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How has Rubicon Mortgage Fund performed since its inception in 2008?

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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. *The S&P 500 graph may have some small rounding errors.

 

Rubicon Mortgage Fund, LLC annualized compounded return versus the 10 year Treasury Note. This Table represents past returns and does not guaranty future returns.


Learn More About becoming an Investor with Rubicon Mortgage Fund

Watch a series of videos created to provide more detail and answer questions about the becoming an Investor in Rubicon Mortgage Fund.
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Frequently Asked Questions

Q: What sources does Rubicon Mortgage Fund use for its loans?

A: Via mortgage brokers, direct borrowers, banks, attorneys, developers

Q: What types of real estate do you finance?

A: 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.

Q: Where are most of your loans located?

A: Our loans are primarily located in the San Francisco Bay Area but we will consider properties throughout California.

Q: What can one loan in the Fund represent?

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

Q: Are there any restrictions on becoming an investor in The Fund?

A:  Yes.  All investors must be classified as accredited before being accepted into The Fund.

Q: Who performs the underwriting and due diligence?

A: 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. 

Q: Generally, how much capital is currently not funded or not earning interest?

A: The cash balance of the Fund ranges between 2% and 10% depending on whether we just funded a loan or received new investment funds.  

Q: Is The Fund leveraged?

A:  No; But Rubicon does have a line of credit it uses as a warehouse line.  

Q: As an investor in The Fund can I receive monthly distribution?

A: Yes, investors can choose to either get monthly distribution or to reinvest each month.

 

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