Let Your Investments Work…
…So You Don’t Need To.
A Unique Approach. Consistently Positive Returns.
Welcome to Stonecrest. We’re an alternative investment and asset management group offering investment funds focused on real estate lending. We take pride in our track record of generating consistently high, risk-adjusted returns in our funds. We have managed a family of private real estate funds since 2004, and our first fund remains open to this day.
Peformance Statistics: Stonecrest Secured Investment Fund II
SIF II Monthly Returns
Monthly Returns from the previous 12 months
SIF II 5-Year Performance
An overview of the last 5 years.
SIF II Performance: Inception to 2016
From 2010 through 2016, SIF distributed a flat 7.75% (annualized, after fees, in monthly income) by taking the average weighted return of the loan portfolio, subtracting expenses, and letting the variability be reflected in the loan loss reserve.
Why Stonecrest?
Unique Business Model
We’re not a typical private equity fund lending to credit-poor, equity-rich borrowers. Our focus is short term lending solutions for qualified, sophisticated borrowers with a premium on good equity positions and a clear exit path. So our portfolio will typically emphasize loans to well-vetted, low-risk, fast-moving borrowers who cannot be effectively serviced by banks. no loss of principal, no missed dividends, and consistent 7- 9% returns.
Longterm Success
With over 30 years in business and 20 years of fund management, Stonecrest has built a consistent record of success. Our Private Capital Fund, the precursor to our Secured Investment Fund, operated from 2004 through its full 15-year term (including the recession of 2008) with no loss of principal, no missed dividends, and consistent 7- 9% returns. Our Secured Investment Fund operates with the same business model and has seen similar results, even through the economic headwinds of the 2020 pandemic.
Savvy Underwriting
Our underwriting approach strikes a balance based on decades of experience. We follow strategic guidelines that produce a disciplined approach to lending. But we stay nimble enough to evaluate loans on their unique merits, a practice that consistently unearths productive loans that other lenders are not able to execute.
Consistent Deal Flow
We’ve spent decades creating relationships in the lending community, including banks, mortgage brokers, real estate firms, and more. Our track record, reputation and a robust network of referral sources enable us to maintain a strong portfolio of loans.