Create Passive Income through Mortgage Note Investing
7e Investments Builds Wealth For Accredited & Non-Accredited Investors
BENEFITS OF INVESTING
CWS Investments is Dedicated to Building Wealth for You
We purchase mortgage notes at 40-60% discounts providing a cushion on top of the equity already in the home from the down payment and monthly payments before the mortgage went past due.
Our Invetment portfolio spans 40 markets across the United States. This diversification protects the fund and investment capital against uncertainties of local market conditions.
A dedicated team of real estate professionals at your service: Real estate attorneys, property accountants, and state-licensed servicers trained in borrower communication work together to ensure proper management and profitability of the fund.
WHY 7e?
Why Should You Invest in the CWS Mortgage Note Fund?
Enjoy tax benefits:
Distributions are designed as dividends and therefore are taxed lower than traditional interests and income.
Bonus shares
Function as holdings you purchase starting at $25,000.
We are IRA-ready:
Generate monthly income for or in retirement.
Earn passive income:
A fixed 8 – 11% annualized return rate, distributed monthly.
Zero management fees!
Monthly Income
Monthly After-Tax Income on an 8% Return
This investment is good for self-directed IRAs and not subject to UBIT, please consult your tax professional for personalized advice.
“Who says being retired means that taxes don’t matter as much? By getting 8%, and as dividends, I’m completely covering my monthly needs because I keep more of the income.”
INVESTMENT PROCESS
7e Investments is a mortgage note fund
We invest in single-family loans in which the borrower is late or delinquent in making payments. Often, they stop making payments because of a temporary problem—a job loss, an illness, or the death of the spouse—and it takes a thorough understanding of their situation and prospects to determine if they can get back on track.
We buy these loans at a steep discount, typically 40–60%, so we often have the flexibility to adjust payments to a level that borrowers can afford. We create win-win situations, structuring deals that allow the borrowers to stay in their homes wherever possible: while also making interest and principal payments.
Since we invest in a limited number of these loans, we are able to thoroughly investigate the borrower’s context and financial situation, creating a three-dimensional picture of the mortgage note. We know a lot about which borrowers
are likely to make things right and which borrowers will continue to shirk their responsibilities. We invest in the first type and avoid the second.
We make every effort to reach an agreement with the borrower. In the unusual cases where that’s not possible, we take over the property, fix it up and sell it, often at a profit*.
*7e Investments does not provide tax guidance. Please consult with your tax professional for personalized advice.
INVESTMENT GUIDE
Learn more about 7e Investments, our investment process and history, and how investing can lead to high returns and a second chance for struggling families.
INVESTMENT PROCESS
7e Investments is a mortgage note fund
OFFERING PRICE:
$10/Per Share
MINIMUM INVESTMENT:
$5,000
HOLDING PERIOD:
4yrs.
OFFERING PRICE:
$10/Per Share
REDEMPTION POLICY:
If you redeem shares before four years have passed, you will lose your bonus shares and be subject to early redemption penalties as follows:
Within 12 months – 12% | From 12 months to before 24 months – 10% |
From 24 months to before 36 months – 9% | From 36 months to before 48 months – 5% |
Our service provider team for this $75 million offering:
BROKER DEALER:
MIT Associates
ESCROW AGENT & FINTECH PROVIDER:
North Capital
LAWYERS:
Law Offices of Brian T. Gallagher
AUDITORS:
Grant Thornton LPP
TRANSFER AGENT:
STC Transfer
START YOUR INVESTMENT
TALK WITH US
© 2023 SEVENEY MORTGAGE NOTES INVESTMENTS | PRIVACY POLICY
THE OFFERING IS MADE ONLY BY MEANS OF THE OFFERING CIRCULAR WHICH CAN BE FOUND AT invest.7einvestments.com. AN OFFERING STATEMENT REGARDING THIS OFFERING HAS BEEN FILED WITH THE SEC. THE SEC HAS QUALIFIED THAT OFFERING STATEMENT WHICH ONLY MEANS THAT SEVENEY MORTGAGE NOTES INVESTMENTS MAY MAKE SALES OF THE SECURITIES DESCRIBED BY THAT OFFERING STATEMENT. IT DOES NOT MEAN THAT THE SEC HAS APPROVED, PASSED UPON THE MERITS OR PASSED UPON THE ACCURACY OR COMPLETENESS OF THE INFORMATION IN THE OFFERING STATEMENT.
THE SECURITIES OFFERED BY SEVENEY MORTGAGE NOTES INVESTMENTS ARE HIGHLY SPECULATIVE. INVESTING IN SHARES OF COMMON STOCK SEVENEY MORTGAGE NOTES INVESTMENTS, INVOLVES SIGNIFICANT RISKS, OR THE POSSIBLITY OF LOSING YOUR ENTIRE INVESTMENT.
SOME OF THE STATEMENTS UNDER “OFFERING SUMMARY”, “RISK FACTORS”, “MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATINS”, “THE COMPANY’S BUSINESS” AND ELSEWHERE IN THE OFFERING CIRCULAR CONSITUTE FORWARD-LOOKING STATEMENTS. FORWARD-LOOKING STATEMENTS RELATE TO EXPECTATIONS, BELIEFS, PROJECTIONS, FUTURE PLANS AND STRATEGIES, ANTICIPATED EVENTS OR TRENDS AND SIMILAR MATERS THAT ARE NOT HISTORICAL FACTS. IN SOME CASES, YOU CAN IDENTIFY FORWARD-LOOKING STATEMENTS BY SUCH TERMS AS “ANTICIPATE”, “BELIEVE”, “COULD”, “ESTIMATE”, “EXPECT”, “INTEND”, “MAY”, “PLAN”, “POTENTIAL”, “SHOULD”, “WILL”, AND “WOULD” OR THE NEGATIVES OF THESE TERMS OR OTHER COMPARABLE TERMINOLOGY.
YOU SHOULD NOT PLACE UNDUE RELIANCE ON FORWARD-LOOKING STATEMENTS. THE CAUTIONARY STATEMENTS SET FORTH HERE AND IN THE OFFERING CIRCULAR, INCLUDING IN “RISK FACTORS” AND ELSEWHERE, IDENTIFY IMPORTANT FACTORS WHICH YOU SHOULD CONSIDER IN EVALUATING OUR FORWARD-LOOKING STATEMENTS.
PROSPECTIVE INVESTORS SHOULD INFORM THEMSELVES AS TO THE LEGAL REQUIREMENTS AND TAX CONSEQUENCES WITHIN THE COUNTRIES OF THEIR CITIZENSHIP, RESIDENCE, DOMICILE AND PLACE OF BUSINESS WITH RESPECT TO THE ACQUISITION, HOLDING OR DISPOSAL OF SECURITIES OF THE TYPE DESCRIBED HEREIN, AND ANY FOREIGN EXCHANGE OR OTHER NON-U.S. RESTRICTIONS THAT MAY BE RELEVANT THERETO.