INVEST WITH SWISS AVENUE CAPITAL
Swiss Avenue Capital is a Texas based private investment firm that focusses on sourcing and offering real estate backed investments. Swiss Avenue Capital delivers high yield returns on deals that are conservatively underwritten and structured to best mitigate risk while still producing stable and predictable returns for our investors.
Swiss Avenue Capital’s ability to underwrite, fund and service loans in house allows us to best identify opportunities for our investors in one on the nation’s strongest markets for housing demand, stability, and affordability.
Swiss Avenue Capital’s executive team has over seventeen years of combined experience and have successfully financed over $245 million of real estate transactions.
WHAT WE DO
Swiss Avenue Funding is a Texas based mortgage originator, financial intermediary, and direct lender that focuses on offering our borrowers the best in-market loan solutions for their real estate development opportunities. Our team provides our clients with first-class service and optimal financing structures to help them achieve their real estate goals.
Swiss Avenue Capital is strategically aligned with Swiss Avenue Funding to provide these borrowers with their capital requirements. We lend our investor’s capital against qualified real estate development projects, focusing on conservative underwriting and short-term deployment. Swiss Avenue Funding’s borrowers enjoy financing to bring their projects to fruition, while Swiss Avenue Capital’s investors enjoy target 7% returns.
Swiss Avenue Capital operates a Blind Pool Mortgage-Backed Real Estate Fund to maximize leverage and returns for investors, with the pooled structure also mitigating risk through asset diversification.
The Fund will invest in real estate opportunities that offer a compelling risk to reward profile and equitable returns within 6-36 months. The Fund targets a weighted average loan-to-after renovation value of 70%, with target 7% returns distributed quarterly to our investors.
OUR INVESTMENT STRATEGY
Swiss Avenue’s investment strategy aims to produce consistent and attractive high yield returns with the security of real estate backed collateral. These are designed to outperform tradition options like banks, bonds or CDs, while not exposing investors to the risks and volatility of the stock market. Our Investment Strategy focusses on three main principles:
- Focused on the Texas market which currently leads the nation for stability, demand, growth, and affordability
- Diversification on asset classes and multi-level deals through a blind-pool fund structure.
- Stringent borrower underwriting guidelines and borrower rate tiers.
- Loan loss reserves and prepaid borrower interest escrows.
- Real estate brick and mortar backed collateral.
- Loans are in first lien position.
- Maximum loan-to-after repaired value of 70%
- Short term loan durations from only 6 months
- Target 7% annual investor returns
- Quarterly distributions
- Reinvestment options available
WHO CAN INVEST
The Fund is offering investment opportunities and membership interest to investors under an exemption from securities registration afforded by Regulation D, Rule 506(c). There are eight (8) separate definitions of accredited investors, under which an investor may qualify,
Dallas, TX 75219, USA
DISCLOSURE: An investment with Swiss Avenue Funding, LLP, its affiliates and its sponsored investment programs, including Swiss Avenue Capital Fund, (the “Swiss Avenue Entities”) involve substantial risks. Each investor should carefully consider the risk factors discussed in the private placement memorandum (“PPM”) for each investment opportunity before investing (each, an “Offering”). The Offering is being accomplished under Regulation D Rule 506(c) and is available to accredited investors only. Your status as an accredited investor must and will be verified. Some statements in the PPM and made herein contain forward-looking statements and are based upon our current expectations, plans, estimates, assumptions and beliefs that involve numerous assumptions, risks and uncertainties. Although we believe that the expectations reflected in such forward-looking statements are based on reasonable assumptions, actual results and performance could differ materially from those set forth in the forward-looking statements. Any financial projections or returns shown herein are illustrative examples only, and there can be no assurance that any valuations provided are accurate or in agreement with market or industry valuations. Potential investors are cautioned not to rely on any such statements in making their investment decision. Any investment information contained herein has been secured from sources the Swiss Avenue Funding Entities believe are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents (PPM) that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed herein and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. We do not make any recommendations regarding the appropriateness of particular opportunities for any investor. The securities offering discussed in these materials is highly speculative and carry a substantial risk of loss all or part of the investment. Investments discussed are NOT insured by the FDIC, SIPC or by any other Federal Government Agency, are NOT Bank deposits, are NOT guaranteed by the Swiss Avenue Funding Entities, and MAY lose value. Neither the SEC nor any federal or state securities commission or regulatory authority has recommended or approved any investment or reviewed the accuracy or completeness of any of the information or materials that may be given to potential investors in either printed or electronic form. Neither the Swiss Avenue Funding Entities nor any of its directors, officers, employees, representatives, affiliates or agents shall have any liability whatsoever arising, for any error or incompleteness of fact or opinion in, or lack of care in the preparation or publication, of the materials and communication herein or that the valuation of any securities offering is appropriate. Prior results are not indicative of future performance and “forward looking statements” discussed herein; actual results may vary materially. Swiss Avenue Funding Entities will not update the information or materials provided to potential investors after the Offering is completed. All investors must make their own determination of whether or not to make any investment, based on their own independent evaluation of the investment and their risk tolerance. THIS INFORMATION DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO BUY ANY SECURITY.