Fixed Income, anchored in real estate.
8%
Class A simple interest
6%
Class B simple interest
$25K
Minimum investment
2×
Annual distributions
Connecticut Yankee Values, Applied to Real Estate.
Calm, steady, hard working, not flashy, these describe the way Connecticut Yankees are traditionally viewed. This fund reflects that, with those same qualities. The investments we look for are stable, consistent, and cash flowing, not flashy.
The Company also partners with other funds and strategic joint-venture relationships that share similar investment objectives to source and manage opportunities.
Note Investors do not hold equity in the Company; instead, each Note is secured by the Company’s Promissory Note against all of the Company’s Properties and assets.
The Fund is managed by Robert “Bob” Dubowsky, alongside a family team spanning construction, acquisitions, and commercial credit underwriting the same operators who vet every deal in their own personal real estate holdings.
“Careful underwriting has been the foundation of every deal to date.”
Four Principles That Guide Every Dollar Deployed.
No Upfront Fees
Unlike many funds, there are no acquisition fees, no management fees and no disposition fees. Investors get paid before we make any money, and we make money by buying and operating profitable real estate ventures.
Secured By Promissory Note
Every Note is issued against the Company's full portfolio, giving each Investor a documented, secured position not an unsecured equity stake.
Hands-On, Local Underwriting
Years of hands-on construction, acquisitions, and property management experience inform every deal before capital is committed.
Concentrated In The northeast quarter of the US
Capital stays close to home the lowest natural-disaster risk in the country, stable insurance markets, and deep tenant demand across essential retail and multifamily.
What We Buy.
Single-Tenant Net-Lease Properties
Corporate or franchisee-backed leases where the tenant covers all operating expenses predictable, bond-like cash flow.
Multi-Tenant Commercial Buildings
Diversified rent rolls that continue producing income even if a single tenant leaves.
Multifamily Properties (30+ Units)
Scale that supports professional management and stable occupancy.
Fund & Joint-Venture Partnerships
Partnering with other funds and strategic relationships that share similar investment objectives to source and manage opportunities.
Three ways to anchor your capital.
Each Note requires a minimum investment of $25,000. After the first unit, Investors may purchase in fractional increments. All classes are offered to accredited investors only, pursuant to Rule 506(c) of Regulation D.
Simple interest, calculated annually, for Investors committing larger capital positions.
minimum investment
Simple interest, calculated annually, available at the Fund's standard entry point.
minimum investment
Issued by addenda at the Manager's discretion, based on investment size and length of commitment.
contact the Manager
- Interest begins accruing the day after Investor funds are received
- Twelve months' advance notice required for principal withdrawal
- Notes are secured against all Company Properties and assets
- Distributions paid twice annually
- Automatic rollover of Note Payments available on request
- Open to verified accredited investors only, under Rule 506(c)
A direct path from inquiry to funded Note.
Request the Memorandum
Contact the Manager to receive the Private Placement Memorandum, Investor Qualification Questionnaire, and Subscription Agreement.
Review with your advisors
Read the full Memorandum carefully and consult your own legal, tax, and financial advisors before committing capital.
Verify accredited status
As a Rule 506(c) offering, all Investors must be verified as accredited before any investment can be accepted.
Submit subscription documents
Return your signed Investor Qualification Questionnaire and Subscription Agreement for review by the Company.
Fund your Note
Once your subscription is accepted and not before transfer funds. Interest begins accruing the following day.