Fidus Fund: How it Works
- 2. Let’s meet the parties
“Sam”
An investor (you)
considering
investments
“Terry”
A company (us) who
approves lenders and
offers their loans as
secured investments
A landlord making
mortgage
payments
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© 2014. Fidus Fund LLC. All rights reserved.
- 3. How The Fidus Fund Provides 8% APR Investments
•
•
•
Institutional Lenders make loans on rental properties to qualified landlords
These loans are made well below current asset appraised values
The Fidus Fund makes these loans available to you for 8% APR passive investments
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© 2014. Fidus Fund LLC. All rights reserved.
- 4. This is “Terry”
Terry is Trying to Earn
Residential Rental Yield
Terry is a landlord with $50,000 in
his savings
Terry’s Dilemma :
Terry wants to purchase two rentals,
but with his savings, he can only afford
to buy one property
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© 2014. Fidus Fund LLC. All rights reserved.
- 5. “Terry’s” Dilemma :
Terry is trying to decide if he wants to
leverage his savings to buy 2 houses.
B. Terry buys 2 houses using loans
A. Terry buys one house cash
$1800 Monthly rental income
$500 Monthly taxes, insurance,
management and maintenance
$500 Monthly mortgage payment
$900 Monthly rental income
$250 Monthly taxes, insurance,
management and maintenance
$0 Monthly mortgage payment
$650 Monthly net income
© 2014. Fidus Fund LLC. All rights reserved.
$800 Monthly net income
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- 6. This is “Sam”
Sam is looking for
investments with:
Secured
Asset-backed
Monthly passive income
Sam’s Dilemma :
Conventional Investments fall
short of Sam’s goals
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- 7. Sam’s Dilemma :
• Sam is looking to make sure his investments excel in all
three categories.
• Conventional products typically fall short of Sam’s
requirements.
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© 2014. Fidus Fund LLC. All rights reserved.
- 8. and... This is Fidus Fund
Fidus Fund provides investors like
“Sam” the quality products they
are seeking, with investments
available online and industry
leading customer service.
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© 2014. Fidus Fund LLC. All rights reserved.
- 9. • Fidus’s answer to one party’s need, directly provides the
investment benefits for YOU, the mortgage investor.
• The Fidus Fund approved lenders provide all the servicing and
accounting functions to make the available investments both
passive and secured.
“Sam”
“Terry”
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© 2014. Fidus Fund LLC. All rights reserved.
- 10. Now that you’re “Sam,” you can:
Browse updated available notes online 24/7
…and begin earning 8% today
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© 2014. Fidus Fund LLC. All rights reserved.
- 11. Thank you for viewing. We hope that you can find
yourself as part of The Fidus Fund equation. Please
contact us online, by phone (352) 600-0504 or at
info@fidusfund.com to request more investment
information.
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© 2014. Fidus Fund LLC. All rights reserved.