Homepage
    1. Products
    2. Calculators
    3. Resources
    4. Buy-to-Let log in
    1. Products
    2. How it works
    3. Resources
    1. Individuals
    2. Institutions
    3. Investor log in
    1. Our story
    2. Blog
    3. Careers
    4. Events
    1. Enquiries
    2. Intermediaries
    3. Borrowers
    4. Investors
Menu
    1. Products
    2. Calculators
    3. Resources
    4. Buy-to-Let log in
    1. Products
    2. How it works
    3. Resources
    1. Individuals
    2. Institutions
    3. Investor log in
    1. Our story
    2. Blog
    3. Careers
    4. Events
    1. Enquiries
    2. Intermediaries
    3. Borrowers
    4. Investors

LendInvest Real Estate Opportunity Fund

Overview

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.

Key features

Target return8% (GBP share class I & II)RegulatorAuthorised and regulated by the CSSF
StrategySecured real estate lending opportunities in the UKNAV frequencyMonthly NAV
LaunchedJanuary 2014SubscriptionMonthly
Sector focusExperienced UK real estate developers and investment companiesRedemptionMonthly, 90-day minimum notice period
Fund structureOpen-ended SICAV SIFDistributionQuarterly
DomicileLuxembourgCurrencyGBP, USD and EUR options available

Monthly factsheet

The Fund factsheet may only be accessed by persons qualifying as professional clients or as eligible counterparties under the Markets in Financial Instruments Directive 2004/39/EC.

If you do not qualify as a professional client or as an eligible counterparty, or you are unsure if you qualify, do not proceed any further.

Sign up

Partners

LendInvest Capital GP Sàrl acts as General Partner to the Fund

LendInvest Funds Management Limited acts as Investment Advisor to the Fund

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. Products
  2. Calculators
  3. Resources
Borrowers
  1. Products
  2. How it works
  3. Resources
Investors
  1. Individuals
  2. Institutions
About
  1. Our story
  2. Blog
  3. Careers
  4. Events
  5. FAQs
Contact
  1. General
  2. Intermediaries
  3. Borrowers
  4. Investors
Follow us

This website is operated by LendInvest Limited. 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).

LendInvest Funds Management Limited and LendInvest Limited are private limited companies registered in England and Wales (No. 07667749 and 8146929 respectively) at 8 Mortimer Street, London, W1T 3JJ.

For investors, income and capital repayments are not guaranteed. Your capital is at risk.

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.

Homepage
Media centrePrivacy policyTerms & conditions