Accredited Investors: Learn How You Can Diversify Passively Into Macro-Driven Real Estate
Alternative Investments Opportunities
FOR ACCREDITED INVESTORS
overview

Our Economic Thesis
Our investment thesis has always been to invest with the economic tides, or broader, underlying economic trends. Where we see the budding opportunities from these economic tides is where we want to be investing.
Mortage Notes
Housing
Oil & Gas
Self-storage
Industrial
Experience
Aspen Funds has an excellent 10-year track record as an operator in multiple asset classes.
Our 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
- Self-storage
- Oil & Gas
- Industrial
A Hassle-free Process
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 Investment Opportunities
Income Fund
A residential mortgage fund designed to provide current income for investors.
Return: 9% Preferred Return
Strategy: Income
Min. Investment: $50,000
Opportunity Fund
A diversified real estate fund focused on investing in the best risk-adjusted opportunities.
Target Net Ann. Return: 15-20%
Strategy: Cash Flow + Total Return
Min. Investment: $50,000
Energy Fund
A diversified fund with holdings of oil & gas interests partnering with larger operators.
Projected Net IRR: 25-30%
Strategy: Cash Flow + Total Return
Min. Investment: $100,000
Our Track Record by the Numbers
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