Commercial

To better serve investors with the need to allocate funds but don’t want to hold properties, UFUND Investment provides direct and indirect undervalued commercial investment opportunities locally and nationwide. Utilizing our resources in 48 states and years of experience, we are able to identify high-quality projects, diversify deals types, create multiple ways to invest, and satisfy both risk-averse investors’ and opportunists’ needs.

To participate, we provide UFUND Real Estate Fund and Projects as options.

UFUND Real Estate Fund

UFUND Real Estate Fund (The Fund) is an open-ended fund based on real estate loans and assets.

Specializing in off-market, undervalued residential and commercial properties for over a decade, the UFUND team uses creative problem-solving and deal structures, which lays a solid foundation for providing great investment opportunities to a wide range of investors. The fund is designed to provide high quality, consistent income, and growth, via portfolio diversification over a range of products to maximize risk-adjusted ROI, which includes:

Origination and Acquisition of Mortgage Loans
Investment in Income Residential Rental Portfolio
Investment in Real Estate Ownership

UFUND Capital Fund

UFUND Capital is a close-ended fund focusing on off-market real estate assets.

The strategies of UFUND Capital are:

Specialize in Distressed, Value-Add and Cash-flowing opportunities
Exclusive Co-GP positions that offer higher returns and earn promote
Risk management through strong relationships, diversification, and well-defined processes
Access high-quality GP investment positions and diverse US real estate assets for superior risk-adjusted returns across extensive geographic territories.

Signature Project (The Headquarters at Seaport)

UFUND is pleased to present an exceptional Class A commercial retail asset Class A commercial retail asset in San Diego, California, acquired at a 40% discount. The property is projected to deliver strong day-one cash flow (8%+), a 9.25% buy-in capacity ratio, and substantial potential for value appreciation. This project combines attractive tax advantages with a multi-year repositioning plan to maximize value at exit.

Date of Investment: Aug 2025
Loan-to-Value (LTV) : 58%
Estimated IRR : 18-20%
Projected Timeline: 5 years
Distribution: Quarterly
Exit Strategy: Reposition and Sell

This offering is designed for investors seeking a balance of steady income and growth potential in one of the nation’s most dynamic markets.

Projects

UFUND Investment offers investors opportunities to invest in individual commercial projects as Limited Partners. Usually, investors are sharing equity with General Partners, and returns consist of routine cash distribution and back-end profits.

If you’d like more details about our projects, please feel free to contact us.

UFUND Short Term Lending J

Project Type: Single Family
Date of Investment: November 2025
Loan Duration: 12-18 months
LTV: 60%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

UFUND Short Term Lending I

Project Type: Single Family
Date of Investment: May 2025
Loan Duration: 12-18 months
LTV: 66%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

Waverly on the Lake, Value-Add Multifamily

Project Type: Value-Add Multifamily Project
Location: Belleville, MI
Date of Investment: Feb 2025
Number of Units: 1046
Loan Duration: 4-5 years
Exit Strategy: Sponsor will sell the property

Fort Totten Square Washington, DC (Multifamily Mix)

Project Type: Retail & Multi-family Development
Location: Washington, DC
Date of Investment: Sept 2024
Number of Units: 747 (324 Multifamily | 423 Retail )
Loan Duration: 5 years
Exit Strategy: Sponsor plans to sell retail and multifamily portion separately to optimize value

The Lake Castleton Multifamily Mezzanine Lending

Project Type:Value -Add. Multi-family Rehab
Location: Indianapolis, IN
Date of Investment: June 2024
Number of Units: 1261
Loan Duration: 24-36 months
LTV: 57-68%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

The Cliff Multifamily in GE Mezzanine Lending

Project Type: Multi-family Development Project
Location: Macon, GA
Date of Investment: April 2024
Number of Units: 142
Loan Duration: 12-18 months
LTV: 51%
Distribution: every 3 months
Exit Strategy: Refinance or Sale

The Cascades Multifamily in GE Mezzanine Lending

Project Type: Multi-family Development Project
Location: Athens, GA
Date of Investment: Feb 2024
Number of units: 75
Loan Duration: 6-9 months
LTV: 51%
Distribution: every 3 months
Exit Strategy: Refinance or Sale

Orlando, FL & Fairfax, VA (Value-Add) Project

Project Type: Value Add. Retail
Location: Orlando, FL & Fairfax , VA
Date of Investment: May 2023
Loan Duration: 2-3 years
Exit Strategy: Sponsor will sell the property

Waco Zoe Multi-family Development

Project Type: Multi-family Development Project
Location: Waco, TX
Date of Investment:June 2022
Number of Units: 214
Projected Timeline:18-24 Months
Exit Strategy: Sponsor will sell the property after stabilization.

SC Multifamily Development WhiteHorse

Project Type: Multi-family Development Project
Location: Greenville, SC
Date of Investment: May 2022
Number of Units: 96
Projected Timeline: 16-24 Months
Exit Strategy: Sponsor will sell the property

San Antonio Built-To-Rent

Project Type: Land Development (Phase I) for Built To Rent Project
Location: San Antonio, TX
Date of Investment: Dec 2021
Acreage of the Land: 17.26 acres
Projected Timeline: 6 -12 months
Exit Strategy: Sponsor will sell the land. UFUND Investors have the unique option to exit at end of Phase I, or continue to invest in Phase II
Project Team: Local top player in the field

Lockhart Apartment in Austin Greater Area

Project Type: Multi-family Development Project
Location: Lockhart, Austin MSA, TX
Date of Investment: Oct 2021
Number of Units: 216
Projected Timeline: 3-5 years
Exit Strategy: Sponsor will sell the property after stabilization.

Leander Downtown Built To Rent

Project Type: Land Development (Phase I) for Built To Rent Project
Location: Leander Downtown, Austin MSA, TX
Date of Investment: Aug 2021
Acreage of the Land: 13.5 acres
Projected Timeline: 9-12 months
Exit Strategy: Sponsor will sell the land. UFUND Investors have the unique option to exit at end of Phase I, or continue to invest in Phase II
Project Team: Local top player in the field

6300 Westpark Commercial Project

Project Type: Off-Market Flex Space Commercial Project
Location: Galleria area, Houston, TX
Date of Investment: Oct 2018
Projected Timeline: 3-5 years
Exit Strategy: Sponsor will buy out investors’ shares or sell the property
Project Team: Local top player in the field

The Rail at MLK Project

Project Type: Mixed-use Multi-family Building Development Project
Location: Austin, TX
Date of Investment: Aug 2018
Number of Units: 5000
Projected Timeline: 6 years
Exit Strategy: Sponsor will sell the property after stabilization.
Project Team: Local top player in the field

2921 Office Building Project

Project Type: Office Building Value-Add Project
Location: Downtown Austin, TX
Date of Investment: June 2018
Projected Timeline: 3-5 years
Exit Strategy: Original plan is to add 5,500 sqft in the 2^nd year, but sponsor decided to maintain the same layout and hold. Sponsor will sell the property after current lease expires.
Project Team: Local top player in the field

Exited Projects (Partial)

UFUND Short Term Lending H

Project Type: Single Family
Date of Investment: October 2024
Loan Duration: 12-18 months
LTV: 67%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

The Riverbend Multifamily Mezzanine Lending

Project Type: Value -Add. Multi-family Rehab
Location: Indianapolis, IN
Date of Investment: March 2024
Number of Units: 996
Loan Duration: 24-36 months
LTV: 56-62%
Distribution: every 3 months
Exit Strategy: Refinance or Sale

UFUND Short Term Lending G

Project Type: Single Family
Date of Investment: May 2024
Loan Duration: 12-18 months
LTV: 67%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

UFUND Short Term Lending F

Project Type: Single Family
Date of Investment: Nov 2023
Loan Duration: 12-18 months
LTV: 65%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

UFUND Short Term Lending E

Project Type: Single Family
Date of Investment: May 2023
Loan Duration: 12-18 months
LTV: 65%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

UFUND Short Term Lending D

Project Type: Single Family
Date of Investment: Jan 2023
Loan Duration: 12-18 months
LTV: 65%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

UFUND Short Term Lending C

Project Type: Multi- family Development Project
Date of Investment: Oct 2022
Loan Duration: 12-15 months
LTV: 65%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale

78 Trailwood Flip Lending

Project Type: Single Family
Location: Guildford, CT
Date of Investment: Sept. 2022
Loan Duration: 6 months
Distribution: 6 months
Exit Strategy: Sold properties

South Miami Frankly Lending

Project Type: Multi-family Development Project
Location: South Miami, FL
Date of Investment: Sept 2022
Loan Duration: 12-24 months
Distribution: every 3 months
Exit Strategy: Refinance or Sale

New Braunfels Land Flip Short Term Lending

Project Type:Multi-family Development Project
Location: New Braunfels, TX
Date of Investment: Aug 2022
Loan Duration: 8-12 months
Lien Position: 2^nd Lien
LTV: 60%
Distribution: every 6 months
Exit Strategy: Refinance or Sale

NY SFH Short Term Lending

Project Type: Single family
Location: New York
Date of Investment: Jun 2022
Loan Duration: 12 months
Distribution: every 3 months
Exit Strategy: Refinance

UFUND Short Term Lending B

Project Type: Single family
Date of Investment: Apr 2022
Loan Duration: 12-18 months
Distribution: every 3 months
Exit Strategy: Refinance or Sale

CT Single Family House Short Term Lending

Project Type: Single Family
Date of Investment: Mar 2022
Loan Duration: 9-12 months
Distribution: every 3 months
Exit Strategy: Sponsor will sell the property after stabilization.

NY Small Multifamily Short Term Lending

Project Type: Multi-family Development Project
Date of Investment: Feb 2022
Loan Duration: 9-12 months
Distribution: every 3 months
Exit Strategy: Sponsor will sell the property after stabilization.

Florida Student Housing

Project Type: Multi-units Student Housing Project
Location: Gainesville, FL
Date of Investment: Feb 2022
Number of Units: 924
Projected Timeline: 5 years
Exit Strategy: Sponsor will sell the property after stabilization.

UFUND Short Term Lending A

Strategy: UFUND’s Assets Acquisitions Expansion
Date of Investment: Dec 2021
Loan Duration: 12-18 months
Lien Position: 1^st Lien
LTV: 70%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Buyout
Project Team: Local top player in the field

OHIO Residential Properties Lending

Strategy: Value-Add. Multifamily Rehab
Date of Investment: Sept 2021
Loan Duration: 24 months
Lien Position: 2^nd Lien
Total LTC: <60%
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale
Project Team: Local top player in the field

Atlanta Parkside Crossing Lending

Strategy: Value-Add. Multifamily Rehab
Date of Investment: Aug 2021
Loan Duration: 6 months
Lien Position: 2^nd Lien
Distribution: every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Buyout
Project Team: Local top player in the field

UFUND Austin Fitzroy Apartment Project

Goal: Rehab and Value Added
Portfolio: Multi-family Development Project
Location: Liberty Hill, TX
Date of Investment: July 2021
Number of Units: 300
Projected Timeline: 3.5-5 years
Exit Strategy: Sponsor will sell the property after stabilization.
Project Team: Local top player in the field

NY Lending Project

Goal: Rehab and Value Added
Portfolio: SFH
Date of Investment: June 2021
Loan Duration: 6 months
Lien Position: 1st Lien
LTV: <75%
Distribution: every 3 months
Exit Strategy: Refinance or Sale
Project Team: Local top player in the field

Ohio Multifamily Lending Project

Strategy: Value-Add. Multifamily Rehab
Date of Investment: May 2021
Loan Duration: 12 months
Lien Position: 1st Lien
LTV: <75%
Distribution: Every 3 months
Has Personal Guaranty
Exit Strategy: Refinance or Sale
Project Team: Local top player in the field

Bee Cave Vista Lending

Strategy: SFH Buit-to-Rent Community Development
Date of Investment: May 2018
Type 1: 2nd Phase in equity
Type 2: Mezzanine Lending
- With Borrower’s Personal Guaranty
- Loan Duration: 24 months
Distribution: Due on mature date
Exit: Sold in 2020
Project Team: Local top player in the field

Virginia

Goal: Rehab and Value Added
Portfolio: SFH
Term: 6-9 months
Purchase price: 30% below market price
Exit Strategy: Sold
Project Team: Local top player in the field

Colorado

Goal: Rehab and Value Added
Portfolio: SFH
Term: 6-9 months
Purchase price: 30% below market price
Exit Strategy: Sold
Project Team: Local top player in the field

Ohio

Goal: Rehab and Value Added
Portfolio: Apartments
Term: 12 months
Purchase price: 30% below market price
Exit Strategy: Refinanced
Project Team: Local top player in the field

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