Hamilton Ridge underwrites and originates trust deed investments through a directly managed Fund (Cavallino Fund, LLC) and with individual investors.
The Cavallino Fund, LLC
Trust Deed Investing
Hamilton Ridge underwrites and originates trust deed investments: 1st position loans secured by California real estate. Each investment is carefully underwritten by the Hamilton Ridge loan committee and presented to each investor as a whole or fractionalized investment. Investors earn an annual interest rate, paid monthly, with terms from 3 months to 3 years. All investors must meet certain accredited investor criteria. Please contact Brian Cooke (email or 408-332-5816) to be informed of future trust deed investment opportunities or if you have any questions.
Real Estate Investments
In addition to 1st trust deeds, Hamilton Ridge originates and participates in flexible lending solutions :
2nd Trust Deeds: Junior position notes often provide higher rates of return.
Value-Add: Hamilton Ridge has developed excellent relationships with repeat borrowers in the Real Estate Lending program. These relationships often provide opportunities to participate in creative financing solutions for construction, flip or other value-add real estate projects.