top of page

Trust Deeds

Our private investors earn high returns of 4% to 15% annually by investing in our secured trust deeds. Our investors also use their “Self Directed IRA’s” to earn higher returns TAX FREE. Our secured trust deeds have 25% to 50% in equity and come with property and title insurance. Effectively our investors become the bank but earn much higher returns with monthly cash flow payments. 

​

Historically trust deed investing was only known about within affluent circles and by sophisticated investors. But that has changed and is now open to investors from all walks of life. Trust deed investing offers our private investors a secured investment and a great way to diversify their portfolio. Our unique Team of Experts at Birdview Properties has over 60 years of combined real estate experience so you can rest assured that you are in good hands.

 

Advantages of Investing With Us

 

Our properties have strong equity of 25% to 50% which gives our investors a strong safety net. Furthermore, our investors are provided with Title Insurance and are named on the Fire Insurance Policy to solidify their investment. Birdview Properties does not pool funds, which provides our investors more control. 

​

Monthly Payments Mailed to You

 

Birdview Properties handles all of the day to day operations in-house and sends profit checks to our investors on a monthly bases. We also take care of our own Property Management and      Project Management in house. This insures that each property is well taken care of and operating correctly.

​

What Is a Trust Deed Investor?

 

A trust deed investor is an individual who is seeking a higher rate of return by loaning private funds on an investment secured by real estate. A trust deed investor acts as the bank but receives a higher Return On Investment compared to investing in a Bank CD, Bond, Savings Account, Traditional IRA or sometimes a Mutual Fund. 

​

How Much Money Do I Need to Become a Trust Deed Investor?

 

In order to invest in a secured Trust Deed you normally need $50,000 or more in liquid funds.

 

Who Can Invest in Trust Deeds?

 

Individuals, corporations, LLCs, retirement funds, IRAs, 401Ks, Charitable Remainder Trusts (CRTs), Foundations, and family trusts can all invest in Trust Deeds.

​

How Safe Is It?

 

All investments carry some amount of risk and you should consult with your CPA and attorney. However, Birdview Properties secures your capital by real property, which allows you more control via a physical asset (i.e. Real Estate) that can be sold or rented out. Furthermore, you receive Title Insurance, Notarized Promissory Note, Recorded Trust Deed, you are named on the Fire Insurance Policy and our Trust Deeds have 25% to 50% in equity, which serves as your safety net. 

​

What Is the Typical Property You Loan on?

 

Our Team has over 60 years of combined real estate experience and have built a strong portfolio. Hence we do not work as Brokers. Our Trust Deed investments are secured by our own real estate holdings in California. We mainly focus on apartment buildings and commercial office buildings. In most cases, we have already repositioned the asset into its highest and best use. 

​

What Is the Yield?

 

The yield that our investors earn is 4% to 15%. The rate is determined based on the Loan to Value, length of the investment and is determined on a case by case basis. Yet this is disclosed up front and in writing before you invest. 

​

What Is the Loan to Value?

 

The Loan to Value (LTV) is 50% to 75%. Hence each investment has 25% to 50% in equity. Each trust deed is case specific and rates vary based on the property location, repairs needed, type of property and built-in equity.

​

How Big Are the Loans? 

 

Birdview Properties has investment opportunities ranging from $50,000 to $25,000,000.

​

Do You Offer 2nd Trust Deeds?

 

On rare occasions we do offer 2nd position Trust Deeds. 

​

Why Can’t I Work with a Borrower Directly & Lend Them My Money?

 

YES you can, but you open yourself up to legal liability and high risks. The laws are very stringent and it is advisable to work with a professional Investment company who has experience and knowledge. Working with a professional company also gives the investor (You) the advantage to receive higher returns and peace of mind knowing that we do our own in-house Property Management and Asset Management. Our assets are well monitored and taken care of.

 

What Will I Be Provided with Regarding the Property?

 

You will receive a professional written Broker Price Opinion (BPO) with photos and comparable properties so you can see the actual value of the property. You will also be given the address to the property so you can drive by the actual asset. Furthermore, you will receive a copy of the rent roll, Title Insurance Policy and Fire Insurance Policy.

​

If you would like to learn more please email us at Info@BirdviewProperties.com  It would be our pleasure to provide you with a complimentary consultation.

​

Joint Ventures

 

We also offer Joint Ventures to our Funding Partners who are seeking higher returns, monthly cash flow and tax advantages.

*Please note that in order to become a “Funding Partner” you must have $250,000.00 or more in liquid capital and you must be an “Accredited Investor” or a “Sophisticated Investor”.

bottom of page