Invest with Barrett Income Fund
8% Preferred Return*
10-12% Targeted Return*
$100,000 Minimum Investment
20% QBI Tax Deduction**
Drawing on the successes of Barrett Financial Group, including a robust team of 1,500 employees, a remarkable $50 billion in loan volume, a legacy dating back to 2002, and an experienced team with decades of mortgage experience, Barrett Income Fund brings expertise uncommon in the Private Lending space. This experience has Barrett Income Fund poised for growth and we expect to find success at a faster rate than a typical competitor.
A History of Success
Leveraging the extensive network of Barrett Financial Group's 1,300 Loan Originators and our collaborative relationships with mortgage brokerages nationwide, Barrett Income Fund aims to provide an uninterrupted and robust deal flow. Our connection with Barrett Financial Group enables Loan Originators to offer clients much-needed private money financing with highly competitive interest rates and a streamlined lending process. Our goal is for borrowers and loan officers to enjoy favorable and cost-effective financing solutions.
Our Competitive Advantage
Barrett Capital Group’s partnerships with Ascent Group, Cohn Reznick, FCI, and Geraci LLP give investors confidence when investing with Barrett Income Fund. Ascent Group is one of the world’s largest fund administrators with more than $20B in assets under administration and will provide an accurate valuation of the portfolio and distributions. Cohn Reznick, a top CPA firm, will provide annual audited financial statements, bringing immense transparency to our investors. Geraci LLP, the nation’s top private lending law firm, will provide compliance and legal advice.
Complete Transparency
*Returns are not guaranteed. An investment in the Fund involves risk. Please review all disclosures in the Private Placement Memorandum before investing.
**Barrett Income Fund LLC plans to elect REIT status in 2024
How does a mortgage fund work?
Capital Investment
Minimum Investment with Barrett Income Fund is $100,000. Accredited Investors only.
Originate Loans
Capital is pooled and invested into loans with a target loan-to-value of around 60%. Each investment goes through a thorough underwriting process with a focus on asset value.
Mortgage Payments
Money will be lent out at an estimated rate of 10-14%. Barrett Income Fund will utilize one of the nation’s leading servicers to collect and manage monthly payments.
Expenses
Included in the expenses to operate a mortgage fund are servicing fees, accounting and audits, loan losses and fees. After expenses are deducted, profits are passed back into the pool.
Dividends
Investors will generally be entitled to a non-cumulative annualized preferred return of eight percent (8%*), payable quarterly, and the target return is 10-12%*.
*Returns are not guaranteed. An investment in the Fund involves risk. Please review all disclosures in the Private Placement Memorandum before investing.
