BLACK SWAN SECURE FREEDOM FUND
A new fixed return offering from Black Swan Real Estate for security & cashflow
Black Swan Real Estate Secure Freedom Fund is a fixed return investment for security & cashflow. This investment opportunity is designed to serve all investors—whether you want to benefit from cashflow through fixed monthly payments or steadily grow your wealth by compounding monthly.
MONTHLY PAYMENTS | based on $100k investment
You receive a 10% fixed return of $10,000, paid monthly, in payments of $834 per month.
COMPOUNDING OPTION| based on $100k investment
Set it & forget it! Steadily grow your wealth by compounding monthly.
Black Swan Real Estate Secure Freedom Fund is a fixed return investment for security & cashflow. This investment opportunity is designed to serve investors on every level—whether you want to benefit from cashflow through fixed monthly payments or steadily grow your wealth by compounding monthly.
You can elect to receive monthly distributions to provide monthly passive income!
OR you can elect for them to accrue. If you do, your returns will compound MONTHLY!
Significantly increases total rate of return
Payments are preferred returns
This drastically reduces your tax liability on the returns
In the past we have never failed to make an anticipated preferred return payment
Investment:
The Fund will open and close based on capital needs for upcoming acquisitions
Put your name on the waitlist at securefreedomfund.com with the amount you want to invest
If you are not able to invest today but plan to invest in the future, please tell us now
Divestment (Redemption):
Please let us know as far in advance as possible of your desire to divest
You are added to the queue for divestment
We fulfill divesting requests on a best-effort basis
In the six years we have offered similar investments, we have always been able to fulfill divestment requests promptly
Returns:
You start earning returns on the day your capital is deposited and continue earning returns until the day your capital is returned to you
Your first distribution would start on the 1st of the month following your investment!
You do not receive a preferred return if you request divestment in less than 1 year (vesting period)
How Does This Compare?
Similar to investing in a CD or bond, with higher returns
US 10 year Treasury Bond: 3.83%*
Certificate of Deposit (CD): ~3.25-5.25%*
Money Market Account: <5.3%*
Fidelity or Vanguard Short Term Bond ETF: <4%*
*10-Year Treasury Rates as of August 27, 2024. Certificate of Deposit and Money Market Account rates taken from bankrate.com on August 27, 2024. Fidelity Short-Term Bond Fund 1-year return as of August 27, 2024 2.91%. Vanguard Short-Term Bond Index Fund YTD return as of August 27, 2024, 3.57%.
What Do We Do With Your Money?
Invest in apartment communities and single family homes
Exercise a value-add plan
Hold, cash-out refi, or sell, whichever is most advantageous
How Do We Protect Your Money?
Secure collateral: Fund has ownership stake in hard real estate assets
We buy with equity / margin of safety
We add value to the property to create additional margin of safety
We obtain the most favorable, secure debt possible to produce consistent cashflow
We Vertically Integrate to reduce expenses and create additional cashflow
No fees leaves more cash for our investors
No capital calls
No requirement to exit reduces risk of capital loss
Black Swan Real Estate's Track Record
13+ years experience
1,600+ doors
$375M+ assets under management
Radical alignment of interests
Vertically integrated to drive quality and consistency
Target high quality assets in excellent locations with great tenants
We underwrite deals very conservatively
We’ve never had a capital call or lost investor capital
No GP-level fees whatsoever*
We’ve never sold an asset
We’ve never had a capital call
We’ve never lost money on a real estate deal
We’ve never failed to make a projected distribution on-time
You start earning return on the day your investment is deposited
That's the Black Swan Way.
Invest now to enjoy our limited time offering of 10% fixed return during our inaugural launch!
Black Swan Real Estate Secure Freedom Fund is a Reg D 506(c) opportunity available to accredited investors only. The minimum investment is $25,000.
HOW TO INVEST
Black Swan Real Estate Secure Freedom Fund is a Reg D 506(c) opportunity available to accredited investors only. The minimum investment is $25,000.
DISCLAIMER: Nick & Elaine Stageberg and Black Swan Real Estate do not provide legal, financial, or accounting advice. This information is not a solicitation to sell securities. Past performance is not indicitave of future performance. Black Swan Real Estate does not guarantee projected outcomes. Real estate value is affected by forces outside of Black Swan Real Estate's control. Black Swan Real Estate Secure Freedom Fund is a Reg D 506(c) opportunity available to accredited investors only. Please consult your personal advisors prior to making any investment decision.