Learn how our insightful investment strategies focus on high returns while structuring risk away from you.
In today’s economic environment, you know how challenging it is to locate investments with high yields and low risk. Equities are volatile and fraught with risk, while the usual safe investments, such as bonds and CD’s, are encumbered with persistently low interest rates.
All things being equal, private investors may be better served by small, unlisted, private partnerships than by global, publicly listed, full-service investment firms.
Our investors appreciate that we provide a more intimate form of money management. It gives them more control over the transactions they choose to participate in and insulates them from external shocks that may happen far away.
Investing Alongside Qualified, Savvy Real Estate Investors
We offer you the opportunity to invest along with us and our other investors, so you benefit from our core principles in money management. We work only with experienced, world-class real estate operators and sponsors, and we structure risk away from our investors.
Our Four Areas of Focus:[vc_tabs timeline=”1″] [vc_tab title=”#1″ icon=”” active=”1″]Granular Operators
Value-driven operators who have a proven investment strategy that secures underperforming and underutilized assets for strategic repositioning through hands-on management.[/vc_tab] [vc_tab title=”#2″ icon=”” active=”0″]Opportunistic
Focuses on higher-growth opportunities, such as land development initiatives.
Management maintains partnerships with a number of prominent developers who identify geographic regions that are experiencing economic expansion, as evidenced by job creation and population growth.[/vc_tab] [vc_tab title=”#3″ icon=”” active=”0″]Stabilized Asset Operators
Established funds that invest directly in stabilized, income-producing assets, such as LP secondaries.[/vc_tab] [vc_tab title=”#4″ icon=”” active=”0″]Capital Providers
The lack of financing sources for middle-market distressed, opportunistic and value-added assets has resulted in an excellent environment to be an insightful provider of capital.[/vc_tab] [/vc_tabs] [vc_separator type=”” size=”” icon=”chevron-circle-down”] Contact us to discuss your investment goals.
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This is not an offer to sell, or solicitation of offers to buy, securities in states where such offer of solicitation cannot be made. This is not an offer to residents of Maryland, New York or New Jersey or where prohibited by state statutes. This website or advertisement shall not constitute an offer or solicitation to sell or buy securities in any state where registration of the security is required or where such solicitation or offer cannot be made.
Any advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed in this communication. We do not provide tax advice on any matter, therefore we are not providing any guidance to the recipient on a “more likely than not” or higher confidence level. This communication is not intended to be a reliance opinion within the meaning of Circular 230
|Frequent Opportunities on a Loan by Loan Basis|
|Capital is Raised as Needed|
|Loan Servicing Company:||Evergreen Servicing LLC|
|Lender Qualifications:||No Qualification Limitations|
|Minimum Investment Amount:||None|
|Target Return to Lenders:||10.00 – 12.00%|
|Interest to Lender:||Paid Monthly|
|Minimum Term to Lender:||As Long as Loan Runs
(average of 10.5 months)
|Type of Mortgages Investments:||First Lien, Interest Only, Trust Deed loans secured by a Deed of Trust securing Promissory Note personally guaranteed by the principal Borrower/s.|
|Lending Territory:||All States|
|Term of Loans:||Generally 12 to 18 months|
|Tax Treatment:||Interest Income