Performance Report:
- Year-to-date annualized return: 6.61%
- Number of loans: 168
- Gross loan portfolio dollars: $164,956,204 (80.54% in 1st and 19.46% in 2nd position)
- Average loan-to-value: 50.37%*
- Average loan amount: $981,882
- Number of Counties: 28
*calculated when loans are initially funded
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Featured Property:
Location: La Jolla, California
Loan Type: Business HELOC
Lien Position: 1st
Losn-To-Value: 64%
Loan Amount: $1,200,000
Description: The subject property is a townhome located in La Jolla,
California. The property was built in 2004 in a classic European seaside
village style. The 3,168 sq ft. unit has 3 bedrooms and 3 1/2 bathrooms.
Property Types:
Past 12 months Annualized Returns:
Month | Income Partner | Growth Partner |
---|---|---|
April, 2020 | 7.06% | 7.29% |
May, 2020 | 7.08% | 7.31% |
June, 2020 | 7.09% | 7.33% |
July, 2020 | 7.13% | 7.37% |
August, 2020 | 7.18% | 7.42% |
September, 2020 | 7.08% | 7.31% |
October, 2020 | 7.11% | 7.35% |
November, 2020 | 6.93% | 7.15% |
December, 2020 | 6.97% | 7.20% |
January, 2021 | 6.74% | 6.95% |
February, 2021 | 6.52% | 6.72% |
March, 2021 | 6.57% | 6.77% |