For Investors

Exclusive Opportunities

Convene originates and invests in institutional-quality commercial real estate loans backed by high-quality properties located throughout the United States. Our platform gives you the ability to invest alongside us in individual loans that meet your income goals and risk preferences.

Why Invest With Convene?

Access

Direct access to institutional-quality commercial real estate loans offering stable, consistent, collateral-based income.

Choice

You choose which loans you invest in.

Transparency

Loan and property level reporting for each loan you invest in.

Alignment of Interests

You are investing alongside us in each loan as a co-investor.

Focus

We focus exclusively on originating, underwriting, and managing commercial real estate loans.

Monthly Distributions

Income is distributed to investors monthly.

Highly Experienced Investment Team

Our investment committee members have an average of over 28 years of commercial real estate lending and investing experience and personally invest in each loan.

Immediate Deployment of Capital

No investment periods or drawdown periods like most funds. Deploy your capital when you want to.

How it Works

Convene originates, underwrites, and manages institutional-quality commercial real estate loans on behalf of its sponsored funds, Convene Capital Real Estate Credit Fund I, LP. Convene offers investors the opportunity to invest alongside its funds in individual loans.

Through Convene’s platform, investors subscribe to individual loans of their choosing and access full loan and property level reporting on an ongoing basis. Distributions are made to each investor monthly.

Convene’s Investment Committee members are personally invested in Convene’s sponsored funds and, as such, personally invest in each loan that Convene originates, underwrites, and manages.

Our Process

Convene employs an established investment process that has evolved through multiple market cycles and centers around relationship-based sourcing, prudent structuring, and “high touch” asset management.

  
    I. Sourcing
    
    Key relationships with direct borrowers & leading brokers nationwide developed over 25+ years
Commercial real estate credit specialists with significant experience and deep expertise in underwriting and due diligence across property types and debt products

    II. Initial Review
    
      Origination team reviews opportunities and prepares preliminary underwriting
Qualified opportunities are screened with the Investment Committee
If preliminary underwriting is approved by the Investment Committee, a verbal quote provided to the borrower/broker

    III. Term Sheet
    
      If verbal quote is accepted, a formal term sheet is prepared
If final terms are agreed upon, the borrower sends a deposit and confirmatory due diligence, and underwriting begins

    IV. Final Underwriting
    
      Deal team completes physical due diligence, site tour, market due diligence, legal documentation, lease review and third-party reports
Upon completion of due diligence, comprehensive memo is prepared and presented to the Investment Committee
Investment Committee reserves the right to approve, reject or modify any investment opportunity and requires unanimous consent

    V. Closing
    
      Legal team works with originations and asset management teams to structure and document the transaction
Convene-sponsored funds close the loan and offers co-investment opportunities in the loan to investors on the Convene platform 

VI. Asset Management
    
      On-going, active asset, risk and portfolio management