Fund Management

Expert Oversight for Diverse Real Estate Investments
Our fund management responsibilities

Foundation's senior management team provides specialized oversight and management services to investors, clients, and partners to oversee investment funds formed to make real estate investments in diversified portfolios of performing and non-performing senior and subordinate mortgage notes, loan participation rights, share appreciation agreements, and direct purchase of real estate properties.

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Development of Investment Strategies

Our team of skilled fund managers formulates clear investment strategies based on thorough market analysis, understanding of investor objectives and risk appetite, and identification of potential investment opportunities to create a diversified portfolio that maximizes returns and minimizes risk.

Asset Acquisition

We source and evaluate real estate assets suitable for investment, conduct due diligence, analyze financials, assess market conditions, and negotiate purchase agreements to ensure the assets align with the investment strategies of the funds we manage.

Fundraising and Investor Relations

Our team actively engages in comprehensive fundraising efforts, leveraging our extensive network and market expertise. We provide regular, detailed updates to investors on fund performance and market trends, while promptly addressing queries or concerns. 

Risk Management

Mitigating risks is a crucial aspect of our role as a fund manager. We assess and manage risks associated with asset acquisition, market volatility, regulatory changes, and other external factors. Through careful risk management, we protect our investors' capital and optimize returns.

Portfolio Management

We actively manage our real estate portfolios, including monitoring asset performance, implementing asset management strategies, optimizing cash flow, and ensuring assets are well-maintained. We also oversee property renovations or repositioning to increase value.

Value Creation and Exit

Our team maintains a singular focus on identifying and pursuing optimal value creation and exit scenarios for assets or portfolios. We conduct thorough market analyses, leverage industry relationships, and time our exits strategically to maximize returns. 

 

125
Senior Management Collective Experience (Years)
25
% hist. net IRR
Maximized investor value through disciplined strategies, consistently delivering strong net returns
20000
Real estate units purchased & managed over the last ten years
 
Foundation Specialty Finance is currently co-managing a fund with Avanti Way Capital

Learn more about our Foundation co-managed investment fund, the AVANTI Income Fund I, LP.

Learn More

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