Going Beyond to Find Superior Investments
Connect with Helvetica Group for investment opportunities in commercial real estate. We work with qualified investors seeking exposure to business-purpose real estate credit.
Investment Vehicles
We offer multiple avenues for qualified investors to access commercial real estate credit, each structured to match different risk/return profiles and participation levels.
Mortgage Credit Funds
Diversified portfolios of first-lien commercial real estate loans. Investors gain exposure to multiple loans across property types and geographies.
Co-Investment
Participate alongside Helvetica Group on individual transactions. Ideal for investors seeking deal-level visibility and control.
Direct Participation
Full or fractional participation in individual first trust deed loans. Suitable for experienced investors with specific allocation targets.
Investment Focus
Our investment strategies center on business-purpose commercial real estate credit across a range of property types and risk profiles.
- First trust deeds and structured finance
- Metro areas nationwide with focus on CA, AZ, FL, OR, TX
- Retail, multifamily, industrial, office, and mixed-use properties
- Loan sizes from $300K to $10M+
Capital Preservation
First lien positions with conservative LTVs up to 65%.
Yield-Oriented
Rates from 8.99%–12.99%, backed by tangible real estate collateral.
Investment Philosophy
Our investment philosophy centers on capital preservation, consistent income generation, and disciplined risk management. We believe in thorough due diligence, conservative underwriting, and active portfolio management.
Aggregating Wealth For Greater Alpha
By pooling capital from qualified investors, we can access deals and structures that may not be available to individual investors, potentially generating enhanced risk-adjusted returns.
Scale Advantages
Larger loan participations and diversified portfolios.
Deal Access
Proprietary origination and exclusive opportunities.
Professional Management
Institutional-quality underwriting and oversight.
Risk Mitigation
Diversification across properties, geographies, and borrowers.
Alternative Assets
Commercial real estate credit offers an alternative to traditional fixed income and equity investments, with potential for enhanced yield and portfolio diversification.
- Secured by tangible real estate assets
- Regular income from interest payments
- First lien positions for capital protection
- Low correlation to public markets
Direct Real Estate
Beyond our core lending business, Helvetica Group selectively pursues direct real estate investments in properties that offer compelling risk-adjusted returns.
Single Tenant Retail
Triple-net leased properties with creditworthy tenants provide stable, bond-like cash flows with potential for appreciation.
- Investment-grade tenants preferred
- Long-term lease structures
- NNN lease with minimal landlord responsibility
Retail Strip Centers
Well-located retail strip centers anchored by essential service tenants offer stable income and value-add opportunities.
- Grocery and service-anchored preferred
- Strong traffic locations
- Value-add through lease-up or repositioning
Value Add Investing
Properties requiring physical improvement, lease-up, or operational enhancement can generate attractive returns through active management.
- Renovation and repositioning
- Lease-up strategies
- Operational improvements
Bank REO
Bank-owned real estate can offer acquisition opportunities at attractive pricing for investors willing to undertake repositioning or stabilization.
- Distressed acquisitions
- Repositioning opportunities
- Portfolio purchases
Mortgage Credit
Our mortgage credit strategies provide investors access to commercial real estate debt investments secured by first trust deed positions on income-producing properties.
Mortgage Investing
Investors can participate in our mortgage credit strategies through fund vehicles or direct loan participation.
First Lien Security
All investments secured by first trust deeds.
Monthly Income
Regular distributions from interest payments.
Diversification
Exposure across properties, borrowers, and markets.
Professional Management
Experienced underwriting and portfolio oversight.
Loan Participation
Qualified investors can participate directly in specific loans, selecting opportunities that match their investment criteria.
- Select individual loans
- Detailed underwriting packages
- Transparent reporting
Non-Performing Loans
For investors seeking higher-yield opportunities, non-performing and sub-performing loan investments offer potential for attractive returns through workout or foreclosure.
- NPL and sub-performing acquisitions
- Workout and modification strategies
- REO conversion opportunities
Helvetica Funds
Helvetica Group manages investment vehicles that provide qualified investors access to commercial real estate credit opportunities with professional management and institutional-quality underwriting.
Opportunity Funds
Higher-yield strategies targeting opportunistic investments with value-add components and potential for enhanced returns.
- Value-add lending opportunities
- Special situation investments
- Opportunistic acquisitions
Mortgage Credit Funds
Core lending strategies focused on performing first trust deed loans secured by stabilized commercial properties.
- First lien positions
- Monthly income distributions
- Diversified loan portfolios
Special Purpose
Targeted vehicles for specific investment themes or opportunities requiring dedicated capital.
- Single-asset vehicles
- Co-investment opportunities
- Thematic strategies
How It Works
Initial Inquiry
Submit your investor profile including investment preferences, allocation range, and geographic focus.
Qualification & NDA
We review your profile and execute appropriate documentation including NDA and accreditation verification.
Opportunity Matching
Receive matched investment opportunities based on your criteria—property type, geography, risk profile, and yield targets.
Commit & Fund
Review diligence materials, confirm participation, and fund. Ongoing reporting and servicing provided.
Ready to Invest?
Submit your investor profile and our team will reach out to discuss opportunities that match your criteria.
This page is informational only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Investments involve risk, including potential loss of principal. Past performance is not indicative of future results. Opportunities are available only to qualified investors. Business/investment purpose only.