A diversified cash-flow fund built across three rate cycles. Workforce housing, multifamily, NNN commercial, development, and credit. Five non-correlated asset classes, monthly distributions, $50,000 minimum.
Most syndicators specialize in one vertical and live or die by that single market. SIMM has run five. Workforce housing, multifamily value-add, NNN commercial, development, and credit have moved in different directions through three rate cycles, and that is the point.
When rates rise, credit and NNN carry. When rents accelerate, multifamily and workforce housing carry. When construction pipelines thin, development carries the spread. The monthly distribution does not depend on any one of them performing in any one quarter.
That is what twenty years of compounding the same discipline buys an investor. Not a thesis on a market. A thesis on owning five of them at once.
Rust Belt and Midwest rental demand that coastal sponsors ignore.
Value-add acquisitions with operational rent capture.
Net-lease tenants underwriting durable rent over rate cycles.
Ground-up where the spread to stabilized cap rates is paid in cash.
Senior and mezz positions earning yield when equity steps back.
The Diversified Real Estate Cash Flow Fund deploys across five non-correlated strategies. Allocation is rebalanced as the cycle changes. Allocations below are estimated for the 2026 series and are not promised; the fund is open-ended with monthly distributions to accredited investors only.
“We started in 2006. We have underwritten through three rate cycles. The fund is built around five non-correlated asset classes because we do not want any single market or rate environment to determine your monthly distribution.”
Fifteen minutes. Walk through the current series and the 2026 allocation across the five asset classes. We will share the historical track record document and explain the monthly distribution mechanics.