Discover The Ascent Income Fund
Invest Smarter. Go Higher.
The Ascent Income Fund targets stable income from senior commercial real estate debt positions. Compelling yield, backed by real assets. Take the next step in your real estate investing journey.
Ready to Invest?A Yield Focused Fund
The Ascent Income Fund boasts a historical distribution yield of 13.1%
Security of CRE Debt
The Fund invests in loans that hold full payment priority for further security.
Flexible Liquidity
Redemption options are available starting one year after your investment.
The High Line on Ascent
A cornerstone investment vehicle for income-focused investors, the Ascent Income Fund offers quarterly income at attractive yields, with payment priority and short-term liquidity options.
Diversify with Ascent →Reduced Minimum Investment of $5k
First time investors with EquityMultiple can now invest in the Ascent Income Fund with as little as $5k—$15,000 less than the standard minimum.
FAQs
What type of assets does the Ascent Income Fund invest in?
The Ascent Income Fund invests primarily in first-mortgage loans. Each loan and borrower is carefully underwritten and subject to the institutional standards employed by the EquityMultiple investments team. The underlying properties may span geographies and property types/sectors to provide economic diversification. The Fund will target a max LTV of 75% on a whole-loan basis, with most first-liens coming in below 65% LTV.
What liquidity options do I have?
Investors in the Ascent Income Fund will have redemption options after one year. Combined with the Alpine Note, the Ascent Income Fund forms a highly flexible wealth generation ecosystem. In combination with equity investments in our 'Grow' pillar, investors can pursue a blend of cash management, current income, and total return potential.
What returns can I expect?
The Fund will target 11-13% net annualized returns, and distributions will be paid quarterly or can be automatically reinvested. All investments involve risk, including loss of principal. However, the Ascent Income Fund prioritizes senior mortgage positions, potentially mitigating risk on behalf of EquityMultiple investors.
What tax documentation will I receive?
The Fund will make all of its investments through a REIT, which provides tax advantages. The REIT shields the fund from potential state income so investors receive a single federal K-1, along with other potential tax benefits.
What is the minimum investment?
First time investors in EquityMultiple enjoy a special low minimum investment of $5,000.
For current EquityMultiple investors, the Ascent Income Fund's minimum investment is $20,000.