The Iron Oak Mortgage Fund
Invest with Iron Oak Investments L.P.
Iron Oak Investments L.P., managed by Iron Oak Home Loans, Inc., offers accredited investors access to a professionally managed mortgage fund backed by real estate. With a preferred return, profit-sharing potential, and investor-friendly terms, this fund is designed to provide steady income and portfolio diversification.
The Advantages
Why Invest with Iron Oak
Steady Income:
8% preferred return, plus potential upside through profit distributions.
Secured by Real Estate:
Every loan is collateralized by property.
Passive Investment:
Once invested, your money works for you, no need to fund each loan individually.
Experienced Management:
Backed by decades of lending and servicing experience.
How the Fund Works
- Investor Capital Pooled: Combined into a mortgage fund.
- Loans Originated & Acquired: Primarily secured by California real estate.
- Monthly Distributions: 8% preferred return, plus quarterly excess profits
- Reinvestment Option: Choose to reinvest distributions to grow your balance.
The Details
Fund at a Glance
- Fund Name: Iron Oak Investments L.P
- General Partner: Iron Oak Home Loans, Inc. (Pleasanton, CA)
- Investment Focus: Loans secured by real estate in California only and real estate acquired through lending activities.
- Preferred Return: 8% annualized, paid monthly
- Profit Participation: Quarterly distributions of excess distributable cash
- Minimum Investment: $50,000
- Investor Eligibility: Accredited investors only
Questions
Frequently Asked Questions
$50,000
Preferred returns are paid monthly; profit distributions are made quarterly.
Yes. You may elect to reinvest monthly and quarterly distributions, compounding your investment.
Accredited investors (as defined by SEC Regulation D).
Yes. All loans are secured by real estate collateral. However, real estate carries risk and repayment is not guaranteed.
Rich Mendoza and Christy Mathers – Owners of Iron Oak Home Loans, Inc.
Ready to become a fund partner?
Contact us today for more details on how you can invest with us.