Medium Term Income (MTI2) Fund 2

Investment Summary

Medium-Term Income Fund 2 (MTI2)

Click here to download the fund deck>>

MTI is a great option for investors wanting further diversification that is completely uncorrelated with real estate or the stock market.

• Target 11-13% return annually (approximately 3% per quarter).
  
• Investors with higher balances earn higher returns
  
• This fund invests in medical accounts receivable (AR).  Most loans have a maximum loan-to-value (LTV) of 25-35%.
  
• This fund provides investors with significantly higher incomes than money markets and CDs
• After the first 12 months, Investors can withdraw funds with three months’ notice if they need access to their capital. 
• The investment lifecycle will be 10 years (hold period); the fund will accept allocations until June 1, 2030, and amortization of capital commences June 1, 2031, and ends May 31, 2034.
• All loans to a given medical provider are cross-collateralized.  If there is a default on one loan, we can attach other loans in the portfolio to get paid.
  
• The fund is run by experienced lenders who apply a rigorous underwriting process.
  
• The fund is diversified among over 25,000 small AR loans at any time.
  
• The returns in the medical industry are not correlated to interest rates, the stock market, or real estate. This is a great way to diversify your overall portfolio.

Frequently Asked Questions

Is this offering for accredited investors only?

Yes.

What are my options for funding?

Cash, self-directed IRA, self-directed 401k, etc.

Is there a minimum investment amount?

Yes, the minimum investment amount is $50k.

When do I submit funds for MTI2?

The funds are due upon execution of the documents.

For any questions, please contact