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Senior Credit Fund

Stable income, smart growth, and tax‑smart returns.

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Fact Sheet

Target Net IRR¹

8–10%

Net Distribution Yield²

5–7%

Hold Period

3+ Years

Asset Type

Single Family

Investment Objective

Income + Growth

IRA Eligibility

Eligible

1031 Eligibility

Pending

Minimum Investment

$100,000

Fund Highlights

The Senior Credit Fund is a diversified private real estate fund designed to deliver stable, passive income and appreciation, plus minimize the impact of taxes.

Income

The Fund generates a stable stream of quarterly distributions generated by contractual interest payments and debt investments.

Appreciation

The Fund offers long‑term growth potential which can be compounded further by participating in the Fund’s distribution reinvestment program.

Tax Efficiency

Tax‑smart strategies like depreciation help shield distributions, while capital appreciation is deferred during your investment.

Why the Senior Credit Fund?

The Senior Credit Fund focuses on providing loans in resilient housing markets using disciplined underwriting and senior collateral backed positions designed to preserve capital while generating steady quarterly income.

Asset Types

• Renovation Projects
• SFH Development
• Land Development
• Distressed Note Acquisitions
• Active Value Add Multifamily
• Adaptive Reuse Opportunities

Investment Strategies

• Senior Secured Lending
• Bridge Financing
• Preferred Equity & Structured Income

Income Stability

Quarterly distributions targeted through senior, collateralized positions with priority claims.

Risk‑Aware Structure

Disciplined underwriting and conservative loan‑to‑value thresholds aim to protect principal.

Diversified Exposure

Allocation across different markets in New Jersey in different asset types provides balance to risk and return profiles.

Evergreen Approach

Deploys capital when opportunities meet underwriting standards — focusing on quality over timelines.

Transparent Reporting

Clear communication and investor dashboards provide visibility into portfolio exposure and performance.

Strategic Portfolio Allocation

We tactically manage the Fund's allocation across various asset types in Core New Jersey markets with varying risk and reward profiles to provide stability without sacrificing returns.

Single Family / Fix & Flip & Development Projects 60%

Senior secured loans on renovation, new construction, and single-family development projects.

Value Add & Adaptive Re-Use Multifamily 30%

Debt positions on value-add and adaptive reuse multifamily projects designed to generate income and appreciation.

Distressed Note Acquisitions 10%

Opportunistic acquisition of discounted performing and non-performing notes backed by real estate collateral.

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¹ Targeted performance doesn't represent an actual investment and frequently has sharp differences from actual returns. Targeted returns are inclusive of appreciation and reinvestment of distributions and are net of fees. There can be no assurance that the Fund will achieve comparable results or meet its target returns.

² The net distribution yield is as of 12/31/2025 and is calculated as the (December 2025 distribution divided by the latest Fund net asset value) divided by the (31 days in the month divided by 365 days in the year).

For illustrative purposes only. Metrics are indicative and not guarantees. This information is not an offer to sell or solicitation to buy any security. Please review full offering materials and consult professional advisors.

Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. Real estate investments are subject to various risks including market, credit, liquidity, and operational risks.

Past performance is no guarantee of future performance or that such investment opportunities will become available. These materials are intended only for discussion purposes and should not be relied upon in evaluating the merits of investing in any investment or security. Potential investors who express an interest in investing will be provided with detailed information and other offering documents.

All investments, including real estate, are speculative in nature and involve substantial risk of loss. We encourage our investors to invest carefully. We also encourage investors to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Our proposed information is based on our professional opinion and years of experience. Therefore, we cannot assure you that the information is accurate or complete but solely say that we believe in all information that we provide. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations.