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Fund Momentum is a professionally managed interval fund providing investors access to institutional-grade real estate and alternative assets—typically unavailable to individual investors.

Unlike open-end mutual funds, interval funds offer liquidity at set intervals (usually quarterly). This structure allows the fund to invest in less liquid, higher-yield assets while still providing periodic redemption opportunities.

Our portfolio includes stabilized commercial real estate, multifamily properties, and select private credit and infrastructure opportunities designed to balance income, growth, and stability.

Fund Momentum is managed by an experienced team of financial professionals and real estate specialists with decades of combined institutional investment experience.

The minimum investment is $25,000, though certain investors may qualify for lower thresholds depending on platform or advisory arrangements.

Redemptions are typically offered quarterly, subject to approval by the fund’s Board of Trustees and limited to a set percentage of outstanding shares each period.

The fund is designed for investors with a long-term horizon seeking exposure to income-producing alternative assets and who can tolerate limited liquidity.

Performance is updated monthly on our website and detailed in our quarterly reports, which include NAV (Net Asset Value) trends, distribution history, and portfolio allocation.

Yes. All investments carry risk. Key risks include market volatility, real estate market fluctuations, interest rate changes, and liquidity limitations. Please review our [risk disclosures] before investing.

Distributions are typically paid quarterly, representing income generated by underlying assets. Investors can choose to reinvest or receive distributions in cash.

Fund Momentum charges a management fee and operating expenses as detailed in the prospectus. We strive to keep fees transparent and aligned with industry standards.

Investments can be made directly through our online investor portal or through your financial advisor or brokerage platform that offers Fund Momentum.

Currently, Fund Momentum is available only to U.S. investors who meet eligibility and accreditation requirements.

NAV is determined by an independent valuation firm using third-party appraisals, market data, and audited financials to ensure accuracy and transparency.

You can access our Prospectus, Quarterly Reports, and Risk Disclosures directly on our website under the Investor Resources section.