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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.

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National Diversified Fund 9 (NDF9)

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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.

Target Annualized Return17%+
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HillPointe 2 (HP2)

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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
Target Annualized Return20%
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Short Term Income Fund 2

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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.

Target Annualized Return8-9.5%
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Medium Term Income Fund (MTI)

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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.

Target Annualized Return11-13%
Funded

National Diversified Fund 8 (NDF8)

FUNDED SEPTEMBER 2024

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.

Target Annualized Return17%+
Funded

National Diversified Fund 7 (NDF7)

Funded January 2024

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.

Target Annualized Return17%+
Funded

National Diversified Fund 6 (NDF6)

Funded June 2023

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.

Target Annualized Return17%+
Funded

Short Term Income Fund I

Funded May 2023

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.

Target Annualized Return8-9.5%
Funded

Lowell Townhomes

Funded October 2022

Our investors joined two experienced developers in building ten new townhomes in Central Denver, blocks from a light rail stop.

Target Annualized Return18-20%
Funded

Samuel Drive Apartments with Terrance Doyle

Funded September 2022
  • Purchased off-market
  • Due to market slowdown, negotiated attractive price
Target Annualized Return13-18%
Funded

National Diversified Fund 5 (NDF5)

Funded July 2022

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.

Target Annualized Return14-20%
Funded

National Diversified Fund 4 (NDF4)

Funded October 2021

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.

Target Annualized Return18.5%
Funded

National Diversified Fund 3 (NDF3)

Funded August 2020

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.

Target Annualized Return15.5%
Funded

National Diversified Fund 2 (NDF2)

Funded August 2020

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.

Target Annualized Return16%
Funded

National Diversified Fund 1 (NDF1)

Funded July 2019

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.

Target Annualized Return17%