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Full Disclosure


Date Last Revised for Synergy Capital Markets:

March1st, 2018


Synergy Capital Markets, is an institutional alternative real estate investment adviser. Synergy Capital Markets does not offer, and does not offer to provide any broker dealer or market maker services. Synergy Capital Markets operates a website at  (referred to as the “Website”).  By accessing this Website and any pages thereof, you agree to be bound by its Terms of Use and Privacy Policy. This Website is only suitable, intended and available for institutional investors, and investors who are represented by their own Registered Investment Advisor or Broker Dealer, each of whom are familiar with and willing to accept the risks associated with private real estate deed of trust / mortgage investments.


Use of this Website does not constitute an offer by Synergy Capital Markets to sell, solicit or make an offer to buy any investment interest or security and Synergy Capital Markets does not give or offer any business advice, investment advice, tax or legal advice to anyone using this Website or the services that are defined in the Terms of Use. All prospective lenders / investors must certify that they are sophisticated investors / an institutional investor or lender, suitable for this type of illiquid investment, and must acknowledge that they have received and read all investment terms associated with any private deed of trust / mortgage investment opportunity. Direct and indirect purchase of real property involves significant risks, including market risks, risk related to sale of land and risks specific to a given property.


There is a potential for loss of part or all of the investment capital, and each prospective investor should understand that all capital invested may be lost. Prospective investors should only consider these investments if they have no need for liquidity and can bear the risk of losing their entire investment.


Synergy Capital Markets is not a broker-dealer and does not solicit investors, engage in any negotiations regarding potential investments, or participate in the sale or purchase of any securities or otherwise effect transactions in securities. Synergy Capital Markets does not make investment recommendations, and no communication through this Website or in any other medium should be construed as such. Any sale or purchase of a deed of trust / mortgage is in the sole discretion of, and is conducted directly between, the issuer of the deed of trust / mortgage and the prospective investor. All information regarding potential investment opportunities associated with a deed of trust / mortgage is prepared solely by the issuer of the deed of trust / mortgage, and such issuer of a deed of trust / mortgage is solely responsible for the accuracy of all such statements. Unless stated, Synergy Capital Markets has not independently verified any such information. Any sample deals are for illustrative purposes only and do not reflect an actual loan or other opportunity available for deed of trust / mortgage investment.


Investments on the Website are offered by the issuer of the deed of trust / mortgage, or a Licensed Real Estate Broker, a Registered Broker Dealer, pursuant to a Private Real Estate Mortgage Loan / Deed of Trust Offering Document, are subject to the investor agreement. It is the obligation of the issuer of the deed of trust/ mortgage to make any payment on any Deed of Trust / Mortgage is wholly dependent upon a borrower or other third party paying the issuer of the deed of trust / mortgage on the corresponding loans.  Accordingly, prospective investors of a deed of trust / mortgage do not own the underlying property and their name is not on the property title or loan documents. Before purchasing any offering of a deed of trust / mortgage, investors should carefully read the terms and conditions associated with any deed of trust / mortgage, particularly the Risk Factors portion, which provide detailed information about the risks of investing in a deed of trust / mortgage.


Past performance is not indicative of future performance. Any financial projections or returns shown on the Website are examples only and prospective investors should conduct their own due diligence and not rely on the financial assumptions or estimates that are displayed here.

Any financial projections or returns shown on the Website are illustrative examples only, and there can be no assurance that any valuations provided are accurate or in agreement with market or industry valuations.  Any deed of trust / mortgage investment information contained herein has been secured from sources Synergy Capital Markets believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Prospective investors of any deed of trust / mortgage should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on this Website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment in a private deed of trust / mortgage.


Articles or information from third-party media outside of this Website may discuss Synergy Capital Markets, or relate to information contained herein, but Synergy Capital Markets does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by Synergy Capital Markets of the linked or reproduced content.

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