If you’re an accredited investor you can gain access to investment opportunities through our family of expertly managed funds. We have a successful track record of managing funds from our pedigree in the banking industry. We are now applying that expertise to private lending and real estate investment. Accredited investors are eligible to invest in alternative investment funds managed by Sortis Holdings.

Sortis Income Fund

Sortis Financial administers Sortis Income Fund, an un-leveraged, evergreen real estate asset-backed mortgage pool investment fund focused on creating high yielding fixed income returns that are backed by liens on various classes of real estate. Equity membership units in the fund are offered through a Regulation D private placement securities offering to accredited investors. Leveraging our real estate and banking background, we selectively put funds to work in an environment that is demonstrating high demand for financing that traditional financial institutions cannot provide. Access our latest Sortis Income Fund performance data.

Access our latest Sortis Income Fund performance data

Sortis Opportunity Zone Fund I

Sortis Holdings administers Sortis Opportunity Zone Fund I, a new Tax Reduction Fund for investors to take advantage of one of the best capital gains tax reduction programs of a generation. Created through the Tax Cuts and Jobs Act passed in December 2017, Opportunity Zones offer investors the ability to invest realized capital gains into real estate projects and businesses in qualified geographical areas. Following our successful private lending fund footprint, Sortis will invest in the Western US with a focus on the Northwest. These opportunity zones represent excellent locations including most of of downtown Portland and parts of downtown Seattle where median incomes fall below the national average.

Learn more about Opportunity Zones and the Sortis Opportunity Zone Fund.

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