United Legacy Announces Launch of $100 Million United Legacy Income Fund in Pioneering Collaboration with La Jolla Capital Bank

Jan 22, 2024

The United Legacy Income Fund transcends traditional investment avenues. This nuanced approach not only fosters a dynamic investment portfolio but also underscores United Legacy's strategic vision for sustained growth.

San Diego, CA, California, United States - January 22, 2024 /MarketersMEDIA/ —

United Legacy, a venerable name in the financial sector, proudly introduces its latest venture – the United Legacy Income Fund, an ambitious $100 million investment opportunity poised to redefine the landscape of wealth creation. Building on the solid foundation of the United Legacy brand, this Fund represents a strategic collaboration with La Jolla Capital Bank, a distinguished wholesale third-party origination platform.

The cornerstone of this groundbreaking initiative lies in the formidable partnership with La Jolla Capital Bank. This collaboration positions United Legacy to comprehensively fund trust deeds, marking a transformative step in the company's overarching growth strategy. United Legacy's longstanding commitment to excellence and innovation takes center stage as it embarks on this significant venture.

The United Legacy Income Fund transcends traditional investment avenues. This nuanced approach not only fosters a dynamic investment portfolio but also underscores United Legacy's strategic vision for sustained growth. As a Regulation D 506c Fund, the United Legacy Income Fund is tailored exclusively for accredited investors, aligning with the company's commitment to providing exclusive opportunities for its discerning clientele.

In an unwavering commitment to fortifying the security of investors' assets, United Legacy has formed a strategic alliance with Axylyum Charter. This collaboration with Axylyum Charter, a key player in providing principal protection on trust deeds, adds an extra layer of assurance for investors. It exemplifies United Legacy's dedication to safeguarding the financial interests of its esteemed clientele.

Geographically, the Fund will concentrate its efforts on high-potential opportunities in California, Hawaii, and Florida, maintaining a conservative loan-to-value ratio of less than 65%. The ambitious target is to fund 200 loans, each valued at $500,000, within the next 12 months. This targeted approach underscores United Legacy's commitment to prudent investment strategies and responsible financial stewardship.

Investors in the United Legacy Income Fund can anticipate an attractive 9% Preferred Return, distributed quarterly over a 3-year term, including two One (1) year extensions, as applicable. Notably, the Fund uniquely allows for direct investments from self-directed investment accounts, such as IRAs, providing investors with versatile avenues for engagement and diversification.

A standout feature of the United Legacy Income Fund is its limited fee structure. United Legacy has meticulously crafted a fee model that is not only highly competitive but also investor-friendly. This strategic approach to lower fees aims to maximize returns for investors, making the Fund an even more compelling and potentially lucrative investment opportunity.

"We firmly believe that the United Legacy Income Fund represents a significant opportunity for growth and value creation," said Mehdi Amini CEO of United Legacy. " This venture underscores our commitment to delivering exceptional returns and a potentially rewarding investment experience for our valued investors.”

For in-depth information on the United Legacy Income Fund, email [email protected]

About the company: United Legacy stands as a stalwart in the financial industry, known for its unwavering commitment to excellence, innovation, and the delivery of value to its investors. With a rich history of success, United Legacy continues to explore and capitalize on strategic opportunities for growth and prosperity.

Contact Info:
Name: Jenny Johnson / Media Relations
Email: Send Email
Organization: United Legacy
Website: https://unitedlegacy.co

Release ID: 89119362

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