Investors who Support Veterans
The Academy Fund provides a portfolio of short-term loans on investment real estate projects led by military veterans. Serving as the financial backbone in these transactions, the Fund ensures security through a 1st lien position on the properties it finances. The loans are fueled by capital from our investors who receive monthly distributions as the loans get paid back.
THE ACADEMY FUND FOR
WHY ACADEMY FUND
Is this investment right for you?
Oversight & 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.
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.
1. Character
Is the borrower cooperative, capable, and communicative? Or are they adversarial, elusive, and a jerk?
2. Capacity
Does the borrower have the capacity to handle this project? Or are they overloaded with too many commitments and not enough manpower?
3. Collateral
Does the collateral that secures the loan have clear title and is valued enough to fully cover the loan and a comfortable buffer? Or is it encumbered, hard to value, and not in an attractive area that would make performance on it (either by the borrower OR us should we take it back) difficult?
4. Conditions
Does the borrower have a solid exit? Or is the exit a bit gray and too speculative?
Academy Fund Highlights
$ 250,000 +
10%
Rate of Return
$ 50,000 +
8.5%
Rate of Return
$ 100,000 +
9.25%
Rate of Return
Support Veteran entrepreneurs (Bonus!)
Tax savings through a self-directed IRA
Protect from inflation
Diversify from equities
Preserve your capital
Key Benefits
How does the Academy Fund compare to others?
DATA SOURCE: MORNINGSTAR AND IBBOTSON
Our Impact
SEE WHAT PEOPLE ARE SAYING
Explore the Investment Opportunity
Begin by reviewing our investment documents to understand the potential of the Academy Fund. Engage with our team to gain deeper insights and resolve any queries.
Ready to take the next step?
Access our investment details on our Localvest deal tile or arrange a personalized discussion.
1.
Confirm Your Accredited Investor Status
As part of our commitment to regulatory compliance under Regulation D 506c, we require verification of your status as an accredited investor. This can be achieved through one of three methods:
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Utilizing a trusted third-party online verification service.
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Verification through your personal attorney, CPA, or investment advisor.
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In-house verification by our team.
Please contact Amanda Dawson, who will guide you through the process. You can reach Amanda at amanda@academyfund.com
or (703) 348-0156.
2.
Fund Your Investment
Upon successful verification as an accredited investor, the next step is to complete the Subscription Agreement. This will be sent to you via DocuSign, along with detailed instructions for funding your investment in the Academy Fund. Your participation is confirmed once these steps are completed, marking the beginning of your investment journey with us.
3.
Our 3 Step Investment Process
READY TO INVEST?
120 +
Investors
$ 55 M +
Loans
$ 3 M +
Investor Distributions
*As of April 15th, 2024