Investments

   

Bel Air High-Yield Income Fund
This fund specializes in traditional asset-based lending. These high-yield notes are secured by senior trust deeds on residential properties possessing a large amount of equity or projected to quickly accrue equity upon repair. We invest in owner and non-owner occupied properties. Rehab investment sponsors are required to demonstrate expertise in the building trades and/or rehab investing.

Eligible property types include SFRs, condos, PUDs, duplexes, tri-plexes and 4-plexes.

These high-yield investments earn an annual return of between 10.00% and 12.00%. For maximum tax advantage, these investments may be structured as self-directed IRA accounts.

We evaluate each investment thoroughly, and perform all due-diligence before committing any capital. Our investments are further protected by assuring 1) sufficient equity in the underlying property, 2) acceptable debt-to-income ratio for borrower, 3) title insurance to protect loan's position, 3) fire and liability insurance on the property and 4) a reliable tracking systems to monitor all liens.

Minimum Charter Investor contribution: USD $3,000,000.00

Minimum Basic Investor contribution: USD $50,000.00

Bel Air Aggressive Income Fund
The Aggressive Income Fund focuses on providing structured financial solutions to home builders, developers, commercial property owners and residential property investors. These special opportunity financings include mezzanine, preferred equity, bridge and gap loans.

The fund manager will consider property acquisitions, recapitalizations, repositionings, redevelopments and new developments.

Eligible property types include raw land (in the path of development or infill), entitled land, multi-units, marinas, mobile home parks, mixed-use, office, retail, warehouse/storage, light industrial, hotels, restaurants, healthcare and specialty commercial properties.

These investments yield investors between 15.00% and 18.00%. For maximum tax advantage, these investments may be structured as self-directed IRA accounts.

Minimum Charter Investor contribution: USD $10,000,000.00

Minimum Basic Investor contribution: USD $1,000,000.00

Bel Air Private Equity Fund
This private equity fund specializes in opportunistic commercial and residential real estate investments. The fund can participate in direct private investments, equity partnerships, development-for-hire, and both credit and non-credit tenant sale leaseback arrangements. It is also actively looking to purchase the loan servicing operations of distressed lenders.

The fund is generally interested in construction, redevelopments, repositionings and ground-up construction.

This fund has set targeted annual returns at over 20.00%. For maximum tax advantage, these investments may be structured as self-directed IRA accounts.

Minimum Charter Investor contribution: USD $20,000,000.00

Minimum Basic Investor contribution: USD $100,000.00

Private Placement Investments
Instead of forming a pool of investors, each proposal is funded by a single investor. This is an ideal choice for individuals interested in managing their own investments. Instead of relying upon Bel Air's expertise for deal evaluation and management, the propective investors are given detailed proposals from which they can make their own investment decisions.

Minimum Investment: USD $100,000.00

For more information, please contact us.


Nothing herein should be considered an offer to sell an interest in any of the above described investment instruments. Solicitations can only be made by offering circular. These investments are not government insured and posses a higher degree of risk. Investment interests are only available to California residents qualifying as accredited investors and institutional investors. BACI defines an accredited investor as 1) earning over $200,000/year, 2) having over $500,000 in liquid assets or 3) having a total net worth over $1 million dollars.