An Institutional Real Estate Credit Allocation for Your HNW Clients
Elevate Client Portfolios with Asset-Backed Income and Capital Preservation
As a wealth manager, your fiduciary commitment requires balancing yield generation with rigorous risk mitigation. In today’s volatile market environment, traditional fixed-income allocations leave high-net-worth (HNW) clients struggling with low real returns, while equity-centric REITs introduce unwanted volatility.
OwnEZ Fund V offers a disciplined, private real estate credit solution targeting ~9% net annual yield. Secured by first-lien residential mortgage notes, Fund V provides your accredited clients with predictable quarterly distributions without taking on equity-like market risk.
Why Advisors Incorporate OwnEZ into Fixed Income Allocations
- First-Lien Security: Every investment is backed by first-lien residential real estate with a conservative 75% Investment-to-Value (ITV) ratio, creating a deep equity cushion to protect principal.
- Proven Credit Stability: 450+ loans originated across 10 states with zero historic investor losses.
- Non-Correlated Yield: Insulate client portfolios from public market swings and interest rate volatility with an asset class tied directly to performing residential real estate credit.
- Proprietary Underwriting: Driven by proprietary data analysis algorithms, our risk models identify creditworthy, high-income borrowers—”The Invisible Prime”—overlooked by traditional banking models.
- Vertical Integration: OwnEZ manages the complete loan lifecycle through our BuyHouseEZ platform, maintaining hands-on oversight from origination and underwriting through servicing.
Institutional Governance & Oversight
- Third-Party Fund Administration: Verivest
- External Legal Counsel: Weingold Law, PLLC
- Structure: Delaware Limited Partnership (LP) for accredited investors
- Distributions: Quarterly income distributions
- Co-Investment: Our principals and senior management maintain significant skin in the game, aligning our interests directly with your clients.
Strategic Support for Your Practice
We partner with wealth management firms and RIA practices to complement your advisory process and provide seamless client engagement:
- Due Diligence Support: Comprehensive access to fund documentation, legal structures, and historical performance verification.
- Private Briefings & Market Insights: Request 30-minute educational briefings for your investment committee or key clients on private real estate credit and yield strategies.
- Adviser Network Events: Join peer-level discussions and relationship-first events with our leadership team.
Ready to Explore Private Credit for Your Clients?
Connect directly with our Investor Relations team to request institutional due diligence materials or schedule a private discussion.
