Targets underperforming Class B/C multifamily assets
Stabilized single-tenant and multi-tenant NNN retail centers
Focus on value creation, renovations, and operational improvements
Projected Cash-on-Cash: 8–10% (Primary), 12%+ (Secondary)
Target Annualized Return: 15–18% (Primary), 20%+ (Secondary)
Investment Horizon: 5–7 years
Minimum Investment: $100,000
Senior-secured, first-position real estate loans
Focus on income generation and capital preservation
Projected Yield: 8–10%
Loan Terms: 6–18 months
Distribution Frequency: Monthly
Minimum Investment: $50,000
All offerings are backed by a vertically integrated model and a leadership team with decades of experience in fund formation, tax strategy, and institutional asset management. Each fund includes defined hold periods, preferred return structures, and transparent waterfall distributions.
Targets value-add multifamily properties and stabilized NNN (Triple Net) retail centers anchored by nationally recognized tenants. Designed to deliver quarterly income and long-term appreciation, this diversified strategy offers portfolio balance through both growth-oriented and durable income-producing assets.
Focuses on providing senior-secured, first-position loans backed by real estate assets. This strategy offers monthly income and capital preservation through conservative underwriting and active loan monitoring.
All offerings are backed by a vertically integrated model and a leadership team with decades of experience in fund formation, tax strategy, and institutional asset management. Each fund includes defined hold periods, preferred return structures, and transparent waterfall distributions.
Energy-focused income with potential tax shelter benefits.
Multi-strategy portfolio targeting uncorrelated returns across market cycles.
Co-branded investment summaries and advisor-facing presentation decks
Streamlined onboarding and compliance workflows for client accounts
Transparent investor reporting with regular performance updates
White-glove support for both advisor and client communications
K-1 issuance and coordinated tax support for investor reporting
Flexible solutions for both discretionary managers and referred clients
Due diligence data rooms and structured onboarding materials available upon request
Dedicated RIA Liaison for Ongoing Support A single point of contact to streamline communication, onboarding, and client service for your firm.
Secure Advisor Portal for Real-Time Access Instant access to offering documents, fund materials, and client updates via a secure, permission-based platform (coming soon).
CoreLine’s platform is built for fiduciaries seeking institutional-quality alternative investments without the retail noise or crowdfunding complexities. All funds include clearly defined mandates, disciplined performance accountability, and alignment through co-investment and preferred return structures.
Optional white-label support and direct access to fund managers ensure seamless client engagement. At CoreLine, we complement your client relationships—never compete with them.
Begin establishing a direct advisory relationship with CoreLine. We assist with accredited investor verification and coordinate seamlessly with your compliance team to ensure a smooth onboarding process.
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