Macro-Driven
Alternative
Investments

Private funds for accredited investors

Investor Capital Managed
$ 0 M +
Assets Under Management
$ 0 M +
Years Track Record
0 +
Investor Distributions Since Inception
$ 0 M +
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Diversify Your Portfolio Through Private Investments

Because of recent regulation changes, a whole new class of investments have opened up to individual investors. Until recently, individual investors were mostly unable to make investments other than stocks, bonds, and other publicly traded securities, leaving the world of alternative investments to a select few institutional investors.

Institutional investors–like hedge funds, family offices and endowments–have been investing in stock market alternatives for decades, while individual investors have been beholden to the volatility of the public markets. But now, you don’t need to leave your wealth to the whims of the markets, you can take control of your money.

Aspen Funds provides an avenue for private, passive real estate investing that offers better returns and lower volatility than the stock market.

Our Popular Offerings

Experience

Aspen Funds has an excellent 10-year track record as an operator in multiple asset classes.

Our firm's management team’s diverse background spans a broad range of experience across many asset classes. As successful operators and investors, we are well-positioned to find, vet and structure best-in-class deals for our investors.

Mortage Notes
Housing
Oil & Gas
Self-storage
Industrial

A Hassle-free Process

Aspen Funds has a unique process for identifying investment opportunities. We start with a top-down approach,
doing extensive research on key macro-economic trends we believe are likely to continue.

We co-invest alongside our investors in every deal we put together, and oversee asset
management, financial reporting, and business plan execution.

I

Identify key macro trends in play and likely to continue.

II

Assess best classes & investment strategies that will benefit from those trends.

III

Locate best-in-class co-sponsors & perform extensive due diligence.

Our Value Proposition

We Perform Deep Due Diligence

Our leadership team spends countless hours conducting extensive due diligence on every deal and partner that we bring to our investors. We are able to do diligence that most investors can’t perform saving time and giving you confidence we stand behind it.

We Co-Invest

As an investor, it is important for a sponsor to have “skin in the game.” We invest as a limited partner alongside our investors in every deal. The gives you confidence that we stand behind every deal we bring to our investors.

We Perform Asset Management

As a sponsor with a 10-year track record, we have high standards on the reporting we provide to our investors. Once we closed on an asset, the real work begins. We oversee the execution of the business plan for each investment and ensure the everything is on track.

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