10% to 10% Annually
Property Types and Loan Types
- Residential Property
- Commercial Property
- Residential Investment
- Commercial Land
Advest Short Duration Real Estate Fund
Open to accredited investors.
Call us at (215) 970-7975.
Advest Financial offers a real estate debt fund which provides first position loans to experienced borrowers. Investors will receive a steady stream of high interest income with no correlation to the stock market. The fund is open to accredited investors who are seeking a consistent high-yield return with low volatility and collateral protection.
Target Annual Return: 10%
Benefits for Investors
Model of Consistency
The fund will target 10% annual returns (net of fees). Direct real estate lending provides the key advantage of loan investments secured by an asset, as opposed to high yield bonds and mezzanine debt, which are both unsecured.
Real estate lending provides diversification because it can reduce overall investment portfolio volatility and enhance returns. Private lending is not correlated with the stock market or other traditional asset classes.
Limited Interest Rate Risk
Loans have short maturities since most projects last between 6 to 12 months. This protects principal from a rising interest rate environment.
Due to the short-term nature of the loans, portfolio turnover is approximately 9 – 12 months.
Exposure to Real Estate as a Passive Investor
Investors will participate in a high performing passive investment which requires very little time.
Focus Lending Areas
The Fund focuses on properties located within major metropolitan and coastal areas. Currently, the Fund lends on properties located in PA, NJ and NY. Our target areas have demonstrated less price volatility than properties located in remote or rural areas.
Annual Audit & Transparency
We publish loan details, project updates and investor statements. The fund is audited every year by an independent PCAOB audit firm.
Retirement Account Eligibility
Eligible investors include self-directed IRAs.
Unlike traditional real estate debt funds, the Fund is structured so that all revenue generated from originating and servicing loans is received by the Fund, eliminating potential conflicts of interest between the Fund and its manager.