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Pacific Southwest Fund Objective

In addition to preservation of investor capital, the Fund’s objective is to provide a fixed, 7.5% return to investors by identifying opportunities to purchase primarily performing, first-position notes from holders seeking to quickly cash out.


The Opportunity

The Pacific Southwest Note Fund is a unique and exciting new mortgage fund designed to target significantly higher yields than other traditional mortgage funds by utilizing proprietary software developed over 20 years to identify, negotiate and purchase seller carry-back mortgages (notes) at steep discounts.

These discounts allow the fund to consistently be able to provide distributions to members at a fixed, 7.5% return.


Investment Strategy

Purchasing existing notes as an investment strategy has evolved dramatically over the last 20 years. Once the domain of financial institutions and Wall Street private equity firms, Pacific Southwest Note Fund aims to provide the type of attractive returns once available only to sophisticated real estate investors. Notes are sold at discount for many reasons. Oftentimes it is due to the seller being in some form of financial distress and in need of liquidity. Other scenarios include death, divorce, or simply to desire to convert the note they hold into ready cash.

Key Terms

Minimum Investment $50,000
Fixed Investor Return:  7.5% 
Distributions: Monthly 
Profit Split:  n/a
Loan Asset Criteria:  Primarily 1st position notes, performing notes, and residential with some small commercial properties


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