Secure Real Estate Investment Opportunities
Capstone Funds offer a unique blend of security, transparency, and profitability in real estate lending investments.
CFV specializes in purchasing short to medium-term, first deed of trust mortgages on residential and commercial real estate, with up to 20% in commercial/business loans. Our focus is on low to mid leverage assets acquired from CTP Funding, LLC (d/b/a Capstone Financial).
Our approach
Our approach is built on 12 core principles that prioritize investor interests, from robust returns and capital preservation to geographic diversity and regulatory compliance.
Return on Investment
Projected yield of 8% to 12% with a preferred yield structure.
Capital Preservation
Focus on managing risk with a maximum loan-to-value ratio of 70%.
Transparency
Monthly reporting and video summaries for investors.
In house loan servicing
Capstone Mortgage Servicing magages collections and default resolutions all in house for better control
Deployment of Funds
Continuous rotation of capital through loans for consistent yield.
Non-Leveraged Fund
Capstone Fund 5 uses no debt so our investors truly remain in first priority
Geographic Diversity
National wholesale program to diversify assets across markets.
Licensed Loan Originator
Compliance with Dodd-Frank and CFPB regulations.
Standard Underwriting
Full 3rd party valuations and credit checks for each loan.
Experienced Team
Minimal principal losses because capital preservation is priority number one
1st Lien Position
Always maintains first position on loan collateral.
Enjoyable to Work With
Emphasis on positive business relationships.
Investment Objective
Deliver steady, above-average cash flow with senior-level collateral.
Get up to 12% returns
50/50 split of remaining cashflow between investors and fund manager
$2000/month portfolio servicing charge (may be applied)
Monthly investor distributions
Form D fund
For detailed information, please refer to the fund documentation.
Invest in Fund 5 Today
