Solid, Safe, Consistent Returns



February 2017 represented the 10th anniversary since formation of Nikols Mortgage Fund, LLC (the Fund). The Fund has attracted a loyal and sophisticated community of investors including prominent real estate executives, investment advisors, family trusts, family offices, self-directed IRAs, and investment LLCs. Many investors have previously made direct and active real estate investments, but value the passive and reliable investment opportunity that the Fund provides. The Fund has consistently added new investors and has an investor retention rate of over 95% annually.  





Nikols Mortgage Fund, LLC Summary

  • • 100% owned by its Investors
  • • Monthly income distributions
  • • Conservative loans with 1st trust deed collateral
  • • Short term loans limit market exposure
  • • Diversified portfolio of commercial loans across California
  • • Proven Fund Manager who only profits when its investors do


Track Record




2014-2018 Fund Average Return


Property Fundings and Commitments


Loan Losses