The Income Real Estate Fund provides investors the opportunity to invest in a diversified pool of high-quality, income-producing real estate assets.
The fund is designed to deliver high current yields from a diversified portfolio of our most favored real estate backed fixed income strategies, which is primarily gap financing to stabilized and ground-up multifamily and to the acquisition and development of housing in the Sunbelt.
The fund intends to operate as a REIT for tax purposes and aims to provide investors with greater diversification, lower overall costs, and improved access to liquidity.
Some key details about the fund include:
- The majority of potential returns are expected to be generated in the form of quarterly dividends.
- The fund intends to offer quarterly liquidity (in the form of quarterly repurchase offers) with zero penalties or costs.
- The fund is capable of holding more assets than many of our other funds, which generally translates to greater overall diversification.
- NAV is typically updated daily.
For more information on the Income Real Estate Fund, please visit the investment page or check out the prospectus.
