Institutional Note Funds

Tax Liens & Mortgage Notes
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Institutional Note Funds

Jerry Hollifield
Rental Property Investor · Charlotte, NC · Member since 2019 · 13 posts · 6 votes

What are the best institutional note funds for accredited investors?  Please share any experiences you have had.

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Chris SeveneyBusiness Member
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Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
6y

@Andy Mirza

Thanks for the shout out. @Jerry Hollifield - as you can see this business is not competitive in the sense that people will share other investors in this business - it is one of the reasons I enjoy this business.

@Jerry Hollifield - few things I recommend you share are what are you looking for and priorities? There are funds out there for performing assets which offer lower risk and lower returns and there are non performing funds out there that have higher risk and higher reward. There are also funds that invest in 2nds vs. 1sts etc.

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  • Andy Mirza
    Lender · Ladera Ranch, CA · Member since 2014 · 1k+ posts · 1k+ votes
    6y

    @Jerry Hollifield Several of us that frequent this forum have funds including myself, @Bob Malecki and @Chris Seveney

    (Not exactly who else has funds so I didn't mean to leave anyone out!)

    A couple of the more popular and bigger funds out there are PPR and AHP.

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  • Jerry Hollifield
    OP
    Rental Property Investor · Charlotte, NC · Member since 2019 · 13 posts · 6 votes
    6y

    Thank you for the info Andy

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  • Chris SeveneyBusiness Member
    Moderator
    Investor · VA · Member since 2015 · 21k+ posts · 19k+ votes
    6y

    @Andy Mirza

    Thanks for the shout out. @Jerry Hollifield - as you can see this business is not competitive in the sense that people will share other investors in this business - it is one of the reasons I enjoy this business.

    @Jerry Hollifield - few things I recommend you share are what are you looking for and priorities? There are funds out there for performing assets which offer lower risk and lower returns and there are non performing funds out there that have higher risk and higher reward. There are also funds that invest in 2nds vs. 1sts etc.

    7e investments53 Reviews
    WebsiteView Page
    1Reply
  • Bob Malecki
    Investor · Kingston, WA · Member since 2008 · 1k+ posts · 1k+ votes
    6y

    Thanks for the mention @Andy Mirza. Hopefully someone who is a fund investor will post some info of value for Jerry, as I think he is looking for validation from fund subscribers more than a recommendation for funds. 

    Jerry from my perspective with the Covid pandemic, it's going to be a rocky road for most mortgage based funds just due to possible income limitations for their borrowers. We are all preparing for some defaults and I would think most funds have Covid forbearance programs in motion to deal with them. 

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  • Bob Malecki
    Investor · Kingston, WA · Member since 2008 · 1k+ posts · 1k+ votes
    6y

    Here is the recent chatter about AHP: 

    https://www.biggerpockets.com/forums/70/topics/417171-american-homeowner-preservation-ahp-fund?page=6

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  • Jamie Bateman
    Investor · Baltimore County, MD · Member since 2014 · 466 posts · 439 votes
    6y

    @Jerry Hollifield, I have invested in one of @Dave Van Horn's PPR funds and it has paid like clockwork. PPR deals in both 1sts and 2nds and almost exclusively institutional paper. 

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