How to Vet a Real Estate Fund: 5 Things Every Investor Should Ask

If you’re considering putting your hard-earned capital into a real estate investment fund, asking the right questions can make all the difference. Not all funds are created equal—and as an investor, you deserve transparency, performance, and peace of mind.


At AJX Capital, we encourage all investors to do their homework. Here are 5 essential questions every savvy investor should ask before committing to a real estate fund—and how AJX Capital confidently checks every box.


✅ 1. Who Is Managing the Fund—and What’s Their Track Record?


Why it matters:

Real estate is not just about numbers—it’s about execution. A fund is only as strong as the people running it.


Ask yourself:

  • Does the team have real-world experience in real estate acquisition, lending, and development?
  • Have they successfully navigated both strong and weak markets?
  • Do they have skin in the game?


How AJX Capital answers:

Our leadership team has decades of experience across residential flips, commercial investments, private lending, and fund management. More importantly, we invest alongside our partners—because we only offer what we believe in.


✅ 2. How Is the Fund Structured and What Are the Terms?


Why it matters:
Transparency around how the fund operates—including fees, liquidity, and payout schedules—is critical.


Ask yourself:

  • Is the fund open-ended or closed-ended?
  • Are there hidden fees that eat into returns?
  • How often are distributions made?


How AJX Capital answers:
We offer a clear, investor-friendly structure with no hidden fees. Returns are paid on time, and you’ll receive regular reporting that outlines performance, upcoming projects or investment opportunities, and how your capital is working for you.


✅ 3. What Kind of Assets Will I Be Investing In?


Why it matters:
You want diversification—but also confidence that the asset class and markets are strategically selected for growth.


Ask yourself:

  • Does the fund invest in residential, commercial, or mixed-use properties?
  • Are the markets growing or oversaturated?
  • Is there a clear acquisition strategy?


How AJX Capital answers:
Our fund is diversified across residential and commercial properties in emerging and stable markets. We focus on value-add opportunities and below-market acquisitions, giving you both upside potential and downside protection.


✅ 4. How Are Risks Mitigated?


Why it matters:
All investments carry risk, but good operators have systems in place to protect capital and preserve returns.


Ask yourself:

  • Is there a clear risk management strategy?
  • Does the team use conservative underwriting?
  • Is there a buffer for market changes?


How AJX Capital answers:
Risk mitigation is built into every AJX deal. We negotiate aggressively, underwrite conservatively, and operate in-house—so we control every step from purchase to rehab to exit. Our focus is on long-term growth, not short-term hype.


✅ 5. How Will I Stay Informed About My Investment?


Why it matters:
Passive shouldn’t mean out of the loop. Regular communication builds trust.


Ask yourself:

  • Will I receive consistent updates?
  • Is reporting clear and professional?
  • Can I speak to someone if I have questions?


How AJX Capital answers:
We believe in over-communication. You’ll receive regular performance reports, deal updates, and access to a dedicated investor relations team. We treat every investor like a long-term partner—not just a number.



Put Your Capital to Work with Confidence


At AJX Capital, we don't just promise results—we deliver them through a proven model:

You fund it. We flip it. You earn.


By investing with AJX Capital, your money supports real properties, managed by real experts, delivering real returns. We specialize in second-position lending—designed to provide attractive, consistent cash flow without the hassle of managing properties yourself.

Curious how this fits into your strategy?


Schedule a no obligation call below to learn more and see if it’s the right fit for your portfolio.


To your smart, predictable income,

The AJX Capital Team


Schedule a Call
By Mark Daguinod December 5, 2025
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By Mark Daguinod November 21, 2025
When most people hear “real estate investing,” they imagine buying properties, managing tenants, and spending weekends fixing leaky faucets. But that’s active investing and it’s not the only way to grow your wealth through real estate. At AJX Capital, we specialize in passive real estate investing, where your capital works for you, not the other way around. Still, many investors hesitate to get started because of a few persistent myths. Let’s clear those up. Myth #1: Passive Real Estate Investing Is Too Risky The Truth: Every investment carries some level of risk, but real estate — especially when managed by experienced professionals — is one of the most stable asset classes available. At AJX Capital, we mitigate risk through conservative underwriting, below-market acquisitions, and in-house management of every project. Unlike stocks, your investment is secured by real property , giving you a tangible layer of protection. Myth #2: You Need Millions to Get Started The Truth: Passive real estate investing isn’t just for institutional players. At AJX Capital, we partner with accredited investors looking to diversify their portfolios without the burden of active management. Our structure allows you to participate in large-scale projects — like high yield multi-unit properties and diversified funds for high-return fix-and-flips — without needing to buy or manage an entire property or projects yourself. Myth #3: Passive Investing Means No Control or Transparency The Truth: While passive investors aren’t involved in day-to-day operations, transparency is non-negotiable. At AJX Capital, we provide reports, performance updates, and open communication with our investor relations team. You’ll always know where your money is, how it’s performing, and what’s next.
By Mark Daguinod September 10, 2025
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