Investment Funds

FIRST TRUST DEED INVESTING

DIVERSIFY YOUR PORTFOLIO

 

Investment Strategy

HIGH-YIELD
HEALTHY MARGIN OF SAFETY

 

Case Study Investments

 

 

INCOME  

In today’s market WCG’s lending funds generate current income from 7-10% from borrowers that do not fit the conventional lending parameters.

 

PRINCIPAL PROTECTION

WCG’s loans are secured by a first lien on a house. Borrowers typically provide 20%-30% of the capital needed to buy the real estate.   Additionally professional developers enhance the value of the collateral through renovations that they fund with their own equity.

 

DIVERSIFICATION

Real estate including real estate debt is an important component of a well diversified portfolio.  An allocation to first trust deeds can reduce overall portfolio volatility and increase returns, as first trust deeds are not well correlated with either the stock or bond markets.

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STRATEGY

Williams Capital Group’s Lending Funds provide short-term, secured loans to borrowers who are in a crisis situations who do not qualify for traditional financing, have the equity, and capacity to service the note.  These loans provide investors with a steady stream of income from borrower interest payments while borrowers are able to access much needed capital for their projects.

 
 

Case Studies

The collateral for WCG’s loans are residential and commercial properties located in major metropolitan markets in California.  These development projects have substantial value added opportunity and the loans have a clear path to repayment based on market, property type and values.

 
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Pasadena, CA

Acquisition and Renovation for Single Family Residence

 

Los Angeles, CA

Distressed Retail refinance

 

West Covina, CA

Mulifamily Development Acquisition

 

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