How Note Investing Works

When someone buys a house with a mortgage, they sign a promissory note. We buy those notes and receive the payments — so you don't have to.

The 60-Second Explanation

When a borrower gets a mortgage, they sign:

1

The Note

Promise to repay the loan

2

The Mortgage

Ties the promise to the property

Banks sell these notes. Here's what happens:

Bank

You

You step into the bank's shoes.

The homeowner's monthly payment now goes to you.

Here's what makes our fund different:

  • We do all the work. Our team finds, underwrites, purchases, and manages every note.
  • You stay completely passive. No paperwork, no borrower calls, no decisions to make.
  • You just collect returns. We handle the complexity; you receive the income.

If a borrower stops paying? We handle it — loan modifications, workouts, foreclosures. The property is always there as collateral, and you never have to lift a finger.

💡 Think of it like this: You invest, we operate, and the real estate secures everything. That's truly passive income.

How Our Fund Works

Your investment flows through a proven system — here's the path from your capital to your monthly income.

1

You Invest Capital

$50K minimum. Most use SDIRAs for tax advantages.

2

We Acquire Notes

Every note goes through rigorous underwriting.

3

Borrowers Pay

Notes secured by residential real estate.

4

Servicer Collects

Third-party handles all borrower interactions.

5

You Get Paid

Monthly distributions deposited to your account or SDIRA.

Quarterly Reports

Full transparency. You'll see exactly how the portfolio is performing, what notes we hold, and how your investment is allocated.

Third-Party Custody

NAV Fund Services ($350B under administration) handles all payments and accounting.

What Protects Your Investment

Real Estate Collateral

Every note is secured by physical property. If the borrower stops paying, we can foreclose and recover from the property sale.

Equity Cushion

We buy notes at a discount and require significant borrower equity. This cushion protects against property value fluctuations.

Rigorous Underwriting

Every note is evaluated: property value, borrower history, title review, documentation. We pass on far more deals than we buy.

The Power of Reinvestment

See how your investment can grow with automatic quarterly reinvestment.

No additional deposits required — growth comes entirely from reinvested interest

$250,000
$50K minimum $2M+

Monthly Interest

Available as income or reinvested

$1,771

15-Year Growth Comparison

See the compounding difference

Your Initial Investment $250,000
Take Monthly Income $632,500
Auto-Reinvest $878,423
Extra from compounding: +$245,923
View detailed projections at 3, 5, 10, and 15 years
Time Take Monthly Income Auto-Reinvest Interest

Monthly Income: Receive interest each month. Principal stays flat. Auto-Reinvest: Interest compounds quarterly — ideal for IRAs and long-term wealth building.

Your initial commitment is 24 months (Standard tier). Projections assume no additional deposits.

Common Questions

What happens if a borrower stops paying?

We have options: loan modification to get them back on track, foreclosure to recover the property, or selling the note to another investor. The property collateral protects your downside in all scenarios.

How liquid is this investment?

This is not a liquid investment like stocks. The commitment period is 12 months. At the end of your term, you can redeem with no penalty, subject to a 60-day processing window. This is designed for investors who don't need immediate access to funds.

Can I use my IRA or 401(k)?

Yes — about 70% of our investors use self-directed IRAs. Returns compound tax-deferred (traditional) or tax-free (Roth). We can introduce you to custodians who specialize in alternative investments.

How do you make money?

We charge a management fee and take a performance allocation after investors receive their preferred return. Our interests are aligned — we do well when you do well.

What's the minimum investment?

$50,000 minimum. After your initial investment, you can add additional capital at any time with no minimum. This is open to accredited investors only.

See What You Could Earn

Use our calculator to see what your savings could generate in monthly passive income.