Learn About the Non-correlating Investment of Private Mortgages


If you asked most investors to summarize their investment aims, it would probably come down to two goals: a high rate of return, obtained with low risk to principal. Ask any seasoned financial professional and they will agree the best way to achieve both of these sometimes conflicting goals is through portfolio diversification, the foundation of long-term investing.


In this white paper, Asset Class Diversification Through Private Mortgage Funds, learn about Private Mortgage Funds and how they add an additional fixed income, non-correlating asset class to your portfolio. You'll discover:


  • How private mortgage funds operate
  • Average annual yield for mortgage funds
  • Methodologies for obtaining quality private loans
  • Risks and risk mitigation when making private mortgage loans
  • How this investment type fits within traditional asset allocation strategies
  • The 3 ways to gain exposure to private mortgages