Becoming an investor with us is a pretty straightforward process. After contacting us to be an investor, we will send you a “welcome email” and add you to our Investor email database. This database is managed by our Marketing Director and never shared or sold. In this Investor welcome email, we include the following attachments :
- An example of what our Trust Deed Offerings look like as we email these out to you.
- An investor legal questionnaire form which is simple to fill out and is required by the State prior to investing in any TD offerings.
- CA Bureau of Real Estate Trust Deed Investing booklet for further information on investing.
- An Investor Newsletter from our Broker to our Investors.
When You Receive Trust Deed Emails From Us
If you have any interest in an offering, reply to the email as soon as possible. Do not delay hours or days doing further research, because these opportunities go quickly. Your response goes directly to both our Broker, Ken, and our Loan Originator, Ari. They will know you have an interest and will respond to any questions you may have.
If it is decided you are going to be the Investor for a particular loan, Ari or Ken will email you a full loan package, and at this time, you can do a more thorough review of the opportunity. If the trust deed has already been sold, you will be informed and they will keep more offerings coming.
Note: You will always hear back from us within 24 hours no matter if you become the investor or not in a particular deed of trust. If you do not receive an email from Ken/Ari, please do call our office at 707-523-2099 so we can resolve any potential email/spam issues.
Fill This Out To Receive Specifics About Becoming An Investor With Us.
There is no obligation to you and we guarantee your privacy. We are a licensed Broker and have worked with multitudes of private investors, some with us since 1988.