California Trust Deed Investments will help you generate cash and defer capital gains tax.
Trust Deed Investing with CA TD Investments
The California Trust Deed Investment is a popular term which is used to describe the procedures which are involved with raising funds for private loans. These loans are made secured by the California deeds of trust and refer to a legal instrument which transfers the real property from the settlor who is also the trustor to the trustee whose duty is to hold the real estate which would serve as security on behalf of the beneficiary.
When talked about in the market, it is usually referred to the funding of loans which are meant for real estate ventures which are made secured by the deeds of trust. It could also apply to the investments which are made as regards to promissory notes.
Deeds of trust also secure these investments. The role where CATD Investment Company comes in and makes these investments possible.
Our California Trust Deed Investing
We are a company which helps you fund private loans which are secured by trust deeds. We support our private fund funds for real property owners. We work with persons and investors who are interested in real estate with a particular need of funding but who cannot afford to get loans through the traditional means. Our primary focus is, therefore, funding loans which are needed by investors and by doing this subsequently investing in California Trust Deed. By doing this, we ensure that our investors have funding for their various projects and investments.
CATD Investments Several years ago a tax Client, who owns an apartment building in the Long Beach area sat with us to discuss his situation. He discussed his advancing age and the difficulty he …
sell to catd investments for same price = defer paying taxes catd investments receives proceeds, you get a secure note
receive cash$1,000,000pay fed & ca tax$0
money to invest$1,000,000investment return
annually 6%$60,000 annual fees 1%$10,000
earn annually 5%$50,000
california trust deed investments will sell your property.
You Receive a Promissory note for the full amount. CATD Investments will invest the proceeds into either a Trust Deed, Insurance Annuty or Stock portfolio you decide upon after discussing all the options with CATD Investments.
You will earn an agreed upon monthly payment or interest. California Trust Deed Investments will earn 1% annually on the portfolio.
Note : Example shows 6% interest on investments. This will vary up or down depending upon your decided upon investments.
after only 18 years, the person that paid their taxes up front will have run out of money!
The person that invested their money through CATD Investments will have over $694.000 in additional money to live on, or distribute how they see fit via an increased monthly draw. or distributed as they see fit through a last will and testament
FREQUENT ASKED QUESTIONS (FAQ’s)
What is the time duration before a loan can be closed?
Our regular time is between 10-15 working days. However, in some cases where all the necessary documents are made available to us on time, it can be as fast as four days.
What do we look for when reviewing your application?
Due to our determination to make sure that your transactions end on a positive note, we usually review such factors like the ability of the borrower to make payments when it is due, cash reserves and the level of your experience which you have.
What are some of the types of properties which you provide funding for?
We usually provide funding for commercial buildings and residential buildings which are non-occupied. However, in times of large markets, we accept residential properties which are occupied.
What are your payment terms?
You can be assured that our terms are very reasonable and competitive with other payment structures in the market. The circumstances of each case determine your total payment. This will be stated in the letter of interest which will be issued to you.
How many states do you make funds available?
We are based in Ventura County and Los Angeles County.
Do you ensure that a letter is provided which can be used for proof of funds?
The answer is definitely in the affirmative. Once your application has been approved, you would be issued a letter of interest. This will allow anyone who is concerned to see that we see as qualified and we have a substantial investment in granting your loan.
California Trust Deed Investments
CATD Investments, Inc. a financial services company serving communities through its offices in both Agoura Hills and Encino, California, funds private loans to real property owners secured by trust deeds. The firm’s primary conduct include taxation for closely held, small & medium sized companies and high net worth individuals in sectors of real estate and construction. Mark Nadel, CPA, founder of CATD Investments has expertise in areas include tax planning and compliance, estates, trusts and business consulting. Our mission is to help clients generate cash through the best investment solution include Instalment Sale and defer capital gains tax.