Alternative Investment Opportunities - Aspen Funds

Alternative Investment Opportunities

For Accredited Investors

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Macro-Driven Offerings

Aspen Funds' experience across asset classes, including mortgage notes, multifamily, self-storage, venture debt, industrial

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.

We have a 4-step process that we use to filter through all the deals out there, to curate the best of best that we are very confident about given underlying economic factors.

  1. Evaluate the big-picture economic drivers. These are things like inflation trends, interest rate, debt service, consumer and business sentiment, housing market trends.
  2. Find the asset classes that are most poised to succeed in our current economic environment
  3. Determine what the best method or strategy is for investing in this asset class
  4. Partner with the best operators managing deals in this asset class

Our Current Offerings

ASPEN INCOME FUND – OPEN

Aspen Income Fund is a residential mortgage fund designed to provide current income for investors. This secured real estate income Fund purchases and owns a diversified portfolio of income-producing mortgages, purchased at a discount, to produce above market returns at 9% annually. The Fund is secured by residential real estate across the United States.

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ASPEN OPPORTUNITY FUND – OPEN

Aspen Opportunity Fund is a diversified real estate fund focused on investing in what we believe to be the best risk-adjusted opportunities.

This Fund will be focusing on multiple asset classes giving you better diversification across strategies and asset classes. Following our economic research, we’ll be targeting strategies that are supported by economic megatrends.

The Fund will target deploying capital anywhere from $2-10MM+ equity positions, with a focus maximizing total return and investor IRR.

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ASPEN FUNDS ENERGY FUND VI – CLOSED

This $50MM fund has been created to acquire diversified holdings of Non-Operating Working Interests & Overriding Royalty Interests of middle-market opportunities partnering with larger operators in proven basins.
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