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The Avestor Team
Jul 19, 2024

Multi-Asset Generational Fund

Even the most experienced real estate investors face challenges with diversification and scalability.

For Akash Jain, managing single-property syndications limited his ability to offer a broad range of investment opportunities to his clients.

When Akash heard about the customizable fund model, he wondered if switching to Avestor could provide a more flexible solution that would allow him to diversify across multiple asset classes and streamline administrative processes.

Akash Jain is an investor and fund manager with over 30 years of experience in business, investing in diverse real estate asset classes such as multifamily, retail, land, office, car washes, short-term rentals, and single-family properties.

He built a successful business through real estate syndications but realized he could grow even faster by switching to Avestor’s innovative customizable fund platform.

His journey from traditional syndications to launching the Multi-Asset Generational Fund underscores the transformative potential of this approach in real estate investing.

Customer:
Multi-Asset Generational
Challenge:
Traditional Syndication Limitations in Diversification
Solution:
A Customizable Fund with Avestor
Results:
Achieving Milestones and Expansion Plans
The Challenge:
Traditional Syndication Limitations in Diversification

Before transitioning to Avestor, Akash Jain managed single-property syndications, which restricted his ability to offer diversified investment opportunities across multiple asset classes. Each syndication required a separate legal setup, and new PPM, limiting scalability and flexibility in investment strategies.

"Syndications were effective but lacked the versatility needed to accommodate various asset classes under one roof," Akash explained. "We wanted a solution that allowed us to offer diverse investment options while simplifying the administrative burden."

The Solution:
A Customizable Fund with Avestor

With Avestor’s customizable fund platform, Akash introduced the Multi-Asset Generational Fund. This innovative approach enabled him to aggregate investments across different asset classes, including multifamily properties, short-term rentals, ATM funds, and India-based startups.

"The fund's design emphasizes long-term wealth creation for our investors through diversified portfolios," Akash noted. "We sought to combine income generation with capital appreciation across varied investment horizons."

The Results:
Achieving Milestones and Expansion Plans

It’s only been a year since Akash created his customizable fund, but he’s already impressed by the results he’s seen. 

Since its launch a year ago, the Multi-Asset Generational Fund has achieved significant milestones. Notably, Akash successfully raised $3 million for a multifamily property using Avestor’s platform, demonstrating early success in the multifamily sector.

"While we've started modestly with other asset classes like India startups and ATM funds, our strategy is gaining momentum," Akash stated. "We're focused on expanding our footprint, aiming for a $10 million fund size in the near term and exploring new avenues like oil and gas investments."

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