567 +
Investors
10,000 +
Units
$62MM +
Assets Under Management
Our Funds & Projects We’ve Invested In
The investments on this page are a brief overview of our current and past funds for accredited investors and do not constitute an offer. Please consult with your financial advisor or CPA to see if our alternative investment management might be a good fit for you and book a time with our Investment Relations Team so we can answer any questions you may have on our private equity company and funds.
National Diversified Fund 9 (NDF9)
Fund 9 will generally invest $0.5 to $3.0 million per project. This amount supports both access to premium projects and ample fund diversification with option for depreciation.
Medium Term Income Fund (MTI)
Target 11-13% return per year. This fund is uncorrelated with real estate or the stock market as it is diversified across 10,000+ individual medical invoices.
Short Term Income Fund 2
Target 8-9.5% return per year (approximately 2% per quarter). This fund invests in short-term real estate debt. Also taxed at lower REIT tax rate.
HillPointe 2 (HP2)
Building 20-25 apartment communities, in 4-6 years, with a proven sponsor. Expected 4-7 year hold.
- Asset Class: Workforce Multifamily
- Geography: Primarily FL, GA, SC
- Strategy: Development
National Diversified Fund 8 (NDF8)
Fund 8 will generally invest $0.5 to $3.0 million per project. This amount supports both access to premium projects and ample fund diversification with option for depreciation.
National Diversified Fund 7 (NDF7)
Fund 7 will generally invest $0.5 to $3.0 million per project. This amount supports both access to premium projects and ample fund diversification with option for depreciation.
National Diversified Fund 6 (NDF6)
Fund 6 will generally invest $0.5 to $3.0 million per project. This amount supports both access to premium projects and ample fund diversification with option for depreciation.
Short Term Income Fund I
Target 8-9.5% return per year (approximately 2% per quarter). This fund invests in short-term real estate debt. All loans are guaranteed by the borrower.
Lowell Townhomes
Our investors joined two experienced developers in building ten new townhomes in Central Denver, blocks from a light rail stop.
Samuel Drive Apartments with Terrance Doyle
- Purchased off-market
- Due to market slowdown, negotiated attractive price
National Diversified Fund 5 (NDF5)
Fund 5 will primarily provide returns in the form of capital gains, not current income. Some projects will be completed or refinanced to return initial capital by the end of the third year.
National Diversified Fund 4 (NDF4)
NDF4 made ten investments in 2021/22 in ten cities. Four new developments and six value strategies. Six multifamily, one each of hotel, office, industrial, and life science.
National Diversified Fund 3 (NDF3)
NDF3 made eight investments in 2020/21 in eight states. Four value-added, two new developments, one value add, and one fund pursuing multiple strategies.
National Diversified Fund 2 (NDF2)
Our second fund NDF2 made nine investments in 2020 and 2021 in six states. Four multifamily, two memory care, and one each of medical, warehouse, and hotel.
National Diversified Fund 1 (NDF1)
NDF1 made eight investments in 2019 thru mid-2020 in five states. Two value-added and six new developments. Four multifamily, and one each of hotel, self-storage, student housing, and office.