our investment portfolio

We hold 46 equipment notes backed by essential-use assets. These positions have provided consistent income in line with our conservative strategy, though we are not adding new notes as the portfolio matures. Similarly, our former holdings in real estate notes have fully matured, and we are no longer pursuing new investments in that category.

A portion of our portfolio is allocated to preferred equities. These investments offer steady, bond-like income with the potential for capital appreciation. Each position is selected for yield stability and issuer strength, supporting a strategy built on dependable returns and disciplined risk management. 

Hold Period: August 2024 - Present

SFH Maple Lane, LLC (current)

Hold Period:February 2024 - Present

Larch Ranch, LLC (current)

Hold Period: July 2023 - Present

Westwood Ranch, LLC (current)

Hold Period: September 2021 – January 2025

Adams Townhomes North, LLC  (40 Months)

Hold Period: September 2021 – May 202

W Diversified, LLC (20 Months)

Hold Period: July 2021 – Present

Properties On Pine, LLC (current)

Hold Period: March 2021 – January 2025

Adams Townhomes South, LLC (46 Months)

Hold Period: November 2020 – July 2023 

W Diversified, LLC (32 Months)

Hold Period: June 2020 – June 2022 

W Diversified, LLC (24 Months)

Hold Period: February 2020 – January 2022 

W Diversified, LLC (23 Months)

Hold Period: January 2020 – December 2021 

W Diversified, LLC (24 Months)

Hold Period: January 2020 – December 2021 

W Diversified, LLC (24 Months)

Hold Period: November 2019 – January 2022 

W Diversified, LLC (26 Months)

Hold Period: September 2019 – May 2025

Corrigedor Townhomes, LLC (68 Months)