm Coast, FL
Closing Q4 2026Middleburg, FL
A CubeSmart self-storage property on Baxley Road. The Income Fund’s acquisition is expected to close in Q4 2026.
1556 Baxley Road, Middleburg, FL
Anticipated acquisitions are not current holdings. Closing dates may change. Operating figures as of July 31, 2026. Physical occupancy is measured by rentable storage area; parking is excluded.
The path is ordinary: you talk to Investor Relations, you read the fund's offering materials, and you decide. Nobody is going to rush that.
The terms that matter — what the fund may invest in, who may invest, the minimum, the fees and the risks — are set out in the fund's offering circular rather than summarized here. Read it before you invest.
Investors in the fund receive the tax reporting the fund's structure calls for, which your own tax advisor can walk through with you. Nothing on this page is tax advice.
The Income Fund is managed by Hartley Fund Group, the same team that finds, builds and operates the firm's self-storage assets. The fund and investor-relations work sits with that team, not a third-party marketer.
More about Hartley Fund Group →Investor Relations can answer questions about the Income Fund and send you the current materials.
Request materialsThis page is for information only. It is not investment, legal or tax advice, and it is not an offer to sell or a solicitation to buy any security. Any offer is made only through the fund's Offering Circular. Investing involves risk, including the possible loss of principal. Forward-looking statements reflect current expectations and assumptions and are subject to risks and uncertainties; actual results may differ materially.