Montegra Capital Income Fund, L.P. (the Fund) provides financing for first mortgage secured short term loans on commercial and investment purpose residential real estate located in Colorado and the Rocky Mountain region at conservative loan to value ratios. The Fund consists of a non-leveraged portfolio of loans with one to two year maturities that are underwritten with rigorous due diligence and draw on 41 years of underwriting experience by the management. The Fund strives to provide its investors both capital preservation and regular monthly income payments generated by a diversified loan portfolio. The management views the Fund as an alternative type of income producing investment.
The Fund commenced operations on June 1, 2009 and currently holds a diversified portfolio of first mortgage secured real estate loans on Colorado properties. The Fund is currently accepting select accredited investors as Limited Partners. The minimum investment required to become a Limited Partner in the Fund is $50,000.
Fund Advantages
- Diversified portfolio of loans.
- Management with a 41 year history of private capital real estate loan funding.
- Limited Partners receive monthly income distributions.
- IRA investments permitted. Fund is not subject to UBTI.
- Loan-to-value on loans placed into Fund’s portfolio will not exceed 65% of appraised value of properties secured by first mortgage deeds of trust.
- Non-leveraged portfolio
Additional Information
Additional details on Montegra Capital Income Fund, L.P. is available to investors who meet the SEC’s definition of an accredited investor. In order to learn how to qualify with Montegra, please email Bob Amter (bob@montegra.com) or Kim Skari (kim@montegra.com) or call Bob or Kim at 303-377-4181 for more information.
