Investor guide & application
Read the investor guide, then complete the application sections that apply to you.
ISAZA CAPITAL / INVESTOR PERSPECTIVES
Investor information
ISAZA CAPITAL / DOCUMENTS
Investor documents
Explore the investor guide as a digital edition, then download the fillable application to complete and save on your device.
Review edition · English PDFs
Management & counsel brief
Internal / Not investor distribution. A reference for management and counsel; this is not an application.
Complete and return your application
- Download the fillable package and open the saved file in Adobe Acrobat Reader or another PDF reader that supports fillable forms. Complete the application sections that apply to you.
- Choose File → Save As and save a completed copy with your name in the filename. Close and reopen that copy to confirm your answers were saved.
- Attach your saved PDF to an email addressed to info@iimbc.com. Use the subject “Isaza Capital Investor Application” and include your name and phone number. Review the attachment, then send.
For supporting identity, tax or banking records, ask the IIMBC team how to provide them securely.
Open an email to IIMBC
Attach your completed, saved PDF before sending.
PRIVATE INVESTOR CONSIDERATION
Admission by application.
Allocation by approval.
A strong investment relationship begins with alignment. The proposed admissions framework considers financial qualifications, objectives, liquidity, and readiness for private real estate credit. Capital would be accepted at a pace supported by qualified opportunities.
PROPOSED OPENING ALLOCATION
$100,000A starting point for the conversation. Final minimums and participation terms will be established in the offering materials.
Request private considerationFinancial qualification
The proposed 506(c) approach calls for verified accredited investor status. Individual and entity qualifications are reviewed through the designated verification process.
Capital and liquidity alignment
An allocation that fits the investor’s overall circumstances, capacity to bear loss, and ability to remain invested through the applicable holding period and potential extensions.
Identity and source of funds
Identity, tax, beneficial ownership, and relevant funding-source information supplied through a designated secure process.
An informed commitment
Review of strategy, fees, risks, liquidity provisions, and governing documents, with room for questions and professional advisors.
Introduction
Share your interests, intended allocation, and horizon.
Private conversation
Discuss fit, liquidity, experience, and questions with the team.
Verification
Complete eligibility and identity review through the appropriate process.
Management review
Evaluate documentation, investment fit, and available allocation.
Accepted allocation
Following approval and accepted documents, receive verified funding instructions.
A FEW THINGS WORTH UNDERSTANDING
Considered questions.
Clearer conversations.
Do I own the properties?
The proposed model is a lending fund: pooled investor capital supports loans backed by real estate. Ownership, investor rights, and the fund’s collateral position are defined in the governing documents.
Are the loan terms my investment holding period?
They are separate. The strategy terms describe borrower loans. Investor holding periods, distributions, withdrawal restrictions, and extensions must be reviewed in the final fund documents.
How would distributions work?
The distribution schedule and calculation will be set in the offering documents. Loan collections, reserve requirements, expenses, and available cash shape what can be distributed.
Can I invest through an entity or involve my advisor?
Include that preference in your introduction. The team can discuss the entity, ownership documentation, eligibility, and questions your advisor would like to review.
What happens after I request information?
Your inquiry starts a conversation. It does not reserve an allocation or make an investment. The team discusses the proposed structure, available materials, and appropriate next steps with you.
THE NEXT CONVERSATION
Request investor
information.
Ask about the proposed structure, management, fees, risks, reporting and participation process. Our team can help you identify the information you need to review.
Start a private conversationProperty photography illustrates the proposed focus; pictured properties are not presented as fund holdings.
The IIMBC Edit
Financing updates from IIMBC.
Receive mortgage explanations, document checklists and updates from the IIMBC team.