Alternative Investment Fund Overview

The Kingsbridge Alternative Strategies Fund invests in a portfolio of Home Equity Investments, which offer the Fund’s investors scalable exposure to U.S. owner-occupied single-family residential real estate.​

The Kingsbridge Alternative Strategies Funds was established in 2009 with a contrarian and innovative approach to alternative investments. The fund’s strategy began in 2009 with a multi-strategy approach, which evolved to a single strategy fund as of August 2019, focused solely on investing in Home Equity Investment Contracts.​

As the only pure play fund focused on this developing asset class, the Kingsbridge Alternative Strategies Fund has emerged as a leader in investing in the formerly inaccessible, owner occupied residential real estate market.​

The Kingsbridge Alternative Strategies Fund, LP is an open ended, private fund exempt from registration under Regulation D 3(c)5, that is open to investors that qualify as Accredited Investors and Qualified Clients.

 

A great investment strategy has three characteristics:

• A strong demand for capital • The capital is used to solve a problem we understand • There is adequate compensation for risking our capital

-David J. Dunn – Portfolio Manager

Portfolio Construction

• Kingsbridge “Buy Box” purchases high quality contracts • Continual contract purchases throughout housing market cycles • Residential real estate is historically considered a stable asset class and long-term store of value • Seasoned portfolio of existing Home Equity Investments • Forward flow capacity to meet investor demand

Risk Mitigation

• Geographic diversification of contracts • Contract Structure provides downside mitigation • Significant homeowner equity provides for “skin in the game” and alignment of interests among the investor and the homeowner.

The Impact

• On average homeowners improve their credit by 35 points in 12 months • As a non-debt solution, access to capital is a relief to many homeowners • Direct impact to underrepresented populations who may have systematically been denied access to capital • For seasonal and Gig workers Home Equity Investments provide a solution beyond credit cards and small business loans • Later stage homeowners help provide for retirement or a bridge to sale while being more transparent than Reverse Mortgages.

Kingsbridge Alternative Investment Fund Highlights:

• Alternative yield U.S. residential real estate investment strategy • Low correlation to public market equity or debt • Inflation hedge: positive correlation to inflation • Recession mitigation: built-in structural downside dampening averaging 19% • Pure play investment vehicle focused on Home Equity Investments