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Investment Choices |
Yield2 |
Source |
---|---|---|
1st Trust Deed |
10.25%1 |
|
U.S. Treasury Note: 5 year |
4.125% |
|
U.S. Treasury Note: 2 year |
4.78% |
|
Certificate of Deposit: 2 year |
4.75% |
|
Contact us and learn how you too can realize strong returns while still pursuing a risk-averse strategy.
1) Yields vary by investment. Results are not guaranteed but reflect typical investor experience.
2) as of August 8, 2023
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Disclosure: These executive summaries should not be used to make investment decisions. This page simply lists available California trust deed investments – presented for the purpose of helping you select opportunities that meet your personal investment goals. Upon request, we will provide you with a complete “due-diligence investor package”. This package includes, but is not limited to: lender purchaser disclosure statement, preliminary title report, loan application, certified appraisal, lenders instructions, copy of note, copy of deed of trust, credit report, income verification, truth-in-lending, hazardous materials certificate and indemnity agreement, agreement to procure a loan & lender-borrower escrow instructions, multiple lender addendum to lender purchaser disclosure statement, purchaser disclosure, loan servicing agreement, and fire insurance. Only after your review of all applicable documents and the decision that the investment is appropriate for you (and after you have read and understand the California Bureau of Real Estate’s “Trust Deed Investments – What You Should Know” guidelines) should an investment be made.
Quality Borrowers
Strict underwriting is focused on the borrower's ability to perform.
Risk Averse
Protect your investment with strong collateral.
High Yields
Diversify your portfolio with strong returns that fit your investment goals.