Real Estate Tax Liens: Contracyclical Diversification

During this live webinar Nathaniel Phillips, Managing Partner of Iberville Capital, discusses the real estate tax lien asset class. Real estate tax liens provide attractive rates of return, priority ranking, and may add contracyclical diversification to your portfolio.

Nathaniel shares his experiences with sourcing, managing, and exiting tax lien portfolios over the last thirteen years; starting just before the 2008 financial crisis and continuing through the recent economic disruption.

Sponsored by

Iberville Capital is a contracyclical real estate debt fund investing in super-priority property tax liens sold by local governments. The fund’s investment strategy seeks to acquire liens on properties with high intrinsic value and emphasizes returning blighted properties to commerce. Assets of the fund have attractive debt to equity ratios, superior lien ranking, and real estate acquired via foreclosure generally maintains significant equity above its cost basis. The fund also engages in opportunistic value-adds which work to strengthen communities by converting blighted properties to affordable housing.

Iberville’s management has over a decade of experience in the space and the infrastructure to acquire, service, and exit large tax lien portfolios. The fund’s fee structure is competitive and returns to date are well-positioned against other fixed income and real estate offerings.

The fund’s geographic focus is the Deep South and it is headquartered in New Orleans, Louisiana. www.ibervillefund.com.