Our Comprehensive Approach
As an investor in the Fund, you will gain a proportionate interest in all of the loans in the Fund’s portfolio. All loans will be secured by a first deed of trust (with few exceptions for subordinating debt).
Interest payments are distributed to investors each month. As an investor you may choose to receive a monthly distribution check or reinvest your monthly distribution.
All loans are underwritten by the Fund’s manager and are made pursuant to a strict set of guidelines as established in the Fund’s Private Placement Memorandum.
The Fund will secure loans on most types of commercial & residential properties including: Apartments, Industrial, Retail, Office, Mini Storage and Land.
Eligible investors include individuals, individual retirement accounts (IRA), Keogh plans, trusts and other entities owned by accredited investors. Minimum investment is $50,000.
Unlike traditional mortgage pool funds, the Fund is structured so that all revenue generated from making and servicing loans is received by the Fund, eliminating potential conflicts of interest between the Fund and its manager.
Here's a high level overview of what we do:
We pool capital from investors.
We make loans to qualified borrowers at above market rates, often for 6 to
36 month terms, and these loans are secured by real estate. These loans are made according to additional guidelines spelled out in a Private
Placement Memorandum (PPM).
Investors receive a preferred return on their investment, paid monthly.
The fund's managers work to achieve the highest yield possible for the fund.
The fund's profits, above and beyond the preferred returns paid to its investors, are distributed to the investors and managers quarterly. Investing in a mortgage pool fund is an excellent way to diversify your portfolio, and many investors appreciate the peace of mind afforded by having their capital secured by real estate.
rate of return!
You may have heard about mortgage pool funds from a colleague or friend, or you may have read about the unique advantages of investing in a real estate asset backed fund like the JW Capital Group.
As a JW Investor, you are able to increase your investment or decide to re-invest rather than take a monthly distribution (or vice-versa).
These securities are being offered under an exemption provided by SEC Regulation D Rule 506(c). Only accredited investors who meet the SEC Regulation D 501 “accredited investor” accreditation standards and who provide suitable verification of accredited status may invest into this Offering. Any historical performance data represents past performance. Past performance does not guarantee future results; Current performance may be different than the performance data presented; The Company is not required by law to follow any standard methodology when calculating and representing performance data; The performance of the Company may not be directly comparable to the performance of other private or registered funds or companies; The securities are being offered in reliance on an exemption from the registration requirements, and therefore are not required to comply with certain specific disclosure requirements; The Securities and Exchange Commission has not passed upon the merits of or approved the securities, the terms of the offering, or the accuracy of the materials.