Existing Rubicon Fund Members

As a RMF Investor, you are able to increase your commercial real estate investment by re-investing rather than take a monthly distribution (or vice-versa). Simply fill out the Subscription Addendum if you’d like to make any investment changes. You can download the Addendum from the Forms page.

Rubicon Mortgage Fund, LLC now has the capability to send your monthly statement via email. Simply email us with your name and email address and we will set you up for the next monthly statement.

Also, for your convenience, we are able to direct deposit your monthly distribution into your bank account. Just fill out the ACH Credit Form, sign and fax back to us 925-283-8353. We will get you set up to electronically receive your monthly distribution and save you a trip to the bank!

If there is anything we can do to make investing with us more convenient, please contact us and give us your suggestions!

FREQUENTLY ASKED QUESTIONS

Via mortgage brokers, direct borrowers, banks, attorneys, developers.

Most types of real properties located in the state of California. This includes industrial, retail, office, multi-family, single family residential, land, gas stations, hospitality, and we would consider others.
Our loans are primarily located in the San Francisco Bay Area but we will consider properties throughout California.

Commonly, no one loan will represent more than 5% of The Fund, and currently The Fund has over 80 loans.

Yes. All investors must be classified as “accredited investors” before being accepted into The Fund.

The principals perform the underwriting and the due diligence on all of the loans. We use all methods of gathering information from the Internet to commercial brokers and appraisals. We research all aspects of our collateral, as well as the immediate sub-market where the property is located. We physically inspect every property we lend on, no matter where it is located.
The cash balance of the Fund ranges between 2% and 10% depending on whether we just funded a loan or received new investment funds.
No; but Rubicon does have a line of credit it uses as a warehouse line.
Yes, investors can choose to either get monthly distribution or to reinvest each month.

INVESTOR TESTIMONIALS

“I have been an investor in Rubicon Mortgage Fund since its inception and have been very pleased with my overall return but perhaps just as important, I have been impressed with the transparency they have had relative to their loan performance, return expectations and investor communications.” 
— JM
FINANCIAL AUDITS
PAST AUDITS
Meghan Rubicon Fund Lending Forms

Contact us to request additional information. or please use this
Investor Inquiry Form.

RUBICON MORTGAGE FUND
INVESTOR GROWTH CHART *
JANUARY 1, 2011 – PRESENT

* This is an actual Rubicon Mortgage Fund, LLC account. This investment has been compounded without monthly withdrawals. This table represents past returns and does not guaranty future returns.

“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”
– Robert G. Allen

(925) 283-8919
© 2021 Rubicon Mortgage Fund