Grow portfolios with private real estate investments
Partner with Marquee Funding Group

Offer the latest investment opportunities to your clients with Marquee’s mortgage REIT. Give clients less risk while boosting and diversifying investment strategies that earn fixed income.

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What makes private lending investments so compelling?

As a financial advisor, you guide your clients’ financial decisions and provide them with unique and personalized alternative investment opportunities.

Private mortgage REITs were only available to a select inner circle previously but their popularity is growing. Marquee Funding Group has made its investor fund readily available to your clients.

Top 5 benefits of investing with Marquee Funding Group

1

Portfolio Customization

Our mortgage REIT allows you to customize client portfolios based on risk, tolerance, and investment goals

2

Stable cash flow

It earns passive income while preserving capital, without management responsibility or complexity

3

Real estate investment

It’s a unique alternative investment opportunity in real estate without the hassles of being a landlord

4

Risk mitigation and security

Real estate isn’t correlated to the stock and bond market, giving downside protection and likely better returns

5

Unique and transparent

Tap into the potential of private real estate markets that aren’t widely available, while investing in secure lending

What’s different about real estate investing with Marquee Funding Group?

Loans closed

2,300+

Aggregate loan volume

$2 billion+

Average coupon (unlevered)

9%+

Experience in private mortgage

30+ years

Dedicated in-house team and CPA

20+ team

We treat our investors and clients like family and believe in building deep-rooted connections.

To form exceptional partnerships, we’re a vertically integrated company that raises capital and sources loans in addition to managing all loan servicing, processing, and escrow in-house.

Marquee was founded on relationships. As long-term innovators in private real estate lending, our passion has allowed us to build more than 30 years in the business. Our entire team are partners and investors.

With core values of loyalty and exceptional customer service, we’re committed to the craft, the process, and working with you.

Our private lending approach that secures your investments

Our mortgage REIT funds private loans that are flexible but not speculative. Rather than close and churn deals, we finance responsible investments.

Marquee Funding Group provides full-circle servicing and adheres to the highest auditing standards, with the same level of duty of care and fiduciary responsibility you get from publically traded funds.

This level of care and services, in addition to our expertise in private money lending, makes investing with us a truly unique opportunity.

Fund Name: Marquee Capital Fund 1 LLC
Exemption: 506(c)
Target Return: 8% to 9.5%
Preferred Return: 8% annualized rate of return

Marquee Capital 1 Fund limits investor exposure through our proven approach

Featured investments

Our loans are secured by real estate and underwritten with the value of the assets and the borrower. Your clients benefit from these private financing deals with our quality borrower base to earn higher yields, quicker.

Share more with your clients: Download our investor presentation

Outperforming the market

Fund*
9.00%
Vanguard Short Term Bond Index (VBISX) Dividend Yield
2.50%
Vanguard REIT Index Fun (VGSIX) Dividend Yield
3.50%
Blackstone Mortgage Trust (BXMT) Dividend Yield
6.75%

* Not a guaranteed return and it is subject to the cashflow of the underlying loan portfolio of the Fund. Please review the Memorandum for further explanation.

What our customers say

I have been an investor with Marquee Funding for over 20 years, and investing in hard money real estate loans for close to 40 years. I have worked with many different hard money groups over the years and find that Marquee offers the best in attention to detail, underwriting concerns, servicing and ultimately overall customer service. Investing with Marquee feels safer to me than having money in the bank and certainly pays substantially more yield on my investment. If you are a seasoned investor or just starting to invest in real estate secured investments I would highly recommend Marquee Funding Group.

Brad S.

I LOVE working with V Sevani! He is extremely professional, enthusiastic and knowledgeable, I always ask for V when I have a loan scenario that needs immediate attention! V is the man!!

Jim L.

Amazing experience with these guys. Terrible personal circumstances. Lost the house in a wildfire just before completion. These guys stood by me, allowed me another 18 months to rebuild. Worked with the insurance company. Really saved me from financial ruin. Just used them again for another project. Funded me in under 10 days. Ask for RJ, he’ll take great care of you.

James B.

I have been investing with this company and Max Stone for years. Very reliable and honest, their knowledge goes a long way.

Daniel S.

Marquee Funding Group is truly the best. I’ve personally managed hundreds of construction sites in my career as a project manager, lenders fund control, and my own personal jobs. When it comes to construction loans, Marquee Funding Group is second to none. If you’re a developer you should reach out to Marquee for your next construction loan.

Greg R.

Marquee Funding Group, has helped me on a number of occasions. Their expertise and ability to complete loans on time, is second to none. Whenever I need to close quickly, this is where I go. The entire team, is Top Notch ‼️‼️

Tamara S.

Meet Our Leaders

Photo of Scot Fine
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Scot Fine

CEO & Chief Investment Officer

NMLS #328235
DRE #01110594
Photo of RJ Solovy
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RJ Solovy

President / Broker

NMLS #303993
DRE #01876915
Photo of Larry Rabinoff
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Larry Rabinoff

Co-Founder

DRE #00685632
Photo of Max Stone
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Max Stone

Director of Sales

NMLS #965559
DRE #01869628

FAQs about private lending investing opportunities

Why is private debt becoming a growing investment opportunity?

Financial advisors increasingly recommend these alternative investment opportunities because their clients often see higher returns than public funds while mitigating risks, earning fixed income, tapping into sound real estate investing, and even getting unique tax benefits.

Opportunities to finance private debt are growing as borrowers look for unique lending options to fit their wide array of needs. Institutional lending organizations like banks have to follow strict requirements that don’t always meet these needs and are often slow to close deals.

As the demand for flexible financing grows, there is more opportunity to invest in private debt to tap into the range of offerings private lenders provide, benefiting both borrowers and investors.

What are the downside protections of a Private Mortgage REIT?

Private mREITs offer more downside protection compared to bonds. They protect against market downturns and offer an alternative investment opportunity for those looking to balance risk and diversify their portfolios.

The Marquee Capital Fund 1 relies on stringent borrower equity requirements that offer protection against market volatility. We use capital structure seniority for lower risk and higher priority for repayment. Loans financed by Marquee Funding Group are fully secured by high quality collateral, all of which make our private mortgage REIT low-risk to investors.

What are the liquidity considerations for a Mortgage REIT?

Over the long-term, private mortgage REITs hold well, potentially reaping higher returns as the real estate market matures. They are not correlated to the stock market or bond market and are less liquid than stocks so they see fewer volatile fluctuations in performance.

For Marquee Capital Fund 1 there is a 2-year lock-up for your investment before withdrawal is available to maintain stability.

Rather than trade shares daily, private mREITs earn passive income that requires less hands-on management.

What are the tax benefits of Investing in a Mortgage Fund?

Investors are entitled to a Qualified Business Income Deduction earned from trusts, including from REIT dividends. 

Marquee Capital Fund 1 elects REIT status to deduct 20% of qualified REIT dividends from income tax returns so investors only pay taxes on 80% of dividends earned.

In addition to this direct benefit, a private mortgage REIT also provides the benefits of real estate investing without having to manage the legal and financial aspects of lending directly to borrowers. Investors avoid acting as property managers so don’t need to pay property taxes, purchase home insurance, or manage any other expenses of real estate investing.

What disadvantages are associated with private lending investments?

Private lending investments come with risks if the lending itself isn’t sound. The main concern is that borrowers go into default on their loans and the money invested in their financing is at risk for investors. This is a result of poor underwriting. Often private lenders don’t use detailed qualification requirements to approve and finance loans.

Marquee Funding Group team has more than 30 years of experience in private lending and ensures that the detailed process to secure a loan with us benefits the borrower as much as it does our investors, preventing potential defaults. If a borrower does default, we use the same remedies as traditional banks to take the necessary steps toward foreclosure.  

We fund private loans that are flexible but not speculative. Rather than close and churn deals, we finance responsible investments. Our full-circle servicing adheres to the highest auditing standards, with the same level of duty of care and fiduciary responsibility investors get from publicly traded funds.

How can I view and manage investments with Marquee Funding Group?

Marquee Capital Fund 1 is on the Fidelity platform, which allows Registered Investment Advisors and investors to view the investment in their Fidelity portfolios.

Our Investor Portal also allows you to login to our Marquee Capital Fund 1 portal and Platinum Loan Servicing for further visibility.

Further Reading

Start here: Offer alternative investment opportunities to your clients

Ready to see how Marquee Funding Group will boost your clients’ portfolios? Share some basic details with us to get started. We’ll be in touch soon and look forward to growing our mortgage REIT together.
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