Accredited Retail Investors
Diversify your portfolio with private credit opportunities in SMEs that offer compelling risk-adjusted returns and meaningful community impact.
Who are Accredited Retail Investors
Accredited Investors are defined by SEC as qualified to invest in sophisticated types of securities that are not closely monitored. Certain criteria must be met:
Net Worth Over $1 Million
Qualify as an accredited investor by having a net worth exceeding $1 million, excluding your primary residence. This includes assets like savings, investments, and real estate.
Annual Income Over $200K
Meet the income criterion by earning more than $200,000 annually, or $300,000 jointly with a spouse, for the last two years and expecting the same this year.
Private Credit for Accredited Retail Investors
Private Credit is an exciting asset class for Accredited Retail Investors to consider. There are many reasons why you should consider incorporating it in your portfolio.
Earlier, only institutional investors could access this unique investment opportunity
Reliable and steady income and cash flow
Increase diversification: Private Credit has low correlation with other assets and hence, could reduce the overall risk profile of your portfolio
Why AVANA Companies?
We are unlocking private credit in CRE sector, an attractive Alternative investment opportunity, for Accredited retail investors.
Same Terms as Institutional Investors
With AVANA, you can enjoy the same attractive investment terms that prominent firms such as Oaktree Capital enjoy.
Fully-funded, Diversified Portfolios
Select from fully funded investment options, and customize as per your individual investment objectives.
Attractive Risk-adjusted Return
Enjoy attractive returns, with predictable cash flow for better financial planning.
Create Positive Social Impact
Invest in ESG (Environmental, Social, and Corporate Governance) that not only grows your wealth, but also helps communities grow and generates job opportunities.
Simple and Convenient
Enjoy a smooth and user-friendly investment journey designed just for you!
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Ways to Invest
With our unique EqualSeat™ platform, built on the regulations under 506(c) securities offering, we ensure that accredited retail investors have an Equal Seat with Institutional Investors to invest in private Credit in the commercial real estate sector. We're here to make investing accessible for everyone!
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We Provide a Variety of Excellent Investment Opportunities Through Our Diverse Funding Programs
Hospitality
Lending solutions tailored to the hospitality sector, facilitating financing for hotels and resorts to support their growth and operational needs.
Retail
We offer flexible loan choices tailored to suit retail properties, helping business owners grow.
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Office
We provide essential financial support for office spaces, empowering entrepreneurs to upgrade and fully utilize their properties.
Industrial
We are helping business owners find the best ways to fund their industrial properties like warehouses, manufacturing places, and logistics centers.
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Storage
We help storage businesses manage and grow their self-storage and distribution centers, by providing custom-made funding solutions.
Mixed Use
We offer versatile loan solutions for mixed-use projects that combine residential, commercial, and retail elements, helping business owners thrive.
Construction Loans
We assist business owners in transforming their dreams into reality through our specialized construction loans tailored for new projects and properties.
Bridge Loans
Our Bridge loans offer short-term financial support to businesses to bridge gaps and seize opportunities during transition periods.
Conventional Term Loans
Our Conventional term loans offer steady, reliable financial support for business owners. They also ensure balanced, predictable returns for investors.
SBA 504 Loans
Our SBA 504 loans come with a US government guarantee for debenture issuance to reduce our credit exposure. This provides investors additional downside risk to their investments in commercial real estate loans.
Here Are Some Active Projects That You Might Consider Investing In
Retail Center in Jackson Deal
Loan Purpose:
Acquisition
Loan Type:
Retail
Loan Amount:
$6,734,000
9-Story Office Building
Loan Purpose:
Acquisition
Loan Type:
Office
Loan Amount:
$14,200,000
65-Unit Hotel Deal
Loan Purpose:
Refinance
Loan Type:
Hotel
Loan Amount:
$18,800,000
Energy Storage Project in NY
Loan Purpose:
Construction
Loan Type:
Renewable Energy
Loan Amount:
$5,408,361
