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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.

  • 506(c) investment opportunity available to accredited investors only
  • Monthly dividend, one year lockup to preserve liquidity
  • ​Target 16-18% annual dividend yield from an uncapped profit share
  • Fixed income from short-duration mortgages to purchase and renovate real estate to be held as rentals

48.33%

Since Inception

16–18%

ANNUALIZED

1.86x

5 YEAR EQUITY MULTIPLE

48.33%

Since Inception

16-18%

ANNUALIZED

1.86x

5 YEAR EQUITY MULTIPLE

Fund Offering Details

  • Fund Size : Up to $43 million

  • Minimum Investment : $50,000

  • Targeted Return : 16.0% – 18.0%

    (not assuming reinvestment of dividends)

$20 million (~46%) has already been commited

  • Distribution : Monthly

  • Lock Up : OneYear

  • Redemptions : Quarterly

  • Fund Manager : Clive Capital LLC

  • Investor Reporting : Avestor

  • Our partners have $4M+ of their own capital invested into this fund

  • ​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

Homeowner Sales

Homeowners selling properties in need of repair.

PropTech

Platforms sourcing properties for investors to acquire

Distressed Homes

Properties available because of increasing foreclosures

Debt Fund vs. Syndication

Debt Funds

Syndications

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

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)

Debt Fund vs. Syndication

Debt Funds

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

Syndications

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)

Active Loan Metrics

$8.2 Million

Mezzanine Capital

$188 Million

Senior Debt Capital

$197 Million

Total Loan Amount

6.3%

Mezzanine participation

82.1%

Loan To cost

61.1%

Loan To After-Repair Value

450

Real Estate Investments/p>

200+

Real Estate Investors

768

Average FICO Score

46

Different States

100+

Different Unique Zip Codes

Real Estate Project Samples

Seattle, WA 98125

Accessory Dwelling Unit

Phoenix, AZ 85034

Resale to First Time Homebuyer

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+

Real estate investments
financed by our partner

1200+

Real estate investors and operators financed through their efforts

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!

Still have questions?

Your time is precious and you just have a brief question.
Send us a message and we’ll get back to you with an answer.

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