<< Back to FAQ

What is the Fund’s investment strategy?

The Fund’s investment strategy and open-end structure allow for flexibility across several product types and is designed to deliver risk-adjusted returns and income in any market environment by moving to where the market is providing mispriced buying and selling opportunities. The Fund seeks to achieve its objectives of generating current income for its investors through investments including:

  • Securitized Multifamily Debt: Pools of fixed and floating rate first-lien multifamily loans originated by Freddie Mac and other lenders.
  • Direct Financing: Privately originated senior and mezzanine-level financing provided to multifamily real estate projects and operators.

Our target investments are senior to common equity property owners in payback priority. In turn, we seek to compensate Fund investors with risk-adjusted returns that have a 30% to 40% cushion to loss.