The Horizon Advantage

Why invest in the Horizon Fund?

Horizon Fund offers accredited investors the opportunity to spread a single investment across a managed portfolio of short-term, residential bridge mortgage loans originated and underwritten by Upright. You also get the benefits of:

Instant Diversification

Instant diversification across multiple geographies,
borrowers, and projects.

Simple Investment Strategy

No need to research and select individual projects.

Avoid rate fluctuation

Short-term loans with fixed interest rates, minimizing the impact of rate fluctuation.

Extensive Track Record

Each loan purchased by Horizon goes through a review by an experienced investment committee.

Horizon Fund Performance

Quarterly Highlights and Achievements

Since its inception, Horizon’s goal has been to introduce a unique investment product that enhances portfolio diversification while generating consistent quarterly income. You can read the fund's latest quarterly report below.

7.7% - 9.1%

Quarterly return

$22.8MM

Increase in leveraged capital*

$4.10mm

New equity from investors

$60mm

Gross loan amount*

* As of 6/30/2024