#United States #New York #Roc360 #Insurance Fund #Residential Credit

Roc360 Launches $150 Million Insurance Dedicated Fund

On July 24, 2025, Roc360, a prominent player in the realm of real estate financing solutions, announced the successful closing of its inaugural Insurance Dedicated Fund (IDF), amassing $150 million in capital. This significant investment comes from a leading provider of annuity and retirement services, setting the groundwork for a pioneering initiative focused on residential credit assets.

The IDF embarks on a mission to allocate proceeds across a spectrum of residential mortgage assets and related securities, marking one of the first strategies in the IDF sector to exclusively target residential credit. By creatively structuring investment options for the insurance sector, Roc360 aims to deliver substantial value and insight into areas where insurance companies typically face restrictions, such as whole loan purchases or limited investment tiers in residential mortgage-backed securitizations.

A New Era for Insurance Investments

Michael Bennett, Managing Director and Head of Corporate Development at Roc360, expressed pride in launching this transformative fund. "We are excited to present our first Insurance Dedicated Fund offering. Our IDF program is designed to help insurance companies unlock relative value in the residential credit market, where they usually find themselves limited in terms of investment avenues."

This initiative not only promises to provide a fresh perspective for insurance investments but also plays a crucial role in supporting the renovation and restoration of aging housing stock throughout America. Bennett shared a commitment to better serve clients in the real estate investment sector and the necessary capital partners supporting these developments.

Tailored Solutions for Insurance Companies

Roc360 views the IDF as a complementary addition to its broader Insurance Solutions efforts. The aim is to simplify the investment process for insurance firms looking to delve into residential mortgage assets. This encompasses not only sourcing opportunities but also enhancing servicing and reporting processes for the investments made through the fund.

Managing the IDF is SALI Fund Services, which is known for its capabilities in creating and structuring dedicated insurance funds. Meanwhile, Roc360 Advisors LLC operates as the investment sub-advisor for the fund, leveraging their expertise to drive robust investment strategies.

About Roc360

Founded in 2014, Roc360 stands as a vertically integrated financial services platform tailored for residential real estate investment financing. Based in New York City, Roc360 has established a reputation for originating and acquiring a multitude of brands, collectively funding over $30 billion in loans with a robust suite of financial solutions—spanning underwriting, servicing, insurance, and risk management. The driving mission is to empower real estate investors through scalable and data-driven capital solutions that meet their unique needs.

About Roc360 Advisors LLC

Roc360 Advisors LLC is registered with the U.S. Securities and Exchange Commission (SEC) and provides investment advisory services chiefly focused on the residential mortgage markets. Their expertise positions them strategically within the complex landscape of mortgage investments, aiming to create tailored solutions for clients.

About SALI Fund Services

SALI Fund Services, part of JTC Group since 2002, is recognized as the leading provider of structured insurance funds. They cater to a diverse array of investment managers, enabling the creation of compliant insurance dedicated funds that can be offered solely through Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) platforms. Presently, SALI boasts over 180 insurance dedicated funds available to major life insurance firms, both onshore and offshore.

With the launch of this $150 million Insurance Dedicated Fund, Roc360 not only embraces an opportunity for real estate investment but also reinforces its commitment to innovation in financial solutions within the real estate sector.

For further information on Roc360 and to stay updated on its financial services, please visit www.roc360.com.