trophypointcapital.com Open in urlscan Pro
172.67.145.159  Public Scan

Form analysis
0 forms found in the DOM

Text Content

TROPHY POINT CAPITAL


Investor Materials
 * 
 * 

Secured & Stable Investing

with High-Yield Returns.

Contact Us      Fund overview


EARN UP TO 12% ANNUALIZED, PAID QUARTERLY.

Trophy Point Investment is a direct real-estate investment fund that provides
short-term asset-backed loans to successful, high credit borrowers (i.e. hard
money/private lending). Real estate is a top income-producing investment that
offers a stable opportunity for investors to build wealth. With a fixed-rate
offering and high-yield returns, in addition to over $6 million personal
investment (which guarantees that we are the first to absorb any losses), you
can feel secure with your investment.

 


A RIGOROUS LENDING STRATEGY

With a comprehensively audited performance history—$125+ million in loans
awarded, zero defaults, our lending strategy is a secure way to compound wealth.


REAL ESTATE INVESTMENTS

Diversify from stocks and bonds, preserve your capital and protect it from
inflation, and save on taxes with a self-directed IRA.


SAMIR PATEL


PROVEN EXPERTISE AND LEADERSHIP.

The Managing Partner at Trophy Point Capital, Samir Patel has over 15 years
experience as a private lender and is the owner of multiple hotels and real
estate assets. His prior experience includes co-founding a private lending fund
that originated $200+ million in private, commercial loans.

An experienced leader with a military background, Samir holds high the values of
his alma mater, West Point: Duty, Honor, Country. He is dedicated to
understanding the latest trends, regulations and overall market environment.

Learn More About our Team


TROPHY POINT OFFERS CONSISTENT HIGH-YIELD RETURNS WITHOUT THE STRESS OF GAMBLING
WITH EQUITIES.

In the bar graph below, you can compare the 10-year annualized pre-tax return
percentage across a variety of asset classes. The Trophy Point annualized
pre-tax return percentage of 8–12% exceeds almost every asset class, except
relatively volatile U.S. Equities. This consistent high-yield return performance
from Trophy Point makes it a stable investment choice.

Sources: BlackRock Investment Institute, with data from Refinitiv Datastream, 1
September 2023.

Next slide

> “Because my career in tech requires most of my professional focus, I knew I
> needed a "hands-off" yet effective approach for my investing. I have found
> that with Trophy Point. They make it so easy. I don't have to constantly be
> worrying, they take care of it all for me. Due to my confidence in them,
> multiple members of my family have also invested; the peace of mind they offer
> makes it a no-brainer.” — Tina Chong



> “I have invested with Trophy Point since 2021 and am proud of the way they
> operate” — Ramesh Bakshi



> “As doctors we don't have time to be constantly checking in on our
> investments. We know Samir and trust him to increase our wealth. We have full
> confidence that Trophy Point will safeguard and grow our capital for us.” —
> Jatan Patel



> “I have invested with Samir on multiple projects since 2016. I don't like
> having to constantly worry about my investments; one of the things that keeps
> me coming back is the ability to 'set it and forget it' with full confidence
> that it will be safe and grow.” — Zach Watson



> “Because my career in tech requires most of my professional focus, I knew I
> needed a "hands-off" yet effective approach for my investing. I have found
> that with Trophy Point. They make it so easy. I don't have to constantly be
> worrying, they take care of it all for me. Due to my confidence in them,
> multiple members of my family have also invested; the peace of mind they offer
> makes it a no-brainer.” — Tina Chong



> “I have invested with Trophy Point since 2021 and am proud of the way they
> operate” — Ramesh Bakshi




COMPOUND YOUR WEALTH OVER TIME BY EARNING A HIGHER INTEREST RATE WITH A TROPHY
POINT SD-IRA.

In the line graph below, you can compare the earnings of a $100,000 investment
as a Trophy Point Self-Directed IRA earning 10% interest, re-invested quarterly,
over a period of 25 years against that same investment receiving quarterly
payments of $8,000 per year.

As an investment example, Alex is a 35 year old professional who has invested
$100,000 in an IRA account from her employer. She chooses to transfer the entire
amount into an IRA account with Trophy Point. She earns 10% quarterly interest
on her principal, which is re-invested every quarter. After 25 years, Alex is
ready to retire at 60 years old, and her account has grown to $1,181,372. She
then decides to live off of the 10% interest income payments of $118,137
annually, while she enjoys her retirement. If instead she had decided to invest
her $100,000 without the SD-IRA, and she received the quarterly interest
payments of $8,000 per year, after 25 years she would only have $300,000. Over
time, the SD-IRA is a clear way to compound wealth.


FUND OVERVIEW

Trophy Point Capital is a private fund seeking to finance short-term real estate
investments to individuals on either “fix and flip” or buy-rent-refinance
strategies that earn an above-average return.


HERE ARE MORE DETAILS ON THE FUND:

Fund Name

Trophy Point Investment Group LLC (Atlanta, GA)

Fund Investor Offering

LLC – Fixed-Rate/Income Debenture Notes offered to Investors
Private Placement: Reg D, 506c offering

Fund Purpose

Generate higher yield via private real estate, secured loans to individuals on
fix & flip or buy-rent-refinance strategies on single-family and multifamily
assets at 6-9 month terms.

Track Record (Inception Aug 2020)

44 months: $125+ million lent across 672 loans as of March 2024
Currently 0% loss of principal default rate
Currently 95% on-time payment history from borrowers

Fund Size

$53.8 million / 258 active loans as March 2024

Partner’s Equity

$6 million
(we take first loss on all loans before investors do)

Risk Profile
 * Investor funds are pooled and not tied to any single loan performance
 * All loans made are first position/senior secured and carry personal guarantee
 * Loans typically made at 65-70% Loan to Value of secured asset
 * Loans are short term: 6–9-month terms; typically interest only
 * Small average loan size: $100-$250K
 * Lending in SE USA & foreclosure friendly states (can foreclose within 90
   days).

Investor Security

Debenture Note on all assets (the loans) of LLC; all investors equal in
seniority

Fund Term

LLC evergreen, Investor Debenture Note is 60 months

Redemptions

Lock up for first 18 months, 90-day redemption notice thereafter

Note Fixed Rate Yields (based on investment amount)
 * 8%: Standard investments $25,000-$249,999
 * 10%: Standard investments $250,000-$999,999
 * 10%: Retirement (IRA, 401k) investments $25,000-$249,999
 * 10.5%: Retirement (IRA, 401k) investments $250,000-$999,999
 * 12%: All investments (Standard and Retirement) $1,000,000+

Interest Distribution Frequency

Quarterly

Option to auto-invest/compound

Yes, on a quarterly basis

Distributions Start

Upon Investing

Tax Treatment

Investors receive 1099-INT

Retirement Investment Option

Yes – Below $250K: 10% and Greater than $250K: 10.5%
(this is better than the S&P historical average)

Must be accredited

Yes

Reporting Frequency

Quarterly with monthly supplemental updates

Contact Info

Samir Patel, Managing Partner
Samir@TrophyPointInvestment.com
404-948-6905

Risk Disclaimer: Investing in private real estate funds and notes backed by real
estate carries various risks, including losing some or all of your initial
investment. Your unique financial circumstances and investing goals should be
the basis of your purchase and investment decisions. Trophy Point Investment,
its executives, and its representatives can’t promise or guarantee that you’ll
be successful. Before investing, speak with a tax or financial expert. Past
performance is no guarantee of future results. You can find the full details and
disclosure in the fund offering materials

Download Fund Overview


A TRUSTED REAL ESTATE & MILITARY BACKGROUND

Trophy Point Investment Group was founded in 2015 when a group of West Point
graduates partnered together to share our business and investing experiences. We
have developed a track record of delivering superior returns to our investors,
raising funds, and participating in a wide range of projects from residential
and commercial real estate to logistics.

For us, it’s all about maintaining focus: on meeting and surpassing our
long-term business goals, on creating opportunities for our partners, and on
regularly reviewing and evaluating how we can maximize profitability and value.


SAMIR PATEL, MANAGING PARTNER

Samir purchased his first hotel when he was just a junior at West Point. He now
owns multiple hotel properties and real estate assets. After graduating from
West Point, Samir successfully commanded troops in combat zones as a US Army
Cavalry Officer, and served as a Chief Operations Officer in a 1,000-person
organization. Today, in addition to being the Managing Partner at Trophy Point
Capital, Samir teaches real estate entrepreneurship at Georgia State University,
where he holds a Master’s Degree in Commercial Real Estate.


DAVID MAROLD, PARTNER

As partner, Dave oversees loan policies and procedures to ensure the overall
quality of our lending portfolio, and is the primary driver of the credit
culture and process that ensures a high-quality, low-risk loan portfolio. He
also coordinates all due diligence and financial analysis of project plans. A
West Point graduate with a degree in Economics and a graduate of Washington
University —with a Master’s Degree in Finance and a Juris Doctorate —Dave offers
a wealth of financial and legal knowledge to our team. He is a licensed member
of the Missouri Bar Association, and also has over 12 years of personal
experience in a variety of real estate properties.


NICHOLAS COSMAS, PARTNER

Also a West Point graduate, with a Master’s Degree in Political Geography from
the University of Hawaii and a Master’s Degree in Engineering Management from
Missouri University, Nick is responsible for the daily management of our firm.
He provides oversight and administration of our Real Estate, Consumer and
Commercial loan portfolio, identifying financing and capital sourcing, as well
as origination and servicing of the entire loan book. Nick brings over 12 years
of experience in management systems at small, medium, and large enterprises to
our firm. He specializes in aligning business strategy, design, and risk
management with daily operations in order to support our growth objectives.


LET’S CHAT!

Join us for an informative webinar, or connect directly with Samir for a
one-on-one chat. We look forward to chatting and answering any questions. Please
pick a time that works best for you.


OUR UPCOMING WEBINARS

Each 60-minute webinar covers a different topic with a guest speaker, then goes
into the basics of our program and why it’s unique; a Q&A session follows. New
sessions are posted frequently; check back with us again soon if you don’t see a
time that works for you.

 * August 13, 2024 12:00pm EST: Underwriting Review (How We Decide on Loans)
   with David Marold
 * September 10, 2024 12:00pm EST: Overview of Loan Closing Operations with Nick
   Cosmas


BOOK A ONE-ON-ONE CHAT

A 30-minute phone call with Samir offers the perfect opportunity to address your
specific questions. Choose a date to get started.









TROPHY POINT

Private real estate is a secure, income-producing investment to build wealth.
Trophy Point Capital is a private fund seeking to finance investments that earn
an above-average return while reducing risk for investors as much as possible.
To reduce risk, we have a vigorous underwriting procedure and only offer
short-term, asset-backed loans to successful high credit borrowers.

With over $125 million in loans awarded and zero defaults, our strategy has a
proven track record. Our personal investment of $6 million further mitigates
risk for our investors, as any losses are absorbed by our personal investment
first.

We have first-hand knowledge of every industry that we are invested in and are
dedicated to understanding the latest trends, regulations, and the overall
market environment. We are not licensed or regulated by any government entity.
Our focus on high-yield returns directly helps the people and businesses we
invest in, as it also reduces the investment risk.

Trophy Point Capital September 20, 2023


LET’S CHAT!

Learn about investing with us! Join us for an upcoming Webinar or schedule a
one-on-one call.

Private Real Estate Lending
 * 
 * 

Copyright © 2024 Trophy Point Capital. All Rights Reserved.

Website by Place Creative Company