Ironton Capital is a multi-strategy real estate private equity firm. We provide tailored solutions to investors with short- and long-term products.
Investor benefits:
· Diversification
· Principal protection focus
· Tax optimization
· Passive losses for investors that desire them
· Liquidity in our income funds
Because not every investor has the same needs, we offer multiple paths for passive investing.
| National Diversified Funds (NDFs) | Short Term Income Funds (STIs) | Medium Term Income Funds (MTIs) | |
| Sector | Real Estate | Real Estate ~80% Medical Receivables ~20% | Medical Receivables |
| Target Returns | 17%+ 5-6 year timeline | 8-9% | 11-13% fixed based on AUM |
| Liquidity | Cash distributed as individual projects cash flow. | Quarterly dividends. Principal back with 30 day notice. | Quarterly dividends. Access to principal after one year lockup. |
| Fund Size | $10-20M | $200M+ | $30M+ |
| Individual Investments | 10-15 | 200-400 | 25K+ |
| Tax Advantages | Targeting depreciation tax shelter | REIT income treatment | No tax advantage |
Download this overview at https://irontoncapital.com/icoverview
National Diversified Funds (NDFs)
Our flagship Growth Fund is a great option for investors that don’t need income today; they’re looking for just more equity appreciation than they have now. It helps you achieve diversification without the need for active portfolio management with a target IRR of 17-21%.
Of course, past returns don’t predict future results. Consult with your financial advisors. This is not an offer to invest; contact us for subscription information with all of the details.
· Must be an accredited investor.
· Targeted Internal Rate of Return (IRR) of 17-20%+ (net of fees) to investors.
· Diversified across Strategy, Sponsor, Asset Class and Geography (The 4 Pillars of Diversification!).
· Because this is a fund of funds, you get exposure to 30-40 individual commercial properties with one simple investment.
· Often includes apartments, across various states, managed by institutional-level managers.
· No Liquidity.
· 4-6 year target hold period.
· Most returns taxed as capital gains.
· 2 Class Shares
o Class A higher rate of preferred income, no depreciation.
o Class B lower rate of preferred income, depreciation class shares offer 20-40% passive losses in year one if needed.
Short Term Income Funds (STIs)
Our Short Term Income Fund (STI) is a great opportunity for our investors to have a short-term or rainy day cash reserve option with returns higher than money market accounts.
· Must be an accredited investor.
· Targeted 8-9% annual return.
· Makeup 80% hard money lending to real estate investors focused on loans in Denver and Salt Lake City for residential and commercial.
· First deed of trust – highly secure.
· Average loan to value on each of these loans is about 60-65% and our group is very conservative in their underwriting.
· 250+ loans in portfolio provides diversification.
· Other 20% in medical account receivables.
· Liquid on 30 days notice, 1% fee on what you take out if under a year.
· Annual Asset Management Fee 2%.
· Quarterly dividends of about 2% with an annual return of about 8-9% per year.
Medium Term Income Funds (MTIs)
Our Medium Term Income Fund (MTI) provides investors with a targeted 11-13% annual return compared to CDs, depending on assets invested with Ironton Capital, only varies with assets under management (AUM) underlying is fixed. Dividends paid quarterly with some liquidity given advance notice.
Great option for investors wanting further diversification that is completely uncorrelated with real estate or the stock market.
· Must be an accredited investor.
· Provides financial solutions to Medical Service Providers.
· Advancing funds against outstanding medical receivables via Letters of Credit.
· These outstanding funds are paid by insurance for claims, not individuals.
· Purchasing receivables at a discount under Letters of Protection.
· Diversified across 25,000+ individual medical invoices.
· Investors can expect a targeted fixed return of between 11-13% per year based on assets under management.
· Quarterly dividends of about 3% per quarter of your investment, beginning from the first full quarter post-investment.
· 8-10-year target hold period. Most returns taxed as capital gains, open-ended 10-year lock, amortization at 7 years, will make interest only payments until 7 years.
· Fund has a 1-year lockup period, after which investors can request redemptions quarterly.
· No upfront fees. Fees come on the backend, and it’s basically just a small percentage (less than 2%) between what we make and what we pay our limited partners.
If you are ready for passive, diversified investing…without the headaches, book your 15min investment review at https://irontoncapital.com/myreview to see if we can help you go passive.
