Private Mortgage Funds Explained: Structure, Strategy, and Returns

Earn Consistent Income. Preserve Your Capital. Protected by Real Estate.

in Mortgage Loans Closed
$ 0 B+
States We Lend In
0
Target Annualized Return for Investors
10% - 10 %

Webinar Overview

Discover a smarter way to grow your wealth in today’s uncertain economy.

Invest in real estate without owning property — and earn income like a lender, not a landlord.

Join Myers Investment Group and Madison Trust Company for an exclusive webinar to learn how savvy investors can use Private Mortgage Funds to generate reliable cash flow and pursue strong returns.

A Private Mortgage Fund pools investor capital to fund short-term, real estate–backed loans, allowing investors to earn income from interest payments — without the work of buying, selling, or managing properties.

This short-term private mortgage investing strategy offers these potential benefits, all with a truly hands-off investment approach:

• Double-digit return potential
• Consistent income
• Capital preservation
• Portfolio diversification

Webinar Registration

By submitting the form you’re confirming that you agree with our Terms and Conditions.

What You Will Learn

A live Q&A will be held after the main presentation.
Space is limited—register early to secure your place. Walk-ins welcome!

What Private Mortgage Funds are and how private mortgage investing works

How Private Mortgage Funds are structured, including fund waterfalls and how returns are distributed

The potential benefits of investing through a fund vs. making direct mortgage investments

How this semi-liquid strategy provides flexibility for future investment opportunities

Why private mortgage investing has grown rapidly as an alternative investment strategy

How investors are earning steady monthly or quarterly income with minimal effort

Proven strategies used to pursue consistent investment performance

Risk mitigation techniques designed to safeguard your capital

How underwriting, appraisals, fund administration, servicing, and legal oversight work together to support investor protections

Benefits of using Self-Directed IRAs to invest, including potential tax advantages

How to turn liquidity events (selling real estate, a business, or stocks) into potential passive income opportunities

Real investor success stories with above-market returns

Featured Speakers

Myers Investment Group

Principal - Myers Investment Group

Madison Trust Company Collaboration

Senior Strategic Relations Executive – Madison Trust Company

Madison Trust Company Collaboration

Supervisor – Madison Trust Company

Don't Miss this Valuable Opportunity

Achieve Your Financial Goals

Earn regular income that you can use to attain your goals. Examples include buying an investment property, sending your children to college, or starting a business.

Benefit from Real Estate Investing

Real estate and assets backed by real property are a well-known, proven strategy to build long-term wealth that historically outperforms stocks.

Take Control of Your Time

Participating in a hands-off investment can give you more free time to spend with your family versus projects that require extensive time commitments.

Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Before making investment decisions, please consult the appropriate legal, tax, and investment professionals for advice.

 

Madison Trust Company is not affiliated, partnered, or otherwise associated with the company referenced in the webinar. No joint venture, partnership, agency, or fiduciary relationship exists between Madison Trust Company and the referenced company. Neither Madison Trust Company nor the company referenced in this webinar is authorized to act as an agent or representative of the other, nor shall either party be deemed to have the authority to bind or obligate the other in any manner whatsoever.

For Educational Purposes Only

The information to be presented in this webinar and throughout our websites is for educational and information purposes only. The statements contained in this website do not constitute an offer or sale of any securities of Myers Investment Group LLC (the “Fund”). Prospective investors are advised to carefully review the Fund’s private placement memorandum, operating agreement and subscription documents (“Offering Documents”) and to consult their legal, financial and tax advisors prior to considering any investment in the Fund.

Past performance is not indicative of future returns or Fund results. Individual investment performance, examples provided and/or case studies are not indicative of overall returns of the Fund. In addition, there can be no guarantee of deal flow in the future. Forward-looking statements are not statements of historical fact and reflect the Fund’s views and assumptions regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties. Accredited investors only.

Get Started Now!

Let’s talk about your investment goals — and how we can help you reach them.

Myers Investment Group

Reed Myers

Principal - Myers Investment Group

As Principal of Myers Investment Group, Reed brings over 20 years of experience in real estate investing and mortgage lending, with expertise spanning private money, consumer, and commercial lending. He has successfully helped numerous capital investors achieve their financial goals with a strong focus on personalized service.

Earlier in his career, Reed served as an investment analyst for a leading commercial real estate investment fund in the Southeast, where he gained valuable experience in real estate development, retail positioning, and business acquisitions.

Reed is also Principal of Myers Capital, a mortgage banking company and direct private lender that has served clients nationwide for over 25 years.

Reed Myers of Myers Investment Group
Madison Trust Company Collaboration

Nicole Capurso

Senior Strategic Relations Executive – Madison Trust Company

Nicole Capurso is Madison Trust’s Senior Strategic Relations Executive, specializing in investor relations and alternative investments. With over five years of experience in the Self-Directed IRA industry, she has developed a deep understanding of how investors can use retirement funds to access private market opportunities. In her role, Nicole serves as the key liaison between Madison Trust and its network of Investment Sponsors, as well as financial advisors, fund syndicators, investment managers, and hedge fund managers. Her focus is on creating a seamless and informed experience for investors through education, relationship management, and clear communication.

Beyond her professional expertise, Nicole frequently shares insights through webinars, speaking engagements, and podcasts, helping both investors and sponsors navigate the SDIRA stratosphere. She approaches every interaction with empathy, clarity, and a genuine commitment to empowering others. Outside of work, Nicole channels her love of culture and connection into travel and food—exploring new restaurants, hosting dinner gatherings, and visiting Europe whenever she can.

Nicole Capurso of Madison Trust Company
Madison Trust Company Collaboration

Ian Robertson

Supervisor – Madison Trust Company

Ian Robertson has been with Madison Trust for over eight years, serving Self-Directed IRA investors all over the country. Throughout his tenure, he has walked thousands of investors through the process of unlocking their funds from more restrictive retirement plans to placing investments that better align with their knowledge and expertise.

As a renowned Self-Directed IRA Expert, Ian authored “What is a Self-Directed IRA?: Diversifying Your Retirement Beyond Public Securities and Into Real Estate, Private Placements, Crypto, Precious Metals, and More”, offering readers invaluable insights into diversifying their retirement portfolio with alternative investments, Self-Directed IRA rules, and much more.

Ian resides in Upstate New York with his wife and 2 kids, enjoying the beautiful scenery nearby, and escaping to warmer beaches as often as possible.

Ian Robertson of Madison Trust