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Kirkland Capital Group is a premier investment fund manager with a mission to build and fortify your wealth through strategic real estate investments. Originating from the Kirkland Family Office, founded by Chris Carsley and Brock Freeman, they and their families are the largest investors, demonstrating their confidence and commitment to its success.
Chris, Brock, and their team bring over 75 years of extensive experience in investment management, real estate, and technology.
The Kirkland Income Fund, their primary offering, enables investors to act as the bank through private real estate debt, delivering steady income and protecting capital with first lien, full recourse micro-balance commercial loans under $1.5 million, a niche often ignored by other lenders. It lends to a diversified portfolio of income-generating properties across the United States, including middle-income affordable housing. Their commitment to fairness, transparency, and investor-friendly practices ensures that investors' interests are prioritized.
With a track record of double-digit annualized returns and a focus on principal preservation, Kirkland Capital Group offers a stable, high-return investment opportunity that also makes a positive social and environmental impact.
KEY RESOURCES
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Bridge Debt 101
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Private Debt 101
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Non-negotiables
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Verification
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Networking
Real Estate Bridge Loans 101 for Investors: What Passive Investors Need to Know
If you’re an investor seeking alternative avenues to diversify your portfolio and tap into the potential of real estate, understanding bridge loans can open up a new world of opportunities. Here, we’ll explain what bridge loans are, how they function from an investor’s standpoint, and how you can participate in funds that specialize in this type of private lending.
Private Debt 101: What It Is and Why It Matters in Today’s Market
Private debt, also commonly called private credit, has emerged as a growing component of the global financial landscape. As traditional banking systems and public debt markets face challenges, private debt has stepped in to fill funding gaps, offering unique opportunities for both borrowers and investors. With the private debt market nearing $2 trillion in assets under management (AUM) and projected to grow further, understanding this asset class is essential for modern investors. This article will break down what private debt is, its types, its role in portfolios, and why it’s gaining traction today.
Investing for Success: Determining Your Non-Negotiables
Have you ever embarked on a journey without a clear destination, feeling both excited and apprehensive about the unknown ahead? It might sound like a strange question, since most people plan their journeys with clear destinations in mind, right? However, many investors find themselves in this exact scenario—venturing into the world of investments without a defined path. But what if there was a way to start this complex journey with clarity and confidence?
The Essentials of Due Diligence Verification
Whether you're a newly accredited investor or seasoned investor, grasping the intricacies of due diligence verification can shield you from potential pitfalls, fraudulent schemes, or unnecessary risks. In this brief video, I delve into specific areas where you can conduct verification and provide guidance on how to carry them out effectively. You can also download the presentation I used below.
Build Your Own Investment Team with These 6 Networking Tips
We all want a network of experts and advisors. What do these advisors and experts need to know to fulfill your needs? What information do you need - valuations, legal, risk management, understanding about a particular trade or investment, compliance, or deeper understanding of regulations? Pick any of the required areas: investment, business, operational, or economic areas of due diligence, then define your goals and identify the "Who." Who can provide the expertise you need? It could be a seasoned investor, a legal expert, a risk management professional, a trade specialist, or a compliance officer. Perhaps you need someone with a deep understanding of the economic landscape for a specific business sector. Once you have identified your needs, you can explore the following to start building your network.
FREQUENTLY ASKED QUESTIONS:
CALL US AT 239-333-1032 OR SEND US YOUR QUESTION BELOW.
If I like the investment and I want to use IRA money, what do I do first?
If you want to invest, you open your account and move funds from your current custodian to us. We make this process as smooth and easy as we can. Once we have the funds, you instruct us to invest on behalf of your IRA.
Can I keep my IRA where it is and buy into this offering?
No, you cannot. You need a custodian who handles self-directed IRA accounts. Brokerage houses are set up to accommodate products they know and sell. Alternative assets like real estate fall outside of what they can accommodate because of the different procedures and documentation involved.
How much does it cost?
The unique thing about us is that we have a flat fee schedule which can be found here. In broad strokes, there is a $50 fee to open the account and an annual fee of $350. What many investors appreciate about this fee schedule is that, as the value of the investment increases, fees remain flat whereas traditional fee schedules often take a percentage of the value of the account.
ABOUT EQUITY INSTITUTIONAL SERVICES
Equity Institutional Services, an Equity Trust Company, works with investors looking to control their IRA accounts by making their own choices about where to put their money.
We have been doing this long enough, and we have created a simplified process so you can invest in the opportunities you choose, putting you squarely in control.
GET IN TOUCH
If you have additional questions or want to learn more about setting up a self-directed IRA with Equity Institutional, submit a form or contact me directly.
Paul Herbes
P.Herbes@trustetc.com
(605) 799-8620
Equity Trust Company and Midland Trust Company are not affiliated with Kirland Capital. Equity Trust Company and Midland Trust Company are directed custodians and do not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company or Midland Trust Company is for educational purposes only, and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
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