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AlphaX RE Capital is a prominent real estate investment and development company deeply rooted in the Bay Area. 

As the fastest growing and most diversified real estate investment and development group in the past five years, we have established ourselves as a leader with unparalleled strengths in Silicon Valley and Southern California. Our business portfolio is extensive and multifaceted, encompassing a wide range of activities including the acquisition and development of residential projects, land acquisition, and securing land use approvals. Additionally, we provide loans, architectural and interior design services, comprehensive project management, as well as long and short-term rental management. Our expertise also extends to real estate sales and the supply of building materials, among other related services.

AlphaX RE Capital
Track Records

Currently, we manage assets exceeding $300* million and oversee more than 370* active projects. Our commitment lies in building a vertically-integrated U.S. real estate investment platform, headquartered in Silicon Valley, with a reach that extends throughout California and across the entire United States. We aim to offer professional, secure, and stable real estate investment opportunities tailored to a diverse range of investors. Our strategic vision is to radiate our influence and operations from our Silicon Valley base, creating a robust network that spans the entire state of California and beyond, ensuring we remain at the forefront of industry.

*Updated as of 6/1/2024, data is estimated

Track Records

Performance

Company Structure

Through extensive exploration and resource integration, we have established a comprehensive business model centered around residential real estate development. Our vertically integrated model ensures that we cover all bases: from acquisition to financing, and from design & construction right up to sales and rentals. Beyond that, our expansive services include loans, construction, comprehensive design solutions, rental management. We strategically employ two SEC-registered real estate equity and debt funds to optimize project investment and financing.

Company Structure

Construction

Pipeline

Ways to Invest

Ways to Invest
Featured Project

1. Fund

Real Estate Debt Funds offer an attractive investment opportunity by providing loans secured by real estate assets.
Quarterly dividend payout, 8% preferred return, 8%-10% projected annualized return
Starting Investment Amount: $100,000

  1. Withdrawal requests are processed on the 1st and 15th day of each month upon the Manager's approval. The approval decision to be made within 45 days of request.

  2. Fund must have available cash flow to satisfy the requested withdrawal and Manager may take into consideration other factors such as the Fund’s financial condition and prospective transactions in assets.

  3.  Withdrawal is at a first come first serve basis with quarterly and annual withdrawal amount limitation and subject to a processing fee.

  4.  Invistor is strongly advised to carefully review the "Withdrawal" Section of the PPM and Section 3.2 of the LLC Agreement for detail of a member's withdrawal rights.

01. RE Fund

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

Real Estate Debt Funds offer an attractive investment opportunity by providing loans secured by real estate assets.
Quarterly dividend payout, 8% preferred return, 8%-10% projected annualized return
Starting Investment Amount: $100,000

  1. Withdrawal requests are processed on the 1st and 15th day of each month upon the Manager's approval. The approval decision to be made within 45 days of request.

  2. Fund must have available cash flow to satisfy the requested withdrawal and Manager may take into consideration other factors such as the Fund’s financial condition and prospective transactions in assets.

  3.  Withdrawal is at a first come first serve basis with quarterly and annual withdrawal amount limitation and subject to a processing fee.

  4.  Invistor is strongly advised to carefully review the "Withdrawal" Section of the PPM and Section 3.2 of the LLC Agreement for detail of a member's withdrawal rights.

02. PIE Fund

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

Real Estate Debt Funds offer an attractive investment opportunity by providing loans secured by real estate assets. Quarterly dividend payout, 8% preferred return, 8%-10% projected annualized return.

 

Accredited investors only
Minimum Investment Amount: $100,000

Preferred Annual Return: 8% (Quarterly Distributed)

Annual Bonus: 2%+

Target Annual Return: 10%

Flexible Withdraw:

  • Withdrawal requests are processed on the 1st and 15th day of each month upon the Manager's approval. The approval decision to be made within 90 days of request.

  • Fund must have available cash flow to satisfy the requested withdrawal and Manager may take into consideration other factors such as the Fund’s financial condition and prospective transactions in assets.

  • Withdrawal is on a first come first serve basis with quarterly and annual withdrawal amount limitation and subject to a processing fee.

  • The investor is strongly advised to carefully review the "Withdrawal" Section of the PPM and Section 3.2 of the LLC Agreement for details of a member's withdrawal rights.

01. Debt Fund

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

02.AlphaX Debt Fund

02. Debt Fund BPDN

  • Type: Borrower Payment Dependent Note

  • Accredited investors only

  • Investment Amount: $50,000 - $2,000,000

  • Target Annual Return: 10%

  • Principal Lock-up Period: 12 Months (Based on Specifric Projects)

  • Tax Exemption for Foreigners

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

2. Featured Project

Featured Project

Location: near Apple headquarters, top monta vista school district

Minimum Amount: $100,000

Maximum Investment: ​$24,000,000

Anticipated Exit: 2025 Q4

Investor Returns: 

  • Note Investment: Fixed 10% /p.a 

  • Equity investment: Total return on equity 30%+ (projected)

Accredited investors only

Fully Subscribed

01. McClellan Rd, Cupertino

Manager; AlphaX RE Capital, Inc

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

Last update on 09/16/2023

McClellan Rd, Cupertino
Amenities near

Location: Campbell, Near Netflix HQ

Minimum Amount: $100,000

Maximum Investment: $ 6,500,000

Anticipated exit: 2024 Q3

Investor Returns: Note Investment fixed 10% /p.a

Accredited investors only

Fully Subscribed

02. Westmont Ave, Campbell

Manager; AlphaX RE Capital, Inc

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

Last update on 09/25/2023

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

03. 9th St, Buena Park

7682 & 7692 9th Street, Buena Park, CA 90621 is an 18-unit townhouse community development project, which includes 2 units of affordable housing currently not for sale. The developer (borrower) is undertaking the project in four phases. Phase 1 commenced in November 22023 with major works including land acquisition, design, utilities, grading and construction of the first four townhomes, which are expected to be sold out by September 2024. Each unit is priced between $820,000 and $830,000. The following phases-comprising 4 units in Phase 2, 4 in Phase 3, and 6 in Phase 4-are scheduled to be developed sequentially and anticipated to be completed and sold by December 2024, March 2025, and June 2025, respectively.

Location: Buena Park

Project Type: 18-unit Townhouse Community

Total Site Area: 30,039 Sq.ft

Average Gross Living Area/unit: ~2,247 Sq.ft to 2,257 Sq.ft

Accredited Investors Only

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

Manager: Rate DNA Capital, LLC

Last update on 02/27/2024

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

04. 9th St, Buena Park BPDN

Type: Borrower Payment Dependent Note

Location: Buena Park

Underlying Asset: 18 Townhouses

Underlying Security: 1st Position

Minimum Investment Amount: $50,000

Annual Return: 10% (Monthly Distributed)

Term: 12 Months

Accredited Investors Only

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

Note: [This item is a 506(c)* and the investor needs to be a QIB*] *506(c): Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that: all purchasers in the offering are accredited investors, the issuer takes reasonable steps to verify purchasers’ accredited investor status, and certain other conditions in Regulation D are satisfied. Past performance is not indicative of future returns or Project results. Forward looking statements are not statements of historical fact and reflect Manager’s views and assumptions as of the date of the Presentation regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties.

Manager: Rate DNA Capital, LLC

Last update on 02/27/2024

AlphaX RE Capital is raising a $120-130 million fund to capitalize on the opportunity to invest in single-family residential (SFR) new construction or development projects in the Bay Area. We are targeting to develop 60 single-block villas as well as townhouses between 2023-2025.

Investment Project Package

Investment Project Package

BRRRR, which stands for Buy, Rehab, Rent, Refinance and Repeat, is a real estate investment strategy. This approach allows investors to achieve sustained success in the housing market. By purchasing properties with the potential to increase in value, renovating and refurbishing them, then letting them out to generate rental income, refinancing them to draw down on the increased value, and repeating the cycle investors are able to rapidly increase their capital and maximize their return on investment.

Customized Portfolio

01.BRRRR Project
Investment Partnership Opportunities

In our partnership model, you, as the client, provide the financial backing or purchase of the project and AlphaX RE Capital, as the project manager co-investor, is responsible for the overall management of the project. AlphaX thrives on our investors' success. We charge only a 30% promote on the profit, aligning our interests with yours.

Investment Partnership Opportunities

The information on this website is for informational purposes only and does not constitute an offering of securities. Any investment decisions should be based on specific offering documents provided by the issuer. Investing in securities involves risks, and individuals should consult with their own financial advisors before making any investment decisions. Past performance is not indicative of future results. The website owner and affiliated parties are not liable for any losses arising from the use of the information provided.

 

 

 

Conflict with Related Programs

  

The Manager and its managers, principals, directors, officers, and/or Affiliates may cause the Fund to join with other entities organized by the Manager for similar purposes as partners, joint venturers, or co-owners under some form of ownership in certain loans or in the ownership of repossessed real property. The interests of the Fund and those of such other entities may conflict, and the Fund controlling or influencing all such entities may not be able to resolve such conflicts in a manner that serves the best interests of the Fund.

 

Risk Factors

Investment Risk

  1. Credit Risk: This encompasses the likelihood that the issuer may default on interest or principal payments. Factors such as the issuer's credit rating, financial health, and track record of meeting debt obligations are critical considerations. Lower-rated issuers typically carry higher credit risk.

  2. Interest Rate Risk: Debt funds are sensitive to changes in interest rates. If interest rates rise, the value of existing bonds with lower rates decreases, leading to capital losses for investors. This risk is especially relevant for fixed-rate bonds with longer maturities.

  3. Reinvestment Risk: When debt securities held by the fund mature or are redeemed, the proceeds must be reinvested. Reinvestment risk arises when the prevailing interest rates are lower than the original yield of the maturing investments, potentially reducing the fund's overall returns.

Business Risks

  1. Industry Dynamics: Issuers may face specific risks related to their industry, such as regulatory changes, technological disruptions, or shifts in consumer preferences. These factors can impact the issuer's ability to generate sufficient cash flows to service its debt.

  2. Financial Health: The issuer's financial stability, liquidity position, and leverage levels are crucial factors in assessing business risks. High debt levels, inadequate cash reserves, or poor profitability could increase the likelihood of default.

  3. Management Quality: Competent and ethical management is vital for navigating challenges and seizing opportunities. Poor strategic decisions, governance issues, or management missteps could adversely affect the issuer's ability to honor its debt obligations.

  4. Market Positioning and Competition: Issuers operating in highly competitive markets may face pricing pressures, margin compression, or market share erosion. A weak competitive position could impair the issuer's revenue generation and cash flow stability.

  5. Regulatory and Legal Risks: Compliance with applicable regulations and legal obligations is essential for business continuity. Legal disputes, regulatory fines, or changes in legislation can disrupt operations and financial performance.

By assessing both investment risk and business risks associated with the issuer, debt fund investors can make informed decisions to manage their portfolio's risk exposure effectively. Diversification across issuers, industries, and regions can help mitigate specific risks while maximizing potential returns.

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