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Investors

Overview

Here at Aegis Funding, our trust deeds are secured against real estate assets with a protective equity position (difference in value to loan amount).  What this means to investors is, in the unlikely event that we have to foreclose on a home, the proceeds collected on resale would be sufficient to pay all interest due to investors, all fees and real estate commissions.  Our investors are seeing performing returns from 9-13% annually.  We, the founders of Aegis, invest heavily in these products and we underwrite every loan as if we were funding it personally. 

If you or anyone you know is interested in learning more about trust deed investing contact us today. 

 

We also have a Mortgage Pool; Aegis Asset Backed Securities, LLC

 

If you're considering investing in trust deeds, but desire more diversification, liquidity, and flexibility, a mortgage pool investment could be right for you. Much like a mutual fund, a mortgage pool is a portfolio of real estate loans funded collectively by multiple investors, each purchasing shares in the pool. Interest payments are paid out proportionately as monthly dividends. By allowing an investor to spread their investment across all the loans in the fund, mortgage pools offer greater diversification than investing in individual trust deeds.*

 

Benefits of Mortgage Pool Investing

 

Diversification. By allowing an investor to share in multiple trust deeds, mortgage pool investing provides significant diversification within the investor's trust deed position - further reducing risk.

 

Convenience. Mortgage pools allow investors to invest in multiple trust deeds with the bookkeeping convenience of a single investment. What's more, there is no need to reinvest capital returned when loans are paid off - it's automatically reinvested in new loans as long as your investment in the fund remains active. (This is one reason that a mortgage pool can be a great option for Self Directed IRAs – we have excellent resources for self-directed custodians).

 

Dividend reinvestment. Because monthly interest payments are distributed to shareholders as dividends, investors have the option to reinvest their yields automatically and compound their investment.

 

Liquidity. Investment in individual trust deeds are locked in until the loan matures - but, shares of a mortgage pool can typically be sold at any time after 24 months after the initial investment date.  In special circumstances we are able to liquidate shares early, as long as the exit is not to the detriment of the pool as a whole or the other investors in the pool.

 

Mortgage Pool Properties

 

Aegis Funding, a division of Aegis Realty underwrites all loans funded with the same scrutiny as we would with our own money, in-fact principals Jason Moore and Kip Adkins have over 1.5MM invested in the Aegis Asset Backed Securities pool.  All loans are secured and recorded on California Real Estate, limiting our lending efforts on regions in which we have significant experience helps us manage risk.

 

Investor Suitability Standards

 

The one limiting factor in our mortgage pool is that we require all new investors to be accredited investors, meaning, a total net worth of $1,000,000 (excluding principal residence) or an annual income of $200,000 (for an individual) or $300,000 (for a couple) is required. We ask that you provide a letter from your investment banker or tax preparer certifying that you meet these requirements.

 

Other Things You Should Know

 

While our mortgage pools have risks like any investment, and past performance is no guarantee of future performance, you may be interested to know that our pools have consistently delivered yields from 9-12% on average since inception. We are also proud that we engage David Allen Dunner, CPA to independently audit our pools on behalf of our investors. We originate and service our loans with the assistance of “The mortgage Office” software, the leading technology platform in private money.

 

Trust Deed Investments

Trust Deed Investments (content coming soon)

Aegis Asset Backed Securities, LLC (AABS)

Capital Preservation through Equity Protection.

Our stated goal with AABS is to Preserve your Capital through Equity Protection and to return a preferred rate of 9%. 

Equity Protection is attained through strict underwriting practices by the AABS fund manager. Loans are chosen for the fund based on a Loan-To-Value ratio which is often more stringent than a bank. The fund manager also oversees the origination and servicing of all loans in the fund, and is in direct contact with the borrower at all times.

The AABS fund manager monitors monthly loan payments and all other contingencies related to each loan in the fund.

AABS is hands on, from Origination to Pay-Off, which means Capital Preservation through Equity Protection for your investment.

By investing in AABS, you partner with us, and as a partner you are vested in all Trust Deeds owned by the fund.

We manage the asset, you earn the return.

Enter your email address to receive more information about AABS

Available Trust Deeds

Interested in investing in trust deeds?   We have done all the borrower and property vetting, all you need to do is tell us how you want to hold your interest as the beneficiary of the note and we will write you in as beneficiary, draw all the necessary documents for signature and collect the payments from the borrower and send your payment along to you monthly.  There are no property taxes to pay, no property maintenance, just sit back and collect checks!  Here is what we have available now;

 

 

Dear Trust Deed Investor,

 

Offered for your consideration is our current inventory of potential trust deeds. We offer these trust deeds in full, or they may be fractionalized to suit your investment needs. Remember, trust deeds may also be purchased through your IRA accounts or pension plans.

 

Please feel free to contact me directly as to the status of any offering, and I will be happy to follow-up with any information available to assist in your investment decision.

 

Sincerely,

Jason Moore

September 27, 2015

 

yellow rose.jpg

2nd  Trust Deed - $500,000.00

Term:

6-Months

10 smith cliffs laguna.jpg

Rate:

15.000%

Fair Market Value:

$5,000,000

Total LTV:

70.000%

City:

Laguna Beach

Zip:

92651

Senior Liens:

$3,000,000

Payment:

$6,250.00

Amortization:

Interest Only

Comments: Property owned in Corporation Name.  Business purpose short term loan.

Ref 92561

1st  Trust Deed - $945,000.00

Term:

6-Months

42050 Skyview Rdg, big bear.jpg

Rate:

12.000%

Fair Market Value:

$1,350,000

Total LTV:

70.000%

City:

Big Bear

Zip:

92315

Senior Liens:

n/a

Payment:

$8,662.50

Amortization:

Interest Only

Borrower:

Seasoned

Developer

Comments: New 1st Trust deed will be used to payoff existing 1st trust deed in the amount of $500,000.00 and existing 2nd Trust deed in the amount of $125,000.  Remaining proceeds to be utilized to complete construction and acquire additional properties.

Ref 92315

1st  Trust Deed - $1,330,000.00

Term:

12-Months

corte vista clara murrietta.jpg

Rate:

11.000%

Fair Market Value:

$1,350,000

Total LTV:

70.000%

City:

Temecula

Zip:

92590

Senior Liens:

n/a

Payment:

$12,191.67

Amortization:

Interest Only

Borrower:

Seasoned

Developer

Comments: New 1st Trust deed will be used to payoff existing 1st trust deed in the amount of $1,069,000.00.  Remaining proceeds to be utilized to complete construction and acquire additional properties.

Loan# 92315

       

 

2nd Trust Deed - $2,100,000

Term:

12 Months

image004.jpg

Rate:

13.000%

Appraised Value:

$12,000,000

Total LTV:

50.000%%

City:

Hollywood Hills

Zip:

90067

Senior Liens:

$3,900,000

Payment:

$22,750.00

Amortization:

Interest Only

Comments:

2nd Trust deed will be used to payoff existing 2nd trust deed in the amount of $1,100,000.00.  Remaining proceeds to be utilized to complete Remodel and sell property.

Ref: Hedges Way

1st Trust Deed - $176,250

Maturity Date:

04/1/2015

944 Takami.jpg

Rate:

11.500%

Appraised Value:

$235,000

Total LTV:

75.000%

City:

San Diego

Zip:

92115

Senior Liens:

n/a

Payment:

$1689.06

Amortization:

Interest Only

Comments: 1st Trust Deed refinance, Cash Out.  Borrower was transfered out of state for work.  Already relocated, 

cash out to be utilized to acquire another property out of state.  Subject property already on the market 

for sale, essentially just a short term bridge loan. 

Ref: Takami

1st Trust Deed - $351,000

Terms:

6 Months

1119 slater.jpg

Rate:

12.5%

Appraised Value:

$390,000

Total LTV:

90.000%

City:

Santa Rosa

Zip:

95404

Senior Liens:

n/a

Payment:

$3656.25

Amortization:

Interest Only

Comments:

1st Trust Deed to acquire, rehab and flip house.  6 Month Term. 3 Bedroom, 2 Bath Home, 1,109 sq. ft., Lot - 3,450 sq. ft. Non-owner occupied

Ref: Slater

1st Trust Deed - $228,000

Maturity Date:

10/01/2016

4984 dalehaven san diego.jpg

Rate:

12.500%

Appraised Value:

$285,000.00

Total LTV:

80.000%

City:

San Diego

Zip:

92105

Senior Liens:

n/a

Payment:

$2375.00

Amortization:

Interest Only

Comments:

Loan# 000111

2nd Trust Deed - $33,000

Maturity Date:

12/01/2017

6910 Eberhart Street, San Diego.jpg

Rate:

15.0%

Appraised Value:

$425,000

Total LTV:

74.085%

City:

San Diego

Zip:

92115

Senior Liens:

$281,861

Payment:

$412.00

Amortization:

Interest Only

Comments:

Loan# 000055

3rd Trust Deed - $300,000

Maturity Date:

12/01/2015

57570 interlachen.jpg

Rate:

16.0%

Appraised Value:

$1,500,500

Total LTV:

79.167%

City:

La Quinta

Zip:

92253

Senior Liens:

$2,550,000

Payment:

$4,000

Amortization:

Interest Only

Comments:

Loan# 000059

1st Trust Deed - $75,000

Maturity Date:

01/01/2016

15 saide ranch road.jpg

Rate:

11.500%

Appraised Value:

$120,000

Total LTV:

62.500%

City:

Oroville

Zip:

95966

Senior Liens:

$0.00

Payment:

$718.75

Amortization:

Interest Only

Comments:

Loan# 000061

1st Trust Deed - $108,750

Maturity Date:

12/01/2015

761 Illinois.jpg

Rate:

11.000%

Appraised Value:

$145,000

Total LTV:

75.00%

City:

Beaumont

Zip:

92223

Senior Liens:

$0.00

Payment:

$996.88

Amortization:

Interest Only

Comments:

Loan# 000062

1st Trust Deed - $180,000

Maturity Date:

01/01/2017

4113 W.10th.long.beach.jpg

Rate:

11.000%

Appraised Value:

$255,000

Total LTV:

70.588%

City:

Long Beach

Zip:

90804

Senior Liens:

$0.00

Payment:

$1650.00

Amortization:

Interest Only

Comments:

Loan#000068

2nd Trust Deed - $50,000

Maturity Date:

02/01/2017

16401.rainbow.ridge.road.jpg

Rate:

15.000%

Appraised Value:

$625,000.00

Total LTV:

68.325%

City:

Chino Hills

Zip:

91709

Senior Liens:

$377,029.00

Payment:

$625.00

Amortization:

Interest Only

Comments:

Loan# 000072

1st Trust Deed - $213,000

Maturity Date:

02/01/2017

3200.capri.onatrio.jpg

Rate:

11.000%

Appraised Value:

$284,000

Total LTV:

75.000%

City:

Ontario

Zip:

91761

Senior Liens:

n/a

Payment:

$1952.50

Amortization:

Interest Only

Comments:

Loan# 000073

1st Trust Deed - $277,200.00

Maturity Date:

04/01/2016

2301.w.elder.santa.ana.jpg

Rate:

12.000%

Appraised Value:

$308,000.00

Total LTV:

90.000%

City:

Santa Ana

Zip:

92704

Senior Liens:

n/a

Payment:

$2,772.00

Amortization:

Interest Only

Comments:

Loan# 000076

2nd Trust Deed - $320,000.00

Maturity Date:

04/01/2016

2587.cascadia.glendale.jpg

Rate:

15.000%

Appraised Value:

$1,200,000.00

Total LTV:

61.642%

City:

Glendale

Zip:

91206

Senior Liens:

$540,000

Payment:

$4,000.00

Amortization:

Interest Only

Comments:

Loan# 000077

2nd Trust Deed - $125,000.00

Maturity Date:

04/01/2016

2723.w.ave.31.jpg

Rate:

11.500%

Appraised Value:

$500,000.00

Total LTV:

75.000%

City:

Los Angeles

Zip:

90065

Senior Liens:

n/a

Payment:

$1197.92

Amortization:

Interest Only

Comments:

Loan# 000080

1st Trust Deed - $116,200.00

Maturity Date:

05/01/2016

60180 burnt valley road.jpg

Rate:

12.000%

Appraised Value:

$166,000.00

Total LTV:

70.000%

City:

Anza

Zip:

92539

Senior Liens:

n/a

Payment:

$1,162.00

Amortization:

Interest Only

Comments:

Loan# 00086

1st Trust Deed - $112,000.00

Maturity Date:

06/01/2016

7510 rock creek way.jpg

Rate:

12.000%

Appraised Value:

$160,000.00

Total LTV:

70.000%

City:

Sacramento

Zip:

95824

Senior Liens:

n/a

Payment:

$1,120.00

Amortization:

Interest Only

Comments:

Loan# 000098

1st Trust Deed - $117,600.00

Maturity Date:

06/01/2016

1 thatcher cir sacramento.jpg

Rate:

12.000%

Appraised Value:

$168,000.00

Total LTV:

70.000%

City:

Sacramento

Zip:

95823

Senior Liens:

n/a

Payment:

$1,176.00

Amortization:

Interest Only

Comments:

Loan# 000091

2nd Trust Deed - $75,000.00

Maturity Date:

06/01/2016

39936 williamsburg place temecula.jpg

Rate:

15.000%

Appraised Value:

$500,000.00

Total LTV:

66.703%

City:

Temecula

Zip:

92591

Senior Liens:

$258,516.00

Payment:

$937.50

Amortization:

Interest Only

Comments:

Loan# 000092

1st Trust Deed - $193,500.00

Maturity Date:

07/01/2016

1777 e rosewood ct ontario.jpg

Rate:

11.000%

Appraised Value:

$360,000.00

Total LTV:

53.750%

City:

Ontario

Zip:

91764

Senior Liens:

n/a

Payment:

$1,773.75

Amortization:

Interest Only

Comments:

Loan# 000093

2nd Trust Deed - $65,000.00

Maturity Date:

08/01/2016

58088 via verde rancho cucomunga.jpg

Rate:

15.000%

Appraised Value:

$865,000.00

Total LTV:

78.266%

City:

Rancho Cucamonga

Zip:

91701

Senior Liens:

$612,000.00

Payment:

$812.50

Amortization:

Interest Only

Comments:

Loan# 000095

1st Trust Deed - $164,500.00

Maturity Date:

07/01/2016

2020 danvers way saccramento.jpg

Rate:

12.000%

Appraised Value:

$235,000.00

Total LTV:

70.000%

City:

Sacramento

Zip:

95832

Senior Liens:

n/a

Payment:

$1,645.00

Amortization:

Interest Only

Comments:

Loan# 000096

2nd Trust Deed - $86,250.00

Maturity Date:

07/01/2017

4984 dalehaven san diego.jpg

Rate:

15.000%

Appraised Value:

$375,000.00

Total LTV:

80.000%

City:

San Diego

Zip:

92105

Senior Liens:

$213,750.00

Payment:

$1,078.13

Amortization:

Interest Only

Comments:

Loan# 000097

1st Trust Deed - $90,300.00

Maturity Date:

08/01/2016

4432 37th Avenue Sacramento.jpg

Rate:

11.000%

Appraised Value:

$129,000.00

 Total LTV:

70.000%

City:

Sacramento

Zip:

95824

Senior Liens:

n/a

Payment:

$827.75

Amortization:

Interest Only

Comments:

Loan# 000098

2nd Trust Deed - $150,000.00

Maturity Date:

09/01/2016

3280 carlin lynwood.jpg

Rate:

15.000%

Appraised Value:

$630,000.00

Total LTV:

64.127%

City:

Lynwood

Zip:

90262

Senior Liens:

$254,000.00

Payment:

$1,875.00

Amortization:

Interest Only

Comments:

Loan# 000103

1st Trust Deed - $100,000.00

Maturity Date:

10/01/2016

22910 ramona apple valley.jpg

Rate:

12.000%

Appraised Value:

$165,000

Total LTV:

60.606%

City:

Apple Valley

Zip:

2307

Senior Liens:

n/a

Payment:

$1,000.00

Amortization:

Interest Only

Comments:

Loan# 000108

                 

 

Aegis Funding_text_sm.png

(714) 465-4611

2100 Main Street, Suite 265, Huntington Beach, CA 92648

www.aegis-funding.com

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BRE # 01856655

 

 

Inquire Here For Trust Deed Investing

Contact us below or call (714) 465-4611 to discuss your specific requirements and available options.

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