Built for five kinds of investor
Accredited high net worth families, retirees, IRA and 401(k) holders, real estate professionals, and senior corporate finance executives.
Five reasons to be inside this fund
Different starting points, one destination: monthly borrower payments compounding into quarterly distributions.
You want the yield, not the tenants
Every investor profile the fund serves has the same underlying wish. Real estate exposure, monthly borrower payments, real collateral behind every dollar, and none of the property management that comes with owning a rental portfolio.
Grade A to C mortgage notes deliver that. So does the fund's pass-through structure. What differs from profile to profile is how the position is wrapped: taxable account, self-directed IRA, LLC, or trust.
Find your investor profile inside the fund
Book a call with Carlo to identify the right vehicle for your position.