One standard,
applied to everything.
We'd rather pass on a good deal than lower the bar. Every offering that reaches the shelf has cleared the same underwriting standard — here's how it gets there.
A disciplined standard, so your capital keeps working while you pursue what moves you.
Own the boring, durable things.
We invest in real assets that people need in every market — housing and storage — and we buy them at a basis that leaves room for error.
Freedom Funds is built for accredited investors who want private real estate without the opacity. We focus on hard assets with real cash flow, structure each offering to protect the downside, and report on it in plain language.
Our conviction comes from relationships built over two decades and a refusal to chase momentum. Patient capital, conservative assumptions, and hands-on operations — compounded over years, not quarters.
Four pillars.
Every offering on the platform is built on these four. The stages below are how they get applied, deal by deal.
Source
Relationships, not auctions. We see more than we buy, and we pass on most of it.
Evaluate
One set of conservative assumptions, applied to every asset, with the downside modelled first.
Returns
Interests aligned up front, and the economics disclosed before you commit anything.
Hands-on management
An affiliated operating team runs the assets, so the plan meets reality on site.
From pipeline to realization.
Six stages every investment moves through. Nothing skips a step.
Sourcing
Deals come through decades-old relationships with owners, brokers, and operators — not auctions. We see opportunities early and pass on most of them.
Underwriting
Every asset is modeled against the same conservative assumptions: entry basis below replacement cost, stress-tested rents and expenses, and a margin of safety on exit.
Diligence
Legal, physical, and financial diligence — title, environmental, condition, and a bottom-up review of in-place cash flow — before a dollar is committed.
Structuring
We align interests up front: sponsor co-investment, a preferred return to investors, and clearly disclosed fees and waterfall. The structure protects the downside first.
Operations
An affiliated operating team runs the assets day to day — management, utilities, capital improvements — so underwriting assumptions meet reality.
Reporting & realization
Quarterly investor reporting with asset-level detail, and disciplined exits when the value-creation plan is complete — not on a clock.
We know our lane.
Focused sectors where operational expertise creates a durable edge.
Manufactured housing
Essential, affordable housing with sticky residents and high barriers to new supply — a resilient source of income.
Self-storage
Low-overhead, recession-tested assets with pricing power and diversified, granular demand.
Fees and structure, stated plainly.
You shouldn't need a lawyer to understand what you're paying and how the waterfall works. We disclose it up front, on every offering.
- 01 Preferred return first. Investors are paid a preferred return before the sponsor participates in profits.
- 02 Disclosed fees & carry. Management fee and carried interest are spelled out in the PPM — no surprises.
- 03 Independent administration. Third-party fund administration and annual K-1 tax reporting.
Have a question? Talk to a real person.
Accredited investors get direct access to the team behind the funds. Carter can walk you through the strategy, terms, and process — no gatekeeping.