First Trust Deed Investment Opportunity – Woodland Hills Property

This first trust deed investment opportunity is only available to FAN clients that attended a live first trust deed informational session, on how first trust deeds function, or have viewed the video of the presentation. Please note that FAN is not directly offering the recommended investment, but rather the investment is offered through Macoy Capital Partners, Inc.

Respond by email to info@fanwmg.com to indicate your interest in the individual first trust deed investment described below. Please direct any questions to your FAN paraplanner.

Please read the attached guidelines and investment description documents before responding. After indicating your interest by replying to this email, a lottery will be held from all responses this day to determine which clients may participate in this particular investment. Responses need to be received by midnight tonight indicating your interest.  You will receive a response by tomorrow at 10am indicating whether you were or were not selected.

Again, please direct all questions to your assigned FAN Paraplanner at (714) 597-6510.

First Trust Deed Investment Property Description

Woodland Hills Property – Opportunity #1

Access Woodland Hills Property Description by clicking HERE

Disclosures & FAN First Trust Deed Investment Guidelines

Financial Advisors Network, Inc. is a registered investment advisory firm and is not offering first trust deeds as an investment but may recommend such investments only to clients under an executed advisory agreement.

If you are receiving this notice on FAN first trust deed investment guidelines, you have either already attended a live first trust deed informational session, for client education on how first trust deeds function, or have viewed the video of the presentation. This video was posted to your client FAN portal in the Documents/Statements/Video Statement section of your FAN Portal. After the presentation, you indicated an interest in pursuing participation in a first trust deed investment as an allocation in your FAN portfolio.

Financial Advisors Network, Inc. (FAN) is a registered investment advisory firm. As such, FAN is not offering first trust deeds. It may recommend first trust deeds as an investment on a non-discretionary basis to clients under their advisory agreement with FAN as a portion of the fixed income allocation of a client’s FAN managed portfolio.

Recognizing the need for diversification in FAN portfolios and that each client has their own agreed-upon risk tolerance, FAN is limiting the amount of FAN managed assets allowed to be invested in first trust deeds to 20% of a client household’s overall FAN managed portfolio.  FAN will not allow these investments in client portfolios as a stand-alone investment. To ensure diversification within first trust deed investments, FAN will be limiting participation in each individual first trust deed investment to 5% of the client household’s overall FAN portfolio.

Further, there is a limit of ten investors in each individual first trust deed investment. While investment opportunities are limited to a maximum of ten investors, they may include fewer participants.

Based on the above limitations, FAN has developed the above table to determine the maximum investment in each individual first trust deed investment, subject to the 20% overall limitation for all first trust deed investments.

First trust deed investments are intended to provide monthly interest payments while the loans are performing.  However, first trust deed investments are illiquid and have unique risks as disclosed in the ADV of Financial Advisors Network, Inc., a registered investment advisor, which can be found on the SEC Investment Advisor Public Disclosure (IAPD) website (www.adviserinfo.sec.gov).

Periodically, first trust deeds may become delinquent and, in some instances, may enter default, at some point, which could impair a client’s capital investment. Default risk is mitigated by requiring the borrower to initially provide a minimum of 30% protective equity in the property used as collateral for the individual first trust deed investment.

Financial Advisors Network, Inc. is a registered investment advisory firm and is not offering first trust deeds as an investment but may recommend such investments only to clients under an executed advisory agreement.