Investment Opportunities

Through Valvest’s private debt investment capabilities, investors gain access to investment opportunities, which are not dependent on market movements.

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Valvest Steady Income Fund - EN


Valvest Steady Income Fund - DE


Valvest Income Fund I - EN


Valvest Income Fund II - EN


Tracker Certificate on Valvest Income Fund II - EN


Valvest Income Fund Evergreen - EN


  • VALVEST INCOME FUND I

    VALVEST INCOME FUND I

    The Valvest Income Fund I, as the inaugural vintage of the Valvest investment opportunities, operates with a fixed 4-year term. Employing a conservative investment strategy, it grants investors exposure to a carefully chosen senior mortgage loans in the US commercial real estate debt market. These loans feature floating interest rates and strong collateralization, aligning with investor risk preferences. Importantly, the fund distributes interest income monthly, appealing to income-seeking investors.

    Closed for new subscriptions.

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    VALVEST STEADY INCOME FUND

    The Valvest Steady Income Fund provides professional investors a unique opportunity to access senior mortgage loans within a liquid fund structure. By focusing on high-quality assets with floating interest rates and short terms, the fund delivers precitable and stable returns. The conservative approach ensures loans are strongly collateralized, mitigating potential losses and aligning with investor expectations.

  • VALVEST INCOME FUND II

    VALVEST INCOME FUND II

    The Valvest Income Fund II marks the second iteration within the Valvest investment opportunities series, following the success of its predecessor. The Valvest Income Fund II offers investors a prudent investment strategy with a fixed term of 4 years, focusing on a carefully curated portfolio of senior mortgage loans within the US commercial real estate debt market. These Bridge Loans feature floating interest rates and robust collateralization, aligning with investor risk preferences.

    Closed for new subscriptions.

  • VALVEST INCOME FUND EVERGREEN

    VALVEST INCOME FUND EVERGREEN

    The Valvest Income Fund Evergreen provides professional investors with access to senior-secured, floating-rate mortgage bridge loans through a perpetual fund structure designed to offer ongoing capital participation and structured liquidity. By focusing on robust collateralization and conservative underwriting standards, the Fund seeks to deliver stable income while maintaining a disciplined risk profile.

  • VALVEST INCOME FUND III

    VALVEST INCOME FUND III

    The Valvest Income Fund III represents the next iteration within the Valvest investment opportunities series, building on the success of its predecessors. The Fund has a fixed term of 5 years and follows a prudent investment strategy. It focuses on a carefully constructed portfolio of floating-rate, senior-secured bridge loans in the U.S. commercial real estate debt market. The strategy is supported by robust collateral structures and aims to generate attractive income within a disciplined risk framework.

Where unique investment opportunities meet unwavering integrity. Discover resilient investment avenues in commercial real estate, crafted by seasoned experts, offering attractive returns irrespective of market fluctuations.