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.