Redwood Investment Management's Redwood Real Estate Income Fund Celebrates Outstanding First Year
Redwood Investment Management's Redwood Real Estate Income Fund Celebrates Outstanding First Year
$230+ Million in Investor Capital Raised in First Year of CREMX
CREMX基金一年内吸引了2.3亿美元投资资产
SCOTTSDALE, Ariz., June 20, 2024 /PRNewswire/ -- Redwood Investment Management is proud to celebrate the first anniversary of its Redwood Real Estate Income Fund, CREMX.
2024年6月20日,亚利桑那州斯科茨代尔 /美通社/ --Redwood Investment Management由此自豪地庆祝其Redwood Real Estate Income Fund,CREMX的第一个周年纪念日。
Launched on June 23, 2023, the Redwood Real Estate Income Fund is designed to offer all investors, including non-accredited and non-qualified individuals, access to private real estate debt through a single ticker, CREMX. This innovative fund features low minimum investment requirements and eliminates commissions and ticket charges, making it easier for advisors to incorporate private real estate debt into existing client advisory accounts alongside stocks, bonds, mutual funds, and ETFs.
红木房地产收益基金CREMX于2023年6月23日推出,旨在通过单一股票CREMX为所有投资者(包括非认可和非合格个人)提供对私人房地产债务的访问。这种创新型基金具有低最低投资要求和不收取佣金和券费的特点,使得顾问更容易将私人房地产债务纳入现有客户咨询账户以及股票、债券、共同基金和ETF之中。Redwood合伙人、组合经理理查德·达夫(Richard Duff)表示: “我们推出CREMX是为了通过与购买共同基金或ETF相同的方式和账户来真正使私人房地产债务的访问民主化,这是对金融顾问及其客户的革命性变革。”
"We introduced CREMX as a way to truly democratize access to private real estate debt that previously had been limited to institutions and ultra-high net worth investors. Being able to purchase the fund in the same manner and into the same account as purchasing a mutual fund or ETF is a game changer for financial advisors and their clients," said Managing Partner, Portfolio Manager, Richard Duff.
红木投资管理公司(Managing Partner,Portfolio Manager)Richard Duff表示:"我们推出CREMX是为了能够以同样的方式购买该基金并将其纳入与购买共同基金或ETF相同的账户中,这标志着金融顾问和他们的客户大放异彩"。
In the first year since its inception, Redwood Real Estate Income Fund:
从成立以来的第一年内,Redwood房地产收益基金实现了以下目标:
- Achieved an 8.73% annualized distribution yield
- <55% Loan-to-Value Ratio
- Maintained less than a 20-month loan to maturity
- Experienced 0% drawdown
- Raised and deployed $230 million in assets
- 年化分销收益率为8.73%
- 成熟期未超过20个月
- 暂无损失
- 筹集和部署2.3亿美元资产
The Redwood Real Estate Income Fund has demonstrated its ability to provide a unique and accessible investment opportunity, attracting a diverse range of investors. The fund's success underscores Redwood's commitment to delivering high-quality investment solutions that meet the needs of all investors.
红木房地产收益基金已经证明其能够提供独特和易于访问的投资机会,吸引了各种类型的投资者。该基金的成功凸显了红木致力于提供满足所有投资者需求的高质量投资解决方案。
As the fund continues to grow, Redwood Investment Management remains dedicated to offering exceptional service and innovative financial products that empower advisors and investors alike.
随着该基金的继续增长,红木投资管理公司将继续致力于提供卓越的服务和创新的金融产品,为顾问和投资者带来实实在在的惠益。
For more fund information, visit:
有关更多基金信息,请访问:
About Redwood Investment Management
关于红木投资管理公司
Redwood Investment Management brings innovative investment processes and techniques historically only available for large institutions and ultra-high net worth individuals to ALL individual investors via its RiskFirst solutions. RiskFirst solutions are built on the belief that by managing Risk First, investment success will follow. These innovative investments include democratizing access to private debt secured by real estate, via a single ticker symbol and implementing the first turn-key asset allocation models incorporating public and private investments in a single account. Redwood partners with financial advisors to deliver these innovative, RiskFirst investment solutions through Redwood mutual funds, LeaderShares ETFs, and Engineered Risk-Budgeted Model portfolios. Redwood is a dedicated investment ally for financial advisors seeking to achieve better outcomes for individual investors. Learn more at .
红木投资管理公司通过其风险优先的RiskFirst解决方案,为所有个人投资者带来了历史上仅适用于大型机构和超高净值个人投资者的创新投资流程和技术。RiskFirst解决方案是建立在管理风险优先的信念基础之上,它们包括通过单一交易代码民主化访问以房地产为抵押的私人债务,并实施第一批公共和私人投资结合在一个帐户中的旋转配资模型。红木与金融顾问合作,通过红木共同基金,LeaderShares ETF和RiskFirst模型组合等创新RiskFirst投资解决方案,为寻求为个人投资者取得更好成果的金融顾问提供了一致的投资盟友。欲了解更多信息,请访问RiskFirst 解决方案。 RiskFirst 解决方案建立在管理风险优先的信念基础之上,它们包括通过单一交易代码民主化访问以房地产为抵押的私人债务,并实施第一批公共和私人投资结合在一个帐户中的旋转配资模型。RiskFirst解决方案通过红木共同基金、LeaderShares ETF和Engineered Risk-Budgeted模型组合等,为金融顾问带来了创新的RiskFirst投资解决方案。LeaderShares ETF和Engineered Risk-Budgeted模型组合。红木是金融顾问寻求为个人投资者取得更好成果的一致投资盟友。了解更多信息请访问。
Redwood Real Estate Income Fund
红木房地产收益基金
The Redwood Real Estate Income Fund ("Fund") primarily invests in short-duration, low loan-to-value (LTV) private bridge loans backed by commercial real estate assets. The Fund's innovative structure allows it to directly invest in private real estate debt rather than in private funds, thereby avoiding multiple layers of fees.
红木房地产收益基金(“基金”)主要投资于由商业房地产资产支持的低贷款期限和低贷款价值比的短期私人桥梁贷款。该基金的创新结构使其能够直接投资于私人房地产债务,而不是私人基金,从而避免多层费用。
Important disclosure information
Important disclosure information
Investors should carefully consider the investment objectives, risks, charges and expenses of the Redwood Real Estate Income Fund. This and other important information about the Fund are contained in the prospectus, which can be obtained at redwoodmutualfunds.com or by calling 1-888-570-0805. The prospectus should be read carefully before investing.
投资者应仔细考虑红木房地产收益基金的投资目标、风险、费用和开支。基金的重要信息和其他重要信息包含在基金的招股书中,该招股书可在redwoodmutualfunds.com或致电1-888-570-0805获取。在投资之前,应仔细阅读招股书。
This fund is an interval closed-end fund. The Fund is an appropriate investment only for those investors who can tolerate a high degree of risk and do not require a liquid investment. The Fund does not intend to list the Shares on any securities exchange and the Fund does not expect a secondary market in the Shares to develop. Because you will be unable to sell your Shares or have them repurchased immediately, you will find it difficult to reduce your exposure on a timely basis during a market downturn. All or a portion of an annual distribution may consist solely of a return of capital (i.e., from your original investment) and not a return of net investment income. The Fund has limited operating history and the shares have no history of public trading. The Fund is classified as "non-diversified" under the Investment Company Act. As a result, it can invest a greater portion of its assets in obligations of a single issuer than a "diversified" fund. The Fund may therefore be more susceptible than a diversified fund to being adversely affected by a single corporate, economic, political or regulatory occurrence. Although the Fund does not intend to invest in companies for the purpose of effecting change or influencing or controlling management itself, the Fund invests in companies that the Adviser believes have potential for capital appreciation resulting from such changes. The Adviser's evaluation of companies may prove incorrect, or the efforts which they invest may not be successful, or even if successful, may have unintended affects or cause the Fund's investment to lose value. The Bloomberg U.S. Treasury Index measures U.S. dollar-denominated, fixed-rate, nominal debt issued by the U.S. Treasury. Treasury bills are excluded from this index. Investors should carefully consider the investment objectives, risks, charges and expenses of the Redwood Real Estate Income Fund. This and other important information about the Fund are contained in the prospectus, which can be obtained at redwoodmutualfunds.com or by calling. The prospectus should be read carefully before investing. The Redwood Real Estate Income Fund ("CREMX") is distributed by UMB, member FINRA/SIPC.
此基金是间隔闭合基金。该基金仅适合那些能够承受高风险并且不需要流动投资的投资者。该基金不打算在任何证券交易所上市,而且该基金不预计在股票上出现二级市场。由于在市场下滑期间无法及时减少持仓,因此您可能很难及时减少您的暴露。年度分配的全部或一部分可能仅由资本回报(即从您的原始投资中获得)而不是净投资收益回报组成。该基金拥有有限的运营历史和没有公共交易历史的股票。该基金按照投资公司法分类为“非多元化”基金。因此,它可以将资产中更大的部分投资于单个发行人的债务,而不是“多元化”的基金。因此,该基金可能比多元化基金更容易受到单个公司、经济、政治或监管事件的不利影响。虽然该基金不打算投资于公司以达到改变、影响或控制管理的目的,但该基金投资于顾问认为具有从这些变化中获得资本增值潜力的公司。投资顾问对公司的评估可能被证明是不正确的,或者他们所投资的努力可能不成功,或者即使成功,可能会产生意想不到的影响或导致该基金的投资损失。Bloomberg美国国债指数衡量的是美国国债发行的以美元计价的固定利率名义债务。国债票据不包括在此指数中。投资者应仔细考虑红木房地产收益基金的投资目标、风险、费用和开支。基金的重要信息和其他重要信息包含在基金的招股书中,该招股书可在redwoodmutualfunds.com或致电获取。在投资之前,应仔细阅读招股书。
Redwood Investment Management, LLC is a registered adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Such registration does not imply a certain level of skill or training and no inference to the contrary should be made. All materials are for informational purposes only and contain opinions of Redwood, which should not be construed as facts. Unless stated otherwise, none of the materials constitute an offer, nor a solicitation of an offer to invest in any of Redwood's products, and otherwise affiliated funds. Proceeding to access any information contained herein, users are deemed to be representing to be allowed to do so by applicable laws, regulations, and approval by Redwood having obtained a username and password. There can be no guarantee that any strategy described will achieve its objective. Past performance is not a guarantee of future results. There is risk involved when investing in securities, which can include loss of principal. Please read carefully the disclosures provided within each document. UMB is not affiliated with Redwood.
Redwood Investment Management, LLC是根据1940年投资顾问法与美国证券交易委员会注册的顾问。此类注册并不意味着某种程度的技能或培训,并且不应推断出相反的结论。所有资料仅为信息目的,并包含Redwood的意见,不应被解释为事实。除非另有说明,否则这些材料中的任何一部分都不构成要约,也不构成投资于Redwood的任何产品以及其他关联基金的邀请。如果继续访问此处所含任何信息,用户应被认为是正在代表适用法律、法规并获得了Redwood的批准,已获得用户名和密码。没有一个策略的成功可以保证达到其目标。过去的业绩不能保证未来的结果。投资证券存在风险,可能包括本金损失,请仔细阅读每个文件中提供的披露。UMB与红木无关。
Definitions
定义
Closed-end fund A closed-end fund is a type of fund that offers a fixed, limited number of shares. Closed-end funds are usually actively managed and concentrate on a specific industry or sector. Interval fund An Interval Fund is a distinctive category of closed-end investment fund, featuring shares that are not openly traded on the secondary market. Interval funds are designed to facilitate periodic repurchases, typically occurring on a monthly or quarterly basis. Distribution Yield is calculated as the distribution for a given month, multiplied by 12 (number of months in year) and divided by the NAV per share on 3/31/2024. Depending on when an investor purchased their shares, the annualized distribution rate may be higher or lower. Based on current estimates, the Fund expects a portion of the distributions to be a return of capital. There is no guarantee that investors will receive a distribution. Loan-to-Value (LTV) ratio is a financial term used to express the ratio of a loan to the value of the asset purchased with the loan. An LTV ratio is calculated by dividing the loan amount by the appraised value or purchase price of the property, expressed as a percentage. Loan-to-Maturity is the average duration that measures the weighted average time it takes for the principal of a loan or a portfolio of fixed-income securities to be repaid through interest and principal payments. Drawdown is the difference between peak to trough for any given period.
封闭式基金 封闭式基金是一种提供固定、有限数量股份的基金类型。封闭式基金通常由专业管理人员管理并专注于特定的行业或板块。间隔基金间隔基金是一种独特的封闭式投资基金,其股份未在二级市场公开交易。间隔基金旨在促进定期赎回,通常每月或每季度进行。分配收益率是指给定月份的分配乘以12(一年的月份数),再除以2024年3月31日每股净资产价值。根据投资者购买股份的时间不同,年化分配率可能会高于或低于当前估计值。根据当前估计,基金预计部分分配将是资本的回报。不能保证投资者将收到分配。贷款价值比(LTV比)是一个金融术语,用于表示通过贷款购买的资产价值和贷款金额之间的比率。LTV比率通过将贷款金额除以评估价值或购买价格,以百分比表示来计算。贷款到期日是衡量一笔贷款或一组固定收益证券的加权平均时间,使得本金通过利息和本金偿还得以支付的平均期限。回撤是任何给定期间内最高点与最低点之间的差值。到期贷款比率是衡量贷款或一系列固定收益证券本金通过利息和本金支付偿还的加权平均时间的平均期限。 最大跌幅是任何给定期间峰谷之间的差异。
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Princess Gatela |
Conner Small | |
Partner, VP of Marketing |
Partner, VP of Advisory Solutions | |
Redwood Investment Management |
Redwood Investment Management | |
[email protected] |
[email protected] |
加泰拉公主 |
康纳·斯莫尔 | |
合伙人,市场副总裁 |
合伙人,顾问解决方案副总裁 | |
红木投资管理公司 |
红木投资管理公司 | |
[email protected] |
[email protected] |
SOURCE Redwood Investment Management
来源:红木投资管理公司