Funds

Real Estate Opportunity Fund

Launched in January 2014, the LendInvest Real Estate Opportunity Fund* offers investors the opportunity to participate in a portfolio of UK real estate loans originated and managed by LendInvest.

The Fund aims to deliver a sustainable income yield to its investors, with low volatility and low correlation to mainstream asset classes.

All loans are secured against UK real estate, with company debentures and personal guarantees providing additional security where appropriate. This approach provides investors with significant downside protection.

*Originally known as the Montello Real Estate Opportunity Fund from launch until June 2018.
Returns are dependent on the borrowers’ performance under the underlying loans, which are linked to significant real estate market and development risks. There are liquidity risks to a fund invested directly or indirectly in loans secured against property. Under certain market conditions, investors seeking to redeem their holdings may experience significant losses, restrictions or delays.

Fund factsheet sign up

The Fund Factsheet may only be accessed by:
  • international banks
  • asset managers
  • private investment offices
  • other institutional investors (such as pension funds)
  • and eligible counterparties under the Markets in Financial Instruments Directive 2004/39/EC.
The sale of shares is reserved for well-informed investors under Luxembourg law. If you are unsure if you qualify, do not proceed any further.

Our team

With decades of collective experience, our fund leadership team are experts at connecting you with asset-backed investments.

    All

Our partners

LendInvest Capital GP Sàrl acts as General Partner to the Fund. LendInvest Funds Management Limited acts as Investment Advisor to the Fund.

Alter Domus
RBC
PWC
SS&C
The LendInvest S.C.A. SICAV-SIF - LendInvest Real Estate Opportunity Fund is authorised by the Commission de Surveillance de Secteur Financier (CSSF) in Luxembourg as a specialised investment fund. This is an unregulated collective investment scheme for the purpose of the FCA.

All arrangements into the Fund are undertaken by LendInvest Funds Management Limited (FRN 624223), which is authorised and regulated by the Financial Conduct Authority.

Intermediaries
  1. Submitting business
  2. Calculators
  3. Resources
  4. Portal login
Borrowers
  1. Products
  2. How it works
  3. Resources
  4. CBILS
  5. COVID-19 support
Investors
  1. Individuals
  2. Institutions
  3. Investor log in
  4. Shareholder centre
About
  1. Our story
  2. Blog
  3. Careers
  4. FAQs
  5. Media centre
  6. ESG
Contact
  1. General
Follow us

This website is operated by LendInvest plc. LendInvest plc is a public limited company registered in England and Wales (No. 8146929). Registered Office: 8 Mortimer Street, London, W1T 3JJ.

For borrowers, borrowing through LendInvest involves entering into a mortgage contract secured against property. Your property may be repossessed if you do not keep up repayments on your mortgage.

LendInvest Funds Management Limited is a private limited company registered in England & Wales (No. 07667749) and is a wholly owned subsidiary of LendInvest plc. Registered Office: 8 Mortimer Street, London, W1T 3JJ.

All arrangements relating to the management of investments in alternative investment funds are undertaken by LendInvest Funds Management Limited, authorised and regulated by the Financial Conduct Authority (FRN: 624223). For investors, income and capital repayments are not guaranteed. Your capital is at risk.

LendInvest Loans Limited is a private limited company registered in England & Wales (No. 09971600) and is a wholly owned subsidiary of LendInvest plc. Registered Office: 8 Mortimer Street, London, W1T 3JJ.

LendInvest Loans Limited is authorised and regulated by the Financial Conduct Authority (FRN:737073). Borrowing through LendInvest Loans Limited involves entering into a mortgage contract secured against property. Your property may be repossessed if you do not repay your mortgage in full.

Homepage
Privacy policyTerms & conditionsModern Slavery Act Statement
Your privacy matters
We use cookies to offer you a better experience. To understand what data we collect you can access our privacy policy and cookies policy. You can also adjust your or confirm your consent by clicking the accept button.

The cookies we use:

These are required for the operation of our website. For example, they support you to log into secure areas. You may disable these by changing your browser settings, but this may affect how the website functions.
These allow us to collect information such as how you navigate our website or if you experience errors which we can use to improve your journey.
These recognise you when you return to our website so we can personalise your content and improve your visit.

Disclaimer

Please read and accept these terms before proceeding

The information in this Website does not constitute an offer or solicitation in any jurisdiction in which it is not authorised, or to any person to whom such offer or solicitation is unlawful. In particular if you are accessing this site from a jurisdiction where any offer or solicitation is not permitted you should still not access the site even if you would be permitted to access the site from a different jurisdiction. All persons accessing this Website do so on an unsolicited basis and on their own initiative. It is the responsibility of persons accessing this Website to inform themselves of, and act in accordance with, the legal and regulatory requirements in their jurisdiction of citizenship, residence or domicile.

The LendInvest S.C.A. SICAV-SIF - LendInvest Real Estate Opportunity Fund is authorised by the Commission de Surveillance de Secteur Financier (CSSF) in Luxembourg as a specialised investment fund. This is an unregulated collective investment scheme for the purpose of the FCA.

The sale of shares is reserved for well-informed investors under Luxembourg law. The target market includes:

  • international banks
  • asset managers
  • private investment offices and other institutional investors (such as pension funds)
  • as eligible counterparties under the Markets in Financial Instruments Directive 2004/39/EC

If this does not apply to you then you are unable to continue onto the next page.

Please note no representations or confirmations apply to any investment unless the same are set out in formal legal documents, including the relevant prospectus.

Disagree and closeAgree and proceedAgree and proceed