We Pay Our Investors First

Learn More

Why We Are Different

Each of our families has invested their capital in Trinity Mortgage Fund. We are looking for investors that want their investment to be treated on equal footing with our families.

Trinity

Current Portfolio

Learn More

Trinity

Past Experience

Learn More

FAQ

Trinity
  • Investors are Members in Trinity Mortgage Fund, LLC (“the Fund”) which holds a diversified portfolio of commercial real estate loans secured by property located in San Diego and South Orange and Riverside Counties. The Manager of the Fund is ACT Capital Group, Inc., owned equally by John McColl, Cole Francis and Steve Kuptz. ACT Capital Group has invested $1,000,000 and receives distributions only after all investors have been paid their monthly fixed distribution based on a 6% annual yield.
  • Investors in Trinity Mortgage Fund receive a fixed 6% annual yield paid monthly. Investors receive their 6% return prior to the Manager of the Fund (ACT Capital Group, Inc.) receiving any return. ACT Capital Group, Inc. pays all fund expenses including but not limited to organizational costs, rent, salaries, accounting, legal and all pursuit costs for finding the best loans to be a part of our portfolio. In Trinity Mortgage Fund the investors get paid first – period.
  • Investor distributions are made the 1st of each month based on a 6% annual yield.
  • The minimum investment amount is $150,000.
  • Yes. We have several investors that consider the Fund as an excellent vehicle for self-directed IRAs.
  • The Fund does not have a minimum investment term but would prefer for investors to have an expectation of investment from 1 to 2 years.
  • When interest rates rise investors in the Fund do not have their principal investment drop in value. Our Fund is different from investing in traditional bond funds – when interest rates rise the investor’s principal balance in bonds drop. Our loans are typically only 1 to 2 years in term so we are constantly receiving loan pay offs and then redeploying the investment capital in new loans that have at least a 25% equity cushion above our loan.
  • For Trinity Mortgage Fund we have done our best to reduce investor risk by:

    1. Collateral – we make loans secured by property that we would be proud to own in our own portfolio.
    2. Experience – we have 100 years of collective experience in commercial properties.
    3. Manage Family Estates – we manage our own families estates and have invested millions of their capital in the Fund.

    In essence we are looking for potential investors that would like to be treated by us on equal footing with the way we take care of our own families’ money.

  • Within commercial real estate there are many instances when a person has a great opportunity to buy a property but in order to take advantage of the upside in the purchase they need the capital within a week. The Fund offers borrowers a quick and certain loan closing where banks typically take several weeks and often months to document and fund a loan. Because the Fund’s loans are short-term and allow its borrowers to unlock significant value, certainty of closing is often more important than achieving the lowest interest rate.
  • To learn more about investing in the Fund, click on the Contact Us link: Contact Us.