Investment Opportunities
Opportunities built on first-lien security. Your capital, our expertise.
Opportunity Types
*For illustrative purposes only. Not indicative of current availability.
| Parameter | Details |
|---|---|
| Pooled Fund | Summit Income Fund |
| Direct Senior Loan | Bridge loan to stabilized multifamily |
| Direct Construction Loan | Pre-sold development project |
What types of opportunities are available?
Opportunities are offered in two main formats:
Pooled funds
Diversified across multiple loans, such as the Summit Income Fund.
Direct deals
Investment in a specific first-lien loan, with defined collateral and terms.
Who can participate?
Only accredited investors (per SEC definition) may invest. Some tokenized opportunities may have additional eligibility requirements or jurisdictional restrictions.
How do I evaluate a deal?
Each offering includes:
- Collateral description and location.
- Lien position (first-lien unless stated otherwise).
- Target yield and expected term.
- Summary of borrower and business plan.
- Key risk factors.
What is a tokenized debt vault?
For qualified investors, certain opportunities are offered in tokenized formats on compliant platforms. On-chain tokens represent an interest in the underlying real-world assets (RWAs), while legal rights remain off-chain under traditional agreements.
On-Chain Tokens
Digital representation of investment interest
RWA Backing
Real estate loans as underlying assets
Legal Structure
Traditional agreements protect rights
What is the process to invest?
Review Offerings
Browse current opportunities on this page
Request Access
Get data room access for full underwriting packages
Complete Documents
Accreditation verification and subscription docs
Fund Investment
Wire to designated escrow or fund account
Current Opportunity
Summit Income Fund
Diversified first-lien loan portfolio
Target Yield
8-10%
Term
Open-ended
Minimum
$100,000
Lien Position
First
Advantages
Access to first-lien, senior-secured opportunities.
Transparent deal summaries and structured due diligence.
Options for diversification or single-deal targeting.
Considerations
All investments involve risk, including loss of principal.
Liquidity varies by deal; direct deals are generally illiquid until maturity.
Tokenized offerings may have additional technical and compliance requirements.
Frequently Asked Questions
Are returns guaranteed?
Do you offer co-investment options?
What is the typical investment term?
Can I invest through a self-directed IRA?
Start Your Investment Journey
Join accredited investors earning stable returns through first-lien real estate debt.
For accredited investors only. This is not an offer. Offers are made only by the relevant Private Placement Memorandum or offering documents. Past performance is not indicative of future results.