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.
Neither Secured Investment Corp. nor any of its affiliates are registered investment advisors or broker-dealers, nor do they provide tax or financial advice and do not represent in any manner that the outcomes described herein will result in any particular tax or financial consequence.
The information on this website does not constitute an offer to sell the membership interests identified herein in any state or jurisdiction in which the issuer is not qualified to do so.
THERE IS NO ASSURANCE THAT ANY STRATEGY WILL SUCCEED OR THAT ANY PROGRAM WILL MEET ITS INVESTMENT OBJECTIVES.
All investments contain risk and may lose value, and any investment with Secured Investment Corp is considered speculative. There are no guarantees of distributions or returns, and an investor may lose all or a part of their investment. Past performance is no guarantee of results, and any historical returns, target returns, expected returns, disclosed rates of return, disclosed earnings statements, or probability projections may not reflect actual future performance. Investors should not rely on forward-looking statements because such statements are inherently uncertain and involve risks. Any reliance on figures presented is done so at the investor’s own risk. Secured Investment Corp cannot guarantee that investors will achieve similar returns as prior investors.
Secured Investment Corp encourages investors to invest carefully. All investors are advised to fully understand all risk associated with any investment the investor may choose to make. Accordingly, you should consult with your own attorneys, accountants, and other professional advisors prior to making an investment. The Fund files audited annual and unaudited semiannual financial reports which are available for review here.
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
Offerings by Circle of Wealth Fund III LLC: The Offering Circular is available here: https://www.sec.gov/Archives/edgar/data/1762825/000173112220000349/e1852partiiandiii.htm
Generally, no sale may be made to you in this Offering if the aggregate purchase price you pay is more than Ten Percent (10%) of the greater of your annual income or net worth. Different rules apply to accredited investors and non-natural persons. Before making any representation that your investment does not exceed applicable thresholds, Investors are encouraged to review rule 251(d)(2)(i)(c) of Regulation A. For general information on investing, Investors are encouraged to refer to www.investor.gov.
A copy of these materials may also be obtained for free on the SEC’s website at: https://www.sec.gov
The information above presents a general summary of the business and the purpose and principal business terms of an investment in the Company. This summary does not purport to be complete and is qualified in its entirety by reference to the more detailed discussion contained in the Offering Circular.
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.
Articles or information from third-party sources outside of this domain may discuss Manager and/or Company (or its affiliates) or relate to information contained herein, but Manager and/or Company and its affiliates do not approve and are not responsible for such content, nor does Company make any representations as to the accuracy or completeness of the information contained on third-party websites. Hyperlinks to third-party sites, or reproduction of third-party content, do not constitute an approval or endorsement by Manager and/or Company or any of its affiliates of the linked or reproduced content.
Neither the SEC nor any state securities commission or regulatory authority approved, disapproved, endorsed, or recommended the merits of the offering described in the Offering Circular or reflected on this website.
Manager’s and/or Company’s services do not constitute “crowdfunding” as described in Title III of the Footer 3e Jumpstart Our Business Startups Act (“JOBS Act”).