Pre-Syndicate Advantage Fund
Lead with Strength. Invest Ahead of the Opportunity.
Earn favorable ownership split
Tamarack’s new fund model flips the traditional playbook—by securing investor commitments first, we’re able to approach acquisitions with greater negotiating power and speed. This fund is designed for accredited investors who want a seat at the table before the deal is done, not after.
You’ll still benefit from our proven syndication model—tangible ownership, adjusted risk, and smart tax advantages—but with the added leverage of pre-positioned capital. It’s a proactive approach for investors who understand that timing, confidence, and preparation drive better outcomes.
Stable Income Generation:
Predictable cash flows prioritized through senior capital stack positions.
Diversification:
Strategically diversified across property types, markets, and sponsorship teams.
Strong Downside Protection:
Investments secured by real property assets, with rights to asset control in default scenarios.
Sponsor Alignment:
Management team co-investing personal capital.
Retirement Account Compatible:
Investors may use self-directed IRAs.
Target Net Cash Yield
Lockup
Class A Minimum
Funding Deadline
Redemption
Class B Minimum
Investor Suitability
You have money to invest and are able to invest now at better partnership split than other syndicated deals that we offer.
Preferred Equity Investments:
Providing substantial equity cushions (25-45%), the right to assume management or force asset sales in default scenarios.
Mezzanine Debt Positions:
Higher-yielding, secured loans subordinated only to senior debt, further enhancing portfolio security.
Key Assets Include:
- Multifamily properties in growing markets (Missouri, Georgia, Arkansas, Kansas, Oklahoma).
- Medical office buildings with strong tenancy and location fundamentals (Colorado).
- Industrial assets purchased significantly below replacement cost (Georgia).
- Neighborhood retail and manufactured housing portfolios with robust cash flow (Kansas, Ohio, Indiana).
For full details on assets, please ask for the Offering Memorandum
Property Criteria (Buy Box)
Target Allocation:
50/50 Mezzanine Debt/Preferred Equity
Asset Types:
Diversified across multifamily, medical office, industrial, retail, and manufactured housing.
Historical Performance:
Currently delivering an annualized yield of approximately 11% net of fees to Class A investors.
Cash Flow:
Quarterly distributions targeting 9–12%+ annualized.
Tax Efficiency:
Distributions reported via K-1, providing tax efficient income and access to ordinary losses (approximately 20% expected this year due to preferred equity positions) .
Share Classes:
Class A Minimum: $50,000 (10% Target Yield).
Class B Minimum: $500,000 (12% Target Yield).
Additional Investments: Incremental additions are welcome at any time in increments of $1,000.
Cash Flow or Compounding Options:
- Quarterly cash distributions with annualized cash yields between 9–12% .
- Option to automatically reinvest distributions for compound growth, or receive quarterly cash payments.
- Investors may change their selection at any time.
Tax Advantages:
- K-1 Reporting (Not 1099-INT): Provides tax-free quarterly income distributions.
- Passive Losses: Investors gain access to ordinary passive losses, enhancing overall tax efficiency.
- For the current year, passive losses are expected to represent approximately 20% of invested capital due to preferred equity positions.
- Liquidity and Flexibility
- Open-Ended Structure: New capital contributions accepted at any time.
- Redemptions: Optional liquidity after a 2-year lock-up period, subject to availability.