The smartest, most data-driven investors in the country have their eyes on 3 major global shifts…
One of them is happening in China…
One of them is happening in Eastern Europe…
…and one of them is happening right here on U.S. soil.
All 3 events will impact the U.S. economy for decades to come…
…and provide massive opportunities for investors.
TOP 5 Reasons to Download Your FREE Economic Report
1. China is no longer a hub of inexpensive labor for U.S. and European manufacturers. Companies basing their manufacturing decisions on old data will need to adapt…
2. Political Turmoil has disrupted the supply of much relied-on natural resources historically received from Eastern Europe. A new hub for these natural resources is on the horizon…
3. Covid-19 and other major disruptive events have all but killed “just-in-time” manufacturing – companies look for new strategies to stay profitable in the face of these events…
4. Inventory is king once again and warehouse space has become an absolute essential in today’s economy
5. 350,000 manufacturing jobs (previously outsourced) have returned to U.S. soil this year – this is just the beginning.
Sign up for our email newsletter to receive the latest in economic news, investing advice, and updates on current and new offerings
A: Aspen has been managing note funds since 2013. The Aspen Income Fund was started in 2013 and since then we have never missed a preferred return payment, nor have we lost any investor’s principal investment capital.
A: The minimum investment in Aspen Income Fund is $50,000.
A: The initial lock-up period for this fund is 1 year. After 1-year we provide best-efforts liquidity and allow investors the option to redeem their shares on a quarterly basis with 90 days written notice.
A: Yes, this fund is open-ended, also known as an evergreen fund. We calculate Net Asset Value (NAV) on a quarterly basis and allow investors to subscribe and redeem at the current share price.
A: Upon initial investment, we have a 3-month delay period (in order to deploy capital). Then, investors will receive their preferred returns monthly either by direct deposit (ACH) or by check.
A: Yes, investing in the private fund is completely passive. When investing in a private fund, you are leveraging our management company’s experience in this business and participate in a diversified portfolio. Investors receive their monthly preferred return by either wire or check.
A: On a monthly basis, investors receive their preferred return. Quarterly, we provide capital account statements, investor newsletters, and financial statements. We also always welcome calls from our investors.
A: If you invest, you become a part owner of the fund versus a specific note. Therefore, your capital is diversified across all the notes in the portfolio.
A: Yes, our funds currently only allow accredited investors.
A: Yes, our funds allow investment through qualified retirement money. This must be done through a self-directed IRA or 401K. If you don’t yet have a self-directed account, we can make introductions to several custodians that we have worked with. Additionally, our funds do not generate Unrelated Business Income Tax (UBIT).
A: An individual or an entity can generally qualify as an accredited investor if they meet at least one of the following criteria:
For more information about the requirements of an accredited investor, see this bulletin from the SEC.
As interest rates are being driven to historic lows, finding investments with strong yields is becoming increasingly difficult. Our solution to finding strong but safe yields? Real Estate Notes.
This guide will show you how real estate notes can generate consistent income. Learn what mortgage note investing is, it’s advantages, and more.Read More
This case study is a behind-the-curtain look at an actual mortgage that is owned by our income fund, Aspen I Income Fund.
This mortgage is what is commonly referred to as a Re-Performing Loan (RPL) in our industry. The borrower ran into financial challenges and couldn’t keep up with the original mortgage payments…Read More
This guide creates a framework for understanding the wide world of passive real estate investing and what is available. Learn about the types, strategies, capital stack, and structures of investing passively in real estate. Once you understand the basics of these frameworks, you’ll be better equipped to evaluate potential investment opportunities and their risks.Read More
The ultra wealthy have large portions of their portfolios allocated to investments outside the stock market. And recent law changes mean accredited investors now have access to private investments that before were reserved for institutional investors. These alternative investments can provide many benefits like low volatility, strong income, and tax benefits, among others.Read More
The Aspen Income Fund Deep Dive webinar covers many topics about the Aspen Income Fund in great details, 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
DISCLAIMER: This is not an offer to sell securities. Any person, entity, or organization must first be qualified by the company and read all the offering documents and attest to reading and fully understanding such documents. Aspen Properties Group and its affiliates are not licensed securities dealers or brokers and as such, do not hold themselves to be. This presentation should be construed as informational and not as an advertisement soliciting for any particular purpose. All securities herein discussed have not been registered or approved by any securities regulatory agency in accordance with the Securities Act of 1933 or any state securities laws.