Income-Focused Fund Through
Secured CRE Debt Instruments
Targeted Fund Returns
7-10%
Expected Investor Preferred Return (Annual)
Quarterly
Distributions (compounding option available)
60 days
Liquidity after 12-month Lock-In (no redemption fees)
0
No Management Fees
Evergreen
Open Ended Fund
Objectives
- Provide Stable Quarterly Income: Deliver quarterly distributions from interest income, offering reliable cash flow for investors.
- Maintain Capital Preservation Focus: Prioritize security through first-lien positions, conservative loan-to-value ratios, and borrower personal guarantees.
- Generate Attractive, Risk-Adjusted Returns: Target a consistent, preferred return through secured real estate debt investments with downside protection.
- Capitalize on Market Inefficiencies: Leverage unique opportunities in the small- to mid-cap real estate market, filling a financial gap left by traditional lenders.
- Offer Flexible Liquidity Options: Enable investor liquidity with a 60-day redemption period after the initial 12-month lock-in, subject to terms of the fund's PPM.
Highlights
- Stable Quarterly Income: Delivering quarterly distributions from interest income, offering reliable cash flow for investors.
- Attractive, Risk-Adjusted Returns: Targeting a consistent, preferred return through secured real estate debt investments with downside protection.
- Expected Investor Preferred Returns (Annual) of 7-10% dependent upon investor's minimum commitment (see below).
- Flexible Liquidity Options: Investor liquidity with 60-day redemption period after initial 12-month lock-in, subject to terms of PPM.
- Option to Enhance Growth: Investors can choose to reinvest quarterly returns, allowing for accelerated capital growth over time.
Strategy
- Flexible Investment Structures: Focused on debt structures across the capital stack, including first-lien, second-lien, mezzanine, and preferred equity, while avoiding common equity.
- Tailored Solutions: Our unconstrained strategy allows us to execute with certainty, providing creative financing solutions for deals that don’t meet traditional lender criteria, such as those requiring fast closings or unique underwriting needs.
- Competitive Advantage: Limited competition in the complex debt space positions us to capture niche, high-potential opportunities, often inaccessible to traditional lenders.
- Risk Management: We prioritize downside protection through current cash flow, additional collateral sources, personal guarantees, and diversified repayment options. Our investments focus on scenarios where perceived risk is higher than actual risk, ensuring attractive risk-adjusted returns.
- Upside Potential: Investments are structured with both upside participation and downside protection, maximizing returns while safeguarding
investor capital.
Track Record
With a history of 112 successful investments and $28 million in deployed capital, xEquity Group has achieved a consistent 15% IRR,
demonstrating our ability to deliver strong performance through effective risk management and strategic execution.
ALEXANDER MOROZ WILLIAMS
VP of Investments
NICHOLAS POULOS
Acquisitions Director
RYAN ROMO
Business Development
NICHOLAS FENNEMMA
Acquisitions Director
DAN SANBORN
Head of Property Management
JASOND VILLAMER
Information Technology/Marketing
WENDY VILLANUEVA
Compliance Administrator
COURTNEY REIMAN
Investor relations
MARIELA SILVA
Admin/Bookkeeping
Partner with xEquity Group
info@xequitygroup.com
