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...
The fund lends money and acts as the bank in a real estate transaction, secured by a 1st lien position.
Short-term loans provided to real estate projects run by other military veteran operators.
Only Accredited Investors
LIQUID INVESTMENT: If access to your money is important, the Fund does not impose a lock-up period.
DIVERSIFICATION: Another strategy to reduce risk is to invest in a diversified portfolio. Our strategy is to provide a portfolio of dozens of loans.
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.
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.
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.
SUPERCHARGE YOUR SAVINGS: Our loans produce monthly income and can be a very good fit for your self-directed IRA.
How the Academy Fund compares to other types of investments:
DATA SOURCE: MORNINGSTAR AND IBBOTSON
Diversify from equities
Preserve your capital
Protect from inflation
Tax savings through a self-directed IRA
Support veteran entrepreneurs (bonus!)
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.
*AS OF SEPTEMBER 1, 2022