Retire Confidently.
Deals
Invested
Assets
Managed
10%-20%
Target
Returns
Real Estate
Experience
Why Navigator Wealth Fund?
- Exceptional communication
- Operational excellence
- Diversified long and short-term offerings
- You’re in control
- Customized portfolio (by you)
- Single K1
- Tax advantages
- Accepting self-directed accounts (SD-IRA)
Navigator makes it easy to choose the right investments to round out your portfolio and achieve your retirement and wealth building objectives.
Start
Explore
Fund
Allocate
Relax
Getting Started
- We are here to help you.
- Introduce yourself and receive new deal alerts using the Get Started button.
- Schedule a call so we can learn about you, share valuable resources and help you draft a plan.
Explore Opportunities
- Check out our portfolio of open investment opportunities.
- We offer highly-curated opportunities that target immediate cash flow and long-term wealth building with an attractive risk-return profile.
- Register for an account
- Review the offering materials.
- Verify accredited investor status.
- Submit Funds.
Select Investments
- Select a custom portfolio by choosing investments that fit your objectives.
- Review specific deal disclosure documents.
- Request allocation to the selected investment.
- As the investment creates distributions, your capital account will be credited.
- Depending on the investment, distributions may occur throughout the holding period at the end or both.
- Capital is returned when the investment liquidates. You may re-invest your cash capital or have it returned to you.
Start
Getting Started
- We are here to help you.
- Introduce yourself and receive new deal alerts using the Get Started button.
- Schedule a call so we can learn about you, share valuable resources and help you draft a plan.
Explore
Explore Opportunities
- Check out our portfolio of open investment opportunities.
- We offer highly-curated opportunities that target immediate cash flow and long-term wealth building with an attractive risk-return profile.
Fund
- Register for an account
- Review the offering materials.
- Verify accredited investor status.
- Submit Funds.
Allocate
- Select a custom portfolio by choosing investments that fit your objectives.
- Review specific deal disclosure documents.
- Request allocation to the selected investment.
Relax
- As the investment creates distributions, your capital account will be credited.
- Depending on the investment, distributions may occur throughout the holding period at the end or both.
- Capital is returned when the investment liquidates. You may re-invest your cash capital or have it returned to you.
Why Private Markets?
Consistent returns, even when public markets falter.
A key component to modern investment portfolios.
1. Diversification:
Private market investments often exhibit different risk and return characteristics compared to traditional public market investments (like stocks and bonds). Including them in a portfolio can help in reducing overall portfolio volatility and improve risk-adjusted returns.
2. Potential for Higher Returns:
Private market investments often offer the potential for higher returns.
3. Access to Different Opportunities:
Private markets provide access to investment opportunities that are not available in public markets, such as investing in specialized real estate projects.
4. Inflation Hedge:
Certain private market investments, like real estate, can serve as a hedge against inflation, as they often can pass on inflationary pressures through increased rents or prices.
5. Long-term Investment Horizons:
Private market investments typically have longer investment horizons and command an illiquidity premium. This can be beneficial for investors with long-term goals, as these investments can potentially yield higher returns over extended periods.
6. Reduced Market Correlation:
Private investments often have lower correlation with traditional equity and fixed income markets, providing a cushion during periods of market turbulence.
7. Expert Management:
Managed by specialized teams. This expert management can potentially lead to better investment selection and value creation strategies compared, especially compared with a “do it yourself” approach to real estate investing.