Investors
The Alturas
Real Estate Fund
The Alturas Real Estate Fund is an evergreen commercial real estate investment fund with a focus on value-add, core plus, and real estate development investments. The Fund targets middle-market properties in the Intermountain West and Inland Northwest regions of the country, markets often overlooked by larger funds, and currently owns assets in Idaho, Utah, Colorado, Arizona and Washington.
The Alturas
Real Estate Fund
The Alturas Real Estate Fund is an evergreen commercial real estate investment fund with a focus on value-add, core plus, and real estate development investments. The Fund targets middle-market properties in the Intermountain West and Inland Northwest regions of the country, markets often overlooked by larger funds, and currently owns assets in Idaho, Utah, Colorado, Arizona and Washington.
Our Philosophy
We strive to find partners who value our long-term, conservative, and disciplined approach. Click the words below to learn about our philosophy.
The Fund is structured in a way that creates long-term alignment between us and our investor partners. We make money when our partners make money. Our focus is on long-term sustainable cash flow and value creation.
We pride ourselves on being responsive to our investor partners. We are investor-friendly and will do our best respond to questions quickly and accommodate requests to the best of our ability.
Good or bad, we provide timely, clear communication. We want you to know what is happening and are happy to answer your questions. We value our investor partners’ feedback and ideas.
We hold ourselves to a high standard and strive for continual improvement. The Fund targets returns of 9-14% but we underwrite and operate to achieve performance above and beyond expectations.
WE WORK WITH YOU
Partnerships
Our best investors value partnerships, share our win-win mindset, are focused on long-term growth, and value transparency. We are looking for investor partners who share our core values and appreciate our investment approach and philosophies.
Investment Process
Our Investment Process describes how we partner with our investors. It is broken into three phases, Pre Partnership, Onboarding, Ongoing Partnership.
GET TO KNOW US
Pre Partnership
We partner with accredited investors that share our core values, win-win mindset and long-term focus. We think of the pre partnership period as a time for potential investors to get to know us and for us to get to know them.
01
Introduce Yourself
Tell us a little bit about yourself by filling out our new investor form.
02
Review Information
We will send you fund performance information to review if it makes sense to move forward.
03
Complete Survey
Once you know you want to invest with us, or if you want to add to your existing position, fill out our online investor survey.
04
Invest
Wait until there is an opportunity to invest. We only accept new investments when we are raising capital for a new project.
02
Information
If it makes sense to move forward, we will send you fund information review.
04
Wait
Wait until there is an opportunity to invest.
Questions about Pre Partnership? Check out our Frequently Asked Questions page for more information.
CONFIRM INVESTMENT
Onboarding
Once we are ready to accept a new investment from you, we will reach out to confirm that you still want to invest and confirm the amount and terms of your investment.
01
Type and Amount
Choose the type and amount of your investment and we will do our best to accommodate your request.
02
Documentation
We will work together with you to complete the required documentation to invest in the fund.
03
Transfer
You transfer funds to us.
01
Type and Amount
Chose the type and amount of your investment. We will do our best to accommodate your request.
02
Documentation
We will work together with you to complete the required documentation to invest in the fund.
03
Transfer
You transfer funds to us.
Questions about Onboarding? Check out our Frequently Asked Questions page for more information.
LONG-TERM
Ongoing Partnership
We aim to be great partners. As an investor partner you can expect the following from us:
01
Quarterly
Quarterly reports, statements, distributions, and manager calls.
02
Annually
Audited financials, tax forms, and a shareholder meeting.
03
Ongoing
Ongoing assistance with anything you may need related to your investment.
Questions about Ongoing Partnership? Check out our Frequently Asked Questions page for more information.