Custom Portfolios 

Every investor has different needs so we don't try to force investors into the same pre-defined fund portfolio. Instead, each investor or their financial adviser sets the direction of their portfolio.  Below are three examples of how an investor could build out their custom portfolio.

Example 1:  Gabriel

Goal: Income & Growth

Age:  55

Investment: $100,000

Style:  Balanced

Time Horizon:  5+ years

Gabriel was seeking short term passive income balanced with long term growth. His custom portfolio is comprised of 75 residential and commercial debt deals for short term income and 10 equity deals for long term appreciation.

Example 2:  Sabrina

Goal: Long term growth

Age:  25

Investment: $30,000

Style:  Aggressive

Time Horizon:  5+ years

Sabrina has sufficient short term income from her job. She is seeking long term deals with an opportunity for higher returns. Her portfolio includes 12 equity deals with $2,500 capital invested in each deal.

Example 3:  Taylor

Goal: Passive income

Age:  45

Investment: $50,000

Style:  Aggressive

Time Horizon:  3-5 years

Taylor is seeking to increase her passive income. She prefers to have more liquidity. Her portfolio is focused on 75 short term debt deals providing her maximum liquidity.

We know that personal objectives change over time. As deals exit, investors can reinvest that capital in a different category and shift their mix. They can also add new capital to their portfolio to shift their mix. This provides investors with the flexibility to shift their capital over time as their objective change.

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*Performance estimates not a guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses. Deals could default resulting in either partial or complete loss of investor principal. These returns are estimates only. Actual returns and term may be materially different from such projections. Individual deal results can vary significantly due to a large number of factors that include market risks, sponsor risks, individual deal risks and other unpredictable events. See our full offering materials (Private Placement Memorandum, Limited Partnership Agreement and Subscription Agreement) for more details on risks.

Avestor is not registered as a broker-dealer or a Registered Investment Advisor. Avestor does not provide investors with any type of investment advice. Investors should determine if investing in real estate is aligned to their investment goals working with their financial adviser.

 

Not all investors invest in all areas. Investors are placed in investments based on the direction they set for their portfolio. Offering through SEC Reg. D 506(c) filing; Investment Company Act Section 3 (c)(1) exemption; Accredited Investors only. Any communication by Avestor Inc. or any of its affiliates (collectively, “Avestor”), through this website or any other medium, should NOT be construed and is NOT intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Some investments are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest. This website provides preliminary and general information about the our offering and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Avestor does not make any representation or warranty to any prospective investor regarding the legality of an investment in any securities.

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