Investment Benefits

• 

  (Link to PDF File)

  Security– The majority of all Fidelis loans are first trust deeds. We target income-producing properties. Average LTV on the portfolio is 60%

• Income Stream – Our loans provide a safe, predictable, fixed income to the investor with distributions made quarterly.
• Yield – The fund is currently yielding a competitive, consisten return paid quarterly.
• The minimum investment required – Get started with a little as $50,000 investment as an accredited investor.
• Diversification – The investment risk and return on investment are spread over multiple loans.
• Compounding Interest Available – Investors may automatically reinvest interest distributions to take advantage of compound interest. Note: this benefit is not available in other fractional interest investment vehicles.
• IRA Investment Opportunity – Invest through your IRA or Pension Plan to take advantage of the tax benefits.
• Remain Fully Invested – Funds are invested immediately using a line of credit for cash management and stay working. Note: this is unlike fractional interest trust deeds where timing and change of investments can require constant investor involvement resulting in lower overall returns.
• Hedge Against Inflation – Limited interest rate risk since all loans are short term 3 years or less.
• Liquidity – Investors may, with proper notice, withdraw their investment after one year with no penalty.