Investor White Paper: Why Franchise Debt Belongs in Your Portfolio

Democratizing Access To Franchise Debt Investment Opportunities

Franchise debt is an attractive fixed-income asset that’s been out of the reach for most individual investors – until now. Recent regulatory changes stemming from the JOBS Act and advancements in technology are making this asset type widely accessible to qualified individual and institutional investors for the first time. Through ApplePie Capital’s franchise loan marketplace, qualified investors have a new opportunity to diversify their portfolio and generate attractive fixed-income returns through an investment type that to date has been the exclusive province of banks.

The Investment Thesis For Franchise Debt

Our white paper, Why Franchise Debt Belongs in Your Portfolio, articulates the reasons to invest in franchise debt. It explains the potential returns investors can earn, and why investing in franchise businesses may entail less risk than investing in other small businesses.

Why Franchise Debt Belongs In Your Portfolio

Strategic Perspective

The white paper explains the basics of franchises, their “business-in-a box” operating model, and the support and resources they receive from the franchisor. The analysis also examines the capital demand for franchise businesses and the significant economic role that the franchise industry plays in job creation. To wit, more than $45 billion in capital demand is projected for 2015. As important, the franchise industry is expected to account for 8.8 million jobs and over a half trillion in GDP in 2015.

Readers will also learn more about ApplePie Capital's approach to investment curation and our multi-factor credit risk model, which analyzes each opportunity at the franchisor brand and borrower level.  

Why Franchise Debt Belongs In Your Portfolio

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