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For Investors

Solid, fixed-income returns secured by real estate

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Who We Are

Your Go-To Choice

We've been an investor-focused organization since 1950. We offer whole and fractional investments and actively service nearly every loan we originate. From start to finish, we operate with the success of our investors and registered investment advisors (RIAs) in mind.

About Us
Who We Serve

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Diverse Investments

We offer a wide range of investment opportunities across multiple property types. For those investing in our private money REIT, the assets securing the payments are diversified throughout California in a variety of asset classes, primarily single-family residences and construction loans.

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Investor-Focused Loans

Our team prioritizes your protection through asset-based underwriting, with a focus on the loan-to-value (LTV) ratio. This approach minimizes risk and provides a secure investment environment.

Herzer Financial's comprehensive loan servicing, including payment collection and construction monitoring, safeguards your interests and promotes success throughout the investment lifecycle.

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Elevated Success

We appreciate and support the dedication of RIAs to their clients. Our investment solutions are designed to enhance portfolio diversification and growth. We make it easy to achieve your clients’ financial goals while maintaining regulatory compliance. By focusing on non-correlated assets, we deliver stability during market fluctuations, ensuring consistent returns.

Quick Facts

A Measure of Success

We've been in the California lending business longer than most banks.

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Year Track Record

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Loans Closed

$0B+

in Closed Loans
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Herzer Financial Blog

Lending Insights

Learn more about private real estate lending and how it can help you.

Read Our Blog

Ready to Get Funded?

Apply Today!

 

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