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Mezzanine Debt
Opportunity Fund
This fund invests in working capital financing provided to real estate businesses and secured by residential properties with the aim of achieving high cash flows from the first month
Key Offering Details
The Mezzanine Debt Opportunity Fund ("Fund") aims to invest in short-term debt provided to real estate investment businesses, backed by residential properties. The Fund focuses on achieving high returns by supporting higher-leverage, higher-yield first-lien mortgage debt and by providing working capital financing to real estate investment entrepreneurs.
REALIZED FUND RETURNS
48.33%
16-18%
1.86x
SINCE INCEPTION
ANNUALIZED
5 YEAR EQUITY MULTIPLE
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506(c) investment opportunity available to accredited investors only
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Monthly dividend, one year lockup to preserve liquidity
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Target 16-18% annual dividend yield from an uncapped profit share
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Fixed income from short-duration mortgages to purchase and renovate real estate to be held as rentals
Fund Offering Details
Fund Size Up to $43 million
Minimum Investment $50,000
Target Return
16.0% - 18.0%
(not assuming reinvestment of dividends)
Distributions Monthly
Lock up One year
Redemptions Quarterly
Fund Manager Clive Capital LLC
Investor reporting
Avestor
$20 million (~46%) has already been commited
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Our partners have $4M+ of their own capital invested into this fund
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Clive Capital principals Keshav Kolur and John Lai will be investing into this fund
To check out the Investment Size & Terms of this opportunity, visit our Investor Portal by clicking the button below.
Where Opportunities Will Materialize
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Homeowner Sales
Homeowners selling properties in need of repair.
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PropTech
Platforms sourcing properties for investors to acquire
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Distressed Homes
Properties available because of increasing foreclosures
Debt Fund vs. Syndication
Debt Fund
One-year lockup
Provides liquidity for secured mortgage debt
Eligible projects are financed during the investment period—diversifying risk exposure
Returns are sensitive to the amount of the mezzanine capital, in relation to senior debt, and interest rate split between the debt participants
Capital commitment at the debt level (i.e., senior to equity, where syndications participate)
Option to foreclose if a sponsor does not pay back their loan; risk exposure in second-loss position
25-35% margin of safety, in the event of a default, because borrower equity is in first-loss position
Syndication
Five- to seven-year lockup
Funds equity to own real estate
Investment typically goes to a single asset, so risk exposure is concentrated
Returns are sensitive to how market dynamics and the sponsor’s operational excellence drive rents, vacancy, expenses, and NOI
Capital commitment typically at the equity level (i.e., preferred or common)
Return of capital depends on sponsor execution, property sale, or refinance
0% margin of safety (i.e., equity in first-loss position)
Our Partner
Our partner invests across the entire capital stack of real estate, collaborating with top-tier entrepreneurs, operators, and lenders. Their team brings extensive experience in structured finance, real estate, and technology, including managing large portfolios, launching and scaling mortgage companies, constructing new homes, renovating and flipping properties, and owning rental portfolios.
$750M+
1,200+
Real estate investments
financed by our partner
Real estate investors and operators financed through their efforts
Active Loan Metrics
Real Estate Project Samples
Phoenix, AZ 85034
Resale to First Time Homebuyer
Ready to Soft Commit?
Are you ready to take the next step? Schedule a time that works for you using my Calendly below. Looking forward to connecting!
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