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.
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.
Pasadena, CA
Acquisition and Renovation for Single Family Residence
Los Angeles, CA
Distressed Retail refinance
West Covina, CA
Mulifamily Development Acquisition