

To date, our team has
funded over
$130 million
in loans

SANTA ROSA
LAND
Location: Santa Rosa, California
Amount: $375,000
Term: 24 months
Lien: 1st
Funding Date: February 2023
Cash-out financing secured by a 1.75-acre land parcel with a cottage. Borrower to use proceeds for a partner buy-out on another real estate investment.

IDAHO
MIXED-USE
Location: Moscow, Idaho
Amount: $2,840,000
Term: 18 months
Lien: 1st
Funding Date: December 2022
Financing on an approx. 35,000-sf mixed-use building in the process of being renovated for use as a restaurant, office, and retail space. Proceeds of our loan used for partner buy-out and renovation costs.

SONOMA
COUNTY RETAIL
Location: Cotati, California
Amount: $3,100,000
Term: 24 months
Lien: 1st
Funding Date: November 2022
Refinance to a repeat borrower. Loan secured by a first deed of trust on a retail strip in Sonoma county.

SAN
FRANCISCO SFR
Location: San Francisco, California
Amount: $1,000,000
Term: 12 months
Lien: 2nd
Funding Date: September 2022
Cash-out financing on a recently renovated SFR property. Loan proceeds to be used for other real estate investments.

SAN
FRANCISCO
MULTIFAMILY
Location: San Francisco, California
Amount: $1,200,000
Term: 18 months
Lien: 1st
Funding Date: August 2022
Acquisition financing on a 5-unit multifamily property. Borrower to renovate and hold the property for investment purposes.

BERKELEY
MULTIFAMILY
Location: Berkeley, California
Amount: $225,000
Term: 12 months
Lien: 2nd
Funding Date: April 2022
Cash-out financing to a repeat borrower. Loan secured by a second deed of trust on a multifamily residence.

CALIFORNIA
RETAIL
Location: San Rafael, California
Amount: $815,000
Term: 24 months
Lien: 1st
Funding Date: February 2022
Refinance on a retail property in the heart of Marin County.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $2,000,000
Term: 24 months
Lien: 1st
Funding Date: January 2022
Refinance with remaining cash-out on specialty use property located half a block from the ocean in a highly desirable area of San Diego.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $1,100,000
Term: 18 months
Lien: 2nd & 3rd
Funding Date: September 2021
Cash-out financing on a commercial building and rental property. Proceeds used for commercial real estate investments.

SAN DIEGO
OFFICE
Location: San Diego, California
Amount: $600,000
Term: 12 months
Lien: 2nd
Funding Date: April 2021
Cash-out financing for additional real estate investments. Property consists of a single-tenant office building with on-site parking and development potential.

SAN DIEGO
LAND
Location: San Diego, California
Amount: $1,575,000
Term: 12 months
Lien: 1st & 2nd
Funding Date: February 2021
Acquisition financing for redevelopment purposes. A/B loan structure.

CALIFORNIA
INDUSTRIAL PARK
Location: Norwalk, California
Amount: $500,000
Term: 15 months
Lien: 2nd
Funding Date: January 2021
Cash-out financing to facilitate a partner buyout. Borrower to seek conventional financing.

OAKLAND
HOTEL
Location: Oakland, California
Amount: $400,000
Term: 5 months
Lien: 2nd
Cash-out financing on a hotel property in Oakland, California. Financing to a repeat borrower for short-term cashflow needs.

PORTLAND
INDUSTRIAL
Location: Portland, Oregon
Amount: $530,000
Preferred debt/equity investment for an operating business. Loan secured by long term leasehold interest in business operations.

SAN
FRANCISCO MOTEL
Location: San Francisco, California
Amount: $2,000,000
Term: 12 months
Lien: 2nd
Loan provided cash-out to the borrower to repay loan used for financing other property purchases. Funded in 5 business days.

SAN
FRANCISCO MIXED USE
Location: San Francisco, California
Amount: $1,550,000
Term: 12 months
Lien: 1st
Purchase loan for a building with apartment units over a vacant retail space. Borrower planning to lease the retail space.

SAN DIEGO
RETAIL
Location: San Diego, California
Amount: $1,485,000
Term: 18 months
Lien: 1st
A/B loan structure to facilitate the acquisition and sale. Borrower to lease and flip the asset.

SAN
FRANCISCO MULTIFAMILY
Location: San Francisco, California
Amount: $575,000
Term: 5 months
Lien: 1st
Loan acquisition and modification to facilitate the borrower's orderly sale of the property versus foreclosure.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $1,900,000
Term: 12 months
Lien: 1st
Purchase loan for commercial property for the borrower to flip. A/B loan structure.

LAS VEGAS
RETAIL
Location: Las Vegas, Nevada
Amount: $2,375,000
Term: 12 months
Lien: 1st
Purchase loan for retail property. Quick turnaround to accommodate a 1031 exchange.

SAN
FRANCISCO MULTIFAMILY
Location: San Francisco, California
Amount: $550,000
Term: 12 months
Lien: 1st
Bridge loan for a 6-unit apartment with a maturing mortgage. Borrower needed time to sell and could not get an extension from his existing lender.

GEORGIA
INDUSTRIAL FLEX
Location: Marrieta, Georgia
Amount: $1,500,000
Term: 6 months
Bridge loan.

SAN RAFAEL
RETAIL
Location: San Rafael, California
Amount: $950,000
Term: 12 months
Lien: 1st
Refinance of a conventional first lien. Property needed to stabilize occupancy to prepare for conventional financing. We provided a 1st and 2nd lien on the property.

ATLANTA
OFFICE FLEX
Location: Atlanta, Georgia
Amount: $2,700,000
Term: 6 months
Bridge loan to equity raise.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $550,000
Term: 24 months
Lien: 3rd & 4th
Blanket lien on two properties to help finance a purchase. Repeat borrower.

TAMPA &
ATLANTA OFFICE FLEX
Location: Tampa, Florida & Atlanta, Georgia
Amount: $1,500,000
Term: 6 months
Lien: 3rd & 4th
Bridge loan for three properties.

SAN DIEGO
MIXED-USE INDUSTRIAL
Location: San Diego, California
Amount: $900,000
Term: 24 months
Lien: 2nd
Cash out second lien providing funds to build-out another property owned by the principal who is a repeat borrower.

INDIANA
OFFICE
Location: Indianapolis, Indiana
Amount: $2,150,000
Term: 12 months
Lien: 1st
Year end quick close to facilitate the acquisition for a 1031 exchange.

SAN
FRANCISCO MULTIFAMILY
Location: San Francisco, California
Amount: $1,000,000
Term: 24 months
Lien: 1st
Purchase money loan for a repeat borrower acquiring another building in San Francisco. Borrower looking to renovate and refinance with a conventional loan.

CALIFORNIA
RETAIL & OFFICE
Location: San Jacinto, California
Amount: $1,500,000
Term: 24 months
Lien: 1st
Borrower wanted to combine this property with the adjacent self-storage property controlled by a co-investor, and sell it to another party. They didn't have time to deal with a lengthy bank loan process to obtain this bridge loan. Our loan closed in three weeks and enabled this repeat borrower to achieve their goals.

SAN
FRANCISCO HOTEL
Location: San Francisco, California
Amount: $1,500,000
Term: 24 months
Lien: 2nd
Borrower came to us to provide financing on an existing holding to enable the purchase of two additional properties. This was a highly structured transaction to accommodate the existing first mortgage. We funded the loan in two weeks.

PALO ALTO
MOTEL
Location: Palo Alto, California
Amount: $2,200,000
Term: 24 months
Lien: 1st
Borrower had owned the subject property for over 30 years. After protracted negotiations with their bank, the owner came to us. Our initial funding was a second lien for $900k. Subsequently, we funded an additional $1.3m to take out prior financing. This solved the borrower's financing needs and allowed them to focus on the management of their portfolio. Additional collateral included a 10,000 SF single-family property.

CALISTOGA
RESORT
Location: Calistoga, California
Amount: $950,000
Term: 18 months
Lien: 1st
Refinance acquisition loan on resort under redevelopment. Our loan enabled the borrower to improve the property and refinance with conventional financing.

PALO ALTO
MOTEL
Location: Palo Alto, California
Amount: $900,000
Term: 24 months
Lien: 2nd
Second lien on a motel in Palo Alto near Stanford Medical Center plus a 10,000 SF single family residence as additional collateral.

CARLSBAD
MULTIFAMILY
Location: Carlsbad, California
Amount: $600,000
Term: 12 months
Lien: 2nd
Funding Date: February 2023
Acquisition financing on a 10-unit apartment building with 3 additional properties as secondary collateral. Strong active borrower in the local markets.

SANTA CRUZ
COUNTY NURSERY
Location: Watsonville, California
Amount: $1,250,000
Term: 36 months
Lien: 1st
Funding Date: December 2022
Cash-out financing on 41-acre nursery property in Santa Cruz county.

SAN DIEGO
RETAIL
Location: San Diego, California
Amount: $867,000
Term: 24 months
Lien: 2nd
Funding Date: October 2022
Acquisition financing on a retail property. Borrower to renovate and re-tenant the property. Anderson Roberts Financial also provided senior debt on the property.

CAPITOLA
LAND & SFR
Location: Capitola, California
Amount: $1,200,000
Term: 12 months
Lien: 1st
Funding Date: August 2022
Refinance on two properties. Proceeds used to pay off existing debt.

OREGON
RETAIL
Location: Canby, Oregon
Amount: $1,400,000
Term: 24 months
Lien: 1st
Funding Date: July 2022
Cash-out financing on two retail properties. Proceeds used to finance the renovation.

SAN
FRANCISCO MIXED-USE
Location: San Francisco, California
Amount: $2,300,000
Term: 12 months
Lien: 1st
Funding Date: April 2022
Refinance of a mixed-use property with 30 residential units and a restaurant on the ground level. Remaining cash-out used for other real estate investments.

LA QUINTA
LAND
Location: La Quinta, California
Amount: $135,000
Term: 6 months
Lien: 1st
Funding Date: February 2022
Cash-out refinance on a residential parcel used as an investment property.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $2,100,000
Term: 24 months
Lien: 1st
Funding Date: November 2021
Refinance on a single family residential property used for short term rentals.

CALIFORNIA
RETAIL
Location: Cotati, California
Amount: $2,100,000
Term: 24 months
Lien: 1st
Funding Date: June 2021
Cash-out refinance on a retail property in Sonoma County, California. Borrower to use proceeds for final site work and tenant improvements.

SOUTH SAN
FRANCISCO
INDUSTRIAL FLEX
Location: South San Francisco, California
Amount: $720,000
Funding Date: March 2021
Preferred debt/equity investment for an operating business. Loan secured by a long-term leasehold interest in business operations.

CALIFORNIA
INDUSTRIAL
Location: California City, California
Amount: $1,350,000
Term: 12 months
Lien: 1st
Funding Date: February 2021
Takeout financing for a specialty use building.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $2,000,000
Term: 24 months
Lien: 1st
Refinance and cash-out to a repeat borrower secured by a commercial property. Quick close before year end.

LA QUINTA
LOTS
Location: La Quinta, California
Amount: $480,000
Term: 12 months
Lien: 1st
Cash-out financing on two adjacent residential lots in a high-end community. Borrower to market properties for sale.

LOS ANGELES
INDUSTRIAL
Location: South Gate, California
Amount: $1,080,000
Preferred debt/equity investment for an operating business. Loan secured by long term leasehold interest in business operations.

SAN DIEGO
INDUSTRIAL
Location: San Diego, California
Amount: $600,000
Term: 12 months
Lien: 2nd
Cash out to the borrower for short-term liquidity while pending closings finalized. The loan funded in 3 business days.

SAN DIEGO
TWO UNIT RESIDENTIAL PROPERTY
Location: San Diego, California
Amount: $1,000,000
Term: 12 months
Lien: 2nd
The property was on a long term lease to a public company. Cash out loan to be used for other real estate investments.

SAN
FRANCISCO RETAIL
Location: San Francisco, California
Amount: $1,575,000
Term: 12 months
Lien: 1st
Acquisition financing for a vacant retail property in the heart of San Francisco. Funding allowed the borrower to position the property for new tenants and resale.

CALIFORNIA
INDUSTRIAL FLEX
Location: Grover Beach, California
Amount: $2,450,000
Term: 18 months
Partner buyout.

SAN DIEGO
INDUSTRIAL
Location: San Diego, California
Amount: $500,000
Term: 12 months
Lien: 2nd
Second mortgage to provide cash out for other property investments.

MONTEREY
OFFICE
Location: Monterey, California
Amount: $2,300,000
Term: 24 months
Lien: 2nd
Second mortgage on a downtown Monterey office building. Funds used to pay off existing debt.

MONTANA
HOTEL
Location: Billings, Montana
Amount: $800,000
Term: 36 months
Lien: 1st
Purchase loan for a hotel. Repeat borrower in a 1031 exchange where timing was critical.

SAN
FRANCISCO MIXED USE
Location: San Francisco, California
Amount: $1,100,000
Term: 24 months
Lien: 2nd
Second mortgage on mixed use property with cash-out to purchase another property. Repeat borrower and property.

CALIFORNIA
MOTEL
Location: Burney, California
Amount: $1,300,000
Term: 24 months
Lien: 1st
Purchase loan for motel to facilitate a 1031 exchange.

SANTA CLARA
COMMERCIAL CONDO
Location: Santa Clara, California
Amount: $500,000
Term: 12 months
Lien: 2nd
Bridge loan to take out construction financing. A/B loan structure.

MODESTO
OFFICE FLEX
Location: Modesto, California
Amount: $631,845
Term: 24 months
Lien: 1st
Note purchase from a commercial bank and modification to allow time for the borrower to re-tenant the property and either refinance with conventional financing or sell.

SANTA ROSA
LAND
Location: Santa Rosa, California
Amount: $2,200,000
Term: 12 months
Lien: 1st
Bridge loan to complete pre-development costs for a housing project. Borrower to seek construction loan.

ODESSA
INDUSTRIAL
Location: Odessa, Texas
Amount: $735,000
Term: 24 months
Lien: 1st
Purchase money loan for a vacant single tenant industrial property in a growth market of Texas.

SAN DEIGO
COMMERCIAL
Location: San Diego, California
Amount: $400,000
Term: 24 months
Lien: 2nd
Proceeds used for the acquisition of another project.

CORONA DEL
MAR RETAIL
Location: Corona Del Mar, California
Amount: $1,400,000
Term: 24 months
Lien: 1st
Funded to pay off a maturing loan for the borrower. Property located in a highly desirable retail location with high traffic and strong values.

ARIZONA
STRIP RETAIL
Location: Glendale, Arizona
Amount: $1,000,000
Term: 24 months
Lien: 1st
Borrower wanted to capitalize on the value increase and hold the asset for appreciation. We funded the project in two weeks. After funding, the borrower did a full renovation and subsequent lease-up.

CHULA VISTA
RETAIL & OFFICE
Location: Chula Vista, California
Amount: $900,000
Term: 12 months
Lien: 1st
We had an existing loan on the property which was now being sold. Rather than taking the lengthy route of a bank loan, the new buyer asked us for financing to accommodate their goal of repositioning the property and improving the tenancy and value of the asset.

CALIFORNIA
MOBILE HOME COMMUNITY
Location: Manteca, California
Amount: $1,100,000
Term: 12 months
Lien: 1st
Borrower had owned the subject property for more than 15 years. The occupancy had dropped slightly below 80% as they moved out problem tenants and their bank refused to extend the existing loan with near-term maturity because of the vacancy. The borrower concluded our bridge loan would give them time to increase the occupancy to acceptable levels and refinance with conventional financing.

SAN RAFAEL
RETAIL & OFFICE
Location: San Rafael, California
Amount: $365,000
Term: 24 months
Lien: 2nd
Second lien on a retail property in a prime location of San Rafael.

SAN
FRANCISCO MULTIFAMILY
Location: San Francisco, California
Amount: $450,000
Term: 6 months
Lien: 2nd
Loan to bridge from opportunistic purchase to sale.

ARIZONA
LAND/MEDICAL OFFICE
Location: Avondale, Arizona
Amount: $1,950,000
Term: 18 months
Lien: 1st
Funding Date: February 2023
Refinance on land property with 1.75-acres fully entitled for a medical office building. Borrower developed and sold the adjacent property for a large gain.

SONOMA
COUNTY RETAIL
Location: Cotati, California
Amount: $400,000
Term: 24 months
Lien: 2nd
Funding Date: November 2022
Refinance to a repeat borrower. Loan secured by a second deed of trust on a retail strip in Sonoma county.

SAN DIEGO
RETAIL
Location: San Diego, California
Amount: $3,570,000
Term: 24 months
Lien: 1st
Funding Date: October 2022
Acquisition financing on a retail property. Borrower to renovate and re-tenant the property. Anderson Roberts Financial also provided subordinate debt on the property.

BERKELEY
SFR
Location: Berkeley, California
Amount: $300,000
Term: 12 months
Lien: 2nd
Funding Date: August 2022
Cash-out financing on a a single family residential property used for investment purposes.

SONOMA
COUNTY RETAIL
Location: Cotati, California
Amount: $900,000
Term: 13 months
Lien: 2nd
Funding Date: May 2022
Cash-out financing to a repeat borrower. Loan secured by a second deed of trust on a retail property in Sonoma County. Proceeds used for final site work.

SAN
FRANCISCO HOTEL
Location: San Francisco, California
Amount: $1,200,000
Term: 36 months
Lien: 2nd
Funding Date: February 2022
Acquisition financing on a historic hotel building with a well-known restaurant operating on the ground floor.

WASHINGTON
MOBILE HOME PARK
Location: Forks, Washington
Amount: $720,000
Term: 24 months
Lien: 1st
Funding Date: January 2022
Acquisition financing for a 3.5-acre manufactured home and RV park in Forks, Washington.

SAN DIEGO
OFFICE
Location: San Diego, California
Amount: $1,100,000
Term: 18 months
Lien: 2nd
Funding Date: October 2021
Purchase financing on an office building with gated parking. Located in a highly desirable area of San Diego.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Total Loan Amount: $6,375,000
Term: 18 months
Lien Positions: 1st & 2nd
Funding Date: May 2021
Four acquisition loans for two commercial properties acquired for future development potential. Our financing enabled an up-leg purchase into a 1031 exchange. This transaction was funded in 7 days!

SANTA ANA
INDUSTRIAL FLEX
Location: Santa Ana, California
Amount: $1,080,000
Funding Date: February 2021
Preferred debt/equity investment for an operating business. Loan secured by a long-term leasehold interest in business operations.

UTAH
RANCH LAND
Location: Utah
Amount: $1,000,000
Term: 12 months
Funding Date: February 2021
Loan to an established borrower to facilitate the acquisition of a 186-acre parcel of ranch land near Park City, Utah.

BERKELEY
MULTI-UNIT RESIDENTIAL
Location: Berkeley, California
Amount: $1,600,000
Term: 12 months
Lien: 1st
Cash-out financing on a multi-unit residential property in Berkeley. Financing for a repeat borrower to prepare the property for sale.

WHITTIER
MULTIFAMILY
Location: Whittier, California
Amount: $1,306,000
Term: 18 months
Lien: 1st
Purchase and renovation financing for a 7-unit apartment building. Borrower to convert extra space into additional units.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $650,000
Term: 12 months
Lien: 2nd
Cash out financing for predevelopment costs to convert the building into event space. Quick close for a repeat borrower.

MONTEREY
OFFICE BUILDING
Location: Monterey, California
Amount: $300,000
Term: 12 months
Lien: 2nd/3rd
Financing for an office building in Monterey, California. Debt was secured by two properties.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $675,000
Term: 18 months
Lien: 1st
Purchase financing with the borrower looking to lease or sell. A/B loan structure.

SAN
FRANCISCO MULTIFAMILY
Location: San Francisco, California
Amount: $100,000
Term: 12 months
Lien: 1st
Cash-out financing to be used for finalizing construction on two other properties. Repeat borrower and repeat property.

SAN DIEGO
COMMERCIAL
Location: San Diego, California
Amount: $530,000
Term: 12 months
Lien: 2nd
Purchase loan for commercial property for the borrower to flip. A/B loan structure.

SAN
FRANCISCO
RESTAURANTS
Location: San Francisco, California
Amount: $2,050,000
Term: 24 months
Lien: 1st
Purchase loan for two restaurants to facilitate a 1031 exchange. Borrower planning to refinance with an SBA loan.

BERKELEY
MIXED-USE
Location: Berkeley, California
Amount: $503,766
Term: 18 months
Lien: 2nd
Second mortgage on a mixed-use property being purchased for its conversion to 15-unit shared living facility.

CALIFORNIA
RETAIL
Location: Poway, California
Amount: $200,000
Term: 24 months
Lien: 2nd
Second mortgage on a retail property. Funds used to renovate a separate property.

FAIRFAX
MULTIFAMILY
Location: Fairfax, California
Amount: $514,000
Term: 12 months
Lien: 1st
Purchase financing for a tri-plex. Borrower to lease out all units.

CALIFORNIA
SINGLE FAMILY FIX AND
FLIP
Location: Escondido, California
Amount: $575,000
Term: 8 months
Lien: 1st
Bridge loan to purchase, renovate and sell the property.

SANTA CLARA
COMMERCIAL CONDO
Location: Santa Clara, California
Amount: $3,500,000
Term: 24 months
Lien: 1st
Bridge loan to take out construction financing. A/B loan structure.

MODESTO
OFFICE FLEX
Location: Modesto, California
Amount: $592,515
Term: 24 months
Lien: 1st
Note purchase from a commercial bank and modification to allow time for the borrower to re-tenant the property and either refinance with conventional financing or sell.

STOCKTON
SELF-STORAGE
Location: Stockton, California
Amount: $2,890,000
Term: 24 months
Lien: 1st
Refinance of a conventional mortgage. Borrower using bridge loan to bring property up to stabilized occupancy before putting another conventional mortgage in place.

NEW YORK
INDUSTRIAL
Location: Buffalo, New York
Amount: $1,400,000
Term: 27 months
Lien: 1st
Payoff of existing mortgage to allow the owner time to extend the lease and refinance or sell.

SAN DEIGO
MIXED-USE
Location: San Diego, California
Amount: $400,000
Term: 24 months
Lien: 2nd
Proceeds used for the acquisition of another project.

SACRAMENTO
RETAIL & OFFICE
Location: Sacramento, California
Amount: $1,000,000
Term: 12 months
Lien: 1st
Funded to pay off an existing first lien in default for a repeat borrower. Property was subsequently sold in an orderly manner.

SAN
FRANCISCO MIXED USE
Location: San Francisco, California
Amount: $1,500,000
Term: 24 months
Lien: 1st
Repeat borrower that returned to us for financing a property in which he had negotiated a below market acquisition. His bank moved slowly and declined due to a deferred maintenance issue. We funded on time to complete acquisition despite intervening holidays.

CALIFORNIA
MULTIFAMILY
Location: Lakeside, California
Amount: $460,000
Term: 24 months
Lien: 1st
Borrower used the funds to acquire this 4-unit property east of San Diego. Their bank declined due to the complexity of the transaction and our loan funded the entire purchase price. We worked with the borrower to combine other properties they owned into a suitable collateral package. With our help, the borrower acquired the property to rehab and hold.

CALIFORNIA
RETAIL
Location: Poway, California
Amount: $250,000
Term: 24 months
Lien: 2nd
Second lien on retail center. Proceeds to cure deferred maintenance and prepare for refinance.

SAN
FRANCISCO MULTIFAMILY
Location: San Francisco, California
Amount: $175,000
Term: 24 months
Lien: 2nd
Second lien on two unit building in a high end area of San Francisco.

CAPITOLA
MULTIFAMILY
Location: Capitola, California
Amount: $700,000
Term: 24 months
Lien: 1st
Acquisition loan on a four unit compound in a desirable area of Capitola, California.