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recession resistant fund designed to perform in an uncertain market

 

Diversified.
Passive.
Cash flowing.
Recession Resistant.

The Recession Resistant Fund is aimed at reducing risk and generating investor income through a recession by investing in strategically selected, cash flowing, value-add real estate.

 

Management Track Record

Invested in 200+ real estate deals across numerous asset classes

Managed 5 investment funds

25 years cumulative experience in real estate investing

Investment Philosophy

Income generating properties only

Seek value-add opportunities for appreciation

Scrutinize the location, debt structure, operating team, local economy

Real Estate Assets

Mobile home parks, self-storage facilities, workforce apartment communities

Over 25 properties across 8 states

Best-in-class local operators manage day-to-day operations

 

Management Team

Aerial Investment Management was founded in Bend, Oregon in 2018 with the specific goal of creating funds and investment vehicles that cater to the long-term, passive, real estate investor and are designed for today’s uncertain economic environment. The managers bring extensive experience to the organization having invested in hundreds of real estate projects across the spectrum of different types of real estate and managed numerous investment funds.

The Managers also bring a nationwide network of long-term relationships with local best-in-class real estate operators that execute on the day-to-day operations of the real estate investments. These relationships often provide access to exclusive investment opportunities or investment terms that exceed what individual investors typically have access to without a professionally managed fund.

Where are we investing… spotlight on Texas

The downtown Austin, TX expanding skyline signifies its growth as one of the fastest growing cities in the US.

This underlies why the we hold equity positions in 14 properties in Texas, 8 of these are in the Recession Resistant Fund..

 

Recession Resistant Asset Classes

 
 

Self Storage Facilities

 

Workforce Apartments

 
 

The REcession Resistant Fund Structure 

Return Targets

11-15% IRR (net of fees)

16-22% average annual ROI

2x equity multiple

 

Fees and Profits

2% management fee

8-10% preferred return

70-80% profit to investors

 

Terms

5-10 year investment term

$50,000 minimum investment

open to accredited investors

A recession on the horizon

Is it time to reduce some risk?

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2nd longest expansion in US history

The US is 9 years into the current expansion. Many economists and investors are preparing for a 2019 or 2020 recession

 

The Aerial Recession Resistant Fund aims to reduce risk by investing in a diversified portfolio of real estate assets that are the most likely to continue generating investor income through a recession.

Watch our economic outlook. The Aerial Investment Management team discusses current economic indicators pointing to a possible recession in 2019 or 2020 along with an overview of recession resistant assets.

Fund Portfolio of Assets

The Fund holds an ownership position across a large number of properties.

Watch video tours and commentary of our Fund’s assets

 
 

Things to consider in today’s uncertain economic environment

See all articles

Contact us

Schedule a time on our calendar to connect

 

Other inquiries?

Send us a note or give us a call

MKwhitecircle.jpg

mark@aerialinvestmentmanagement.com

310.344.1970 (m)


ryan@aerialinvestmentmanagement.com

949.637.0355 (m)

 

Our home base:

Bend, OR