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2017 2

$380,000

Avg. Investment

$30M+

AUM

12%+

Portfolio Yield

$50,000

Minimum Investment

8%

Preferred Rate*

Why Passive Investors Choose MOR

MOR Financial offers a secure and transparent path to building wealth through real estate-backed investments. With almost two decades of experience, we’ve earned the trust of investors by delivering consistent opportunities, reliable communication, and professional management. Our dual investment options — the diversified Mortgage Investment Fund and customizable Trust Deed investments — give investors the flexibility to choose their ideal strategy while enjoying the peace of mind of working with a trusted strategic partner.

Fast Easy

Real Estate Backed

Every investment is secured by property

Competitive

Proven Track Record

Over a two decade of lending and investment management

Dedicated

Transparency

Clear reporting and communication at every stage

Smooth

Alignment

Your success is our success

Who This Program Is For

MOR Financial’s investment programs are designed for individuals who want their money to work harder without the demands of active real estate management. Our offerings provide access to consistent, real estate-backed income streams that prioritize both security and performance. Whether you’re seeking diversification, steady cash flow, or long-term capital preservation, our programs give you the confidence of investing alongside a seasoned strategic partner.

  • 1. Accredited Investors

Individuals who meet accreditation standards and want access to exclusive, secured investment opportunities backed by real estate.

  • 2. Retirees & Near-Retirees

Investors focused on protecting capital and creating reliable income streams to support their retirement lifestyle.

  • 3. High-Net-Worth Individuals

Those seeking to diversify portfolios with stable, asset-backed investments that provide consistent returns.

  • 4. Passive Income Seekers

Investors who prefer monthly or quarterly cash flow without the burden of managing tenants or properties.

  • 5. Self-Directed IRA Holders

Finance raw or entitled land for development or future construction.

  • 6. Long-Term Wealth Builders

Investors who prioritize capital preservation while building steady, compounding income for future generations.

How the Program Works

MOR Financial makes real estate investing simple for Passive Investors. From your first inquiry to receiving regular updates on your investments, we provide a transparent, guided process so you can invest with confidence.

  • 1. Investor Consultation

Connect with our Investor Relations team to discuss your goals and determine whether the MOR Investment Fund, Trust Deeds, or both are the best fit.

  • 2. Review Opportunities

We share fund information and available trust deed offerings, including terms, collateral details, and projected returns.

  • 3. Select Your Investment

Choose to participate in the diversified Mortgage Investment Fund or invest directly in specific trust deeds secured by real estate.

  • 4. Complete Documentation

Provide required investor qualifications and complete subscription or investment agreements with our guidance.

  • 5. Funding Your Investment

Capital is transferred securely into the fund or allocated to your selected trust deed investment.

  • 6. Receive Distributions & Reports

Enjoy monthly/Quarterly income distributions (based on performance) and regular reporting on your investments.

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CA DRE Lic. 01860343

All offering returns, terms, fees are subject to change without notice. Returns vary based on area, and risk associated with the investment. All investors must be accredited and must be aware that this is an investment and with any investment, there is a risk of loss of capital.