Real Estate Asset
7.25% - 8.25%
Kawa CRE Lending fund will look to originate and/or acquire a diversified portfolio of U.S. commercial real estate (CRE) loans in a time where the market is presenting favorable opportunities to lend. CRE loans will be collateralized by first mortgages, second mortgages,
and/or equity pledges.
Since the beginning of 2022, Kawa has experienced a significant increase in its ability to source and deploy capital into CRE loans at attractive credit spreads and backed by high quality real estate in markets with strong supply and demand fundamentals and/or high
barriers to entry. Kawa expects this opportunity to persist as traditional lenders retrench their CRE lending programs due to a myriad of factors, including recession fears, interest rate volatility, and abnormally high inflation.
In keeping with Kawa’s opportunistic approach to launching dedicated investment vehicles, the Fund will look to take advantage of this current risk-reward opportunity by leveraging the scale benefits of pooling capital (e.g., diversification, lower transaction costs, enhanced
access to financing, speed of execution, etc.) while maintaining Kawa’s strict underwriting standards.
Important Information: Investments are subject to risks, including but not limited to market volatility and risks associated with the underlying investments. You could lose money, including the principal you have invested. Investing in investment funds that acquire real estate assets, including real estate investment trusts (REITs), involve unique risks similar to those associated with direct ownership of real estate, such as changes in real estate values, property taxes, zoning and land use law and regulations, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and creditworthiness of the issuer.
INVESTMENT PRODUCTS: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FINANZ BUTIK GLOBAL CORP OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED.
IMPORTANT INFORMATION INVESTORS SHOULD REALIZE THAT AN INVESTMENT IN FUND SHARES INVOLVES A HIGH DEGREE OF RISK AND THAT AN INVESTMENT IS ONLY SUITABLE FOR SOPHISTICATED INVESTORS WHO UNDERSTAND THE RISKS INVOLVED IN THE FUND’S INVESTMENT STRATEGY AND HAVE THE ABILITY AND WILLINGNESS TO ACCEPT THE RISK OF LOSS OF CAPITAL RESULTING FROM INVESTING.
The information on this document may inform you of certain investment products and services offered by FINANZ BUTIK GLOBAL CORP OR ANY OF ITS AFFILIATES (together, “Finanz Butik”). No information published on the document constitutes a solicitation, offer or recommendation to enter into any transaction. The products, services, information and/or materials referenced within these web pages may not be available for all individuals or residents of certain jurisdictions.
Any performance information shown on the documents presented net of all expenses, including management fees, performance fees and other expenses including portfolio-related expenses. Returns assume the reinvestment of all capital (including distributions, where applicable) on a monthly basis. Past performance is not indicative of future returns.
GENERAL RISKS & CONSIDERATIONS
Any views, strategies or products discussed on this document may not be appropriate or suitable for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation does not guarantee a profit or protect against loss. Nothing on this document should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Contact your Finanz Butik representative for additional information concerning your personal investment goals. You should be aware of the general and specific risks relevant to the matters discussed on this document. You will independently, without any reliance on Finanz Butik, make your own judgment and decision with respect to any investment or strategy referenced on this document.
Information contained on this document is believed to be reliable, though Finanz Butik does not represent or warrant its accuracy, reliability, or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of the materials on this document. No representation or warranty should be made regarding any computations, graphs, tables, diagrams or commentary contained on this document, which are provided for illustration/reference purposes only. The views, opinions, estimates, and strategies expressed on this document constitute our judgment based on current market conditions and are subject to change without notice. Finanz Butik assumes no duty to update any information on this document in the event that such information changes. Views, opinions, estimates, and strategies expressed may differ from those expressed by other areas of Finanz Butik, views expressed for other purposes or in other contexts, and the content should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.
Nothing on this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing on this website shall be regarded as an offer, solicitation, recommendation, or advice (whether financial, accounting, legal, tax or other) given by Finanz Butik and/or its officers or employees, irrespective of whether or not such communication was given at your request. Finanz Butik and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.
The agreements entered into by, and disclosures provided to clients with respect to the different products and services provided by Finanz Butik should be carefully read, which contain important information, including our provision of services for important information about the capacity in which we will be acting.
FinanzButikGlobalCorp will use the personal information you provide to conduct background checks in compliance with relevant US laws. Your consent for this purpose is acknowledged, and your data will be handled with care and privacy protections in place. If you have any questions, please contact us. Thank you for your cooperation.
This publication may contain information, data, links, or other content from third parties. AlthoughFINANZ BUTIK GLOBAL CORP OR ANY OF ITS AFFILIATES only provides information from sources it believes to be accurate, such information is subject to change. Accordingly, we can make no representation regarding accuracy or timeliness of such information. You should never rely on this content and always consult the source along with the offering materials for the most accurate and up-to-date information. In addition, FINANZ BUTIK GLOBAL CORP OR ANY OF ITS AFFILIATES did not assist these third-parties in the preparation of this content nor do we endorse or approve it.
Targeted Performance Disclosure: Target performance, including Target IRR is hypothetical in nature and does not reflect results actually achieved or account for certain fees and expenses which an investor is likely to incur. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk on actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results all which can adversely affect trading results. Accordingly, this information should not be relied upon when making an investment decision.