Alternative Investment
Strategies & Solutions
For Accredited Investors
Our Firm’s Investment Fund Opportunities
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.
Income Fund
This fund is a residential mortgage fund designed to provide current income for investors.
- Return: 9% Preferred Return
- Strategy: Income
- Min. Investment: $50,000
UEF VII
This Fund will be focusing on investing in a combination of existing producing assets for current cash flow (PDP) along with acreage for new drilling for upside value (PUD). We’ll be targeting multiple basins.
- Return: 25-35% IRR
- Strategy: Current Cash Yield from producing wells + Upside through Additional Drilling
- Min. Investment: $150,000
Bel Aire
Class-A development in a prime Wichita, KS submarket. Initial plans include 2 industrial warehouse/manufacturing spaces totaling 430,000 sf, with potential for 3 additional buildings.
- Return: 18%-23% IRR
- Strategy: Build 2 industrial spaces suited for manufacturing or warehousing, ability to develop up to 3 more buildings.
- Min. Investment: $100,000
Industrial Land Fund
A fund designed to take advantage of a unique opportunity in the Southwest market of Kansas City.
- Return: 18%-23% IRR
- Strategy: Acquire land in Southwest Kansas City, secure entitlements, and either develop industrial properties or sell to other developers to capitalize on limited supply and strong market demand.
- Min. Investment: $100,000
Aspen Private Credit Fund
An open-ended fund focused on providing credit to commercial real estate properties.
- Target Compounded Return (annualized): 11-14%
- Strategy: Current Cash Yield + Upside Through Profit Share
- Min. Investment: $100,000
Energy Fund VI
This $50MM fund has been created to acquire diversified holdings of oil & gas interests in middle-market opportunities partnering with larger operators in proven basins.
- Projected Net IRR: 25-30%
- Strategy: Cash Flow + Total Return
- Min. Investment: $100,000
Our 4-step process
This helps us find the best strategic alternative investment solutions for our investors. We are confident in our choices based on the economic factors involved.
Evaluate
Evaluate the overarching economic drivers in the alternative investment industry. These are things like inflation trends, interest rate, debt service, consumer and business sentiment, and housing market trends.
Identify
Identify the asset classes and alternative investments that analysts expect to perform well. Look for options that can provide quick returns in current market conditions.
Leverage
Leveraging current alt investment research, determine what the best investment vehicles for this asset class.
Partner
Partner with the best alternative investment managers in this asset class.
