our investment portfolio

We previously held real estate notes, but those have fully matured. We still hold equipment notes backed by essential-use assets, though that portfolio is winding down as well. 

Part of our portfolio is in preferred equities, offering steady income with some potential for growth. We focus on strong issuers and reliable yields to support consistent, low-risk returns. 

Hold Period: August 2024 - Present

SFH Maple Lane, LLC (current hold)

Hold Period:February 2024 - Present

Larch Ranch, LLC (current hold)

Hold Period: July 2023 - Present

Westwood Ranch, LLC (current hold)

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)

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)