Fund Lineup · 2026 + 2028 Vintages

Twenty-one investment funds. Two vintages. One platform.

Loanetics deploys investment capital through twenty-one institutional-quality funds across two vintages — ten 2026 credit funds and eleven 2028 diversified real estate funds. The platform is further supported by four Operations Funds and four Reserve Funds providing infrastructure, liquidity, and credit-reserve support across the complex.

$66.28B
All-In Committed Capital
29
Total Funds
21
Investment Funds
65/25/10
Investment / Reserve / Operations
Portfolio overview

Twenty-one investment funds. $43.08B committed investment capital.

The twenty-one investment funds represent $43.08B in committed capital across two vintages — the 2026 vintage covers ten dedicated credit and specialty lending strategies ($25.34B), and the 2028 vintage covers eleven diversified real estate equity strategies spanning Core, Core-Plus, Value-Add, Growth, Opportunistic, and Special Situations ($17.74B). Each fund is structured as a Delaware Limited Partnership targeting 10–14% net IRR with 15% carried interest above an 8% preferred return, and a $2,000,000 minimum LP commitment. The investment complex is further supported by four Operations Funds ($6.63B) providing origination, servicing, technology, and compliance infrastructure, and four Reserve Funds ($16.57B) providing credit-loss coverage and co-investment liquidity — bringing platform-wide committed capital to $66.28B. All fund vehicles are managed by Loanetics Capital Management, LLC, audited by PwC, documented by LePore Law Group, and governed by LP advisory committees established at first close.

2026 Vintage · 10 Investment Funds · $25.34B

Credit and specialty lending strategies.

The 2026 vintage covers ten dedicated real estate credit and specialty lending strategies — bridge, construction, fix-and-flip, land, mezzanine, distressed notes, participating mortgages, warehouse lines, single-family rental portfolios, and PACE/green energy. First close targeted Q3 2026.

Commercial Real Estate Bridge Lending

Loanetics Fund I

$3.900BTarget Fund Size

First-mortgage bridge loans on stabilized, transitional, and small-balance commercial real estate — multifamily, industrial, self-storage, mixed-use, and net lease — across the continental U.S. Priced 150–250 bps above comparable permanent debt.

Fund Detail
Ground-Up Construction and Conversion Finance

Loanetics Fund II

$2.600BTarget Fund Size

Ground-up commercial construction financing across multifamily, industrial, mixed-use, and specialty. Full-recourse completion guarantees, single-close construction-to-permanent instruments, and independent inspection protocols.

Fund Detail
Residential Fix-and-Flip Credit

Loanetics Fund III

$1.300BTarget Fund Size

Revolving credit facilities and acquisition-renovation loans for active operators running 20 to 150 flips annually. 5 to 10 business day closings, up to 90% of acquisition cost and 100% of renovation costs (75% ARV cap).

Fund Detail
Land and Entitlement Finance

Loanetics Fund IV

$2.600BTarget Fund Size

Pre-development, entitlement, and land acquisition financing for residential and commercial land developers. Site acquisition, predevelopment cost funding, entitlement process financing, and finished lot inventory.

Fund Detail
Mezzanine and Preferred Equity

Loanetics Fund V

$1.300BTarget Fund Size

Mezzanine debt and preferred equity capital subordinate to first-mortgage debt in the CRE cap structure. Preferred return accrual, PIK, equity conversion rights, and downside governance protections.

Fund Detail
Distressed Note Acquisition

Loanetics Fund VI

$2.600BTarget Fund Size

Diversified portfolios of non-performing, sub-performing, and distressed commercial mortgage notes from banks, insurers, and CMBS servicers. Resolved via modification, DPO, refinancing, deed-in-lieu, or REO disposition.

Fund Detail
Participating Mortgage Finance

Loanetics Fund VII

$1.300BTarget Fund Size

First-mortgage loans with equity participation features entitling the lender to a share of cash flow, refinancing proceeds, and sale appreciation above an agreed equity return threshold.

Fund Detail
Warehouse and Credit Facilities

Loanetics Fund VIII

$1.300BTarget Fund Size

Revolving credit facilities and warehouse lines for specialty finance companies, mortgage originators, and real estate lending platforms. Advance rate eligibility, concentration limits, borrowing base controls, and financial covenants.

Fund Detail
Single-Family Rental Portfolio Lending

Loanetics Fund IX

$1.300BTarget Fund Size

Portfolio loans on 5 to 500+ single-family rental homes for institutional SFR operators. Cross-collateralization, cross-default provisions, cash management, and occupancy/DSCR maintenance covenants.

Fund Detail
PACE and Green Energy Finance

Loanetics Fund X

$7.144BTarget Fund Size

Property Assessed Clean Energy loans for commercial and residential energy efficiency, renewable energy, and resilience improvements. Senior-priority municipal tax lien security. C-PACE, WHEEL, and utility on-bill instruments.

Fund Detail
2028 Vintage · 11 Investment Funds · $17.74B

Diversified real estate equity strategies.

The 2028 vintage extends the platform into diversified real estate equity — eleven funds spanning Core, Core-Plus, Value-Add, Growth, Opportunistic, and Special Situations mandates. Multiple vintages within each mandate deliver continuous LP access and staggered J-curve profiles. First close targeted Q2 2028.

Core Real Estate

Loanetics Core I Fund

$1.774BTarget Fund Size

Stabilized, income-producing real estate assets underwritten at low leverage. Multifamily, industrial, net-lease, and grocery-anchored retail across major U.S. markets. Long-hold horizons focused on durable current income and capital preservation.

Fund Detail
Core Real Estate

Loanetics Core II Fund

$1.774BTarget Fund Size

Successor Core vintage — a diversified continuation of the Core I mandate across stabilized, income-producing real estate. Shared underwriting standards and asset-management infrastructure enable rapid deployment into pre-screened opportunities.

Fund Detail
Core Real Estate

Loanetics Core III Fund

$1.774BTarget Fund Size

Third-vintage Core vehicle providing continuous LP access to institutional-quality stabilized real estate as Core I and II close their investment periods. Staggered J-curve profiles across the Core complex.

Fund Detail
Core-Plus Real Estate

Loanetics Core-Plus Fund

$1.774BTarget Fund Size

Stabilized assets with light value-add repositioning and modest incremental leverage. Multifamily, industrial, and mixed-use assets with defined near-term NOI-growth catalysts underwritten to conservative business plans.

Fund Detail
Value-Add Real Estate

Loanetics Value-Add I Fund

$1.331BTarget Fund Size

Repositioning, operational improvement, and moderate-risk business plans across commercial and residential real estate. Physical repositioning, operational repositioning, and lease-up of transitional vacancy. 3–5 year hold with defined exit.

Fund Detail
Value-Add Real Estate

Loanetics Value-Add II Fund

$1.331BTarget Fund Size

Successor Value-Add vehicle continuing repositioning and operational-improvement mandate across commercial and residential real estate. Diversified continuation with shared Value-Add I operating infrastructure.

Fund Detail
Growth Equity

Loanetics Growth I Fund

$1.331BTarget Fund Size

Growth-stage equity capital to scaling operators and real-estate-adjacent platforms — proptech, real-estate services, alternative lending, hospitality operators, and specialty asset managers. 4–7 year hold horizons.

Fund Detail
Growth Equity

Loanetics Growth II Fund

$1.331BTarget Fund Size

Successor Growth vehicle extending the Growth I mandate into a fresh deployment window. Real-estate-adjacent platforms with meaningful minority positions and governance rights.

Fund Detail
Opportunistic Real Estate

Loanetics Opportunistic I Fund

$1.774BTarget Fund Size

Higher-return real estate through ground-up development, deep-value-add, distressed acquisition, and special-situation strategies. Wider leverage bands and longer J-curve profiles in exchange for higher target returns.

Fund Detail
Opportunistic Real Estate

Loanetics Opportunistic II Fund

$1.774BTarget Fund Size

Successor Opportunistic vehicle continuing the platform's higher-return real estate mandate — development, distressed, deep-value-add, and special situations. Shared Opportunistic I operating-partner network.

Fund Detail
Special Situations

Loanetics Special Situations Fund

$1.774BTarget Fund Size

Complex, dislocated, and event-driven investments — restructurings, recapitalizations, contested control positions, and orphaned assets across real estate and real-estate-adjacent capital stacks. Bespoke structuring across the capital stack.

Fund Detail
Standard fund terms

Uniform commercial terms across the platform.

TermDetail
VehicleDelaware Limited Partnership
Net IRR Target10–14% net IRR
Preferred Return8% compounded annually
Carried Interest15% above 8% preferred return with 100% GP catch-up
Minimum LP Commitment$2,000,000
Fund TermInvestment period plus harvest, with capital-recycling provisions during the investment period
Distribution WaterfallAmerican waterfall — deal-by-deal distributions as loans are repaid
AuditorPwC
Fund CounselLePore Law Group
GovernanceLP advisory committee established at first close on every fund; meets at least annually
Operations & Reserve Funds · $23.20B

Platform infrastructure and liquidity support.

Alongside the twenty-one investment funds, the platform is supported by four Operations Funds ($6.63B) providing loan origination, servicing, compliance, and technology infrastructure, and four Reserve Funds ($16.57B) providing loan-loss coverage and co-investment liquidity. Combined, these vehicles bring platform-wide committed capital to $66.28B.

Operations Fund I · 2026

$1.949B

Loan origination, servicing, and compliance operations across the 2026 credit fund complex.

Operations Fund II · 2026

$1.950B

Technology and underwriting systems — origination platforms, credit models, servicing infrastructure, and workflow automation for the 2026 vintage.

Operations Fund III · 2028

$1.364B

Loan origination, servicing, and compliance operations extended to support the 2028 diversified real estate strategies.

Operations Fund IV · 2028

$1.365B

Technology and underwriting systems for the 2028 vintage — asset-management platforms, portfolio-monitoring tooling, and diligence workflow infrastructure.

Reserve Fund I · 2026

$4.878B

Loan-loss and credit reserve providing standing loss coverage and covenant support to the 2026 credit fund complex.

Reserve Fund II · 2026

$4.870B

Liquidity, co-investment, and redemption reserve for the 2026 vintage — closes time-sensitive opportunities and manages LP liquidity events without capital-call delays.

Reserve Fund III · 2028

$3.414B

Loan-loss and credit reserve extended to the 2028 vintage — supports downside coverage across the diversified real estate strategies.

Reserve Fund IV · 2028

$3.409B

Liquidity, co-investment, and redemption reserve for the 2028 vintage — supports rapid execution and LP-liquidity management across the diversified real estate complex.