What is the MOR Investment Fund? 

The MOR Investment Fund is a premier real estate private lending fund designed to deliver consistent returns while mitigating risk through a diversified portfolio. Its main focuses are single-family, multi-family residential, commercial and real estate properties, all of which are currently located in California. 

The fund is structured to invest in a variety of real estate-backed assets. By leveraging our extensive expertise in real estate private lending, we aim to generate attractive risk-adjusted returns for our investors. Our fund focuses on lending to high-quality borrowers and projects, ensuring a balanced approach to risk and reward. 

How the MOR Investment Fund Works 

Our strategy is rooted in due diligence and prudent risk management, supported by the following key aspects: 

  1. Diversification: We invest in a broad range of real estate projects, including residential, commercial and mixed-used properties across various locations. This diversification helps to spread risk and maximize potential returns. 
  2. Quality Borrowers: We prioritize lending to borrowers with strong credit profiles and proven track records in real estate development and investment. 
  3. Collateral-Backed Loans: All loans are secured by tangible real estate assets, providing an additional layer of security for our investors.  
  4. Active Management: Our experienced team actively manages the portfolio, continuously monitoring market conditions and individual investments to optimize performance. 

Why Invest with MOR? 

  1. Consistent Returns: Our fund aims to provide steady, reliable returns through a combination of interest income and capital appreciation.  
  2. Experienced Team: With years of experience in real estate lending and investment, our team is well-equipped to navigate the complexities of the market. 
  3. Transparent Reporting: We believe in complete transparency with our investors, and our regular updates and detailed reports keep you informed on your investments. 
  4. Strong Track Record: MOR Financial has a proven history of successful investments and satisfied clients, making us a trusted partner in your investment journey.  

Expected Returns and Performance Metrics 

MOR Financial Services has acquired, managed, underwritten, developed and provided capital to over a half a billion dollars’ worth of real estate in California, spread out over more than 1300 transactions. We have an industry-leading foreclosure rate of less than 1% of the total properties managed throughout their existence. Here is a brief overview of our current performance: 

  1. Assets Under Management (AUM): $27M+ 
  2. Portfolio Rate:11%+** 
  3. Combined Loan to Value (CLTV): 58.478% 
  4. Preferred Rate of Return: 8%** 

How to get Started with the MOR Investment Fund 

The MOR Investment Fund offers a compelling opportunity for those looking to diversify their investment portfolio with real estate-backed assets. Whether you are an individual investor or an institutional entity, joining the Fund is a straightforward process designed to ensure a seamless experience. 

Initial Consultation: Contact us to schedule an initial consultation with our investment advisors. We will discuss your investment goals, risk tolerance and answer any questions you may have. 

Due Diligence: Our team will guide you through the necessary due diligence, including reviewing the fund’s offering documents and understanding the investment strategy.  

Subscription: Once you are ready to proceed, you will complete the subscription documents and transfer your investment capital to the fund. 

Ongoing Support: As an investor, you will receive regular updates, performance reports and have access to our team for any additional support or inquiries. 

Online Reporting Access: Investors can access their reports and portfolio performance at any time through our secure online portal using their unique login credentials, ensuring convenience and transparency.  

We welcome you to explore the potential of investing with MOR Financial and consider it as part of your wealth strategy. For more information or to schedule a consultation, please contact us or fill out this form