Strategy - AB Capital

Investing with AB Capital

At AB Capital, we provide a platform to qualified investors for sourcing alternative real estate secured investment opportunities. Our investors include financial managers, professional corporations, family offices, high net worth individuals, as well as many smaller accredited investors seeking to balance and diversify their investment portfolios.

Our investment platform is simple and performance driven. Investors can expect us to tailor sound real estate investment opportunities based on strong real estate fundamentals and our industry expertise.

Investment Strategy

AB Capital focuses on bridge and construction loans secured primarily by first-priority liens on California real estate assets with the goal of providing attractive yields with a strong emphasis on principal protection. We strive to provide as much protection of capital as possible for our investors’ funds through a conservative approach to valuing real estate as collateral. We target California markets that are in high demand and are aided by favorable macro drivers, such as population, employment and income growth.

Multiple Investment Options

Real estate investment debt funds provide a convenient way to invest in a diversified pool of loans, giving investors the advantage of instant diversification and the security of loans collateralized by real property. AB Capital serves as the manager of two real estate secured debt funds that specialize in making non-owner occupied, short duration, business purpose loans collateralized by California Real estate. The funds seek to combine low volatility, preservation of capital, investment transparency, and diversification, while offering attractive returns traditionally associated with higher risk investments. The funds are audited annually by an outside accounting firm and have a third party fund administrator to control all of their transactions.

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Individuals

More than 500 Accredited, Individual investors have placed their trust with the principals of AB capital for nearly two decades. Accredited investors must have a net worth of at least $1 million US dollars, not including the value of one's primary residence or have income of at least $200,000 each year for the last two years (or $300,000 together with his or her spouse if married) and have the expectation to make the same amount this year. Whether you plan on investing through a self directed IRA for retirement or are seeking passive discretionary income on a regular basis AB Capital offers a platform to meet your investment goals.

Family Offices

AB Capital works closely with the Family Office community and has a deep understanding of your sophisticated needs. We provide a platform for asset preservation, capital growth, and cash flow. These three characteristics serve as the cornerstone of many family offices looking for opportunities outside of traditional markets. We serve as an alternative vehicle for Family offices seeking fixed income secured by California real estate.

Select Investment Advisors

AB Capital works diligently with RIA’s, CPA’s, attorneys and wealth managers. We offer a platform to access alternative investments that aim to generate attractive returns that are not tied to the ebbs and flows of the public markets. Many of our investment advisors seek broader diversification for their clients portfolios and come to AB Capital for creative ways to attain consistent income streams and prospects for capital appreciation.

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