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Mezzanine Opportunity Fund

The U.S. housing market's shift from low interest rates and rising prices to cooling markets and unaffordable homeownership presents an opportunity for real estate entrepreneurs to buy cheaper homes and grow rental portfolios. However...

Key Offering Details

The Mezzanine 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

  • 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

Fund Offering Details

Fund Size                             Up to $43 million

Minimum Investment         $50,000

Target Return

16.0% - 18.0% (not assuming dividends are re-invested

Distributions                      Monthly

Lock up                              One year

Redemptions                     Quarterly

Fund Manager                   Clive Capital LLC

Investor reporting   

Avestor

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

  • Our partner 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

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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

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Real Estate Project Samples

Phoenix, AZ 85034

Resale to First Time Homebuyer

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Soft-Commit

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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