- Open for Investment
Investor First Fund
Predictable Income. Backed by Texas Real Estate.
The Investor 1st Fund provides accredited investors direct access to a diversified portfolio of short-term, first-lien mortgage loans.
Target Annual Return
Priority Structure
Liquidity
Position
Transparent terms designed for income generation and capital preservation.
Annual Return
Distributions
Loan Position
Primary Market
Austin, Dallas, San Antonio
Liquidity / Term
Short duration commitment
Minimum Investment
Accredited Investors Only
A 5% bond and a 4.5% savings account look respectable — until April. At the 37% federal bracket, most income products surrender more than a third of their yield to taxes. The Investor First Fund is structured as a REIT, which means investors may keep more of every distribution through the Qualified Business Income Deduction. Compare what each product actually puts in your pocket below.
After taxes, the Investor First Fund's estimated return of 6.15% exceeds the pre-tax yield of every other product on this chart. With QBID and monthly compounding, it would take a 9.9% fully taxable yield to match it.
Sources: ICE BofA US Corporate Index (IG bond yield, Jun 2026), Fortune/Curinos (savings, CD, money market rates, Jun 2026), U.S. Treasury Dept (10-yr yield, Jun 2026), S&P Dow Jones/Nareit (public REIT avg dividend yield), S&P 500 trailing dividend yield. S&P 500 dividends taxed at 20% qualified dividend rate; all other products taxed as ordinary income at 37% federal rate; no state income tax (TX). Tax-Equivalent Compounded Return illustrates the approximate fully taxable yield required to match the after-tax compounded return of the Fund's 8.5% preferred return when distributions are reinvested monthly, assuming a 37% federal bracket and the 20% Qualified Business Income Deduction (QBID) under Section 199A. This is illustrative only and not a projection or guarantee. Actual results vary by individual circumstances. Consult a qualified tax advisor. For Accredited Investor Use Only.
We bridge the gap between institutional capital and high-quality real estate borrowers. Our process is transparent, repeatable, and designed to protect your principal.
1
Stallion identifies high-quality residential and commercial lending opportunities in Texas markets.
2
Each loan undergoes a strict internal credit review focusing on equity protection and borrower liquidity.
3
Fund capital is deployed as senior-secured loans (1st liens) directly to the borrower.
4
Borrowers pay interest monthly. Income is distributed to you monthly.
Avg Loan-to-Value
Avg Maturity
Focus
Capital preservation is our North Star. We manage risk through a multi-layered defense strategy.
8.5% Target Return
Attractive risk-adjusted returns in a low-yield environment, paid monthly.
Monthly Distributions
Consistent cash flow paid to investors every month — not quarterly, not annually.
First-Lien Protection
Senior secured position in every loan, backed by real Texas real estate collateral.
Vertical Integration
Full control from origination to payoff — no third-party servicers, no opacity.
We combine the agility of a private lender with the discipline of an institutional asset manager.
Proven Track Record
Nearly 20 years of experience and over $850M in capital deployed across Texas markets.
Seamless Custody
Fully integrated with Fidelity and Charles Schwab for easy reporting and management.
The "Investor 1st" Promise
Our fee structure ensures that our goals are perfectly aligned with your returns.
Complete the form below to receive the Investor First Fund prospectus and subscription documents.