This offering is available only to verified accredited investors as defined under Rule 501 of Regulation D
A Diversified, Real Estate Debt Strategy Focused on Income and Flexibility
The Freedom Family Investments Liquidity Fund is designed for investors seeking consistent income, diversified real estate debt exposure, and access to liquidity without the long lockups associated with traditional real estate syndications. The Fund focuses on senior-secured real estate lending and related strategies intended to generate attractive, risk-adjusted returns across market cycles.
This offering is structured for investors who want their capital working in real estate while maintaining flexibility as market conditions and personal goals evolve. Freedom Family Investments does not charge management fees on any investment offering, allowing investor capital to be fully deployed into the Fund’s strategy, and since inception has maintained a 100% track record with no missed or delayed payments to investors.
Fund Overview
The Liquidity Fund is a pooled real estate debt fund that invests across a diversified portfolio of real estate-backed loans and related assets. Rather than relying on a single property or borrower, the Fund is designed to spread risk across multiple geographies, asset types, borrowers, and loan structures.
The Fund’s strategy emphasizes capital preservation, consistent cash flow, and downside protection through conservative loan-to-value ratios and senior positioning within the capital stack.
- Offering Snapshot
Target Net Return
11%–13%
Minimum Investment
$25,000
Asset Type
Diversified real estate debt and lending opportunities
Security Type
Primarily senior-secured debt
Target Loan-to-Value (LTV)
Approximately 50%–75%
NAV
$6,316,839 (Q4 2023)
Launch Date
October 11, 2023
Redemptions
Available after a one-year lockup period, subject to Fund terms
Why a Real Estate Debt Fund Now?
The current market environment has created a compelling opportunity for real estate private lending strategies. Higher interest rates have increased yields on real estate debt, while regulatory pressure and tighter lending standards have reduced competition from traditional banks. This has opened the door for private capital to step in and negotiate more favorable terms with borrowers.
At the same time, a significant volume of commercial real estate loans are approaching maturity, driving demand for refinancing across resilient sectors such as multifamily, industrial, and necessity-based retail. Conservative loan-to-value ratios and senior-secured positions provide downside protection in the event of valuation volatility, making real estate debt an attractive option for income-focused investors.
Liquidity Fund Investment Strategy
The Liquidity Fund focuses primarily on senior loans secured by real estate assets. Senior debt sits at the top of the capital stack and benefits from priority of payment ahead of junior lenders and equity owners. In the event of a property underperforming or being liquidated, senior debt is repaid first, which historically makes it the lowest-risk position in real estate investing.
The Fund targets a diversified mix of loans across property types, markets, and business plans. While initial emphasis may be placed on residential and multifamily assets, the portfolio is designed to evolve with market conditions to maintain diversification and risk discipline.
Income, Liquidity, and Compounding Options
The Liquidity Fund is designed to meet investor needs for both income and flexibility. Investors may receive quarterly distributions generated from interest payments on underlying loans or elect to reinvest distributions for compounding, subject to Fund elections and terms.
Liquidity is available after a one-year lockup period, with redemption requests processed quarterly and subject to available liquidity and Fund provisions. This structure allows investors to balance ongoing income with the ability to access capital over time.
Fund Structure and Management
The Liquidity Fund is managed by Freedom Family Investments, a family-owned firm with a strong emphasis on transparency, discipline, and long-term investor relationships. The Fund benefits from centralized underwriting, asset management, and loan servicing processes, allowing for consistent oversight across the portfolio.
Capital may be deployed directly into loans or through affiliated entities, and the Fund may utilize leverage in a disciplined manner to enhance diversification and returns, as outlined in the Fund’s governing documents.
Reporting and Distributions
Investors receive quarterly reporting detailing Fund performance, portfolio composition, and distributions. Distributions are made quarterly beginning after an investor’s effective date, subject to available cash flow.
Tax reporting is provided via Schedule K-1.
Why Investors Choose the Liquidity Fund
The Liquidity Fund is often selected by investors who want:
- Diversified exposure to real estate debt rather than single-asset risk
- Senior-secured positioning with downside protection
- Quarterly income potential with reinvestment flexibility
- Liquidity options after an initial lockup period
- A professionally managed, scalable real estate strategy
It is commonly used as a core income allocation or as a complement to longer-term equity or note-based real estate investments.
Important Considerations
The Liquidity Fund is a private investment and is not a bank product or FDIC insured. Investing involves risk, including the potential loss of principal. Target returns are estimates only and are not guaranteed. Past performance is not indicative of future results.
Investors should carefully review the Private Placement Memorandum and all related offering documents before investing and consult with their financial, tax, and legal advisors.
Disclosure
This summary is for informational purposes only and does not constitute an offer to sell or a solicitation to buy securities. The offering is made solely by and pursuant to the Freedom Notes Private Placement Memorandum and related offering documents. In the event of any inconsistency, the offering documents control.
This material is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation may only be made by means of a confidential private placement memorandum, subscription documents, and other definitive offering materials (collectively, the “Offering Documents”), and only in jurisdictions where permitted by law.Past performance is not indicative of future results. There can be no assurance that any investment objectives will be achieved or that an investment will be profitable. All investments involve significant risks, including the potential loss of principal. Investors should carefully review the risk factors and other disclosures contained in the Offering Documents before making any investment decision.
This offering page describes only certain aspects of the offering (the “Offering”) of securities issued by Freedom Family Investments or its applicable affiliated entity (the “Issuer”). The Offering is made solely by means of the applicable Private Placement Memorandum, subscription agreement, and any related supplements or amendments (collectively, the “Offering Documents”). The information contained on this page is a summary of the Offering, does not purport to be complete, and should not be considered part of the Offering Documents, incorporated by reference into the Offering Documents, or relied upon as forming the basis of any investment decision. No person has been authorized to provide any information or make any representations other than those contained in the Offering Documents or in authorized marketing materials referenced therein. Any such information or representations, if given or made, must not be relied upon.
All investments involve risk, including the potential loss of principal. Any projected or targeted returns are estimates only and are not guaranteed. Past performance is not indicative of future results. Prospective investors must review the Offering Documents in their entirety and consult with their own legal, tax, and financial advisors prior to making any investment decision.
