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Fund Overview
Coastal Equity Funding is structured as a Delaware limited liability company offering membership interests to accredited investors under Regulation D, Rule 506(c).
Fund Structure
The fund operates as a closed-end, private investment vehicle with a defined investment period and term structure. Capital commitments are drawn down as investment opportunities are identified and underwritten, allowing for efficient capital deployment and minimizing cash drag.
Investors receive monthly distributions consisting of interest income from the loan portfolio. The fund's distribution policy prioritizes consistent cash flow generation while maintaining adequate reserves for portfolio management and potential loan workouts.
The fund is managed by an experienced team with deep expertise in real estate lending, underwriting, and asset management. The management team has successfully navigated multiple market cycles and maintains a disciplined, risk-focused approach to capital deployment.
Key Fund Features
Monthly Distribution
10%
Monthly dividen paid to investors before the General Partner receives carried interest.
Target Net Return
11-12%
Projected net return to investors after all fees and expenses.
Minimum Investment
$100,000
The lowest amount an investor can commit to the fund.
Target Returns
1) Initial Screening
Preliminary review of loan request, borrower background, property type, location, and proposed loan terms to determine alignment with fund investment criteria.
2) Due Diligence
Comprehensive analysis of borrower financial statements, property cash flows, market conditions, comparable sales, and environmental assessments.
3) Valuation Analysis
Independent third-party appraisal, internal valuation review, and stress testing of property value assumptions under adverse scenarios.
4) Documentation
Preparation and execution of loan documents, title insurance, hazard insurance, and recording of first-position lien on collateral property.
5) Ongoing Monitoring
Regular borrower reporting, property inspections, financial covenant monitoring, and proactive communication throughout loan term.
Target returns are projections only and are not guaranteed. Actual returns may vary based on portfolio performance, market conditions, and other factors. Past performance is not indicative of future results.