Inside the Mid Atlantic Fund: Strategies for Returns and Real Estate
December 10th, 2024 1:00 PM CT
Nathan Larsen
Ramez Fakhoury
As a special thank you for joining our webinar, Mid Atlantic is offering three exclusive consultations with our Chief Investment Officer, Nathan Larsen. This is your chance to get personalized advice on your portfolio strategy, ask questions about your financial goals, and explore potential opportunities with the Mid Atlantic Secured Income Fund. Don’t miss this valuable opportunity to gain expert insights and take your investment planning to the next level!
Upcoming Live
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White-Glove
Service
Here’s What You’ll Learn
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About Mid Atlantic
The Mid Atlantic Secured Income Fund LLC is a specialized lending institution structured as a private debt (or ‘note’) fund. They raise capital from individual investors, financial institutions, and other corporate structures, investing by originating, funding, and servicing carefully structured real estate-secured loans. Our portfolio primarily includes short-term first-position mortgage loans on residential properties. These loans are intended for new construction, renovation, redevelopment, and other financing needs associated with companies engaged in the development and construction of real estate.
Our unique approach provides investors with the security and stability of collateralized investments while actively supporting local businesses and creating much-needed housing opportunities within their communities.
Headquartered in Atlanta, GA, they have facilitated financing for building or improving over 500 properties in Georgia and the greater Mid-Atlantic region since 2010. Their growing team brings together over 60 years of lending and risk management experience, having worked with some of the nation’s most prestigious financial and real estate firms.
Meet The Experts
THE MID ATLANTIC FUND
Nathan J. Larsen
Nathan J. Larsen serves as the CIO of the Fund and is the Founder of Credo Capital Management LLC. Mr. Larsen has 20 years of experience in the full life cycle management of debt portfolios in various asset classes, including commercial/non-owner occupied residential real estate, automotive, specialty finance, consumer finance, inventory & receivable factoring, and small business working capital in the legal and healthcare industries, with an aggregate value of over $500 million under management. For the past 3 years Mr. Larsen has been a special advisor to PE firms in the legal and healthcare finance space.
The majority of Mr. Larsen’s career was with Wells Fargo Bank Corp and Nicholas Financial Inc. where he led the full cycle process of growing AUM including underwriting, acquiring, servicing, auditing, and divestiture of debt portfolios. Throughout the past 9 years, Mr. Larsen has spent time growing Credo Capital Management into a respected asset manager with an exemplary track record of 250 major debt transactions. Mr. Larsen holds a B.S. in both Finance and Economics from Miami University.
THE MID ATLANTIC FUND
Andrew Montoya
Andrew Montoya is the head of marketing at The Mid Atlantic Fund. He is a veteran of client relationship management, marketing, and business growth strategy. Andrew graduated Summa Cum Laude with a degree in Business Administration from Southern New Hampshire University. He is an astute leader, effective communicator, father, and husband.
Vice President of IRA Club
Ramez Fakhoury
As an entrepreneur with a rich background spanning over two decades, Ramez is deeply commited to education and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction.
FDIC Insured
IRA/401(k) cash is FDIC insured
Flat Fee Structure
Flat fees and straightforward pricing
Free IRA Reports
Free annual IRA tax reporting
(RMDs, 1099-R, 5498, 5500 forms)
Investor's Row
Explore alternative investment opportunities
Concierge Service
Friendly, white-glove service
Educational Resources
Up-to-date educational resources on IRS regulations
Frequently Asked Questions
Here are the most common Self-Directed IRA questions. Have others?
Sign up for our webinar and ask us in person!
IRA Club provides a way for people like you to fully utilize the benefits of Self-Directed IRAs, leading to a wider range of investments and potential for better returns.
It’s an IRA that gives you more choices for where you want to invest your money, not just in regular stocks or bonds.
Self-Directed IRAs were passed by Congress back in 1974. Alternative IRA investments have always been allowed by the IRS, however, many IRA companies have placed artificial restrictions on IRA owners over the years. Self-Directed IRAs are not well known because most banks and brokerage firms prefer traditional investments.
It’s easy to make investments with a Self-Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self-Directed IRA is the new owner. It can be in the form of a Bill of Sale, title, deed, or simply a statement identifying your Self-Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self-Directed IRA and not your name as an individual.
Yes. The most common way for an IRA to buy an asset is to pay cash. However, there may be times when an alternative method of payment is practical.
Maximum Contributions for 2023:
Under age 50 – $7,000.
Age 50 and over – $8,000