Family Offices

We recognize the distinct needs of family offices and tailor our approach accordingly. As private investors increasingly compete with institutions for yield and deal access, we offer family offices a direct pipeline to high-quality, collateral-backed mortgage assets. Our process begins with understanding each office’s objectives and continues through active support and reporting, aiming to help families preserve wealth, pursue income opportunities, and maintain a strategic position in the private markets. Results are not guaranteed.
Investments involve risk, including possible loss of principal. Past performance is not indicative of future results.

Disciplined Acquisition and Underwriting

We maintain strict underwriting standards with the objective of pursuing risk-adjusted outcomes. Our approach focuses on quality over quantity, ensuring each opportunity meets our institutional-level criteria.

• First-position real estate notes
• Seasoned payment history
• Strong borrower credit profiles
• Conservative loan-to-value ratios
• Diversified geographic exposure

The Steffel & Young Income Fund focuses on acquiring discounted seller-financed real estate notes.
We target income-producing residential mortgages with established borrower payment histories and underwriting standards designed to pursue
favorable yield potential.