CAPITAL CITY GROWTH FUND
A COMPLETE SOLUTION TO INVESTMENT PROBLEMS
11-15% ANNUAL RETURNS
The Capital City Growth Fund represents a revolutionary approach to real estate investing. Unlike traditional investments that force you to choose between high returns and security, this debt fund delivers 11–15% annual returns while maintaining the security of asset-backed lending.
5 CRITICAL PROBLEMS SOLVED
Unpredictable
Investment Returns
Lack of Downside Protection
Tax
Inefficiency
Limited Liquidity
and Flexibility
Exposure to
Market Volatility
01 The Capital City Growth Fund
Advantage: Strategic Benefits
Superior Risk-Adjusted Returns
The fund delivers 11-15% annual returns with significantly lower risk than equity investments. This risk-adjusted performance outperforms most traditional fixed-income alternatives while maintaining capital preservation focus.
Professional Active Management
Unlike passive REITs, the Capital City Growth Fund employs active asset management with the expertise to step in and manage underlying assets during distressed situations. This hands-on approach provides additional downside protection that passive investments cannot offer.
Institutional-Quality Diversification
The fund provides built-in risk mitigation through diversification across multiple loans, property types, and geographic markets. This eliminates the single-asset concentration risk inherent in individual syndications.
Recession-Resistant Strategy
Debt investments typically outperform equity during economic downturns. The fund’s conservative underwriting and collateral-backed structure provide stability when traditional investments falter.
02 Investment Classes: Tailored
for Every Investor Profile
Class A & C Shares: Accessible Entry Point
- Minimum Investment: $50,000
- Perfect For: First-time private investors seeking stable returns
- Key Benefit: Lower barrier to entry with institutional-quality returns
Class B & D Shares: Enhanced Returns for Larger Investments
- Minimum Investment: $250,000
- Perfect For: Sophisticated investors seeking maximum returns
- Key Benefit: Higher preferred returns for larger capital commitments
Time Horizon Flexibility
- 18-Month Options (A & B): Faster capital return and reinvestment opportunities
- 36-Month Options (C & D): Higher total returns for patient capital
Tax-Optimized Structure for Retirement Accounts
The Capital City Growth Fund is specifically designed for self-directed IRAs and Solo 401(k)s, providing:
- UBIT Avoidance: Structured to avoid unrelated business income tax
- Tax-Deferred Growth: All returns grow tax-deferred in retirement accounts
- Alternative Asset Exposure: Access to real estate without direct ownership complications
- Simplified Administration: Clean reporting without complex partnership structures
03 Risk Mitigation:
Multiple Layers of Protection
Collateral Security
Every loan is secured by physical real estate assets, providing tangible security for your investment.
Conservative Underwriting
Loans are structured with significant equity cushions and conservative loan-to-value ratios.
Diversification
Risk is spread across multiple loans, property types, and geographic markets.
Professional Management
Experienced team handles all loan origination, underwriting, and management.
Priority in Capital Stack
As a lender, you receive priority over equity investors in all payment scenarios.
01 The Capital City Growth Fund
Advantage: Strategic Benefits
Superior Risk-Adjusted Returns
The fund delivers 11-15% annual returns with significantly lower risk than equity investments. This risk-adjusted performance outperforms most traditional fixed-income alternatives while maintaining capital preservation focus.
Professional Active Management
Unlike passive REITs, the Capital City Growth Fund employs active asset management with the expertise to step in and manage underlying assets during distressed situations. This hands-on approach provides additional downside protection that passive investments cannot offer.
Institutional-Quality Diversification
The fund provides built-in risk mitigation through diversification across multiple loans, property types, and geographic markets. This eliminates the single-asset concentration risk inherent in individual syndications.
Recession-Resistant Strategy
Debt investments typically outperform equity during economic downturns. The fund’s conservative underwriting and collateral-backed structure provide stability when traditional investments falter.
02 Investment Classes: Tailored
for Every Investor Profile
Class A & C Shares: Accessible Entry Point
- Minimum Investment: $50,000
- Perfect For: First-time private investors seeking stable returns
- Key Benefit: Lower barrier to entry with institutional-quality returns
Class B & D Shares: Enhanced Returns for Larger Investments
- Minimum Investment: $250,000
- Perfect For: Sophisticated investors seeking maximum returns
- Key Benefit: Higher preferred returns for larger capital commitments
Time Horizon Flexibility
- 18-Month Options (A & B): Faster capital return and reinvestment opportunities
- 36-Month Options (C & D): Higher total returns for patient capital
Tax-Optimized Structure for Retirement Accounts
The Capital City Growth Fund is specifically designed for self-directed IRAs and Solo 401(k)s, providing:
- UBIT Avoidance: Structured to avoid unrelated business income tax
- Tax-Deferred Growth: All returns grow tax-deferred in retirement accounts
- Alternative Asset Exposure: Access to real estate without direct ownership complications
- Simplified Administration: Clean reporting without complex partnership structures
03 Risk Mitigation:
Multiple Layers of Protection
Collateral Security
Every loan is secured by physical real estate assets, providing tangible security for your investment.
Conservative Underwriting
Loans are structured with significant equity cushions and conservative loan-to-value ratios.
Diversification
Risk is spread across multiple loans, property types, and geographic markets.
Professional Management
Experienced team handles all loan origination, underwriting, and management.
Priority in Capital Stack
As a lender, you receive priority over equity investors in all payment scenarios.
WHY NOW IS THE OPTIMAL TIME TO INVEST
Higher Interest
Rate Environment
Current elevated interest rates mean higher returns for debt funds. The fund benefits from attractive credit spreads and higher yields compared to traditional fixed-income alternatives.
Bank Credit
Tightening
Traditional lenders have pulled back due to regulatory changes, creating exceptional opportunities for private debt funds to capture higher margins and better loan terms.
Market
Dislocation
Real estate market uncertainty has created compelling lending opportunities with
enhanced protections and improved
pricing for debt investors.
SIMPLE, SECURE,
AND STRATEGIC
Join investors achieving consistent 24–29% IRR with Shannon Robnett’s proven development model.
