Trust Deed Investment Fund

Overview of the Fund

In addition to being the lender you can trust for all of your loaning needs, the founders of Lending Bee also set up a self-managed investment fund that is secured by real estate – LBC Capital Income Fund, LLC. Thereby, offering another potential financing avenue for our borrowers, as well as, presenting a stable and particularly appealing opportunity for interested and qualified investors.

Our instituted network of qualified investors is confidently able to choose their lending ventures based on loan scenarios presented to them and the real-estate assets securing the deal. Investors have the choice to be involved in lending to a certain borrower or the choice to not lend to them. They are not obligated to dedicate their money to anything. They can simply leave it within the fund to continue the accumulation of interest if they choose to do so.

Lending Bee, Inc was established by professionals with expertise in the California private real estate lending markets. Their objective was to create an investment opportunity with predictable cash flow and preservation of capital by mandating all investments in the fund to be secured by newly originated trust deeds, or loans, and purchases of existing mortgage notes. Such an investment opportunity poses less risk than a deal involving stocks, bonds, gold, or other commodities of this nature, and makes it an alluring opportunity not only for investors, but also for the principals of the fund, who have confidently invested over $2 million of their own capital alongside their members. Thus, extending the very same sense of collaboration that exists in the Lending Bee brokerage side to LBC Capital Income Fund, LLC.

Who can be a LBC Fund Investor?

The fund encourages any Accredited Investor, as written by Regulation D under the Securities Act, who would like to diversify their portfolio, to invest in real estate, to see an increased annual financial return or to simply raise their monthly income amount, to contact LBC.

LBC Capital Income Fund, LLC is optimal for anyone matching the criteria above due to the following:

  • It has steady, low-risk return with no direct correlation on stocks, bonds, or commodities
  • It offers the opportunity to own real estate secured loans rather than having to purchase the real estate asset on your own
  • It can provide a sort of savings account when the dividend is reinvested and capital accumulates over time, or if money is more pressing at any given moment, it can also provide monthly distributions without reinvesting the share

The fund can also be a welcomed investment opportunity to money managers, financial advisers, foreign investors, or to anyone with a self-directed retirement plan, as it is approved to receive investments from transfers of individual’s 401k or IRA values.

What can LBC Fund Investors Count On?

Our Expertise!

Primarily, LBC Capital Income Fund, LLC’s investors can count on the Expertise Factor. LBC has been around for over a decade, servicing the greater Los Angeles area in all of its real estate and lending needs and forming relationships with a trusted network of realtors, brokers, entrepreneurs, financiers, and other pertinent people in the field. This industry savvy gives LBC the upper hand when determining who the qualified investors are, which deals are worthwhile, how to allocate the fund’s capital, and what to do to make it happen quickly and correctly.

Diversification & Reduced Risk for Your Portfolio!

Secondly, the fund managers maintain a well-diversified portfolio and continuously analyze all of the possible risk factors to protect the fund and its investors from any possible downfall in the market. The fund’s loan portfolio is comprised of numerous different borrowers from various geographic regions all over the state of California; hence, no specific group or territory will have a significant negative effect in the event of a market downturn. In addition to the fund’s mixed demographics, the property types are also varied. Rather than focusing on one particular kind, LBC Capital Income Fund, LLC’s loans are most commonly given on Single Family Residential (1-4 unit) and Multi-Family housing, as well as, industrial and retail locations. Based on the loan scenario, the fund can also lend on construction and land deals. Nevertheless, whichever deals the fund partakes in; diversifying its association is simply the first step to the fund’s proactive risk analysis approach.

Our fund founders have developed several steps to reducing risk and maximizing investment opportunities for our investors. First and foremost, we only invest where we have experience, and that is in the state of California. Here, utilizing our industry specific knowledge and experience, our team of seasoned real estate and lending professionals can thoroughly evaluate all potential loan transactions. Once they have decided to proceed with the deal, then they move onto the more detailed aspects, such as mandating that there be 125% title insurance policy coverage, that the loan is used for business purposes only, and that the loan-to-value-ratios ensure at least 30% of equity in the asset as collateral. These self-imposed guidelines were put in place to reduce the risk for the fund’s investors in the case of a foreclosure.

Real Return on Investment!

LBC Capital Income Fund LLC anticipates that its investors will receive an 8% – 10% return on investment each year, as was the case in the past five years. Naturally, past performance cannot dictate future results, however, the data suggests that with the careful analysis and implemented methodology employed by the fund managers and the entire LBC team, there is projected growth and predicted success.

LBC Capital Income Fund, LLC - “Fund Facts”


  • Investors are kept informed via monthly statements to keep up with their deals and dividends.
  • The Fund Manager is available to speak to, or meet with, any of the investors upon request.
  • Investors can request to withdraw their money as quickly and as easily as a 2-4 week written notice to the fund personnel.
  • The fund is audited annually to ensure compliance and transparency in its dealings.
  • Investor buy-in amounts vary and can be discussed upon the accreditation and acceptance of the qualified investor.
  • LBC Capital Income Fund, LLC holds over $15,000,000 in its portfolio of trust deeds!
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