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Client Testimonials

With over 45 years of expertise, our underwriters acquire 800+ Owner Financed notes annually, giving you the confidence that you’re in highly qualified and capable hands.
"Steffel & Young has consistently delivered quality real estate note investments that exceed our return requirements while providing excellent service and transparency."
- Family Office Investment Director
"The team's expertise in underwriting and market knowledge gives us confidence in the investment opportunities they present. Their professional approach aligns well with our institutional standards."
- Private Wealth Manager
"We appreciate their disciplined approach to deal sourcing and the comprehensive due diligence they provide. The returns have been consistent with projections."
- Investment Committee Member
I had a phenomenal experience working with Steve. This was the first time I sold a note. It was a little scary. But they walked me through it.
Cody Galipeau
I had a phenomenal experience working with Steve. This was the first time I sold a note. It was a little scary. But they walked me through it.
Cody Galipeau
I had a phenomenal experience working with Steve. This was the first time I sold a note. It was a little scary. But they walked me through it.
Cody Galipeau
I had a phenomenal experience working with Steve. This was the first time I sold a note. It was a little scary. But they walked me through it.
Cody Galipeau
I had a phenomenal experience working with Steve. This was the first time I sold a note. It was a little scary. But they walked me through it.
Cody Galipeau
I had a phenomenal experience working with Steve. This was the first time I sold a note. It was a little scary. But they walked me through it.
Cody Galipeau
I had a phenomenal experience working with Steve. This was the first time I sold a note. It was a little scary. But they walked me through it.
Cody Galipeau
I had a phenomenal experience working with Steve. This was the first time I sold a note. It was a little scary. But they walked me through it.
Cody Galipeau