PenCap Monterey Logo

Refinance Note Due

Luxury Beach Home
Malibu (Los Angeles County, CA)

Investment -------- 1st Trust Deed
Loan Amount -------$3,300,000
Appraised Value --- $10,000,000
Loan-to-Value ------33%
Protective Equity -- $6,700,000
Investor Yield ------12.%
Property ----___----SFR
Occupancy -----__-- Non-Owner
Term -----_______--2 year interest only

Fund directly into insuring Title Company
Your vesting on note and deed of trust

Monthly vacation rental: $20,000 - $30,000

Our borrower is selling the property and with this loan will allow her more time on the market.

Per Appraiser: This property offers 2,810 sq. ft. of living space on
the beach with 50’ of beach frontage, 3 bedrooms, 3.75 baths , 2
car garage, for a total lot size of 5,898 sq. ft.

Land value in the same area is worth $5,000,000.

Available as multi-beneficiary (partial interest portions)
or whole-note purchase (own entire note).

Examples of scheduled Investor returns:
$500,000 partial interest - scheduled monthly income: $5,000
$1,000,000 partial interest - scheduled monthly income: $10,000
$3,300,000 whole note - scheduled monthly income: $33,000