Real Estate Fund
Grow Your Wealth
Moonwhale Ventures Real Estate invests in both opportunistic real estate private equity and real estate credit across Europe and Asia. Founded in 2017, Moonwhale Real Estate has raised approximately $2.1 billion of dedicated real estate capital and has completed more than 195 transactions across 28 diverse real estate asset classes.
5
Years of experience managing multi-strategy assets across North America, Europe and Asia.
With Grocery-Anchored, Multifamily, and Industrial Necessity Based Commercial Real Estate
Why invest in Moonwhale Real Estate
Our approach is rooted in flexibility, creativity and a healthy dose of skepticism. Many real estate private equity investors are often highly concentrated in a limited number of cities and product types. Such concentration often limits diversification and overlooks compelling alternative opportunities.
AN EVOLVING INDUSTRY
Real Estate is one of the fastest growing segments within the infrastructure market and clean energy production, grid connection, storage and electric transportation represent a compelling investment opportunity in the move towards a low-carbon economy
Passive Income
We strive to provide our partners with the opportunity to engage in stable and secure commercial real estate investments without answering day-to-day tenant issues. We manage the entire real estate process, from purchase to renovations, so that our partners can enjoy 100% passive cash flow
Income Diversification
We strive to provide our partners with an opportunity to build wealth by adding another income stream to their investment portfolio. We invest in nationally branded, high-performing grocery-anchored properties because we believe in their stability and potential to produce positive cash flow.
Secure Appreciation
By focusing on grocery-anchored tenants, we aim to reduce volatility in our investments. After a targeted hold period, we’re able to leverage capital appreciation at the time of refinancing or exit, which we pass on to our partners
Tax Advantages
REIT or stockholders receive a 1099 tax form, but our partners receive a K-1 tax form— allowing them to enjoy depreciation deductions on their personal income tax returns. As partners, they’re able to enjoy real estate tax advantages without handling property or tenant concerns.
Inflation Hedge
We believe that commercial real estate is an inflation-resistant asset. Appreciation and rent increases in real estate provide a buffer against the invisible inflation tax, which enhances the value of your retirement funds
Lower Volatility Than Equities
We believe that real estate provides a hedge against stock market fluctuations. For investors who want to protect their investments by diversifying away from volatile equities, we believe passive commercial real estate is a secure choice
REIT FundExplore the amazing features of our Real Estate Fund
This asset class is targeted towards investors with long-term objectives and early returns
Spend less time micromanaging your investments
Expandable investment capital upwards
Zero account management fee
Deal Structuring
SUMMARY OF TERMS
900MM
Assets In Holding for This Class
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Still have questions?
What is an accredited investor?
To be considered an accredited investor, one must have a net worth of at least $1,000,000, excluding the value of one’s primary residence, or have income at least $200,000 each year for the last two years (or $300,000 combined income if married) and have the expectation to make the same amount this year. If you are interested in investing through an entity, please see the SEC’s website for further clarification.
What are your fees? How does pricing work?
Investing: 0.25% per year on your invested balance, which covers all trading costs. Also, there are no additional transaction fees. Every fund your portfolio invests in charges fund fees that, in total, range from 0.03% to 0.50%.
Retirement: You can access our retirement planning tools without funding an account simply by syncing your existing accounts. Once you transfer retirement assets (like an IRA) to Moonwhale, Moonwhale will charge you a 0.25% management fee.
Premium Advice: 0.40% per year on your invested balance for unlimited over-the-phone access to our team of CFP® professionals.
there is a $100,000 minimum.
If I have questions throughout the term of my investment, how can I get in touch with you?
As one of our partners, you have direct access to the principals of the firm and their investor relations support team. All inquiries are handled via Live chat support by our professionals for a one on one reply.
What reports, updates, and tax forms will I receive throughout the investment hold period?
Full financial reports are generated each quarter along with written formal updates. Leasing updates go out monthly. From a tax standpoint, you will receive a K-1 for your interest in the partnership each year. K-1’s typically go out by March 15th of each year
Getting Started Investing In Real Estate Trust Fund
We underpin this with a risk aware fiduciary approach to investing and risk management that puts clients first and embeds sustainability in all that we do. This approach helps enable our clients to take advantage of a new era of alternatives with improved transparency, integrated portfolio view, and a deep understanding of the impact of alternatives investing
