New Initiative: The Innovative Capital Income Fund
We are excited to publicly announce the Innovative Capital Income Fund. This income fund strives to generate monthly income with principal protection for investors through exposure to a diversified pool of secured private real estate debt investments.
It is backed by historical performance of 8 to 10 percent annually, and managed by Dema Zlotin and ICC CEO Travis Likert, each with over 10-year track record in real estate debt financing.
How the Income Fund Works
Our four-stage process secures the highest quality deals:
STAGE 1: Sourcing Opportunities
Travis Likert and Dema Zlotin, each with over 10-year track record in real estate debt financing and who manage the fund, seek and secure the strongest deals from mortgage brokers, real estate agents, commercial banks, and internal sources.
Our consistent and high-quality deals flow from long-term relationships and our excellent in-house lead generation.
STAGE 2: Underwriting Borrower and Property
We do a thorough evaluation and background check of each potential deal before we commit. We have a long list of due diligence in place that each client must fulfill to ensure success on all sides.
STAGE 3: Invest and Securitize
In this stage, we dot all our Is and cross all our Ts. The deals are secured and begin bringing in monthly income.
STAGE 4: Ongoing Loan Management Until Maturity
Next, we’re sending investors monthly payouts for each loan in the fund until maturity. Investors can sit back and watch their investment give an ROI.
Clear Objectives and Rigorous Criteria to Ensure Monthly Returns for Investors
We have five clear objectives we rigorously follow to find success with our ICC Income Fund, which strives to generate monthly income with principal protection for investors through exposure to a diversified pool of secured private real estate debt investments:
(1) Principle Protection: Focused on quality assets.
(2) Conservative Underwriting: Focused on asset protection along with an exit strategy.
(3) Stable Returns: Management has a proven track record.
(4) Investor Transparency: Investors can review assets in the portfolio along with loan performance. Distributions are made monthly or can be reinvested.
(5) Manager-Investor Alignment: Management has 5 MM in assets & does not charge a traditional management fee. 80/20 fee structure based on performance.
Lucrative Investment Opportunity – How to Get Involved
Is the Innovative Capital Income Fund a smart investment for you? Here is what we look for and require from each investor who is part of the fund.
A strong and steady flow of incoming deals, strict investment (and low-risk) criteria, and active portfolio monitoring and management all support a sustainable monthly ROI:
-Targeted Investor Return: 8-10% per annum
-Monthly distribution
-Suitability: for accredited investors & Self-Directed Retirement Accounts
-Offering size: $100,000,000
Recently Funded
Get in touch with our team for inquiries on becoming an investor with the Innovative Capital Income Fund.