What is fixed income investing?
5 minute read
December 11, 2021


As an experienced investor, you have a portfolio filled with your investment ventures. The road to where you are now most likely wasn’t easy, but you’ve learned a lot along the way and have a good idea of where you want to go next.

If you’ve landed here, that means you’re interested in trying out a different type of investment: fixed income investing. 

You’ve heard that it can provide a steady stream of passive income at a lower risk.

What you may not know about fixed income investing is the opportunities that come with investing in high-yielding real estate secured notes. This lucrative alternative to traditional fixed-income ventures offers more protection to investors.

Let’s dig into your fixed income options, including why you should invest in fixed income and how you can find the right funding group to work with.

What exactly is fixed income investing?

Traditional examples of fixed income investing include Treasury bonds and bills, municipal bonds, and certificates of deposit (CDs). These types of investments pay investors fixed interest or dividend payments throughout the life of the bond.

At the maturity of the investment, investors usually are repaid the principal amount they invested, plus the interest they received.

Traditional fixed-income investments are known as a less risky option than investing in stocks. Investing in both stocks and bonds can balance your portfolio. The problem is, bonds have a reputation from seasoned investors.

Many investors believe fixed income yields poor returns and still carries similar risks to stocks, including inflation influences. 

That’s why investors should turn to real estate bonds.

Real estate debt funds: Investments with less hassle

Investing in a real estate debt fund means the investment is backed by real property. Your cash flow comes from mortgage repayments. 

This type of fixed income investment is perfect for those who want to invest in real estate without the responsibilities of being a landlord. This includes collecting rent and making repairs.

Secured real estate investments are in the form of a promissory note secured by a trust deed. To ensure the quality of the collateral, the lender must carefully scrutinize the borrower, asset, and perfect the security instrument. 

Why invest in fixed income?

The most important part of fixed income investments is who you’re investing with, because this determines why you should do it.

Marquee Funding Group is a pioneer in providing quality real estate secured loans through Marquee Capital Fund 1

Selling real estate notes is a regular part of the mortgage business, but that doesn’t mean everyone is doing it right.

Marquee Capital Fund 1 provides secured, performing real estate notes in both the consumer and commercial marketplace. 

Property types include:

  • Single-family homes
  • Multi-family homes
  • Apartment complexes
  • Hotels
  • Shopping centers
  • Warehouses
  • Office buildings

Marquee’s emphasis is on principal and yield preservation. Licensed professionals screen loans based on the following:

  • Quality of the collateral
  • Borrower’s financials and ability to repay
  • Perfected Security tied to Real Estate

Through prudent underwriting and our investment in a wide range of mortgage products, Marquee Capital Fund 1 limits investor exposure. When fixed income investing with real estate is done correctly, it’s even less risky than real estate ownership or equity. 

Despite external influences such as inflation and market fluctuations, real estate remains a solid investment because people need places to live, shop, eat, and work. 

Leveraging your own investment experience combined with a trustworthy, reputable fund manager, you can find a safe yet lucrative addition to your portfolio.

How to invest in fixed income with Marquee Capital Fund 1

As an investor, it’s imperative that you do your research on a borrower’s financial situation, loan terms, and repayment timeline. This is how you protect your investment. But if you connect with a reputable manager, they have their own built-in steps to protect you first.

Marquee Funding Group is a full-service mortgage banking firm that specializes in the origination, investment sale, and servicing of private money loans.

Marquee provides access to borrowers who can’t get funding through traditional lenders. As a result, we are able to offer investors a wide range of investment options to fit your individual strategy and goals.

We offer investors:

  • Documented, escrowed, and evidenced investments by recorded security instrument
  • Transparency in the form of portfolio reporting tools
  • Tax-advantaged strategies
  • Potential Real Estate Investment Trust (REIT) status, to allow investors to deduct 20% of qualified REIT dividends from their income tax return
  • Target return of 8% to 9.5%

If you’re an accredited investor and want to connect with us, let’s get started today. 

Provide us with a way to contact you, and you will hear from us shortly. 

​​In the last decade, our team has successfully originated more than 1,700 loans totaling over $1 billion. 

We look forward to helping you continue to build a diverse portfolio.

Photo by Glenn Carstens-Peters on Unsplash

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