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Stonecrest Lending Fund: 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.

Why Stonecrest?

Unique Business Model
Long Term Success
Savvy Underwriting
Consistent Deal Flow

Our lending strategy does not rely on 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.

We have over 30 years in business and 20 years of fund management.

We have 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.

Our underwriting approach is based on decades of experience.

We follow strategic underwriting 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.

We’re experts at keeping the pipeline full.

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.

Peformance Statistics: Stonecrest Secured Investment Fund II

Monthly Returns
Previous Four Quarters
Annual Returns
5 Year History
Early Returns
2010 - 2016 Performance

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.

For best viewing of charts on a mobile device, flip your screen to landscape mode.

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.

Long Term Success

We have over 30 years in business and 20 years of fund management,

We have 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 is based on decades of experience.  

We follow strategic underwrirting 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’re experts at keeping the pipeline full.

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.

What Our Clients are Saying

As a real estate broker, licensed for more than 30 years, my focus has always been mortgage lending. During my career, I learned to effectively determine the creme de la creme among private mortgage lenders. Stonecrest is the top!

Lee Emerson

We like the excellent return rate that the Fund provides in contrast to the relatively low risk profile. I would recommend this investment to even the most cautious investor.”

Judy Bolante, Financial Sales Manager

We’ve been very pleased with the consistency of the returns with the Private Capital Fund. The Managers of the Fund have also done an excellent job and I would not hesitate to recommend the Fund to anyone.


Jeff and Lynne Kravitz, Builder/Developer

Stonecrest has consistently delivered excellent financial results even throughout the mortgage meltdown. I have found the level of professionalism and honesty at Stonecrest to be at an extremely high level.

Richard Kash, Real Estate Investor

I really appreciate the fact that my Investor Relations Manager came to my home to handle my transaction—a real sign of customer service. Great service aside, the interest rate is my favorite feature of the Fund!


Arlene, Retired School Teacher

I am extremely pleased with my investment in the Private Capital Fund. This unique investment opportunity has enhanced and diversified my portfolio and enabled me to profit from a real estate investment without the hassle of owning individual trust deeds and managing the borrower directly.

Rick Harway, Entrepreneur

All dealings with this company and its staff have been free of negativity in any way and more than satisfactory. I have and will continue to recommend the Stonecrest organization to anyone; in plain language – they are fabulous and it is truly a pleasure to deal with them.

Helma Smith

I enjoy the peace of mind that comes with investing in a pool of trust deeds that minimizes the potential loss of capital. I find that Stonecrest has exceptional customer service and I’m looking forward to many rewarding years as a Private Capital Fund investor.

Jim Cramer, Retired Engineer

I have invested my retirement account with Stonecrest. I have full confidence in your experience and your genuine care for my financial stability. I appreciate your vast market knowledge, accessibility and trustworthiness. Now I am excited that my son has started his portfolio with Stonecrest.

Moe Baniani, Real Estate Broker

Get in Touch

Phone

800.557.7720