Mortgage Fund Investments
At Oasis Private Funder, we understand that today’s investors face a wide array of choices when it comes to growing and protecting their wealth. For those seeking alternatives to the volatility of the stock market or the modest returns of traditional investments such as CDs and IRAs, we offer a suite of three professionally managed funds tailored to meet varying levels of involvement and investment goals.
Our funds are designed to provide consistent, competitive returns, leveraging loans to deliver secure and predictable income streams. Whether you’re looking for monthly distributions, fixed returns, or opportunities in short-term commercial or bridge loans, Oasis Private Funder’s funds offer a reliable way to diversify your portfolio while minimizing risk.
Why Invest in Our Funds?
- Stable Returns: Our funds aim to deliver returns ranging from 7% to over 10% annually, depending on the fund.
- Security: Investments are secured by tangible assets with conservative loan-to-value (LTV) ratios.
- No Surprises: Unlike other investment vehicles, our funds operate without capital calls or performance-driven distribution interruptions.
- Hands-Free Management: With a seasoned team of experts managing your investment, you can enjoy peace of mind and predictable growth.
With over 16 years of experience and $2 billion in loans originated, Oasis Private Funder has built a solid reputation for delivering reliable returns and protecting investor capital. Celebrating 16 years in business with a flawless track record of never missing a distribution, our funds are an excellent choice for those seeking financial growth while avoiding the unpredictability of traditional markets.
Explore Our Three Different Funds Below.
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| Freedom Fund | Southwest Note Fund | Arrival Fund I | |
|---|---|---|---|
| Financial Strategy | Short-term mortgages for resale | Discounted mortgage notes | Short-term mortgages for resale |
| Financial Objective | 7%-9%* | 8.5% | 10% |
| Preferred Return | 7%-9% Fixed | 8.5% Fixed | 10.0% Fixed |
| Minimum Investment | $50,000 | $50,000 | $50,000 |
| Lockup Period | 12 months | 12 months | 12 months |
| Distribution Schedule | Monthly | Monthly | Quarterly |
| Use of Leverage | No | Optional, to 25% | No |
| Assets Under Management | $71M | $10M | $2M |
| Fund Launch Date | May 2020 | August 2020 | October 2024 |
| Fund Availability | Open for New Capital | Open for New Capital | Open for New Capital |
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Trust Deed Investments
At Oasis Private Funder, we offer the opportunity to invest in all or a portion of a secured loan, providing a hands-on approach to private lending. Commonly referred to as Trust Deed investing, these loans are backed by tangible assets, ensuring a level of security not typically found in other investments.
Trust Deed investments allow you to earn competitive returns, typically ranging from 9% to 11% annually, depending on the loan-to-value (LTV) ratio and the priority position of the loan (e.g., first or second lien). As an investor, you gain direct exposure to a specific loan while enjoying the benefits of monthly interest payments and the confidence of investing.
This option is ideal for investors who prefer more control and transparency, as you can review individual loan opportunities and select those that align with your investment goals. Whether you’re looking for steady income or a shorter-term investment, Trust Deed investing provides a flexible and rewarding way to diversify your portfolio.
Frequently Asked Questions (FAQs)
Find answers to common questions about alternative investment funds. These high yield funds can be a great way to diversify your portfolio. Looking for more info? Explore our in-depth FAQ, covering a variety of topics.
What are alternative investment fund types?
In essence, Alt investments are alternatives to traditional stock, bonds, CD’s and money market accounts. A major difference is that traditional investments are traded on a securities exchange, and most alternative investments are non-traded. These Alt’s are offered directly to investors through broker-dealers, financial advisors or direct from the company offering the investment. Popular Alt’s today include non-traded Investment Trusts (REIT)s, Limited Partnerships, Private Placements and secured deeds. We offer two types of alternative investments, a family of private placement mortgage funds and individual trust deeds. These high yield investment funds and trust deeds can be an important component of a well-performing portfolio. Debt-secured investments offer certain safety and security features that can limit downside in the event of a major market correction.
What is a private placement alternative investment?
A private placement is a type of security that is exempt from full registration under federal securities law. Private placements provide investors with disclosure information through an offering memorandum. This disclosure document, often referred to as private placement memorandum, includes a summary of the offering terms, risks associated with the investment and a full description of the issuing company.
Should I invest in trust deeds or mortgage pool funds?
Which type is best for you depends on your personal investment profile. Alternative funds are a more passive investment, while investing in trust deeds requires active involvement. Another key difference is control. With a mortgage fund, control of how capital is invested resides with the manager. With trust deeds, the investor decides which loan to purchase. Moving some of your profits from traditional investment types to high yielding funds and trust deeds can be one method to re-balance a portfolio.
How is your risk diversified in a High Yield Fund?
High yield investment funds spread the risk over all of the loans in the portfolio. If a borrower defaults on a loan in the fund, this will generally not make a significant impact on the shareholder earnings. This is a result of the risk spread over a great number of loans rather than one.