In the latest episode of our Deal Review Series, Marious Sjulsen and Daniel Brereton from Equity Multiple present the Ascent Income Fund to our LP panel: Jim Pfeifer, Paul Shannon, and Chris Lopez.
The LP Panel asks questions like:
- How does the fund source, evaluate, and approve loans, and can you provide a recent example of a transaction?
- What types of assets does the fund invest in, and what are the typical loan terms, interest rates, and risk factors, especially for non-traditional assets like assisted living and hotels?
- How is the fund’s fee structure designed, including management fees, incentive allocation, and how LPs participate in earnings?
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About the Deal
The Ascent Income Fund delivers investors a compelling income objective, redemption and reinvestment options, diversification, and the potential downside protections of senior, secured CRE debt. Investing in a diversified real estate debt fund is particularly attractive now due to a combination of high yield potential, reduced competition from traditional banks, interest rates that remain elevated, and strong demand for refinancing. First-time investors can access Ascent for just $5,000.
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Disclaimer:
The comments, views, opinions and any forecasts of future events, returns or results expressed in this episode reflect the opinions of the given host or participants (including the personal opinions of PassivePockets employees or contractors, as applicable), are subject to change without notice, do not reflect the views of PassivePockets or its affiliates, may not reflect actual investment results, are not guarantees of future events, returns or results and are not intended to provide financial planning, investment advice, legal advice or tax advice. The accuracy, completeness or suitability of the information discussed in this podcast, including any comments, views, opinions, forecasts, graphs, charts, ratings, reviews, videos, and other audio and/or visual aids cannot be guaranteed, are not reviewed by PassivePockets, are provided for informational purposes only, and should not be solely relied upon in making an investment decision. PassivePockets receives compensation from sponsors in exchange for profiling sponsors and/or their sponsored deals in this episode; however, such paid advertisements shall not be construed as an endorsement, testimonial, or recommendation by PassivePockets to invest in any sponsor, investment strategy or investment opportunity. Investing in real estate is inherently risky and suitable only for sophisticated and qualified investors. Prospective investors should consult with their own investment advisors, financial advisors, and tax advisors, as applicable, in connection with any decision to invest.