A Lender's Perspective of Today's Real Estate Market
Two years ago, we launched the Academy Fund – an experienced team that provides due diligence, diversification and access to some of the...
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INTELLIGENCE. INTEGRITY. GRIT.
WHAT
DO WE INVEST IN?
The fund lends money and acts as the bank in a real estate transaction, secured by a 1st lien position.
WHO
DO WE INVEST IN?
Short-term loans provided to real estate projects run by other military veteran operators.
WHO
CAN INVEST?
Only Accredited Investors
IS THIS INVESTMENT RIGHT FOR YOU?
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LIQUID INVESTMENT: If access to your money is important, the Fund does not impose a lock-up period.
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DIVERSIFICATION: Another strategy to reduce risk is to invest in a diversified portfolio. Our strategy is to provide a portfolio of dozens of loans.
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SAFETY: If preservation of your wealth is important to you, the Fund is secured by first lien position loans. Our loans are senior to all other debt as well as equity.
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OVERSIGHT AND SOPHISTICATION: The Fund and its assets are custodied at Millennium Trust Company and an SEC Investment Advisor is the Advisor to the Fund.
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RETURN ON INVESTMENT: The income is fixed and can be paid monthly or reinvested. The annual rate is between 8.5% and 10% depending on the amount of your investment.
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SUPERCHARGE YOUR SAVINGS: Our loans produce monthly income and can be a very good fit for your self-directed IRA.
SUPERCHARGE YOUR SAVINGS!
How the Academy Fund compares to other types of investments:
DATA SOURCE: MORNINGSTAR AND IBBOTSON
KEY BENEFITS
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Diversify from equities
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Preserve your capital
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Protect from inflation
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Tax savings through a self-directed IRA
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Support veteran entrepreneurs (bonus!)
WHY REAL ESTATE?
The first Academy Fund will be a focused on real estate. Private real estate is an income-producing investment where wealthy investors grow and store their wealth. People always need a place to live and work, and many individuals and companies choose to rent. Most millionaires achieved their millionaire status as a result of investing in real estate.
AMOUNT
OF LOANS
BUILDING SQUARE FOOTAGE FINANCED
NUMBER
OF LOANS
*AS OF MAY 1, 2023
"The whole point of the Academy Fund is to help people do great things in real estate. One of the things you desperately need in real estate is access to capital. We did a multi-million dollar deal recently, which The Academy Fund made possible and I don’t think we could have done it without them. It was an easy process from the borrower’s side. It’s a massive family effort and that is way cooler than any return on investment!"
Buddy Rushing, White Feather Investments
Marine Corps Veteran
"The Academy Fund wants you to do good, and you want them to do good, and that's what I like about finding people to work with, you're really looking for partners. I feel like the Academy Fund is not only interested in whether our deals make sense and make everybody money, but they believe in us and they support us.”
Victor Thompson, Runway Properties, LLC & Zero Gravity REI
Air Force Veteran
"In our company, we use traditional banks a lot…in the case of this deal, we had an opportunity where the seller of one of the parcels said if we could close early, there would be a significant price reduction...because he wanted to close very quickly. Our other lending sources, they just couldn't do it. The Academy Fund could, which added seven figures to our bottom line."
Jim Young, Sabot Development, Ltd.
Army Veteran
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