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Off-Market Is Our Niche
UFUND Real Estate Fund (The Fund) is a fund based on real estate loans and assets.
Specializing in off-market, undervalued residential and commercial properties for over a decade, the UFUND team uses creative problem-solving and deal structures, which lays a solid foundation for providing great investment opportunities to a wide range of investors. The fund is designed to provide high quality, consistent income and growth, via portfolio diversification over a range of products to maximize risk-adjusted ROI, which include:
- Origination and Acquisition of Mortgage Loans
- Investment in Income Residential Rental Portfolio
- Investment in Real Estate Ownership
We consistently focus on long-term views when making investment decisions, and like many investors, attempt to consider specifically the worst-case scenario outcomes in a given situation.
The Fund operations are open and transparent to our investors, providing a simple, hassle-free environment.
Our 10-year wholesale and flip history benefits you. Thorough knowledge of our off-market niche, investment opportunities and market shifts provide our investors with security. A trustworthy network of “movers and shakers help us deliver the best in products and services, so you can make investment choices with confidence.
This strategy enables us to enter into equity partnerships and joint ventures, provide loans, participate in syndicated deals and take part in other PPM offerings.
We selectively purchase off-market, under-valued properties from owner/occupants, private investors and wholesalers for our rental portfolio. These properties must meet specific criteria, such as the property
- Is offered for less than market price
- Has positive cash flow of more than 8%
- Is located in an appreciating geographic area
- Meets our equity standards
- Is in a neighborhood which rents or sells easily
A common adage in real estate says, “You make money when you buy, not when you sell”, meaning, that the best investments are those where the profit is assured at the outset.
Residential
Office and Retail
High Return Rental
Positive Cash Flow
Appreciation
Off-market
Apartments
Secured Loans
Differentiated Investment Strategy:
- Portfolio diversification to maximize risk-adjusted ROI
- Strong acquisition capability in income-producing residential and commercial deals
- Long-term close relationship with “movers and shakers” in the off-market network
- Careful structure on deals to maximize investors’ benefits, especially exit-strategy
- Stringent underwriting disciplines and triple cross-checks on risk evaluation
- We specialize in Off Market Real Estate marketing strategies and acquiring income producing, under-valued and profitable residential and commercial deals.
Sample Projects
Virginia
- Goal: Rehab and Value Added
- Portfolio: SFH
- Term: 6 months to 9 months
- Purchase price: 30% below market price
- Exit Strategy: Sold
- Project Team: Local top player in the field
This project has already exited.
Lending with pledged properties in 1st lien with LTV not exceeding 75%. All properties are located in hot investment areas and easily rented or sold. The project team is a long-term UFund Investment partner.
Colorado
- Goal: Rehab and Value Added
- Portfolio: SFH
- Term: 6 months to 9 months
- Purchase price: 30% below market price
- Exit Strategy: Sold
- Project Team: Local top player in the field
This project has already exited.
Lending with pledged properties in 1st lien with LTV <70%. All properties are located in hot investment areas, such as Colorado Springs. Properties are easily rented or sold.
Ohio
- Goal: Rehab and Value Added
- Portfolio: Apartments
- Term: 12 months
- Purchase price: 30% below market price
- Exit Strategy: Refinanced
- Project Team: Local top player in the field
This project has already exited.
Lending with pledged properties in 1st lien with LTV not exceeding 75%. All properties are located in hot investment areas. Properties were purchased undervalued ($37/sqf) and rented below market value. The project team plans to renovate and hold properties
Pennsylvania
- Goal: Rehab and Value Added
- Portfolio: SFH and Townhomes
- Term: 6-9 months
- Purchase price: 30% below market price
- Exit Strategy: Sell or Refinance
- Project Team: Top player in the field locally & Real estate wholesaling coach
Lending with pledged properties in 1st lien with LTV <70%. All properties are located in hot investment areas, such as the suburbs of Philadelphia, PA. The project team is highly experienced in property acquisition: acquired properties with abundant equity in them and resold them for large profits before renovation.
Illinois
- Goal: Rehab and Value Added
- Portfolio: SFH
- Term: 9 months
- Purchase price: 30% below market price
- Exit Strategy: Sell or Refinance
- Project Team: Top player in the field locally
Lending with pledged properties in 1st lien with LTV not exceeding 75%. All properties are in high return investment areas, such as the suburbs of Chicago.
Downtown Austin, TX
- Portfolio: SFH and Condos
- Term: 18 months
- Exit Strategy: Sell
- Project Team: Long-term Partner
Lending with pledged properties and equities of a commercial project with total LTV <50%. All properties are located in hot investment areas, such as downtown Austin, TX.
2921 Office Building, Downtown Austin, TX
- Goal: Management & Value Added
- Portfolio: Commercial Office
- Exit Strategy: Sell
- Project Team: Long-term partner
Investing in equity. Entire office building is located in the hottest area (zip code 78702) of Downtown Austin. The density of population in the neighborhood has been increasing drastically due to recently built apartments on a large-scale, however, offices are rare in this area. 200 ft from metro station and close to a bus station and major highway for easy commute. Purchased from a nonprofit at a discounted price with below-market rents, and plan to include add-ons for higher resale value and IRR.
6300 Westpark, Houston, TX
- Goal: Management
- Portfolio: Flex Space
- Exit Strategy: Buyout
- Project Team: Top player in the field locally
Investing in equity. The location is close to 3 major highways and only 2 miles from Uptown-Galleria area (the third largest employment hub of Houston), which makes commuting highly convenient with great potential on rent increase. This great location creates occupancy of 95% and above. The project team currently owns and manages over 40 acres commercial properties nearby, very experienced in development at such location. They put large down payment and reserves for this project.
Downtown Apartments, Austin , TX
- Goal: Construction & Management
- Portfolio: Apartments
- Exit Strategy: Sell
- Project Team: Long-term partner
Investing in equity. Apartments are located in the hottest area (zip code 78702) of Downtown Austin, 1 mile to The University of Texas, Austin and close to big employers such as Google, Apple, hospitals, and state governments. Development in both residential and commercial is heated in this area. Walking distance to metro station and bus station. A major highway also provides an easy commute from each direction. Neighborhood’s population increases rapidly and there is a high demand for apartments.
Single-Family House & Townhouse Community, Austin, TX
- Goal: Construction & Management
- Portfolio: SFH and Townhomes
- Exit Strategy: Sell
- Project Team: Long-term partner
Investing in equity. The project is located in the southwest Austin suburb of Oak Hill, at the intersection of two major highways, which makes it an ideal rental community and easy to be rented.
