top of page

The Confidence to Get Invested 

 

The Peace of Mind to Stay Invested

SERIES ONE

 

Retail Development 
Multifamily Development 
Flex Office Industrial Space 
Private Equity 
Farmland · Tax Liens 
TALF Fund 
Distressed Real Estate
Distressed Debt
SERIES TWO

 

Secured Loans
Mixed Use Urban
Medical Development
Retail Real Estate Development 
Multifamily Development 
Flex Office Industrial Space 
Farmland · Tax Liens 
Distressed Real Estate
 
INCOME

 

Peer-to-Peer Lending

Secured Lending

B-Notes

Preferred Securities

Business Development

Real Estate Development Loans

Tax Liens

 

GROWTH
 
Multifamily Development
Multifamily Purchase
Opportunistic
Distressed Real Estate
Private Equity
Retail & Hotel Real Estate Development

 

GROWTH 2017
 
Multifamily Development
Distressed Real Estate
Value Add Real Estate
Long Short Equity
Farmland
Private Equity
Self Storage 
Compass
Wealth Simplified. Life Enjoyed tm

Democratizing the Private Equity and Alternative World

 

Our goal with the Opportunistic Fund is to democratize these compelling investments, which are hard to find and come by, and generally require high minimums.

 

To learn more about how we do this, follow the improvements (and lessons learned!) with each new generation.

 

Series 1 - A Good Start

We position your portfolio for the unexpected, seeking opportunity when and where it presents itself while offering strategies designed to protect your hard earned wealth during financial crisis. 

William Herr, Manager

Join our mailing list

Never miss an update

bottom of page