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Current Offerings

OP Mezzanine Loan

$3.75M SECOND POSITION NOTE

Loan to the Eloquence at Overland Park project. After expenses, investor returns are targeted at 12%-14% with quarterly distributions to investor capital accounts which start 90 days after loan funding. 18-36 Month hold. Secured by a mortgage on the deed with debt under 70% LTV.

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Coming Soon

Hard Money Lending Funds

1st POSITION NOTE INVESTING

We will soon be offering a Private Money Lending / Hard Money Lending investment option where investment proceeds will be used to fund 1st position lending or real estate assets.  The funds will be loaned at up to 70% LTV/LTC on a short term basis.  The fund is anticipating targeted returns to investors of 8%, paid on a quarterly basis.  An 18-36 Month hold is planned.

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Fund Manager's Existing and Past Projects

Maplecrest Square Apartments

34 UNIT VALUE-ADD

Located just outside Knoxville, TN in the Tri-Cities area. This community is near retail, employers, and attractions with a growing population and income supporting higher target rents. Lack of good quality housing and low construction in the area is driving high demand for this property with a history of 95%+ occupancy. 5-year business plan achieved in just over 2 years cash flowing at 12% with anticipated IRR over 40% at sale.

Berkshire Property Partners

20 UNIT BUY AND HOLD

A portfolio of small multifamily residences in the heart of the Berkshire Mountains, western MA. These units generated cash flow day 1 and after financing, all capital is returned delivering infinite ROI to shareholders.

Eloquence Apartments

143 UNIT HOTEL TO MULTIFAMILY CONVERSION

A former LaQuinta Inn permitted for conversion to 143 market rate apartments being completed in 2024. This property is ideally located in the highly desirable Overland Park, KS market. Purchased in 2022 with oversize rooms and strong amenity plans, this property will make living large affordable for residents. Anticipated returns of 16% at the time of offering.

Star Self Storage Wausau

430 UNIT BUY AND HOLD

A portfolio of self storage properties located in Central Wisconsin purchased for buy and hold operations in late 2020.  Increased occupancy and reduced delinquency value add opportunity.  Anticipated returns 8% COC with an Average Annual Return of 15% overall.

Star Self Storage Manitowoc

273 UNIT VALUE ADD

A portfolio of two self storage properties located in Eastern Wisconsin along Lake Michigan.  The properties were purchased in 2020 with expansion opportunities at each site.  Increased occupancy and expansion revenue opportunities lead to substantial value add and cash flow improvements for the asset.  Currently exceeding 14% COC return with an Average Annual Return of 18%+ expected.

Star Self Storage 26th

180 UNIT BUY AND HOLD

A portfolio of self storage properties located near existing assets in Eastern Wisconsin.  This asset was purchased for buy and hold operations.  Operated as an ongoing asset with a low interest rate secured before the 2022 rate spike.  Anticipated returns 8% COC during the hold with a 15% Average Annual Return.

Multifamily Portfolio Sale

56 UNIT RESIDENTIAL PORTFOLIO

A managed portfolio of residential apartments and duplex properties located in Northeastern Wisconsin.  This portfolio was assembled over a 10 year period with the intent of long term hold, offering cash flow and significant market appreciation.   It was offered for sale under land contract in 2023 to provide passive long term income while eliminating day to day  management.  The sale transaction value yielded an Average Annual Return of 26.6%

Prairie Commons

28 UNIT APARTMENTS + 18 Unit Storage BUY AND HOLD

A mixed multifamily and self storage property with one single family home located in Prairie du Chien, Wisconsin, the 2nd oldest City in Wisconsin.  This asset was purchased in 2022 for buy and hold operations yielding solid cash flow.  Managed remotely and serviced with on site maintenance support.    Improved tenant base via more active management is set to release long term value for the property through occupancy improvements and reduced collections.  Anticipated returns 9% COC with an Average Annual Return of 14% overall.

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Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on 100% actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made on this website or attached materials that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, the financial metrics and related calculations shown on the website (including amounts of principal and interest repaid to any investors) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any listed investment, that may be included an Investors’ personal portfolio. Investment information on the website, and contained herein, has been assembled from several locations by the founders, but we make no representations or warranties as to the accuracy of such information.  We encourage investors to validate and seek further understanding through their own due diligence, and as such, we therefore accept no liability for investors’ ability to qualify or find error in the information provided....


No communication by Navigator Wealth Fund LLC, or any affiliates (collectively, “Navigator”), through this website or any other medium, should be construed or are intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice.  Only information written in the form of a Private Placement Memorandum and supplied for such use with a specific accredited investor recipient. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.  Only a Private Placement Memorandum and specific Deal Disclosures shall be used to convey the details on any offerings. Investments in private placements are speculative in nature and involve a high degree of risk.  Those investors, accredited or unaccredited, who cannot afford to lose their entire investment should not invest. Investors may, and often do, receive illiquid and/or restricted securities in exchange for their investment and these securities may be subject to holding period requirements and/or have limited liquidity options. Private placement investments are highly illiquid and investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.  Navigator Wealth Fund LLC may hold assets for even longer periods of time should it be opportunistic for the fund and/or the investors. Accredited and non-accredited investors often seek investment in alternative investments.  However, alternative investments should only be part of your overall investment portfolio. Navigator Wealth Fund LLC encourages investors to have a balance of investment risk, and asks investors to seek professional independent advise on how to balance your portfolio risk.  The alternative investment portion of your portfolio should also include a balance and laddered approach. 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Navigator Wealth Fund LLC’s Security offerings are only suitable for those who are accredited investors under SEC rules.  Accredited investors must understand and be willing and able to accept the high risks associated with private investments.  It should be clear that private placement investments and short-term debt funds are NOT bank deposits and should not be thought of directly as bank deposits.  As a result, they are neither insured by the FDIC nor by any other federal governmental agency.  Returns are NOT guaranteed by Navigator Wealth Fund LLC or any other related party or entity.  Any investment made MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment offered or the accuracy or completeness of any of the contained information or materials provided by or through this website. All investors must be able to afford the loss of their entire investment.  Investors should plan on investing in private placements with long-term commitments, have the ability to afford to lose the entire investment and have low liquidity needs from the investment. NAVWF.COM website provides preliminary and general information about the variety of investment vehicles it may offer.  It is not an exclusive nor an all encompassing list of asset types that may be offered within a Security offering.  The information provided is intended for initial reference purposes only. Information is often condensed for presentation purposes and DOES NOT summarize or compile all the applicable information. The NAVWF.COM website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and necessary related documents. Subsequent investment documents will also be provided on specific investment opportunities as outlined in Private Placement Memorandum documents.  All the information contained within the NAVWF.COM domain is qualified by and subject to more detailed information in the applicable offering materials. Navigator Wealth Fund is not registered as a broker-dealer, and does not make any representation or warranty to any prospective investor regarding the legality of an investment in any Navigator Wealth Fund LLC Securities. Potential investors and other readers are cautioned that these forward-looking statements are predictions only based on current information, assumptions and expectations that are inherently subject to risks and uncertainties that could cause future events or results to differ materially from those set forth or implied by such forward looking statements. 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In order to keep each Member fully informed, the Navigator Wealth Fund Manager (Manager) will provide written disclosure of each individual investment deal terms which can be found in the Investor’s Portal, on their Dashboard under “Offering Documents” called “Individual Investment Deal Terms Memo”. It is possible that Manager may receive additional fees for specific deals based upon the work involved in the deal. Those fees would likely include but not be limited to success bonuses, finding deals, deal analysis, guarantee loans, putting up risk money, overseeing project management, bookkeeping, package preparation, coordination of service providers, acquisition fees, due diligence and/or financing fees, loan origination fees, loan servicing fees or other types of fees. Manager will disclose all fees in writing before Member’s capital is allocated to a specific investment. 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