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CA BRE #01904379

NMLS/MLO #355855

Bond #92F388716F

Invest for Income!

Trust Deed Investments Head the List of Timely Income Opportunities  

For over 3 years now we have been evaluating and investing in real estate-related trust deeds. Trust deed investing refers to buying real estate mortgages, specifically promissory notes secured by deeds of trust.  We also refer to them as ‘loans’ or ‘notes’ for short. There are several factors that persuaded us to make this decision:

  • Predictable, recurring monthly income.
  • High returns.
  • Potential for higher, windfall returns.
  • Location and quality of the properties, which are the collateral for our loans.
  • 100% ownership and control over which loans we invest in.
  • Ability to research and make informed decisions upon which loans to invest.
  • Passive nature of the investments with professional, affordable management.
  • Eligibility for our self-directed IRA accounts.
If this kind of investment might be of interest to you we will help youdetermine the criteria for mortgages that suit your needs; then find, evaluate and assist you in acquiring those that meet with your qualifications and approval. 

These type of investments are longer term, alternative investments to stocks and bonds and can be held in or out of a self-directed IRA account. All of our personal mortgages are currently in either a trust or a self-directed Roth IRA account, where they earn tax-free returns. 

For more information please explore our website. You contact me at 707-849-8995 or email me at with any questions, comments or concerns you might have or to get started. I look forward to hearing from you. 


Craig Saxon, President

The information contained herein is for informational and educational purposes only and does not constitute an offer or solicitation to buy or subscribe for any securities, nor should it or any part of it form the basis of, or be relied on in any connection with, any contract or commitment whatsoever. The information herein does not constitute legal, accounting, tax or investment advice; such advice should be obtained from a competent professional authorized to provide such advice. 

For information regarding using your self-directed IRA for real estate trust deed investments, visit our friends at Equity Trust Company.