The Pacific Point Realty Fund

Loans Funded

0 +

Funded to Date

$ 0 M+

Active Loans

0 +

Under Management

$ 0 M+

The Advantages

Why Investors Turn To Pacific Point

Attractive Returns

The fund seeks to achieve 7.5% – 9.5% unlevered, annual net of fee returns that are uncorrelated with publicly traded equity and fixed income markets.

Hassle Free

This investment allows you to invest in great properties, without the hassles and costs of property management, repairs, property taxes and insurance.

Stable Income

Our fund provides the additional benefit of cash flow, which is provided in the form of a monthly payment to our clients.

Diversified Portfolio

Real estate is a hard-asset which protects you from the volatility and risks associated with stocks, bonds, and other paper assets.

Financial Security

Our proprietary underwriting and investment selection criteria offer investors buffered downside protection in the event of a recession or market correction.

Get Started Easily

Our process is simple and our fund is easy to work with. Our team will help you with all of your specific needs.

Treasury Bonds represent the SPDR Bloomberg Barclays U.S. Treasury Bond UCITS ETF. Aggregate Bonds represent the iShares Core US Aggregate Bond ETF.

Our Investment Philosophy

1. Always put the client first

We treat your investment as if it were our own.

2. Focus on principal protection, while striving to maximize returns and minimize risks

Successful investing is first and foremost about risk management. We are fundamentally risk-averse, long-term focused investors who would rather give up some of the “upside” to mitigate and limit our downside risk. We make loans against high quality, well-located real estate assets with strong downside protection.

3. Make investments in assets, people, and markets that we understand and know well

We seek investment opportunities that require capital, plus specialized knowledge and skills. This powerful combination generally results in higher returns per unit of risk and a strong point of view about value and investment risk factors.

We Lend In These States

Arizona

California

Colorado

Idaho

Nevada

Oregon

Washington

Tax Benefits: Sub-REIT Structure

Pacific Point Realty Fund, LLC follows a Sub-REIT Structure to take advantage of the Qualified Business Income (QBI Section 199A), which allows noncorporate taxpayers to deduct up to 20% of the income from their combined qualified business income. A special provision in the law, Section 199A(b)(1)(B), provides that qualified dividends from REITs are deductible just the same as QBI. Importantly, there is no investor means testing or income limitation associated with REIT dividends. This effectively means that the conversion has allowed taxable investors to legally avoid paying taxes on 20% of the income from PPRF. The REIT structure also benefits non-taxable investors by blocking potential Unrelated Business Taxable Income (UBIT) taxes.

As shown in the chart below, the QBI tax benefit provides a valuable benefit to investors. If we assume the highest federal and California state tax rates, the tax-equivalent yield of the fund’s 2024 return of 8.32% would be 10.43%. This means that an investor in the Pacific Point Realty Fund would need to earn a 10.43% yield from a fully taxable investment to achieve the same after-tax return as the 8.32% yield from the fund.

Let Us Help

Are You Qualified To Invest?

The Pacific Point Realty Fund is open to accredited investors as defined by the Securities Act of 1933 under Rule 501 of Regulation D. Generally speaking, an accredited investor is an individual who individually, or jointly with a spouse, has a net worth that exceeds $1 million, excluding the value of their primary residence.