Contact Us
info@ballardbuilt.com

WAYS TO

Invest

Establish Your Legacy.

EQUITY FUND - Comprising Multiple investment opportunities.

We took all 9 of our previous funds over the last decade and optimized for the best investment looking at tax deferral and predictable returns in uncertain markets. Utilizing our 3 vertical approach offers greater enhancement to insure a successful fund.

Ultimate Partnership

Class A: Ownership Investment

With your Ulitmate Partnership corporate shares you will experience the gains and diversity of the entire Ballard Built portfolio.

We are offering corporate shares in a program designed for Institutional and Accredited Investors. We are accepting purchases up to $50M in class A Shares. This program would receive 15% of all company profits after expenses. We allow you to participate alongside of us in all of our ventures, including assets owned, neighborhood development, new construction in both residential and commercial projects.

OPEN UNTIL FiLLED

Summary


250K minimum
investment


16% targeted
return annually*


Access to VIP one-off
investments opportunities

Additional profit participation
upon exit of real estate holdings
(rental property)

Annual shareholder global retreat

*

In land development deals the term and payout will be from 36 to 48 months depending on the project. During this term there is no return or profits paid until the development is completed and sold. Some land projects are sold in 18 months, but the average is closer to 36 months. One land project may have several phases. As each phase is completed and sold a payout would occur. For this reason, the interest rate would be an IRR calculation and would affect an annual return. For example, there may be no return for the first two years but a “triple” return in year three causing your IRR to increase.

Fleetwood Financial LLC

Equity Fund

We took all 9 of our previous funds over the last decade and optimized for the best investment looking at tax deferral and predictable returns in uncertain markets. Utilizing our 3 vertical approach offers greater enhancement to insure a successful fund.

The Fleetwood Financial LLC (Fleetwood) is a great place to start investing with Balco. Fleetwood seeks to deliver our time-tested risk-adjusted returns to investors by focusing on micro lending opportunities for those investing $100,000 – $475,000.

Fleetwood provides capital for the right lending infrastructure and strategic resources through the duration of the investment cycle. This fund targets 10.5% annual returns + distribution.

ANNUAL returns

ANNUAL returns

10.5% Targeted ANNUAL returns + Distribution

Summary


13.44% Targeted 5 Year IRR


18.3% Targeted 10 Year IRR


Tax Deferred Growth


Each Share is $25k


Distribution Targets Begin After Year 2


Returns above the growth
threshold become a waterfall
distribution–payout expected
after the first 24 months.

3T Legacy Fund LLC

Equity Fund

The Legacy Fund LLC (LF) seeks to deliver our time-tested risk-adjusted returns to investors by focusing on micro lending opportunities for those investing over $1,000,000.

The LF provides capital for the right lending infrastructure and strategic resources through the duration of the investment cycle. This fund provides 12.5% annual returns + distribution.

Annual returns

tax implications of real estate investments

Annual returns

12.5% Targeted Annual returns + Distribution

Summary


17.23% Targeted 5 Year IRR


22.18% Targeted 10 Year IRR


Tax Deferred Growth


Each Share is $25k


Distribution Targets Begin After Year 2


Returns above the growth threshold
becomes a waterfall distribution – payout expected after the first 24 months.

Balco Management  has a proven track record in lending through the Fincap program. Join our current partners that take advantage of this proven model.

Marshall Elliott

Equity Fund

The Marshall Elliott (ME) Fund seeks to deliver superior risk-adjusted returns to its investors by focusing on industries where inefficiencies are discovered, and favorable market conditions exist. The ME vets and partners with proven best-in-class operators within a given industry, providing capital and strategic resources through the duration of the investment cycle.

The ME primary objective is to engage in favorable equity, funding, or lending to conservative and high-yielding investment opportunities. We emphasize investing in real estate development, strategic debt opportunities, and agribusiness.

12-14% TARGETED OVERALL RETURNS

12-14% TARGETED OVERALL RETURNS

12-14% Targeted overall returns

Summary


Fully diversified across Balco’s portfolio


4 yr investment with optional buy-out after 2 years


Minimum investment of $100K


K-1 Participation with depreciation of held assets


Annual Payout: MAY 31st

3T Alpha

Promissory Note (Limited-Time)

The 3T Alpha promissory note offers a 6% COC (cash-on-cash) return annually plus profit participation targeting an additional 6% return. It is used for our short-term pursuits in all three of our affiliate offerings: Lending, Real Estate and Agribusiness. This option allows liquidity after 9-24 months and, depending on investment vehicle, gives the ability to profit share through the offerings selected. Balco Management is the operating manager for investment, development and lending positions.

12% TARGETED RETURNS

12% TARGETED RETURNS

12% Targeted overall returns

Summary

 

Diversified across Balco’s affiliate platform


9-24 month investment


Minimum investment of $100K

 

Annual Payout: MAY 30TH. 6% paid on AP, profit share paid out when asset sells


Liquidity available after 90 day notice once annual anniversary date of one year is achieved

You have direct access to our team at all times.

Team Access

We enjoy cultivating relationships and pride ourselves in hospitality, viewing each investor as a significant member of the Ultimate Investing Experience.

Real Estate Program
Is Full

Currently, OUR ballard built program funds are full. Please Check Back Soon.