All Articles

Sortis Income Fund Delivers Ninth Consecutive Quarter of Returns That Exceed Targets

PORTLAND, Ore. – April 29, 2019 – Sortis Income Fund, LLC announced today an 11.33% net annualized return to its investors for the first quarter of 2019. The Sortis Income Fund, a real estate mortgage fund that holds short-term notes collateralized by real estate, is managed by Sortis Holdings Inc. (SOHI) and its wholly owned subsidiary, Sortis Financial, Inc.

“Although the primary focus of this fund is capital preservation, we’ve delivered nine consecutive quarter of earnings that exceed our 10% target,” said Jef Baker, Fund Officer. “We’ve been able to deliver attractive yields to investors while maintaining conservative loan-to-values on short-term real estate loans.”

The fund returned 12.24% to investors on an annualized basis in 2017, and 11.12% on an annualized basis for 2018, exceeding the fund’s 10% to 11% target return for investors. The fund is accessible via the Fidelity Wealthscape platform or directly from Sortis Holdings at

“With the high returns, our number one goal of investor principal protection is continuing to be maintained through our average 65% loan to value, first-position real estate portfolio, and an average maturity of eight months or less,” said Morgan Smith, Fund Officer. “We source, underwrite and originate our loans through our nationally licensed lender, Sortis Financial, Inc, and as a result of our conservative and compliant underwriting processes, we have experienced zero foreclosures since our inception.”

The Sortis Income Fund, LLC is an unlevered real estate note fund that allows quarterly distributions or reinvestment at investor discretion. Liquidity is also available after an initial six months, subject to short term loan maturities in its portfolio. Sortis recently extended their reach into the real estate equity world with the launch of their Opportunity Zone Fund.

About Sortis Income Fund, LLC

Sortis Income Fund is an evergreen real estate loan fund offered through private placement to accredited investors. The fund is managed by Sortis Holdings, Inc. and it's wholly-owned subsidiary, Sortis Financial, Inc. The fund conservatively focuses on holding real estate loans. Loans are originated and serviced by Sortis Financial, Inc., a nationally licensed servicer, originator and debt collector. Sortis has developed a broad network over years in banking and finance with deep roots in the Northwest and has earned a reputation as a high-quality private lender that can execute efficiently.

About Sortis Holdings

Sortis Holdings is a private investment firm with a primary focus on real estate, both as a lender and direct investor. With its roots as a former bank holding company, Sortis has evolved into a diversified firm that both lends and opportunistically invests in real estate with a focus on the Western U.S. Since real estate and financial markets are constantly evolving, the firm’s ability to move between asset classes and positions in the capital stack makes it more nimble than its competitors. For example, Sortis launched a $100M Opportunity Zone Fund in January 2019, created to take advantage of the Tax Cuts and Jobs Act, which allows accredited investors to benefit from one of the best capital gains tax reduction programs in a generation. Operating under the principles of client focus, integrity, hard work and creativity, Sortis Holdings provides its accredited investors with well-managed, diverse, asset-based investment strategies. Learn more at