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our Mutual fund/ETF partners
Why PRMN?
Why PRMN?
Why PRMN?
- PRMN invests in high dividend global equities for income and neutralizing market risk exposure through a series of equity index futures
- Hedging strategies are also utilizes to target volatility and achieve added returns over time
- The strategy is designed to have a low to negative correlation to the bond market with similar volatility
- Origina
- PRMN invests in high dividend global equities for income and neutralizing market risk exposure through a series of equity index futures
- Hedging strategies are also utilizes to target volatility and achieve added returns over time
- The strategy is designed to have a low to negative correlation to the bond market with similar volatility
- Originally designed in 2011 by PM Steve Hammers and the existing strategy has over $2b in AUM
Investment in PlanRock ETFs involves risk including possible loss of principal and may not be suitable for all investors. The Fund is new with a limited history of operations. There is no assurance that the Fund’s strategy for allocating assets will achieve its investment objectives. The extent that Authorized Participants (AP) exit the business or are unable to proceed with creation or redemption orders, Fund shares may be more likely to trade at a premium or discount to net asset value and possibly face trading halts or delisting. Issuers of a security and other instruments may not be able to make principal and interest payments when due. Fluctuation in the value of equity securities held by the Fund causes the net asset value of the Fund to fluctuate. You should consider how you investment in Shares will be taxed and consult your own tax professional about the tax consequences of an investment in Shares. The Fund is structured as an ETF and is subject to risks including, market price variance, trading issues and not being individually redeemable. ETF investments involve advisory and other expenses which will be indirectly paid by the Fund. The Adviser’s judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund’s performance and cause it to under perform relative to its benchmark, or not to achieve its investment goal. Like any quantitative analysis, the Adviser’s investment model carries a risk that the model used might be based on one or more incorrect assumptions. Rapidly changing and unforeseen market dynamics could lead to a decrease in the short-term effectiveness of the model and could have an adverse effect on the securities selected for the Fund. No assurance can be given that the Fund will be successful under all or any market conditions.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-800-677-6025 or by visiting www.planrockfunds.com. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. PlanRock and Northern Lights Distributors, LLC are not affiliated.
The Fund is recently organized with limited operating history. Fund shares are not individually redeemable and are issued and redeemed by the Fund at their net asset value (“NAV”) only in large, specified blocks of shares called creation units. Shares otherwise can be bought and sold only through exchange trading at market price (not NAV). Shares may trade at a premium or discount to their NAV in the secondary market. Ordinary brokerage commissions apply. Brokerage commissions will reduce returns.
Why PRAE?
Why PRMN?
Why PRMN?
- PRAE seeks growth by rotating between various segments of the global equity markets and avoid equity market segments that are struggling
- The Fund seeks low correlation to the broad global equity markets due to its equity rotation and ability to move between long and short positions while striving for positive returns during bull and bear m
- PRAE seeks growth by rotating between various segments of the global equity markets and avoid equity market segments that are struggling
- The Fund seeks low correlation to the broad global equity markets due to its equity rotation and ability to move between long and short positions while striving for positive returns during bull and bear markets
- A compliment and hedge to domestic and foreign equity portfolios
Investment in PlanRock ETFs involves risk including possible loss of principal and may not be suitable for all investors. The Fund is new with a limited history of operations. There is no assurance that the Fund’s strategy for allocating assets will achieve its investment objectives. The extent that Authorized Participants (AP) exit the business or are unable to proceed with creation or redemption orders, Fund shares may be more likely to trade at a premium or discount to net asset value and possibly face trading halts or delisting. Issuers of a security and other instruments may not be able to make principal and interest payments when due. Fluctuation in the value of equity securities held by the Fund causes the net asset value of the Fund to fluctuate. You should consider how you investment in Shares will be taxed and consult your own tax professional about the tax consequences of an investment in Shares. The Fund is structured as an ETF and is subject to risks including, market price variance, trading issues and not being individually redeemable. ETF investments involve advisory and other expenses which will be indirectly paid by the Fund. The Adviser’s judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund’s performance and cause it to under perform relative to its benchmark, or not to achieve its investment goal. Like any quantitative analysis, the Adviser’s investment model carries a risk that the model used might be based on one or more incorrect assumptions. Rapidly changing and unforeseen market dynamics could lead to a decrease in the short-term effectiveness of the model and could have an adverse effect on the securities selected for the Fund. No assurance can be given that the Fund will be successful under all or any market conditions.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 1-800-677-6025 or by visiting www.planrockfunds.com. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. PlanRock and Northern Lights Distributors, LLC are not affiliated.
The Fund is recently organized with limited operating history. Fund shares are not individually redeemable and are issued and redeemed by the Fund at their net asset value (“NAV”) only in large, specified blocks of shares called creation units. Shares otherwise can be bought and sold only through exchange trading at market price (not NAV). Shares may trade at a premium or discount to their NAV in the secondary market. Ordinary brokerage commissions apply. Brokerage commissions will reduce returns.
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Why EVDIX?
Why EVDIX?
Why EVDIX?
- The Camelot Event-Driven Fund (EVDIX) invests in a way that increases the predictability of the outcome and thus returns = more binary
- The PM Team has proven that corporate events may create pricing inefficiencies, and therefore investment opportunity.
- EVDIX seeks to employ an active strategy to capture what it views as structural inefficie
- The Camelot Event-Driven Fund (EVDIX) invests in a way that increases the predictability of the outcome and thus returns = more binary
- The PM Team has proven that corporate events may create pricing inefficiencies, and therefore investment opportunity.
- EVDIX seeks to employ an active strategy to capture what it views as structural inefficiencies in the market.
Areas of influence in EVDIX:
- Merger Arbitrage
- Activists Situations
- Distressed Situations
- SPACs, when they show inefficiencies and dislocation.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Camelot Event-Driven Fund. This and other important information about the Funds is contained in the prospectus, which can be obtained at calling 1-866-706-9790 or click here. The prospectus should be read carefully before investing.
Why BCGDX?
Why EVDIX?
Why EVDIX?
The Blue Current Global Dividend Fund (BCGDX) utilizes its investment expertise in growing cash flow through what we believe is a niche universe of high quality, dividend-paying companies with sustainable business models and dividend policies. The primary objectives are to pay a stable and increasing dividend each quarter and deliver att
The Blue Current Global Dividend Fund (BCGDX) utilizes its investment expertise in growing cash flow through what we believe is a niche universe of high quality, dividend-paying companies with sustainable business models and dividend policies. The primary objectives are to pay a stable and increasing dividend each quarter and deliver attractive long term capital appreciation to investors.
- A select portfolio of 25-50 companies across developed markets that meet our stringent standards
- Invest in quality companies that combine dividend income with dividend and free cash flow growth
- Grow capital on a risk-adjusted basis
- Identify attractively valued companies
- Not manage to an index
- Deliver strong dividend growth
As with any mutual fund investment, there is a risk that you could lose money by investing in the Fund. The success of the Fund’s investment strategy depends largely upon the Adviser’s skill in selecting securities for purchase and sale by the Fund and there is no assurance that the Fund will achieve its investment objective. Because of the types of securities in which the Fund invests and the investment techniques the Adviser uses, the Fund is designed for investors who are investing for the long term. The Fund may not be appropriate for use as a complete investment program. The principal risks of an investment in the Fund are generally described below.
Stock Market Risk – The return on and value of an investment in the Fund will fluctuate in response to stock market movements. Stocks are subject to market risks, such as a rapid increase or decrease in a stock’s value or liquidity, fluctuations in price due to earnings, economic conditions and other factors beyond the control of the Adviser. A company’s share price may decline if a company does not perform as expected, if it is not well managed, if there is a decreased demand for its products or services, or during periods of economic uncertainty or stock market turbulence, among other conditions. In a declining stock market, stock prices for all companies (including those in the Fund’s portfolio) may decline, regardless of their long-term prospects. During periods of market volatility, stock prices can change drastically, and you could lose money over short or long term periods.
Management Style Risk – The portfolio manager’s method of security selection may not be successful and the Fund may underperform relative to other mutual funds that employ similar investment strategies. In addition, the Adviser may select investments that fail to perform as anticipated. The ability of the Fund to meet its investment objective is directly related to the success of the Adviser’s investment process and there is no guarantee that the Adviser’s judgments about the attractiveness, value, dividend-paying and potential appreciation of a particular investment for the Fund will be correct or produce the desired results. Although the Adviser has investment management experience, the Adviser has no experience as an investment adviser to a mutual fund prior to the Fund’s inception.
Investment Style Risk – Returns from dividend-paying stocks may underperform the returns from the overall stock market. Since the Fund invests primarily in dividend-paying stocks, the Fund’s performance may at times be better or worse than the performance of the mutual funds that focus on other types of strategies.
Large-Capitalization Company Risk – Large-capitalization companies are generally more mature and may be unable to respond as quickly as smaller companies to new competitive challenges, such as changes in technology and consumer tastes, and also may not be able to attain the high growth rate of successful smaller companies, especially during extended periods of economic expansion.
Small- and Mid-Capitalization Company Risk – Investments in small-cap and mid-cap companies often involve higher risks than large-cap companies because these companies may lack the management experience, financial resources, product diversification and competitive strengths of larger companies. Therefore, the securities of small- and mid- cap companies may be more susceptible to market downturns and other events, and their prices may be subject to greater price fluctuation. In addition, the securities of small- and mid-cap companies may trade less frequently and carry less volume than that of larger companies. Because small- and mid-cap companies normally have fewer shares outstanding than larger companies, it may be difficult to buy or sell significant amounts of such shares without an unfavorable impact on prevailing prices. Small-cap and mid-cap companies are typically subject to greater changes in earnings and business prospects than larger, more established companies and also may not be widely followed by investors, which can lower the demand for their stock.
Foreign Securities Risk – Investments in foreign securities involve risks that may be different from those of U.S. securities. Foreign securities may not be subject to uniform audit, financial reporting, or disclosure standards, practices, or requirements comparable to those found in the United States. Foreign securities are also subject to the risk of adverse changes in investment or exchange control regulations or currency exchange rates, expropriation or confiscatory taxation, limitations on the removal of funds or other assets, political or social instability and nationalization of companies or industries. In addition, the dividend and interest payable on certain of the Fund’s foreign securities may be subject to foreign withholding taxes. Foreign securities also involve currency risk, which is the risk that the value of a foreign security will decrease due to changes in the relative value of the U.S. dollar and the security’s underlying foreign currency. ADRs and ETFs investing in foreign securities are subject to risks similar to those associated with direct investments in foreign securities.
Currency Risk – Changes in foreign currency exchange rates will affect the value of the Fund’s foreign securities. Generally, when the value of the U.S. dollar raises relative to a foreign currency, securities valued in that foreign currency lose value in terms of U.S. dollars since that foreign currency is worth fewer U.S. dollars. Currency exchange rates can fluctuate for a number reasons, including the economic stability of a country, changes in interest rates, devaluation of a currency by a country’s government or central banking authority, and overall demand for a currency or lack thereof. Exchange rates can change significantly over short periods.
The Fund may seeks to hedge against currency exposure, such as investing in forward foreign currency exchange contracts, to attempt to reduce the effect of currency fluctuations and deviations. However, the Fund’s use of currency hedging may not be successful and the use of such strategy may lower the Fund’s potential returns.
Forward Currency Exchange Contract Risk – Forward Currency Exchange Contracts (“Forex Contracts”) are individually negotiated and privately traded agreements to buy or sell a specific currency at a future date and at a price set at the time of the transaction. Although Forex Contracts may reduce the risk of loss from a change in value of a currency, they also limit any potential gains, are subject to the creditworthiness of the counterparty, do not protect against fluctuations in the value of the underlying security, and are subject to additional risk of loss or depreciation due to: unanticipated adverse changes in interest rates, indices, and currency exchange rates; the inability to close out a position; default by the counterparty; imperfect correlation between a forward and the underlying currency; and tax constraints on closing out positions. The loss on Forex Contracts may substantially exceed the amount invested in these instruments.
ETF Risk – Investments in ETFs are subject to the risk that the market price of an ETF’s shares may differ from its net asset value (“NAV”). This difference in price may be due to the fact that the supply and demand in the market for ETF shares at any point in time is not always identical to the supply and demand in the market for the underlying basket of securities. Accordingly, there may be times when an ETF trades at a premium (creating the risk that the Fund pays more than NAV for an ETF when making a purchase) or discount (creating the risks that the NAV is reduced for undervalued ETFs it holds, and that the Fund receives less than NAV when selling an ETF). Investments in index-based ETFs are also subject to the risk that the ETF may not be able to replicate exactly the performance of the indices it tracks because the total return generated by the securities will be reduced by transaction costs incurred in adjusting the actual balance of the securities. In addition, the index-based ETFs in which the Fund invests may incur expenses not incurred by their applicable indices. Certain securities comprising the indices tracked by index-based ETFs may, from time to time, temporarily be unavailable, which may further impede the ETFs’ ability to track their applicable indices or match their performance. To the extent that the Fund invests in ETFs, the Fund would bear its pro-rata portion of such ETF’s advisory fees and operational expenses.
our private placement partners
Why Larson Capital?
Why Larson Capital?
Why Larson Capital?
Larson is one of the most experienced private real estate managers in the country.
- Multi Family, Office and Warehouse real estate investments in the fastest growing regions of the United States, including Dallas, Nashville, Phoenix, Austin, Denver and Albuquerque
- Investing alongside experienced investors and families from the area
- Impressiv
Larson is one of the most experienced private real estate managers in the country.
- Multi Family, Office and Warehouse real estate investments in the fastest growing regions of the United States, including Dallas, Nashville, Phoenix, Austin, Denver and Albuquerque
- Investing alongside experienced investors and families from the area
- Impressive Internal Rates of Return (proformas provided)
- Potential for quarterly dividend payments
- RIA and Family Office fee billable program. You can charge your management fee!
- Available on Schwab and Fidelity platforms
Investment advisory services are provided by Larson Capital Management, LLC, an investment advisor registered with the Securities and Exchange Commission.
This website is designed to provide preliminary and general information about the securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to buy or sell any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. The information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Larson Capital Management, LLC does not make any representation or warranty to any prospective investor regarding the legality of an investment in any offering. These securities are only suitable for accredited investors who understand and are willing and able to accept the high risks associated with private investments.
All securities involve risk and may result in significant losses. Investing in private placements also requires long-term commitments. Investors should have the ability to afford to lose the entire investment and the should have low liquidity needs. Further, alternative investments and private placements should only be a part of your overall investment portfolio and the alternative investment and private placement portion of your portfolio should include a balance of different underlying investment strategies. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties, conflicts-of-interest and other risks described in the offering materials; and (3) consult with your own investment, tax, financial and legal advisers.
Past performance is no guarantee of future results. Any financial projections or returns shown on the website are estimated projections of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Target projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve the results or profits similar to those shown. In addition, other financial metrics and calculations (including amounts of principal and interest repaid) shown on the website or other publicly available mediums have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment. Private placement investments are not bank deposits and, thus, they are not insured by the FDIC or by any other federal governmental agency. Further, they are not guaranteed by Larson Capital Management, LLC, its affiliates or any other party and they may lose value. Neither the Securities and Exchange Commission (“SEC”) nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through our website or any other medium. Any investment information contained herein has been secured from sources that Larson Capital Management, LLC believe are reliable, but we make not representations or warranties as to the accuracy of such information and accept no liability therefor.
*Accredited Investor Criteria – Risk Factors
No communication by Larson Capital Management, LLC or any of its affiliates through its website or any other publicly available medium, should be construed or intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial , accounting, legal, regulatory or compliance advice. Nothing on our website or any other publicly available medium is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.
Articles or information from third-party media outside this domain may discuss Larson Capital Management, LLC and its affiliates or relate to information contained herein, but Larson Capital Management, LLC does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by Larson Capital Management, LLC of the linked or reproduced content.
Alternative investments provide limited liquidity and include, among other things, the risks inherent in investing in securities and derivatives, using leverage and engaging in short sales. An investment in an alternative investment fund is speculative, and involves substantial risks. An alternative investment fund may be highly leveraged. These funds may not be subject to the same regulatory requirements as mutual funds, and their fees and expenses may be high.
Real property investments are subject to varying degrees of risk. The yields available from investments in real estate depend on the amount of income and capital appreciation generated by the related properties. Income and real estate values may also be adversely affected by such factors as applicable laws, interest rate levels and the availability of financing. The performance of the economy in each of the regions in which the real estate owned by the Fund is located will impact the income from such properties and their underlying values. The financial results of major local employers also may have an impact on the cash flow and value of certain properties.
Why PAX Equity?
Why Larson Capital?
Why Larson Capital?
Pax Equity has a singular focus on industrial and warehouse properties.
- Fortune 500 leases (Amazon, Coca-Cola, Cargill, US Postal Service)
- Projects located primarily in the southwest US
- 3-5 year holds
- Preferred Income Annual Dividends
- Strong Internal IRRs (proformas provided)
- RIA and Family Office fee billable program. You can charge your man
Pax Equity has a singular focus on industrial and warehouse properties.
- Fortune 500 leases (Amazon, Coca-Cola, Cargill, US Postal Service)
- Projects located primarily in the southwest US
- 3-5 year holds
- Preferred Income Annual Dividends
- Strong Internal IRRs (proformas provided)
- RIA and Family Office fee billable program. You can charge your management fee!
- Available on Schwab and Fidelity platforms
This website is designed to provide preliminary and general information about the securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to buy or sell any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. The information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Pax Equity does not make any representation or warranty to any prospective investor regarding the legality of an investment in any offering. These securities are only suitable for accredited investors who understand and are willing and able to accept the high risks associated with private investments.
All securities involve risk and may result in significant losses. Investing in private placements also requires long-term commitments. Investors should have the ability to afford to lose the entire investment and the should have low liquidity needs. Further, alternative investments and private placements should only be a part of your overall investment portfolio and the alternative investment and private placement portion of your portfolio should include a balance of different underlying investment strategies. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties, conflicts-of-interest and other risks described in the offering materials; and (3) consult with your own investment, tax, financial and legal advisers.
Past performance is no guarantee of future results. Any financial projections or returns shown on the website are estimated projections of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Target projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve the results or profits similar to those shown. In addition, other financial metrics and calculations (including amounts of principal and interest repaid) shown on the website or other publicly available mediums have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment. Private placement investments are not bank deposits and, thus, they are not insured by the FDIC or by any other federal governmental agency. Further, they are not guaranteed by Pax Equity, its affiliates or any other party and they may lose value. Neither the Securities and Exchange Commission (“SEC”) nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through our website or any other medium. Any investment information contained herein has been secured from sources that Pax Equity believe are reliable, but we make not representations or warranties as to the accuracy of such information and accept no liability therefor.
*Accredited Investor Criteria – Risk Factors
No communication by Pax Equity or any of its affiliates through its website or any other publicly available medium, should be construed or intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Nothing on our website or any other publicly available medium is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.
Articles or information from third-party media outside this domain may discuss Pax Equity and its affiliates or relate to information contained herein, but Pax Equity does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by Pax Equity of the linked or reproduced content.
Alternative investments provide limited liquidity and include, among other things, the risks inherent in investing in securities and derivatives, using leverage and engaging in short sales. An investment in an alternative investment fund is speculative, and involves substantial risks. An alternative investment fund may be highly leveraged. These funds may not be subject to the same regulatory requirements as mutual funds, and their fees and expenses may be high.
Real property investments are subject to varying degrees of risk. The yields available from investments in real estate depend on the amount of income and capital appreciation generated by the related properties. Income and real estate values may also be adversely affected by such factors as applicable laws, interest rate levels and the availability of financing. The performance of the economy in each of the regions in which the real estate owned by the Fund is located will impact the income from such properties and their underlying values. The financial results of major local employers also may have an impact on the cash flow and value of certain properties.
Why Lurin Capital?
Why Larson Capital?
Why Lurin Capital?
Lurin seeks to acquire underperforming assets at discounts to replacement costs. We then seek to maximize the value of properties through hands-on management and targeted value-add initiatives.
- Taking Class C multifamily and renovating to B to B+
- 3-5 year holds
- Preferred Income
- Strong Internal IRRs
- Properties mostly located in the sunbelt st
Lurin seeks to acquire underperforming assets at discounts to replacement costs. We then seek to maximize the value of properties through hands-on management and targeted value-add initiatives.
- Taking Class C multifamily and renovating to B to B+
- 3-5 year holds
- Preferred Income
- Strong Internal IRRs
- Properties mostly located in the sunbelt states
This website is designed to provide preliminary and general information about the securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to buy or sell any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. The information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Lurin Capital does not make any representation or warranty to any prospective investor regarding the legality of an investment in any offering. These securities are only suitable for accredited investors who understand and are willing and able to accept the high risks associated with private investments.
All securities involve risk and may result in significant losses. Investing in private placements also requires long-term commitments. Investors should have the ability to afford to lose the entire investment and the should have low liquidity needs. Further, alternative investments and private placements should only be a part of your overall investment portfolio and the alternative investment and private placement portion of your portfolio should include a balance of different underlying investment strategies. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties, conflicts-of-interest and other risks described in the offering materials; and (3) consult with your own investment, tax, financial and legal advisers.
Past performance is no guarantee of future results. Any financial projections or returns shown on the website are estimated projections of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Target projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve the results or profits similar to those shown. In addition, other financial metrics and calculations (including amounts of principal and interest repaid) shown on the website or other publicly available mediums have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment. Private placement investments are not bank deposits and, thus, they are not insured by the FDIC or by any other federal governmental agency. Further, they are not guaranteed by Lurin Capital, its affiliates or any other party and they may lose value. Neither the Securities and Exchange Commission (“SEC”) nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through our website or any other medium. Any investment information contained herein has been secured from sources that Lurin Capital believe are reliable, but we make not representations or warranties as to the accuracy of such information and accept no liability therefor.
*Accredited Investor Criteria – Risk Factors
No communication by Lurin Capital or any of its affiliates through its website or any other publicly available medium, should be construed or intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Nothing on our website or any other publicly available medium is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.
Articles or information from third-party media outside this domain may discuss Lurin Capital and its affiliates or relate to information contained herein, but Lurin Capital does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by Pax Equity of the linked or reproduced content.
Alternative investments provide limited liquidity and include, among other things, the risks inherent in investing in securities and derivatives, using leverage and engaging in short sales. An investment in an alternative investment fund is speculative, and involves substantial risks. An alternative investment fund may be highly leveraged. These funds may not be subject to the same regulatory requirements as mutual funds, and their fees and expenses may be high.
Real property investments are subject to varying degrees of risk. The yields available from investments in real estate depend on the amount of income and capital appreciation generated by the related properties. Income and real estate values may also be adversely affected by such factors as applicable laws, interest rate levels and the availability of financing. The performance of the economy in each of the regions in which the real estate owned by the Fund is located will impact the income from such properties and their underlying values. The financial results of major local employers also may have an impact on the cash flow and value of certain properties.
Why Ellavoz?
Why Dreamstone?
Why Lurin Capital?
Ellavoz is an impact investment advisory and asset management firm that focuses on sustainable community development. Our clients invest in quality residential real estate opportunities in two of the strongest markets in the United States – Florida & New Jersey. Within these markets, our strategy is to concentrate our investments into pr
Ellavoz is an impact investment advisory and asset management firm that focuses on sustainable community development. Our clients invest in quality residential real estate opportunities in two of the strongest markets in the United States – Florida & New Jersey. Within these markets, our strategy is to concentrate our investments into price attainable housing by working together with local nonprofits and government officials. This public/private partnership creates a powerful catalytic change in the community, while offering competitive risk-adjusted returns
- Single Family Residential focus on the Atlantic seaboard, specifically Florida
- Creating affordable housing through the curing of non-performing loans in partnership with national not-for-profits (Habitat-for-Humanity and others)
- Strong Internal IRR and most importantly, affordable housing supply
Real estate investing is speculative and involves a high degree of risk, including potential loss of principal, therefore investors must be Accredited investors who can understand the risk and accept the potential loss of their investment. Investors should read the full Private Placement Memorandum, Operating and Subscription Agreements and consult with their legal counsel and professional financial advisors before investing.
Why Dreamstone?
Why Dreamstone?
Why Dreamstone?
Dreamstone Investments is a privately held apartment and commercial real estate company that was founded by Vehano Joseph and Nick Contessa in 2018. We currently have over $250 million in Assets under management and have owned and managed over 3,500 units in the Sunbelt region. Since its inception, the company has experienced tremendous
Dreamstone Investments is a privately held apartment and commercial real estate company that was founded by Vehano Joseph and Nick Contessa in 2018. We currently have over $250 million in Assets under management and have owned and managed over 3,500 units in the Sunbelt region. Since its inception, the company has experienced tremendous growth and success through a value-add approach, focusing on the Opportunistic and underperforming properties within the sunbelt.
Our goal is to simplify the capital markets process by:
1) Developing / Acquiring assets.
2) Asset manage to a proven strategy/business plan and,
3) Exit the asset maximizing the return for the investor.
Our mission is to provide a streamlined investment vehicle in multifamily real estate acquisitions and developments, which not only provides our investors with attractive risk-adjusted returns but also creates a vibrant environment for tenants to become residents.
Real estate investing is speculative and involves a high degree of risk, including potential loss of principal, therefore investors must be Accredited investors who can understand the risk and accept the potential loss of their investment. Investors should read the full Private Placement Memorandum, Operating and Subscription Agreements and consult with their legal counsel and professional financial advisors before investing.
Contact us
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