Mr. Fraser has 20+ years’ experience as a finance and technology executive and is a Magna Cum Laude U.C. Berkeley computer scientist and a former Entrepreneur of the Year Award winner. Fraser is responsible for financial management, portfolio modeling, as...Read More
Mr. Maffuccio is a 30-year real estate veteran and an expert in mortgage notes. He is deeply networked in the secondary mortgage industry and is responsible for acquisitions and underwriting as well as relationships with primary sources and key vendors....Read More
Mr. Schulte was formerly a Managing Partner at B12 Capital Partners, a private equity firm that focused on the acquisition of mid-market manufacturing and distribution companies in the Midwest. While at B12 he formed and operated B12 Real Estate Advisors,...Read More
Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit...Read More
John spent 18 years with James B. Nutter & Co., a national residential lender, most recently as a Loss Mitigation & Default Counseling Manager, where he managed a large team, modifying over $127M in mortgage loans. John is a Certified...Read More
For investors looking for consistent cash flow every month
For investors looking to grow their portfolio for the long haul
Our income fund is designed to generate consistent passive income every month for our investors. Every month we send preferred returns right into your bank account – 8.5% annually. Or, if you like, you can reinvest those returns and compound your investment.
Also, every quarter we add up any additional profits and share those with our investors. These profits are accrued into the share price, so the value of your shares grow too. What about when you need some or all of your money back? Unlike most private funds, we offer investors the ability to redeem their investment on a quarterly basis after our 1-year lock-up period.
Preferred Return: 8.5% | Track Record: 5 years | Accredited Investors Only | Minimum Investment: $50,000
Our growth funds are designed to generate strong returns for investors who want to grow and compound their wealth. We started our first fund using this niche strategy and have produced strong results. We continue to operate several funds using this strategy.
Because this is such a niche strategy, and we are very selective in the assets we purchase, we are currently unable to deploy more capital. Be sure to subscribe to our email list to be notified as new opportunities arise or we create new funds.
24 Month net IRR: 15.7% | Track Record: 5 years | Status: Currently closed to new investors
The 45-minute Aspen Income Fund Deep Dive webinar covers many topics about the Aspen Income Fund in great detail, including:
How to generate consistent income passively
Real examples of real estate notes and how they work
How private investments compare to other asset classes
The keys to conservatively underwriting these assets
Why it's better to be the bank
About Aspen's historical track record