PRIVATE REAL ESTATE DEBT FUND
The Capstone Growth Fund is a private real estate debt fund designed for accredited investors looking for stable, passive income through real assets, with an annual return target of 10%.
Primary Focus | Senior real estate debt
Fund type | Regulation D 506c
Minimum Investment | $100,000
Target Return | 10%
Distribution | Paid quarterly (with the option to reinvest)
Commitment Period | 18 Months
Excess Distributable Cash (EDC) | 50/50 (investor/manager)
Acceptable Funds | Qualified: traditional IRA, Roth IRA, etc. Non qualified: cash
Tax Reporting | Schedule K-1
Transparency | Easy online access to your entire portfolio and fund financials.
QUICK FUND OVERVIEW
2024’s Fund Performance
✓ 10.37% Return
✓ 58% Avg. LTV
✓ $0 Loss to Principal
HOW PRIVATE REAL ESTATE DEBT FUNDS WORK
Private real estate debt funds, or private mortgage funds, earn returns from the interest paid by borrowers on their mortgages. These funds are not publicly traded on the stock market, and investors must reach out to fund managers directly to get involved. Returns are distributed to investors on a predetermined schedule.
BENEFITS
Investors choose private debt funds for many reasons:
Passive approach. Proficient fund managers diligently oversee the fund's allocation, alleviating you of the obligations related to property management and the selection of individual loans.
Real assets provide security. Asset-backed investments are supported by tangible assets, providing a layer of security for investors against potential losses. The presence of these assets reduces the associated risk.
Diversification. The Capstone Growth Fund strategically diversifies across various real estate types, loan programs and geographical focus. This approach allows the fund to produce stable returns amid fluctuating market conditions.
Check out our sample portfolio for a snapshot of properties found in the Capstone Growth Fund.
CAPSTONE’S LENDING CRITERIA
Investors want to know their capital is safe. Capstone Capital Partners protects itself and its investors with standardized lending criteria for every project. In addition to the following typical criteria, a borrower’s real estate experience is highly considered. Many of our borrowers are repeat, long-term clients.
Below 70% LTV
12-36 month loan terms
Conservative construction draw schedules
Every property undergoes third-party value reports
Title and hazard insurance are included with every loan
Learn more about borrowing from Capstone Capital Partners.
ABOUT CAPSTONE CAPITAL PARTNERS
Capstone Capital Partners is a family-owned and operated real estate investment firm and lender located in the heart of Texas. From raising capital through our investors, to originating loans, all the way through servicing them, we have a full-spectrum view from start to finish.
Experience and transparency set us apart. Capstone is composed of a highly experienced team, having funded over $500M through our careers. Every client relationship is built on a real, trusting relationship. That’s why so many of our borrowers and investors are repeat long-term partners.
Read more about our team
Read client testimonials
INVEST WITH CONFIDENCE – GET IN TOUCH!
If consistent, passive returns through real assets are what you’re after, let’s talk about how the Capstone Growth Fund may fit your portfolio. We’re more than happy to provide additional information, set up a call, and meet in person.