Repayment of funds in the fixed-interest area (factoring) – Subscription fund for short-term real estate financing (US bridge loans)

Our fixed-income exposure with investments in factoring has been repaid at 100% plus accrued interest.

In view of rising interest rates and the associated risks for the bond and equity markets, we consider investments with little correlation to be a good addition to portfolios. With the new subscription, investors have the opportunity to benefit from rising interest rates and currently attractive yields (USD 6-8%) due to variable interest rates. At the same time, collateral is provided in the form of first-ranking mortgages on first-class commercial properties in prime locations in the fifty largest cities in the USA.

An important security aspect is the high equity of the borrowers in the fund (currently 42% on average) and the commitment of a well-known and very wealthy family with around 50% of the fund volume, which is subordinate to the other fund investors. In addition, lending is staggered and there is a credit line so that any redemptions can be easily serviced.

Our clients receive a very good risk/return ratio with this investment and the admixture in the portfolios complements the diversification perfectly.

This news is for information purposes only and in particular does not constitute an offer to buy, sell or subscribe. Nor does it constitute any form of advice.

This news is for information purposes only and in particular does not constitute an offer to buy, sell or subscribe. It also does not constitute advice in any way.