Capital Preservation Fund | Secure Wealth with Real Estate
In uncertain markets, protecting your principal is the first step to protecting your future. For investors who want both security and opportunity, the time to act is now.
A capital preservation fund is an investment strategy designed to protect principal while delivering modest, consistent returns. Blue Bay Fund I achieves this through real estate–secured notes, offering collateral-backed income, conservative risk mitigation, and full transparency.
Our strategy delivers consistent, real estate–secured income with conservative risk mitigation and transparency—so you can preserve your wealth, provide for your family, and invest with purpose.
We welcome conversations with accredited investors seeking a thoughtful, proven approach to wealth stewardship.
What Is a Capital Preservation Fund?
Because peace of mind shouldn’t depend on market moods.
A capital preservation fund is structured to protect the principal investment while producing modest, predictable returns. Its core philosophy is simple: avoid losses. on met moods
Built on Stability: Low-Risk Assets That Protect Your Principal
These funds typically rely on low-risk assets such as:
U.S. Treasuries
Short-duration municipal bonds
High-grade corporate debt
However, in a market where inflation can outpace conservative yields, traditional strategies often fall short. Investors are increasingly turning to alternative investment solutions that offer more control, stronger cash flow, and real asset protection.
Why Capital Preservation Funds Are in High Demand Today.
Because your wealth should serve your future — not survive the markets.
Today’s investors are navigating turbulent markets, rising interest rates, geopolitical risk, and inflationary pressure. The instinct to preserve capital is not about fear—it’s about long-term strategy. It reflects a shift from speculation to sustainability.
Many accredited investors are now focused on:
Protecting generational wealth
Reducing exposure to market volatility
Creating consistent, dependable cash flow
Maintaining control and clarity in uncertain times
Real Estate Notes: One of the Best Funds for Capital Preservation
Because true security is knowing your investment is backed by something real—and real estate notes offer exactly that.
Real estate notes are debt instruments secured by real property. When you invest in a real estate note, you're acting as the lender—not the property owner. The borrower repays the loan with interest, and if they default, the secured property can be foreclosed on and sold.
Why investors trust this approach:
First-position notes ensure repayment priority
Tangible asset security reduces downside risk
Predictable monthly payments provide steady income
Low correlation to stock market volatility adds stability
How Blue Bay Fund I Compares to the Best Capital Preservation Funds
Because your legacy deserves more than a promise — it deserves proof.
Because your legacy deserves more than a promise — it deserves proof.
Blue Bay Fund I mirrors the mission of a traditional capital preservation fund through real estate–secured debt.
Every note is:
A recorded lien, of public record
Underwritten with conservative criteria
Secured physical real estate
Screened for performance and risk reduction
100% invested by the fund manager 1st
We exclude speculative sectors like unsecured credit or volatile tech. Instead, we focus on properties and assets that produce predictable income and retain real value. What makes Blue Bay Fund the best capital preservation fund, is the fact that our fund manager, personally invests 100% into every loan.
Then, as our fund investors allocate their invested capital to a note, they are replacing our fund managers' capital. This approach ensures every partner in Blue Bay Fund has the confidence and assurance that the fund manager believes in each loan's underwriting to personally invest the full amount of the loan before ever presenting it to our investors.
Internal Link: Link “due diligence process” to /due-diligence
Who Is the Fund Manager Behind Blue Bay Fund I?
Because the best investments begin with a leader you can trust.
Edwin D. Epperson III is more than the managing partner of Blue Bay Fund I — he is the steward of every investor’s capital.
A former U.S. Army Green Beret, Infantryman, and Combat Diver, Edwin’s military career taught him the discipline, precision, and integrity that now define his investment leadership. These values, forged in high-stakes environments, now guide every decision made within the fund.
Beyond numbers, Edwin sees his role as one of stewardship — ensuring that every investor’s capital is handled with the same care and accountability he brought to his military service.
Make it stand out
With extensive experience in real estate–secured investment strategies, Edwin combines tactical decision-making with a deep commitment to protecting and growing investor wealth. His leadership is grounded in:
Rigorous due diligence and risk assessment
Prioritizing principal protection before profit
Transparent communication with investors
Aligning fund strategies with long-term legacy goals
Investor Success Stories
Because the best returns are measured in confidence and peace of mind.
Make it stand out
One long-term investor joined Blue Bay Fund I seeking stability after years of unpredictable market swings. Within the first year, they reported consistent monthly income and peace of mind knowing their capital was secured by tangible assets.
Because the best returns are measured in confidence and peace of mind.
One long-term investor joined Blue Bay Fund I seeking stability after years of unpredictable market swings. Within the first year, they reported consistent monthly income and peace of mind knowing their capital was secured by tangible assets.
Is a Capital Preservation Fund the Right Strategy for You?
Because your wealth should protect your life — not consume it.
You may be ready for a capital preservation strategy if:
You’re nearing or planning for retirement
You’re preparing for a liquidity event
You’ve already built your nest egg and want to protect it
You value control, consistency, and reduced risk
FAQs – Common Questions About Capital Protection
What is a capital preservation fund?
A capital preservation fund aims to protect your principal investment while generating above-average market returns through low-risk assets.
What are the best capital preservation funds for 2025?
The best capital preservation funds offer secure, collateral-backed income, conservative underwriting, and a proven performance history.
Are real estate notes one of the best funds for capital preservation?
Yes. Real estate notes provide tangible collateral, predictable cash flow, and repayment priority, making them one of the best funds for capital preservation in volatile markets.
Are capital preservation funds safe during inflation?
Traditional preservation funds often struggle to keep pace with inflation. Many investors turn to real estate–secured funds for inflation resilience.
Who should consider capital preservation funds?
Any investor seeking stable returns, reduced volatility, and principal protection—especially those nearing retirement or preparing for a liquidity event.
Because protecting wealth is not just about numbers — it’s about what those numbers make possible.
Preserve what matters.
Whether you're exploring a traditional capital preservation fund or seeking a more dynamic alternative, Blue Bay Fund I offers both stability
[Schedule a Call]
[Download the Capital Preservation Guide]
