By becoming a private lender who invests passively in real estate, you can earn fixed returns secured by tangible real estate assets. That means you have a steady, predictable return on your investment to help forecast and plan your future.

We are most interested forming relationships with people who’s interests align with our core values. Private Lenders typically commit a minimum of $250,000.00.

After receiving interest from a potential private lender, one of our team members will reach out to connect and share more information about what we do and address any specific concerns that may surface. If both parties share an interest in proceeding, an investment memorandum regarding potential upcoming projects is made available. Once a lender chooses a project, funds are wired to an account setup specifically to fund the purchase price or renovation. All wires are coordinated with our transaction coordinator and used for the specific functions described in the investment memorandum. After a project is complete, depending on the exit strategy, the property is either sold or refinanced. At this time our lenders are made whole and distributions are wired directly into the escrow account managed by World Class Title.

Distributions are payable by wire directly from our escrow accounts at World Class Title at the time of sale or refinance. The project duration will be specified in the investment memorandum.

We have never defaulted on a commitment to a private lender. We employ conservative underwriting with operational safeguards at multiple stages of our business process to ensure our team is not met with some challenge too great to handle. In the event of catastrophic failure or negligence, both managing partners personally sign every deal as a first line of defense to make complete our preferred private lenders. Should the debt exceed the resources of both partners personal balance sheets, all investments are protected by a first position debt service instrument that collateralize the real estate before allowing preferred private lenders to carry outstanding obligations. Again, we have never defaulted on a commitment to a preferred private lender. These relationships, many of which have developed over years of doing business together, are the lifeblood of our operation.

Many people are not aware that an IRA or 401K can be self-directed. You can put your IRA or 401K money into any investment you choose. First, you will need to be in control over where your investments go from your IRA or 401K. This starts by moving that money to an administrator/custodian that allows self-directed investments. There is no penalty for doing this because you are not taking a distribution. You are simply changing the administrator/custodian to one that allows you to self-direct where the funds go. Your gains will still be tax-advantaged, but with double-digit, fixed returns backed by tangible real estate. There are numerous custodians who allow self-directed investing, including Equity Trust, iPlan Group, Millennium Trust, Forge Trust, Kingdom Trust, and countless others.

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