# The Horizon Advantage

## Why invest in the Horizon Fund?

The Horizon Fund offers accredited investors the opportunity to spread a single investment across a managed portfolio of short-term, residential bridge mortgage loans originated and underwritten by Upright. You also get the benefits of:

### Instant Diversification

Instant diversification across multiple geographies,

borrowers, and projects.

### Simple Investment Strategy

No need to research and select individual projects.

### Avoid rate fluctuation

Short-term loans with fixed interest rates, minimizing the impact of rate fluctuation.

### Extensive Track Record

Each loan purchased by Horizon goes through a review by an experienced investment committee.

## Quarterly Highlights and Achievements

Since its inception, Horizon’s goal has been to introduce a unique investment product that enhances portfolio diversification while generating consistent quarterly income. You can read the fund's latest quarterly report below.

[Download quarterly report](https://info.upright.us/hubfs/HRIF%20Quarterly%20Investment%20Reports/HRIF%20Quarterly%20Investor%20Report.pdf)

3.16% - 5.72%  
### Quarterly return

$21.7M  
### Total Raised

77  
### Loans

$25.1M  
### Gross loan amount

\* As of 8/25/2025