FUND GOALS & TARGETED RETURNS
The Fund investment objective is to generate a net annualized after-tax 6 ~ 9% income to investors by investing in high yielding secure U.S. mortgages.
- U.S. Treasuries are 2.6%
- U.S. Inflation is currently 2.1%
Investment Strategy
The Fund invests in short-term commercial bridge loans to seasoned real estate owners located in key United States metropolitan areas.All loans are secured by deeds or mortgages on real properties with ample equity, mostly as 1st trust deeds.
Liquidity
Our loans have maturities of three years or less and are typically repaid in less than two years.
Tax Free and Privacy
Non-U.S. investors receive income from the Fund entirely free of U.S. federal and state income taxes. Investor will achieve great privacy by investing through Gibraltar, an overseas territory of the United Kingdom and currently part of the European Union.
