Funds

Capital Raising: Understanding Commissions, Referral Fees, and Finders Fees

By |2024-01-12T10:32:29-06:00January 24th, 2024|Operations|0 Comments

As a private lender, it’s important to understand what’s legally permissible when you compensate someone who helps you raise money for your fund. Finding investors is one of the biggest challenges fund managers face. Often, fund managers meet individuals who are willing to help raise money in exchange for a fee. Unfortunately, this type of [...]

By |2024-01-12T10:32:29-06:00January 24th, 2024|Operations|0 Comments

The Cost of Waiting

By |2020-05-12T18:44:18-05:00May 12th, 2020|Strategy|0 Comments

Investors weigh the pros and cons of individual deeds of trust versus funds. Investors choosing to invest in individual deeds of trust instead of a fund have been frustrated over the past year, especially in California. Just after the Great Recession, individual deeds of trust not only were plentiful but also earned a relatively high [...]

By |2020-05-12T18:44:18-05:00May 12th, 2020|Strategy|0 Comments

Investing in Individual Deeds of Trust vs. Funds

By |2020-02-05T16:18:50-06:00February 4th, 2020|Strategy|0 Comments

Investors must consider regulations, liquidity, taxes and other factors that impact the rate of return. Options for investors clamoring  for yields often include investing  in individual assets. Those assets might be dividend-paying stocks, bonds, alternative assets such as  mortgages and so on. But there’s another option: investing in pooled  funds such as income mutual funds, [...]

By |2020-02-05T16:18:50-06:00February 4th, 2020|Strategy|0 Comments

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