The EP Guardian Fund: A Professional, Simple, and Effective Investment Alternative to the Stock Market
More than ever, investors are looking for investment opportunities that are trustworthy, stable, and that perform well. While all investments come with an element of risk, those who have invested in Enact Partners over the last 10 years have enjoyed an approximate 8% return, with no losses.
As a direct lender, Enact Partners has deep resources of talent and expertise that enables the company to be much more than a “lender” to its borrowers. Having transacted hundreds of complicated real estate deals, Enact Partners has the experience and creativity to see opportunities and solutions that others don’t see.
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EP Guardian Fund
At the request of early investors who wanted consolidated reports, payments, and tax documents, the EP Guardian Fund (“Fund”) was born and funded its first loan in August 2019. This Fund is a private mortgage fund that provides business purpose loans secured by commercial real estate, non-owner occupied residential, land, and similar investment properties. The Fund’s primary objective is capital preservation with the goal of delivering investors annualized returns of 8.00%.
The EP Guardian Fund offers accredited investors the opportunity to invest in loans secured by real estate without the responsibility and stress of managing real estate assets. Loans are diversified in terms of asset class and geography. Returns are paid monthly, and they are non-correlated to the stock market.
Flexibility for Investors
You can invest in the Fund as an individual, as a couple, through an entity, or even through a self-directed IRA/Roth IRA Retirement account.
Interest is distributed on a monthly basis, in the form of a check or electronic bank transfer to the account of your choosing – or you can reinvest your earnings each month.
Transparency
As a 506(c), Regulation D, Investment Fund, the EP Guardian Fund is regulated by the Securities and Exchange Commission and undergoes an annual audit of its financial statements performed by a qualified, independent Certified Public Accountant, as required by state regulations. The Fund’s audit findings are available to Fund investors upon request.
FUND OVERVIEW
- Fund Type: 506 C Regulation D
- Maximum offering: $100,000,000
- Minimum investment: $50,000 (1 year commitment)
- Investor returns: 80% of net income
- Investor criteria: Accredited investors only
- Primary asset class: Real estate loans, diversified
LANDING PROFILE
- Business purpose loans (no consumer loans). We lend on office, industrial, retail, residential, land, construction, and fix and flip.
- We do business primarily in the western United States: California, Oregon, Washington, Wyoming, Idaho, Montana, Nevada, Arizona, Utah, Colorado, New Mexico, and Texas.
