The Norris Group Trust Deeds Blog

Trust Deed Investment News and Information

How much money do I need to be a trust deed investor?

The Norris Group has tens of millions of dollars of trust deed investments working every day, and every dollar of it comes from people, organizations, entities, pensions, trusts, and nonprofits that have funds to invest and that have taken the time to understand the benefits of being a private money lender.  We have many trust deed investors, and they fall into several categories. Below are the most common.

  1. The retired
  2. Almost there (nearing retirement)
  3. I’m too busy (high-earning professionals)
  4. Pensions and retirement accounts
  5. Inherited wealth
  6. Nonprofits and endowments
  7. Wealth managers and estate planners

As of January 2013, The Bureau of Real Estate (BRE) via SB978 requires that no single trust deed be more than 10% of an investor’s net worth. An investor’s net worth does not include primary residence, automobiles, or furniture. We must have the BRE Investor Questionnaire form on file for each transaction. We our are audited quarterly and the auditor makes certain this is part of the file. Potential investors can invest using retirement accounts like self-directed IRAs. solo 401ks and pension funds if allowed by the custodian or administrator.

As an example, if an investor would like a $200,000 trust deed, the form must reflect that the net worth of the trust deed investor is $2 million.The Norris Group has a range of California deed of trusts depending on the program and availability. The long-term trust deeds program ranges from $70,000-$300,000 typically and our short term programs range from $200,000-$1,000,000.

See also see our video below on who invests in trust deeds.

 

 

To learn more about trust deed investing, please watch our trust deed investing video or download our free trust deed e-book. You’ll also receive updates with current investing opportunities.

Tags: , , , , , , , ,

Leave a Reply

You must be logged in to post a comment.