Investment Type

Debt Fund

Target Return

10% to 10% Annually

Minimum Investment


Property Types and Loan Types

Collateral Types

  • Residential Property
  • Commercial Property

Property Types

  • Residential Investment
  • Commercial Land
  • Mixed-Use

Advest Short Duration Real Estate Fund
Advest Financial

Open to accredited investors.
Call us at (215) 970-7975.

Investment Strategy

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.

Uncorrelated Returns

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.

No conflicts

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.

Advest Financial


Office Locations

Advest Financial
41 University Drive - Suite 400, Newtown, Pennsylvania, 18940
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