Balanced Fund
Target Yield 10.0%
Fund Size $3,000,000
Share Price $300.00
Min. Investment $1,000
Funded 60.0%

Fund Overview

A balanced allocation across residential, commercial, and mixed-use properties. Targets a blend of income and capital appreciation with moderate risk. Properties span US, EU, and APAC markets.

Investment Strategy

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Balanced Allocation

Blends income-generating stabilized assets with growth-oriented value-add opportunities for risk-adjusted returns.

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Multi-Market Exposure

Properties span residential, commercial, and mixed-use across US, EU, and APAC markets for maximum diversification.

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Dynamic Rebalancing

Portfolio allocation is continuously optimized based on market conditions and relative value across asset classes.

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Income + Growth

Targets both current income from stabilized assets and long-term capital appreciation from value-add projects.

Funding Progress

$1,800,000 raised $3,000,000 target
Total Shares 10,000
Shares Sold 6,000
Available 4,000
% Funded 60.0%

Fund Structure & Fees

Fund TypeOpen-Ended REIT
StructureLLC / SPV
Management Fee1.5% annually
Performance Fee20% above 8% hurdle
DistributionQuarterly
Lock-up Period12 months
Redemption Notice90 days
Inception DateApr 13, 2026

Fund Manager

M
Marcus Reeves

Senior Portfolio Manager at StakeBrick Capital with 15+ years of experience in real estate investment management across institutional and private equity vehicles.

Key Documents

📄
Fund Prospectus

Full investment prospectus and offering memorandum

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Fund Fact Sheet

Monthly performance summary and portfolio composition

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Subscription Agreement

Legal subscription documents for new investors

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Key Risks Disclosure

Comprehensive risk factors and disclaimers

Important Disclaimers

Capital at Risk. The value of your investment and the income from it can go down as well as up. You may not get back the amount you invest. Past performance is not a reliable indicator of future results. Real estate investments are illiquid and subject to market conditions, tenant risk, and regulatory changes. The target yield quoted is not guaranteed and actual returns may differ materially. This is not financial advice — please consult a qualified financial advisor before investing. StakeBrick Capital is a regulated entity operating under applicable securities laws.

Invest in This Fund

Share Price$300.00
Available4,000 shares
Min. Investment$1,000
StatusOpen
Estimated Cost$300.00

Quick Facts

StrategyBalanced
Target Yield10.0%
DistributionQuarterly
Lock-up12 months
ManagerMarcus Reeves
InceptionApr 2026