PIC Yield Fund
A structured private lending opportunity designed to provide strategic working capital to assets in the PassiveInvesting.com portfolio while targeting compelling, fixed preferred returns.
Private lending with a defined purpose.
The PIC Yield Fund is designed to provide working capital exclusively to assets within the PassiveInvesting.com portfolio. Strategic liquidity can support the execution of an asset’s business plan, strengthen its financial position, and help preserve long-term value.
By lending only within the existing portfolio, the fund maintains a disciplined approach to capital deployment and risk management.
Choose the class aligned with your investment goals.
The offering features three preferred-return classes, each with a fixed annualized target and a clearly defined distribution structure.
5% is paid monthly, with the remaining 5% paid at fund maturity.
12% is paid at the maturity of the fund.
14% is paid at the maturity of the fund.
*Annualized preferred return. Preferred returns and the return of capital are not guaranteed. See the private placement memorandum and other offering documents for complete terms, risks, and disclosures.
A focused path from capital to potential return.
Every stage of the strategy is centered on disciplined capital deployment within the PassiveInvesting.com portfolio.
Investor capital
Accredited investors contribute capital to a private lending fund designed for high-yield preferred returns.
Strategic lending
Fund capital is deployed as loans to selected assets within the PassiveInvesting.com portfolio.
Value enhancement
Targeted funding supports financial stability and the execution of each property’s business plan.
Investor returns
Capital may be returned as fund assets exit, with final distributions expected after all properties have exited.
Strategic uses. Disciplined positioning.
Working capital is allocated across selected existing assets to support performance, financial stability, and long-term value creation.
Liquidity for loan paydowns, refinancing, and other capital requirements.
Targeted improvements and value-add projects intended to support NOI and property value.
Tools intended to mitigate interest-rate volatility and preserve financial flexibility.
Backed by an established real estate platform.
The PassiveInvesting.com managing partners joined forces in 2018. Since then, the firm has acquired more than $2 billion in real estate assets and built experience across multiple property types and lending strategies.
Start your review of the PIC Yield Fund.
Complete the interest form to begin the qualification process and request access to the offering materials.
Accredited investors only
This Rule 506(c) offering is available only to verified accredited investors. Among the ways an individual may qualify are net worth over $1 million, excluding a primary residence, or income over $200,000 individually ($300,000 with a spouse or spousal equivalent) in each of the prior two years with a reasonable expectation of the same for the current year. Other qualification paths may apply. Learn what qualifies as an accredited investor.
Real people ready to help
Connect with members of the team who help investors understand the fund, review the offering process, and get answers to their questions.
Whitney Elkins-Hutten
Director, Investor Education
Chad Zdenek
Manager, Strategic Investor Partnerships
Rob Gallo
Director, Investor Relations
Emily Mooneyham
Manager, Investor ServicesReview the fund details
Complete the investor interest form to request the offering materials, review the fund structure and return classes, and speak with the Investor Relations team.
PIC Yield Fund FAQs
Review common questions about investor eligibility, the fund structure, return classes, capital deployment, and the next steps for requesting offering information.
Who may invest in the PIC Yield Fund?
This Rule 506(c) offering is available only to verified accredited investors. Learn more about accredited-investor qualifications.
What is the minimum investment?
The minimum investment is $50,000 for Class A and Class B. Class C has a $250,000 minimum. The official offering documents control all eligibility requirements and terms.
How long is the investment term?
The fund is structured with a fixed 36-month term. Investors should review the official offering documents for complete information about the term, transfer restrictions, liquidity, and the timing of any return of capital.
How do the preferred-return classes work?
Class A targets a 10% annualized preferred return, with 5% paid monthly and the remaining 5% paid at fund maturity. Class B targets 12% paid at maturity, while Class C targets 14% paid at maturity. Preferred returns, distributions, and the return of capital are not guaranteed.
How does the fund intend to use investor capital?
The strategy is designed to provide working capital to selected assets within the PassiveInvesting.com portfolio. Potential uses include loan paydowns, refinancing needs, capital expenditures, renovations, and interest-rate-cap purchases. Actual deployment is governed by the offering documents and fund management.
Where are the fund’s loans positioned in the capital stack?
PIC Yield Fund loans are intended to sit behind senior bank debt and above common equity in the receiving asset’s capital stack. Actual loan terms, collateral, priority, and structures may vary.
Are the preferred returns guaranteed?
No. Preferred returns are investment targets and are not guaranteed. Distributions may be reduced, delayed, suspended, or unavailable, and investors may lose some or all of their principal.
What happens after I complete the investor interest form?
The Investor Relations team can provide additional offering information, discuss eligibility, and explain the process for reviewing the official documents. Submitting the form is an expression of interest and does not obligate you to invest.
Important Investment Information
This page is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offer may be made only through the applicable official offering documents, which control and describe investor eligibility, terms, fees, expenses, liquidity provisions, and risks. This Rule 506(c) offering is available only to verified accredited investors. Investing in private real estate securities involves substantial risk, including illiquidity and possible loss of principal. Preferred returns, distributions, liquidity, and investment performance are not guaranteed. Past performance does not predict future results. Review the offering documents in full and consult your own financial, legal, tax, and accounting advisers before investing.