Actium gives accredited investors the opportunity to earn attractive asset-backed returns

Real Estate Loan Income Funds

The Actium team started making loans secured by real estate in 2004. They opened their activities to outside investors with the Actium High Yield Loan Fund (Fund I) in 2014. Due to the success of Funds I, II, which was opened in 2014, and III (2015), Actium has recently launched Actium High Yield Loan Fund IV.

Our loans are usually written with a maturity of one year with historical interest rates of 11-12% plus origination fees.

Audited Returns

Actium High Yield Loan Fund I Audited Returns*

  • 12
  • 8
  • 4
  • 5.01%BB Index
  • 11.49%Actium

BofA Merrill Lynch US High Yield BB Index

BofA Merrill Lynch US High Yield BB Index shows annualized results from Feb 2014-Dec 2016**

Actium High Yield Loan Fund I

Internal rate of return to investors for
Fund I from Inception (Feb 2014) to Dec 2016*

———————–

Actium High Yield Loan Fund II Audited Returns*

  • 12
  • 8
  • 4
  • 5.24%BB Index
  • 11.63%Actium

BofA Merrill Lynch US High Yield BB Index

BofA Merrill Lynch US High Yield BB Index shows results from March 2015-Dec 2016**

Actium High Yield Loan Fund II

Internal rate of return to investors for
Fund II from Inception (Mar 2015) to Dec 2016

———————–

Actium High Yield Loan Fund III Audited Returns*

  • 12
  • 8
  • 4
  • 5.20%BB Index
  • 12.33%Actium

BofA Merrill Lynch US High Yield BB Index

BofA Merrill Lynch US High Yield BB Index shows results from Jan 2016-Dec 2016**

Actium High Yield Loan Fund III

Internal rate of return to investors for Fund III from Inception (Jan 2016) to Dec 2016

*The IRR for an investment is the interest rate at which the net present value of cash flows would equal zero. Individual returns varied due to size of investment (Actium Funds have a graduated fee structure), impact of audit fees in each fund and different fee structures. Past performance is no guarantee of future results. This only compares returns since inception with returns of other investments. These results reflect the returns of the non-managing members of each Fund.
** Source: Federal Reserve Bank of St. Louis

Investment Approach

Actium makes loans secured by first-position liens on real estate. We provide accredited investors with returns combining the characteristics of other fixed-income assets and the protection of real estate collateral.

Our borrowers are companies or individuals with real estate collateral who have limited access to traditional credit markets due to an urgent need, lack of relationships or uneven cash flow.

Actium Advantage

Proven track record over a decade Details
Actium has carefully underwritten real estate loans since it started in 2004. We believe we have navigated economic cycles by focusing on the value of the real estate pledged as collateral. By performing thorough due diligence we aim to maintain a margin of safety between the value of the collateral and the loan amount. Return
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Attractive fee structure Details
We charge a 1% management fee and 20% of the net profits of the Fund. Investors committing amounts of $300,000 or greater are charged reduced fees. Return
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All origination, renewal, late fees and other fees go to the Fund Details
Most loan fund managers retain the fees associated with a loan for themselves. These fees can be as much as several percentage points per year. Actium feels this is a potential conflict of interest. To avoid conflicts, Actium accounts for fees the same way it does loan interest earned by the Fund. Return
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Opportunity to invest retirement assets Details
Actium may accept investments from retirement accounts. Return
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Transparency to Investors Details
Investors are provided with quarterly reports of the Fund’s operations. The Fund is also audited annually by an outside accounting firm and the audit report is sent to investors. Return
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Targeted return of 10-11% Details
While there can be no guarantee of results, we target our loan interest rates and fees so that investors of our real estate loan income funds could receive a return of 10-11% per annum. Return
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Management

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Paul Christenson

President + Co-Founder

Paul worked to develop Actium’s proprietary lending pipeline since co-founding Actium in 2004. He leads the sourcing of loans and the due diligence process.

Paul practiced corporate law with the firms of Durham Jones & Pinegar in Salt Lake and Simpson Thacher & Bartlett in New York and Hong Kong, focusing on lending and real estate transactions. Paul received a B.A. degree in accounting from the Univ. of Utah and a J.D. from Georgetown.

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Jeff Wright

Chairman + Co-Founder

Jeff has been instrumental in making lending decisions and performing due diligence on Actium loans. He received bachelor degrees in history and political science from the University of Utah.

Jeff also earned a certificate in international accounting from the London School of Economics and a M.Dil. in strategic leadership from Oxford University.

Jeff is a past member of the Board of Trustees of Southern Utah University.

Actium High Yield Loan Funds I, II, III and IV are managed by Actium Loan Management, an affiliate of Actium Partners.

Contact Us

If you are an accredited investor and are interested in learning more about investing in real estate loan income funds with Actium, give us a call ( 801-983-6701 ), or send fill out the form below, and you’ll get back to you.
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Disclaimer

The funds described on this website is open to “accredited investors” only, through an offering made in accordance with Regulation D, Rule 506(c) of the Securities Act of 1933, as amended. In purchasing securities through a 506(c) offering, we are obligated to verify any participating investor’s status as an “accredited investor” in accordance with Rule 501 of Regulation D. Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The fund’s offering documents may be obtained by contacting us. Please read the offering documents carefully before you invest. The articles and other information describing our business may change and we are under no obligation to update or advise as to these changes. The information on this website is provided for convenience only, is not investment advice and may not be relied upon in considering an investment in the fund. Prospective investors may rely only upon the fund’s confidential Private Placement Memorandum and Operating Agreement. Further information on how yields are calculated are included in offering documents. We do not make any representations as to the accuracy or completeness of the information contained on this website and undertake no obligation to update the information. Past performance is not an indicator of any future results. All investments contain risk and may lose value. This does not constitute an offer to sell or a solicitation of interest to purchase any securities or investment advisory services in any country or jurisdiction in which such offer or solicitation is not permitted by law.