This is a previously recorded version of the April 2022 edition of CEO Fireside
About Heather Dreves
Heather Dreves, Director of Funding and Fund Manager, has worked in the Private Money Industry for over 16 years. Heather has been directly involved in raising over 300 million dollars in trust deed notes and runds for Secured Investment Corp’s High Yield Equity Funds.
Table of Contents
- The Four Main Asset Classes [15:10]
- Where to Diversify Your Wealth [16:52]
- How the Asset Classes Compare [18:09]
- What is Passive Investing? [22:02]
- SIC’s Investment Strategies [29:50]
- SIC High Yield Fund II LLC [38:52]
- Circle of Wealth Fund III LLC [39:32]
- How Income is Produced in SIC’s Funds [42:25]
- Investing in Trust Deeds & Notes [44:14]
- What is Trust Deed & Note Investing [46:18]
- Types of Real Estate Backed Notes [49:20]
- Notes Offered by SIC [52:34]
- Life Cycle of Trust Deed/Note Investing [57:15]
- What Types of Investments are Right for You? [1:02:37]
Get a Digital copy of Heather’s Book, “Money Multiplied,” when you schedule an appointment. Learn more about investing in Real Estate Funds and Notes in a 15 minute consult. Click the button below to schedule today.
Director of Funding
Heather is a tenured employee that has worked in the Private Money Industry for over 15 years. Heather has been directly involved in the sale of over 100 million dollars in Trust Deed Mortgages and raised over 30 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to Investor Relations.
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Circle of Wealth Fund III LLC has filed offering circulars and may additionally post-qualification amendments (including supplements to such filings) with the Securities and Exchange Commission (the “SEC”) covering the current offering of membership interests. An investment in membership interests entails risk of loss, and you may lose all or part of your investment. Each investor should carefully consider the risk factors and other information discussed in the qualified offering circulars/PQAs (and current supplements, if any) before purchasing membership interests. For more information on the Risk Factors and Cautionary Notes of investing with Circle of Wealth Fund III LLC, please click here: http://las.cogo.membership.site.s3.amazonaws.com/COW/COWIII-RISK-FACTORS.pdf
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Photos of real estate assets depicted are not part of this offering. These are representations of past transactions conducted and underwritten by the Secured Investment Corp. management team. These transactions are representative of the types of transactions and assets that the Fund will be participating in.
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