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 with Ascent, now for as little as $5k*.

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Yield Focused

The Ascent Income Fund boasts a historical distribution yield of 9.71%

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.

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A Compelling Income Focus

Invest in diversified private real estate credit, and add a compelling yield focus to your portfolio.

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Ascent compared to Vanguard and Pimco funds

New Lower Minimum Investment

First time investors with EquityMultiple can now invest in the Ascent Income Fund with as little as $5k.

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FAQs

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.

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.

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.

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.

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.