For the savvy investor, Charles Schwab offers options aplenty through diversification, high returns, and access to some of the world’s most unique opportunities.
Now, the range of options at Charles Schwab just got even better.
Marquee Capital Fund 1, a private mortgage REIT offering robust income potential, is now available to Schwab clients.
This new investing option gives Schwab account holders direct access to a proven real estate-backed investment vehicle designed to deliver consistent returns while focusing on security and transparency.
In this article, we’ll show you:
- Why Charles Schwab is a top platform for knowledgeable investors
- The benefits of investing in Marquee Capital Fund 1
- How this fund can fit into a well-rounded portfolio
Let’s explore why this new Schwab option is great news for those seeking premium investment opportunities.
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The advantages of using Charles Schwab for investing
Charles Schwab is renowned for its investor-friendly platform, offering a wealth of tools and services designed to satiate the needs of both novice and experienced investors.
It’s a trusted partner for millions of clients due to Schwab’s reputation for features like:
- A wide array of investment options
- Transparency
- Low fees
Access to diversified opportunities
Schwab provides access to thousands of investments, including:
- Stocks
- ETFs
- Mutual funds
- Alternative assets like private funds
This broad range enables investors to build highly diversified portfolios—tailored to their risk tolerance and goals.
Investor-friendly tools and education
From advanced research tools to personalized financial advice, Schwab equips investors with the resources to make informed decisions.
Their friendly UX interface ensures a seamless experience for managing investments.
Cost-effective options
With a commitment to low fees and no minimums for opening accounts, Schwab is accessible to many investors.
These cost-effective solutions help clients maximize their returns.
Integration with Marquee Capital Fund 1
Adding Marquee Capital Fund 1 to the mix enhances Schwab’s offerings, giving clients access to a professionally managed fund that capitalizes on the lucrative private mortgage lending market.
What is Marquee Capital Fund 1?
Marquee Capital Fund 1 is a private mortgage REIT managed by Marquee Funding Group.
The fund specializes in originating and managing short-term, real estate-backed loans, offering investors a unique opportunity to benefit from the thriving private lending market.
Key highlights of the fund
- Targeted high returns: The fund provides consistent monthly distributions and targets annualized returns that outperform many traditional fixed-income investments. Typical returns range from 8-9%.
- Secured by real estate: All loans are backed by tangible real estate collateral, adding a layer of security to the investment. Our max loan to value on any deal is 70% LTV, which, in the event of a foreclosure sale, there is enough margin to make back your money
- Diversification: The fund spreads risk across a portfolio of loans, reducing exposure to any single borrower or property.
This combination of security, high returns, and professional management has made Marquee Capital Fund 1 an attractive choice for investors looking to add alternative assets to their portfolios.
Benefits of investing in Marquee Capital Fund 1
Adding Marquee Capital Fund 1 to your portfolio can provide an exciting range of benefits, especially for investors who are exploring investments beyond traditional stocks and bonds.
Consistent income potential
The fund’s core strategy focuses on short-term loans secured by real estate, which provides investors with consistent monthly income.
These returns can be particularly appealing for those seeking predictable cash flow, such as retirees or income-focused investors.
Asset-backed security
Unlike stocks, which can experience significant volatility, Marquee Capital Fund 1’s investments are secured by physical real estate.
This collateral provides a safety net, as the fund holds a lien on the property in case of borrower default.
Portfolio diversification
Real estate-backed loans offer an investment option uncorrelated with the stock market.
Including Marquee Capital Fund 1 in your portfolio can reduce overall volatility and achieve greater balance in your investment strategy.
Expert management
The fund is managed by Marquee Funding Group—a team with decades of experience in private mortgage lending.
Their expertise ensures rigorous underwriting standards, diligent loan monitoring, and optimized performance for the fund’s investors.
Why Charles Schwab clients should consider this opportunity
The availability of Marquee Capital Fund 1 on the Schwab platform offers a unique advantage for investors: easy access to a premium alternative investment within the trusted framework of their Schwab accounts.
Seamless integration
Schwab clients can invest in Marquee Capital Fund 1 directly through their brokerage accounts, making the process simple and convenient. This eliminates the need for additional platforms or third-party services.
Transparent reporting
Schwab’s comprehensive account management tools provide detailed reporting and performance tracking for all holdings, including alternative investments like Marquee Capital Fund 1.
Tailored investment options
Schwab’s platform enables clients to incorporate Marquee Capital Fund 1 into a broader investment strategy that aligns with their financial goals and risk tolerance.
Fidelity Investments clients can also invest
In addition to being available on Schwab, Marquee Capital Fund 1 is accessible to Fidelity Investments clients.
This provides another major avenue for investors who prefer Fidelity’s platform to gain exposure to the private mortgage lending market.
Fidelity offers similar benefits, including a user-friendly interface, robust reporting tools, and personalized support.
How to get started
For Schwab or Fidelity clients interested in investing in Marquee Capital Fund 1, the process is straightforward:
- Consult your financial advisor: Wise investors generally consult a financial advisor before investing to ensure the fund aligns with their overall strategy.
- Log in to your account: Schwab and Fidelity clients can access Marquee Capital Fund 1 through their brokerage platforms.
- Complete the investment process: Follow the prompts to allocate funds to Marquee Capital Fund 1, and enjoy the benefits of this expertly managed private mortgage REIT.
The new Marquee Capital Fund 1 option at Charles Schwab
Including Marquee Capital Fund 1 as a new Charles Schwab option is an exciting development for investors looking to diversify their portfolios with high-return, real estate-backed opportunities.
Schwab’s user-friendly platform and trusted reputation make it an ideal home for this unique fund, while Fidelity clients also benefit from the same access.
For investors seeking consistent income secured by tangible real estate assets, Marquee Capital Fund 1 offers a compelling solution.
Whether you’re a seasoned investor or exploring alternative assets for the first time, this fund can help you achieve your financial goals while leveraging the benefits of a trusted platform like Schwab or Fidelity.
Get started in Marquee’s Capital Fund 1 today and discover its potential to enhance your investment portfolio with secure, high-yield opportunities.