Bear Holdings Group

Multi-Decade Experience | Multi-Cycle Execution | Proven Track Record

How Investing With Us Works

Investing in our customizable fund is simple and flexible. Instead of committing to a blind pool, you review and select individual deals that align with your goals, risk tolerance, and preferred timeline. Once you choose, your capital is invested directly into those specific opportunities, and you receive regular updates and performance reports for each one. As deals reach their planned exit — whether through a sale or refinance — your principal and returns are distributed back to you, giving you the freedom to reinvest and grow your portfolio on your terms.

Wilshire Apartments

New Construction Equity Raise: $10,500,000

Sponsor Co-Invest: $2,000,000

Projected Start Date: January 15, 2026

Location: Phoenix, Arizona

Deal Type: Ground-Up Development

La Jolla Westwinds

Capital Raise: $1,600,000 (Funded)

Projected Closing: October 15, 2025

Return to Date: N/A | Funded

Location: La Jolla, California

Deal Type: Value-Add Multifamily, Condominium Map

Previous Bear Holdings Group Transactions

Red Sage

Capital Allocated: $3,750,000

Final Return: 93.8% IRR | 2.9x EM

Location: Phoenix, Arizona

Deal Type: Value-Add Multifamily

Gateway

Capital Allocated: $2,821,041

Final Return: 107.1% IRR | 3.3x EM

Location: Phoenix, Arizona

Deal Type: Value-Add Multifamily

Serena Park

Capital Allocated: $4,050,000

Final Return: 67.3% IRR | 2.3x EM

Location: Phoenix, Arizona

Deal Type: Value-Add Multifamily

The Perry

Capital Allocated: $6,891,594

Final Return: 40.5% IRR | 2.2x EM

Location: Phoenix, Arizona

Deal Type: Value-Add Multifamily

How We Select Investments

  • Rigorous Underwriting: Every deal undergoes in-depth financial, operational, and market-level analysis to ensure realistic projections and strong, risk-adjusted returns.

  • Market Research: We focus on markets with consistent job growth, in-migration trends, and long-term economic drivers. -such as Phoenix and San Diego

  • Proven Operator Partnerships: We co-invest only with experienced, vetted operators who have a proven track record of execution.

  • Strategic Alignment: Each opportunity must support the fund’s income, growth, and portfolio diversification.

  • Downside Protection: All deals are stress-tested under conservative models to safeguard investor capital through changing market conditions.

Frequently Asked Questions

Who can invest in this fund?

Our fund is open to accredited investors who want access to curated private real estate opportunities and value the ability to build a diversified portfolio on their terms.

What kinds of deals do you invest in?

We focus on value-add multifamily, ground-up development, and select land/self-storage opportunities in Phoenix and Southern California. Each deal must offer operational or physical upside with strong projected returns.

How do you find your deals?

We source primarily through long-term broker relationships, networks, and direct-to-owner channels. Many of our best deals are never widely marketed — they come to us because of our reputation for closing.

Can I choose which deals I invest in?

Yes — unlike a traditional blind pool fund, our customizable structure lets you select only the deals that best match your goals and risk tolerance.

How do you decide if a deal is worth doing?

Every opportunity undergoes rigorous underwriting — rent comps, cost of capital, operational upside, exit projections, and downside scenarios. If it doesn’t meet our criteria for strong, risk-adjusted returns, we pass.

Why are you investing in today's market?

We believe that now is a rare opportunity. Rising rates and operational distress have created dislocation — but for disciplined operators, that creates value.

How often will I receive updates on my investments?

Investors receive regular performance reports and detailed updates for each active deal, so you always know how your capital is working for you.

How do you create value?

We reposition assets through renovation, lease-up, brand repositioning, and management overhaul.

How do you protect against risk?

Capital preservation comes first. We co-invest and underwrite conservatively. Every deal is stress-tested, and we operate in markets and product types where we’ve succeeded in the past cycles.

What are the expected returns?

Returns vary by deal, market conditions, and investment horizon. We focus on delivering attractive risk-adjusted returns by targeting well-vetted opportunities with strong fundamentals.

How are you aligned with investors?

We invest our own capital, and we offer full access to project performance through our investor portal. Transparency, co-investment, and long-term partnerships drive everything we do

How many deals can I invest in at once?

There’s no set limit — you can choose to invest in a single deal or build a diversified portfolio across multiple opportunities, depending on your goals and available capital.

How do I exit the fund?

Each deal has its own projected hold period and exit strategy, which may include a refinance or sale. When a deal exits, your capital and returns are distributed back to you. Because you choose your deals, you’re not locked into a single fund timeline — your exits match the specific deals you select.

www.BearHGFund.com

Arizona | California | Indiana | Michigan | Nevada

Disclaimer: This website and its content are intended solely for informational purposes. Nothing presented herein constitutes an offer to sell or a solicitation of an offer to buy any securities. Offers are made solely through the private placement memorandum (PPM) or other formal offering documents, which contain detailed disclosures and risk factors. Investors must be accredited under applicable laws.

Copyright © 2025  Bear HG Fund I. All rights reserved.