Kirkland Income Fund
Be the bank for commercial real estate and collect steady high yield returns.
Fund Overview
-
Consistent and Stable Returns
Investors have received positive returns and monthly distributions since inception.
-
High Yield
Target net return of 10%-12%, successfully attained since inception.
-
Tax Efficient
REIT structure enables investors to enhance after-tax returns.
Latest Performance
All performance shown is net of fees.
+10.65%
Trailing 12 Months
+58.98%
Since Inception
Note: Past performance is not indicative of future returns.
Investment Strategy
-
Micro-Balance Commercial Real Estate Bridge Loans
Loans from $200,000 to $1.2 million are a niche with significant supply and demand imbalance, creating a unique opportunity for high returns.
-
Principal Preservation-Focused
All loans are first lien, full recourse with borrower personal guarantees.
-
Conservative loan-to-values
Only as-is property value is used. After repair value (ARV) and construction loans are not considered.
-
Secondary and Tertiary Markets-Focused
Economically sound yet underserved geographic markets where property values have shown stability over time.
-
Defined Exit Strategy
Loans must demonstrate a clear path to a long-term refinance and are for experienced borrowers only.
-
Positive Impact
High proportion of minority and women borrowers. Loans support middle-income affordable housing and small businesses in communities.
Our Edge
-
Professional Team
Extensive experience in real estate, lending, and capital markets, including navigating numerous market cycles. Top-tier accountants comprise our due diligence and underwriting team, with many having a CPA or equivalent qualification.
-
Consistent Deal Flow
Large network of over two thousand commercial loan brokers who continue to source new loans.
-
Comprehensive Due Diligence Process
An multi-tiered underwriting process that employs internal evaluations, independent valuations, appraisals, background and credit checks, along with IRS transcripts to identify eligible borrowers and properties.
Join the over one hundred people who have become part of our investor family. Access the Investor Library with all the Kirkland Income Fund documents.
What Our Investors Say
Learn more about bridge loans.
Learn what a real estate bridge loan is, and how micro-balance mortgage loans deliver high yield with principal preservation.
Subscribe to the Building And Fortifying Your Wealth Passive Investment Newsletter.
Learn about passive investment in real estate, real estate based fixed income, alternative investments, and more. We'll also get you started by sending you our most popular educational content posts so far, so you can Build and Fortify Your Wealth.
Ready to explore the fund in detail?
Access the Investor Library with all the Kirkland Income Fund documents and find out if earning 10%+ returns while lowering your investment portfolio risk is right for you.
Photo Credits
Beach by Derek Thomson on Unsplash