Horizon Residential Income Fund I (Horizon Fund)
Our first managed fund that utilizes the tax advantages of a real estate investment trust (REIT), combined with short exposure and instant and revolving diversification. Minimum investment of $15,000.
- Target returns: 10% - 13%; Preferred: 8%
- Target offering: $30M
- 12 month minimum holding period*
- Significant tax benefits
What is the Horizon Fund?
Horizon Fund utilizes a REIT structure, where the fund owns the subsidiary REIT that leverages investment principal to purchase whole residential bridge loans. The fund collects interest payments and fees on the underlying loans and makes quarterly disbursements of net income to member investors. When an underlying loan is repaid, Horizon Fund reinvests that money in new loans until the fund is closed and the principal begins to return to members.
Due to the short duration and large quantity of underlying loans, investment in Horizon Fund offers instant and revolving diversification.
Investment Opportunities
Why Invest in Real Estate?
One of the key benefits of real estate investments is that even in an economic downturn, the asset is tangible and still holds value. Moreover, real estate prices/values have historically surpassed inflation rates.
Why Invest with Upright?
Compare Our Investment Offerings
Individual Project Notes
Total control over your portfolio — every region, project, and borrower.
$5,000 minimum investment
3 – 24 month terms
$59M+ interest paid
99%+ principal repaid
10.8%+ average returns
Pre-Fund
One investment, multiple projects. Fixed interest and repayment.
$1,000 minimum investment
12 months
100% interest paid
100% principal repaid
10%+ average returns
Horizon Fund
Short exposure. Instant and revolving diversification.
$15,000 minimum investment
Tax advantages
Quarterly distributions
Target offering: $30M
Target return: 10%–13%
Blueprint Fund
Diversified portfolio of new construction, residential loans.
$15,000 minimum investment
Multiple ways to invest
Quarterly distributions
Target offering: $100M
Target return: 11%–14%
There is risk inherent with any investment. Read more about our approach to underwriting, what happens in the case of our insolvency, and how we’re audited, here.
No. We currently do not offer a secondary market for selling purchased notes.
Like any investment, there are risks involved with investing in real estate debt. There are also mitigating factors to help cushion those debts.
For example. the market value of the property could drop significantly, reducing opportunity for the developer to make a profit. However, the property is most likely located in a stable market and was purchased at a discount providing downside protection in a falling-price environment.
Or the developer may be unable to finish the property in the allotted term length. For this situation, Upright builds in an optional 3-month extension, approved only if the project is advancing at a satisfactory pace. The extension corresponds with an additional fee to be shared on a pro-rata basis with investors.
Prior to investing, you should fully diligence each deal, as well as consult your investment, tax and legal advisors prior to investing. Additional risks for each deal will be outlined with the Offering Materials.
Passive real estate investing is what our lenders do: They invest money into an asset with the expectation of generating income. It’s the traditional definition of an investment. The lender’s time is not required to manage or operate that real estate asset. The asset (like a distressed home) is backed by a note and a first-position lien.
On the flip side, active real estate investing, or what our borrowers do, means investing both equity and time into an asset to generate income, such as being a landlord or rehabbing a home. Active real estate investors are responsible for any of the following: Sourcing properties for acquisition, getting financing, overseeing construction and contractor teams, and/or managing tenants.
Accredited investors must meet this criteria: A net worth of at least $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person's primary residence), or Earned an income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, or A Series 7, 65, or 82 license in good standing. Read More Here.
Neither the Securities and Exchange Commission (SEC) nor any federal or state securities commission, or any other regulatory authority has recommended or approved of the investment or the accuracy or inaccuracy of any of the information or materials provided by or through the website. Direct and indirect purchase of real estate property involves significant risks, including, but not limited to risk related to sale of land, market and industry risks, and risks specific to a given property. Investments are not bank deposits, are not insured by the FDIC or by any other Federal Government Agency, are not guaranteed by Fund That Flip, Inc. dba Upright, and may lose value.
Fund That Flip, Inc. dba Upright does not make investment recommendations and this message should not be construed as such. This message is not an offer to sell or the solicitation of an offer to buy any security, which can only be made through official offering documents that contain important information about risks, fees, and expenses. Any investment information contained herein has been secured from sources Fund That Flip, Inc. dba Upright believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. We recommend that you consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. If and when Fund That Flip, Inc. dba Upright is able to make investment opportunities available, only accredited investors who submit required verification will be able to invest.
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