WFP Opportunity Fund, LLC

Higher Risk-Adjusted Returns

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WFP Opportunity Fund, LLC

The WFP Opportunity Fund, LLC (the “Opportunity Fund”) seeks to provide attractive risk-adjusted returns to its investors through debt and equity investments in real estate within the United States. Such investments will include, without limitation, direct and indirect equity investments, joint ventures, deeds of trust and mortgages, participating loans and other real estate related investments. The Opportunity Fund generates revenues primarily through the return on its equity investments and on the interest paid on the mortgage loans and trust deeds in its portfolio by the underlying property owners. The Opportunity Fund targets a 12% annualized dividend, paid quarterly. Total return for the Opportunity Fund will primarily be paid through the quarterly dividend.

Wilshire Finance Partners, Inc. ("Wilshire"), the Opportunity Fund’s manager, believes legal characteristics of the debt and equity investments and the value of the real property related to such debt and equity investments, coupled with the fundamental strategies the manager employs, will enable the  Opportunity Fund to earn an attractive risk-adjusted return on the investment while mitigating various risks associated real estate investment.

Investments in the Opportunity Fund are offered to accredited investors pursuant to a Private Placement Memorandum (“PPM”) in accordance with Regulation D, Rule 506(c) under the Securities Act of 1933, as amended. Please consult the PPM for more information on the Opportunity Fund.

 

WFP Opportunity Fund Details
Charles Schwab; (SSID Number available through an Advisor)
Fidelity Investments CUSIP: 94699B948
TD Ameritrade CUSIP 93099C100
Call us regarding other platforms

Investment

Professionally managed hybrid fund investing in real estate secured debt and equity investments employing institutional quality execution with a select, pre-screened group of real estate investors on short-term real estate investments.

Investment Objective

Higher return on shorter-term portfolio investments.

Strategy Justification

Provide “smart, value-added capital” through strategic partnerships, joint ventures, co-investments, participating loans, higher yielding subordinate financing and joint ventures and other debt and equity investments with established real estate investors. Focus on residential and commercial properties where there is an opportunity to generate greater returns for the fund’s investors relative to risk. The fund’s primary objective is above average returns on a risk-adjusted basis.

Minimum Investment

$100,000

Load Fees & Commissions

None charged by Wilshire or the Opportunity Fund.

Investor Suitability

Accredited Investors Only.

Target Investor Returns

12% annualized returns, paid quarterly.

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866.575.5070

Info@WilshireFP.com

Investments@WilshireFP.com

 

Wilshire Finance Partners

1400 Newport Center Drive, Suite 250

Newport Beach,  CA 92660

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© 2021 Wilshire Finance Partners, LLC

DISCLOSURES: 

The information contained on this website and the related communications are not an offer to sell or the solicitation of offers to purchase the securities of the WFP Income Fund, LLC, the WFP Income Fund REIT, LLC, the WFP Opportunity Fund, LLC, loan or trust deed investments, participations or other securities offered by or through Wilshire Finance Partners, Inc. (individually and collectively, the “Securities”).  The purpose of this website and the related communications is to provide an overview of the respective Securities and their private placement. Persons interested in learning about the Securities and their private placement will be provided with the respective Private Placement Memorandum (inclusive of exhibits thereto and any supplements, the “Memorandum”), which provides a description of the Securities, the terms of their private placement, a discussion of risk factors, a copy of the limited liability company operating agreement for the respective fund (as applicable), a subscription agreement and other information related to the Securities.

This website and the related communications contain certain forward-looking statements regarding the Securities and the investment objectives and strategies of each of the Funds. The forward-looking statements are based on current expectations that involve numerous risks and uncertainties which are difficult or impossible to predict accurately and many of which are beyond the control of Wilshire, as the manager of the Funds. Although Wilshire believes that the assumptions underlying the forward-looking statements are reasonable, any of the assumptions could prove inaccurate and, therefore, there can be no assurance that the forward-looking statements will prove to be accurate. In light of the significant uncertainties inherent in the forward-looking statements, the inclusion of such information should not be regarded as a representation by Wilshire, any placement agent, or any other person, that the objectives and strategies of the respective Securities will be achieved.

Investments in the Securities may only be made solely by accredited investors (which for natural persons, are investors who meet certain minimum annual income or net worth threshold), who are provided with the Memorandum and who complete, execute and deliver the subscription documents included therein, and otherwise comply with the requirements contained therein.  Each of the Securities is being offered in reliance on an exemption from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”) and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the Securities Exchange Commission nor any other state securities commission or agency has passed upon the merits of or given its approval to the Securities, the terms of the offering, or the accuracy or completeness of any offering materials. Each of the Securities is subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell the Securities. Past performance is not indicative of future results. Investing in any of the Securities, including the Funds, involves substantial risk, including loss of investment, and is not suitable for all investors.

To the extent there is any inconsistency between the information provided in this website. The related communications and the Memorandum, the information contained in the Memorandum shall control.

Wilshire Finance Partners®, Proven Professional Performance®, Stable Income & Principal Protection®, and The Alternative Solution® are registered trademarks of Wilshire Finance Partners, Inc. © 2021 Wilshire Finance Partners, Inc.   All rights reserved.