Ascendant Legacy Group
Raising $5M

Hotels are the business.
Now you can own it.

The Hotel Debt & Equity Fund: branded economy, limited service or extended stay hotels, three pathways into hotel investing.

Pick your path →
Modern branded hotel at dusk

The concept

Everyone stays in hotels.
Few get to own them.

We're opening the door. One fund, one disciplined hotel strategy. You choose your path to invest.

$5M
fund size
3
ways to invest
5 yrs
hold period

Three ways in

Choose how you earn.

Path 1 · DebtFor the income-minded
8–10%
Projected debt return
  • $25K minimum
  • Monthly interest payments
  • Principal returned at exit
Path 2 · EquityFor the growth-minded
2X
Projected equity multiple
  • $25K minimum (first 10 @ $15K)
  • Dividends paid quarterly*
  • Principal + equity upside at exit
Path 3 · BothIncome and growth
8–10% + 2X
Projected debt return + equity multiple
  • $50K minimum (first 10 @ $40K)
  • Monthly interest + quarterly dividends
  • Principal + equity upside at exit

* Dividends based on hotel performance. Illustrative only. Target and projected returns are not guaranteed. See offering documents for full terms and risks.

The playbook

Simple. Focused. Strategic.

01
Economy, limited-service and extended-stay hotels
What we buy
02
Marriott · Hilton · IHG · Choice
Brands travelers know and trust
03
≤150 rooms
Right-sized assets
04
4 regions
Mid-Atlantic, Southeast, Midwest, Southwest

Brand examples

Brands you already know and trust.

Holiday Inn Express & Suites
Holiday Inn Express & Suites
An IHG brand
Hampton Inn & Suites
Hampton Inn & Suites
A Hilton brand
Home2 Suites
Home2 Suites
A Hilton brand
Comfort Inn & Suites
Comfort Inn & Suites
A Choice brand
TownePlace Suites
TownePlace Suites
A Marriott brand
Fairfield Inn & Suites
Fairfield Inn & Suites
A Marriott brand

Representative examples of target brands only; not properties owned by or under contract with the fund. Brand names and marks belong to their respective owners. Ascendant Legacy Group is not affiliated with or endorsed by them.

How each path pays

Path 1 · Debt: earn monthly income
$25K

Minimum investment

Paid
Interest paid monthly
At exit
Principal returned
Position
Secured debt, current income
Path 2 · Equity: own the upside
$25K

Minimum investment
(first 10 investors @ $15K)

Paid
Dividends paid quarterly
At exit
Equity principal returned
Position
Residual equity upside*
Path 3 · Both: income + upside
$50K

Minimum investment
(first 10 investors @ $40K)

Paid
Monthly interest and quarterly dividends
At exit
Debt and equity principal returned
Position
Residual equity upside* (equity investment only)

Illustrative only. Target and projected returns are not guaranteed. See offering documents for full terms and risks. * Based on hotel performance.

The team

Seven leaders. One strategy.

Focused on your returns. Six managing principals and one dedicated asset manager.

Jeffrey Boyd
Jeffrey Boyd
Managing Principal
Shirley Boyd
Shirley Boyd
Managing Principal
Aisha Fairfax
Aisha Fairfax
Managing Principal
Dr. Tatia P. Jackson
Dr. Tatia P. Jackson
Managing Principal
Michelle Jones
Michelle Jones
Managing Principal
Ronrico Robb
Ronrico Robb
Managing Principal
Tommy Beyer
Tommy Beyer
Asset Manager

The recap

The $5M opportunity at a glance.

Total raise
$5M
Fund first close
Q1 2027
Anticipated hotel acquisition
Q2 2027

The ask

Join the $5M raise.
Let's build a legacy.

  1. 1Submit an interest request
  2. 2Review the offering documents
  3. 3Commit before the Q1 2027 first close

The terms

Fund size
$5M
Debt minimum
$25K
Equity minimum
$25K (first 10 @ $15K)
Both minimum
$50K (first 10 @ $40K)
Debt return
8–10% projected
Equity multiple
2X projected
Hold period
5 years
Fund first close
Q1 2027
Anticipated acquisition
Q2 2027