Montegra Capital Income Fund
Montegra Capital Income Fund
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Montegra Capital Income Fund: Providing Secure Financing for Real Estate Investments
Montegra Capital Income Fund, L.P. (the Fund) provides financing for short term, first mortgage secured 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 is a Limited Partnership which has filed with the SEC under Regulation D Rule 506. It has also filed a Regulation D filing in every state where an investor in the Fund resides. The Fund is managed by its General Partner, Trail Ridge Partners, LLC, a Colorado Limited Liability Company.
Details & History
Money invested in the Fund is used by the Fund to invest in trust deeds (i.e. making loans on commercial real estate). The same investment strategy is used by large investors such as life insurance companies. Life companies typically invest a significant part of their portfolio in commercial real estate secured loans. They employ highly qualified real estate analysts to assist them in underwriting these loans. Because they fund large numbers of these loans they are able to create a diversified portfolio of commercial loans at yields which are attractive to them.
Fund Advantages
- Diversified portfolio of loans.
- Management with over 80 years of experience in funding private capital real estate loans.
- Limited partners receive monthly income distributions and portfolio updates.
- Self-directed IRA investments permitted.
- Non-leveraged and therefore not subject to UBTI.
- Loan-to-value on loans placed into Fund’s portfolio typically does not exceed 65% of appraised value of properties secured by first position deeds of trust.
- The Fund has a 9 year performance history.
- The Fund is subjected to a full CPA audit on an annual basis.
- Schedule K-1’s typically distributed to Limited Partners prior to the end of February.