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Upward CRE Bond Income Fund, L.P

Commercial Real Estate Backed Fixed Income + Equity Potential

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Fund Overview

Grow Your Income. Share in the Upside

Build income and growth into your real estate portfolio. The CRE Bond Income Fund is a hybrid investment vehicle combining the income consistency of high-yield commercial real estate bonds with the growth potential of select equity investments. Designed for accredited investors, this fund delivers diversified exposure to commercial real estate with institutional-grade underwriting, strong downside protection, and multiple return levers.

Investment Philosophy

Earn Now - Grow Later

Our philosophy is simple: mitigate downside, compound upside. We focus on structured capital placements where downside protection is built-in through asset-backed lending. while selectively deploying equity to projects with compelling economics.

We believe that commercial real estate, when approached with rigor and selectivity, offers a reliable path to income generation and value creation. Our philosophy prioritizes quality over quantity, alignment with partners, and transparency with our investors.

Funds Structure and Returns

Real Estate Yield - Real Estate Gains - Smarter Real Estate Investing

Upward CRE Bond Fund is structured to deliver stable income and long-term capital appreciation by strategically deploying capital across the commercial real estate capital stack. The fund's primary investment objective is to generate consistent, risk-adjusted returns through allocation in senior and mezzanine debt to provide downside protection and reliable cash flow, and equity positions such as preferred equity and joint ventures to capture upside potential. Through geographic and asset class diversification.

Fund Snapshots

  • Fund Type: Hybrid Private Real Estate Debt & Equity Fund
  • Target Allocation: 70%in high-yield commercial real estate bonds, 30% in equity positions in stabilized and value-add CRE.
  • Target Net IRR: 10%–12%
  • Distributions: Quarterly
  • Minimum Investment: $100,000
  • Term: 5–7 Years
  • Fund Structure: Reg D 506(c) | Open to Accredited Investors
  • Fund Size ( Target): $50-$100 Million

Investment Objectives & Focus

The objective of the fund is to generate:

  • Consistent quarterly income for investors
  • Attractive total return with downside protection
  • Capital appreciation through equity exposure in select assets
  • Deliver reliable quarterly income with equity-based appreciation potential

We focus on mid-market deal sizes ($5M–$50M), where institutional inefficiencies allow us to negotiate favorable terms and secure strong risk-adjusted returns.

Investment Diversification & Approach

The fund uses a multi-sector, multi-market approach to diversify risks:

  • Property types: Multifamily, industrial, hospitality, medical office.
  • Geography: Southeast, Southwest, Midwest Tier-2 metros
  • Loan types: Bridge loans, construction loans, mezzanine, preferred equity
  • Equity types: Direct LP stakes, co-GP shares, structured joint ventures

 Reduce portfolio correlation, optimize liquidity, and enhance returns

Acquisition Equity

The fund is uniquely positioned to deploy capital strategically across the capital stack including:

  • Senior Secured Loans: Providing stability and priority in repayment.
  • Mezzanine Loans: Enhancing yield on well-underwritten deals.
  • Preferred Equity: Structured with downside protection and fixed returns.
  • MinorityEquity Participation

Private Credit for M&A

We deploy capital across the U.S., with a geographic and sectoral focus on:
  • High-growth Sunbelt and secondary metro markets
  • Strong sponsors with a proven track record
  • Recession-resilient sectors including:
    • → Multifamily
    • → Hospitality
    • → Select mixed-use or repositioning projects

Where We Deployed Capital

Targeted Deployment Across Recession Resilient Asset Classes and Markets

The Upward CRE Bond Income Fund offers investors access to high-quality debt and equity investments across the U.S. real estate market, with a mission to deliver stable yield, mitigate downside risk, and capture upside through targeted equity participation. This fund is designed for investors who seek a hybrid approach to real estate anchored in security, powered by strategic flexibility

Flexible Capital Stack Deployment

While our primary mandate remains focused on income-producing debt instruments such as senior loans, bridge loans, and construction financing. This hybrid structure gives us flexibility to capture equity upside while preserving the income reliability expected from a debt-oriented fund.

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Strategy & Performance Objectives

A Smarter Way to Invest in Commercial Real Estate

The Upward Bond Income Fund aims to deliver stable income and long-term capital appreciation by investing in high quality commercial real estate. Exit strategies include refinancing, asset sales, or recapitalization.

  1. Senior Debt Focus: Invest in first-position CRE debt, short-to-mid term
  2. Hybrid Debt Fund: Combine senior loans + mezzanine + preferred equity
  3. Bridge Loan Model: Higher-risk loans with equity kicker
  4. Distressed CRE Debt: Opportunistic purchases in downturns, higher returns

Performance Objectives

  • Cash Yield: 6–8% annually (from debt investments)
  • Net IRR: 11–14% (including equity positions)
  • Capital Preservation: Through senior lien and conservative underwriting
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Income and Equity, in One Smart Allocation

Welcome to Upward Capital Investment Group

Thank you for your interest in investing with Upward Capital Investment Group. This intake form is designed to help us better understand your investment profile, preferences, and eligibility across our family of funds. Whether you're seeking stable income, equity growth, or diversified exposure to alternative assets, this information ensures we provide the most suitable opportunities aligned with your goals. All responses are confidential and used solely for compliance, suitability, and onboarding purposes.

Legal Disclaimer: This is not an offer to sell securities. Offers are made only through the Private Placement Memorandum (PPM). For accredited investors only. Past performance is not indicative of future results.
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