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Who may invest:
Individuals
Family Trusts
Corporations
Limited Partnerships
General Partnerships
401k Plans
Institutional Lenders
Mortgage Partnership Pools
Foreign Trusts
REITs
Investor qualification:
Investors or Entities must meet the following minimum criteria:
California Resident(s)
Each Investor must be a “Qualified Real Estate Investor(s).” A qualified real estate investor includes any one of the following:
Any natural person whose individual net worth, or joint net worth with his/her spouse, at the time of investment exceeds $250,000 (excluding home, home furnishings, and automobiles) and any individual income in excess of $100,000 in each of the two most recent years and has a reasonable expectation of reaching the same income level in the current year; or
Any natural person whose individual net worth, or joint net worth with that persons spouse, at the time of investment exceeds $500,000 (exclusive of home, home furnishings, and automobiles); or
Trusts (not including family trusts), corporations, partnerships and other entities with total assets of $5,000,000 or more not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a sophisticated person as described in Regulation D, Rule 506(b)(2)(ii); or
An entity is which all of the equity owners are qualified Real Estate Investors.
Due to the enhanced risk of the types of loans offered SCFG requires that the amount of each Investor’s investment in any offering by SCFG not exceed ten percent (10%) of such Investor’s net worth (exclusive of home, home furnishings, and automobiles).
Disclosure: Nothing on this website constitutes an offer to sell or a solicitation of an offer for investment. An offer is made only by the offering circular and material disclosure package. Past performance is not an indication of future results. Investments are NOT insured by any government agency and are NOT guaranteed. Investments offered through SouthCal Financial Group, Inc. are available to California residents only, are not liquid, not transferable, and involve substantial risk, including the possible loss of all principal. Investments in trust deeds secured by one or more security interests in real property are subject to risk of loss.