• Skip to primary navigation
  • Skip to main content

PH: 760-607-5400

SUBMIT A LOAN

PH: 760-607-5400

SUBMIT A LOAN
Header-Logo--FULL-Helvetica-Group-BLUE
Menu
  • SOLUTIONS
    • SOLUTIONS
      • LENDING
      • INVESTMENT BANKING
      • BROKERAGE
      • TRADING
      • FAMILY OFFICE
      • FUND MANAGMENT
    • TECHNOLOGY
    • BY INDUSTRY
      • MORTGAGE BROKERS
      • REALTORS
      • FIX & FLIPPERS
      • FINANCIAL ADVISORS
      • CPA’s & ATTORNEYS
      • BANKS
  • INVESTMENTS
    • PHILOSOPHY
      • AGGERGATING WEALTH FOR GREATER ALPHA
      • ALTERNATIVE INVESTING
    • DIRECT REAL ESTATE
      • SINGLE TENANT RETAIL
      • RETAIL STRIP CENTER
      • VALUE ADD INVESTING
      • BANK REO
    • MORTGAGE CREDIT
      • MORTGAGE INVESTING
      • LOAN PARTICIPATION
      • NON PERFORMING LOANS
    • HELVETICA FUNDS
      • OPPORTUNITY FUNDS
      • MORTGAGE CREDIT FUNDS
      • SPECIAL PURPOSE
  • LENDING
    • SUBMIT A LOAN
    • BROKER RESOURCES
  • CLIENTS
    • INVESTORS
      • INDIVIDUAL INVESTORS
      • FAMILY OFFICES
      • INSTITUTIONS
    • BROKERS
      • MORTGAGE BROKERS
      • REALTORS
    • BORROWERS
      • INVESTORS
      • OWNERS
      • FLIPPERS
    • PARTNERS
      • FINANCIAL ADVISORS
      • BANKS
      • CREDIT UNIONS
      • ATTORNEYS & CPAs
  • ABOUT
    • TRANSACTIONS
      • MORTGAGE
      • ADVISORY
      • FUNDS
      • PRIVATE EQUITY
    • COMPANY
      • ABOUT US
      • MISSION
      • OUR TEAM
      • CAREERS
      • LICENSING
    • OFFICES
      • SAN DIEGO
      • LOS ANGELES
      • TAMPA
    • NEWSROOM
      • NEWS & PRESS
      • EVENTS
      • FOLLOW US
    • GIVING BACK
HELVETICA GROUP » INVESTMENTS » PHILOSOPHY

PHILOSOPHY

Hands-on due diligence, rigorous underwriting, senior management involvement, and proactive management through the entire investment cycle provides for attractive returns on partnership investments. Our style aims to provide our investors with superior risk-adjusted results and consistent cash flow over time.

We incorporate the following investment objectives:

+ Continuous Aggregation of Capital to Achieve Greater Alpha
+ Incorporate a Margin of Safety for Preservation of Capital
+ A Core Focus on Alternative Real Estate Investments
+ Identification of Value-Add Opportunities from Market Disclocations
+ Target Superior Non-Correlated Market Returns
+ Leverage Local Expertise and Foster Strategic Partnerships+ Hands-On Due Diligence by Senior Management

Aggregating Wealth for Greater Alpha (A)
-
Alternative Assets (A)
>>LEARN MORE

DIRECT REAL ESTATE

Single Tenant Retail (A)
-
Retail Strip Centers (A)
-
Value Add Investing (A)
-
Bank REO (A)
>>LEARN MORE

MORTGAGE CREDIT

Mortgage Investing (A)
-
Loan Participation (A)
-
Non-Performing Loans (A)
>>LEARN MORE

HELVETICA FUNDS

Helvetica offers portfolio diversification to its high net worth, pension fund, and trust investors through real estate partnerships. By investing in a partnership or fund, an investor has the ability to participate in a pool of trust deed investments. If you are interested in becoming a fund or trust deed investor, contact our investor relations manager.

 Helvetica Capital Funding | is a real estate investment fund that targets high equity residential and commercial real estate loans in the six Western States. Typical candidates are borrowers with equity in real property that exceeds the loan value but who cannot qualify because of poor credit, high debt-to-income ratios or inability to traditionally document income. Clients often seek hard money loans when they need cash quickly, and cannot wait or do not qualify for a typical bank loan.

Helvetica REO Investors | are a series of special-purpose investment funds that target distressed assets including foreclosed residential and commercial properties as well as nonperforming loans. Our funds also target high yielding single and multi-family residential properties in select areas to acquire, lease and manage for rental income and appreciation. Our funds have successfully acquired over 400 properties in more than a dozen select states from national and regional banks as well as directly through foreclosure auctions.

CALL US TODAY FOR A
FREE CONSULTATION

San Diego
760-607-5400

Los Angeles
310-575-3301

Tampa
310-575-3301

SOLUTIONS

SOLUTIONS
TECHNOLOGY
BY INDUSTRY

INVESTMENTS

PHILOSOPHY
DIRECT REAL ESTATE
MORTGAGE CREDIT
HELVETICA FUNDS

LENDING

SUBMIT A LOAN
BROKERS RESOURCES

CLIENTS

INVESTORS
BROKERS
BORROWERS

ABOUT

TRANSACTIONS
COMPANY
OFFICES
NEWSROOM
GIVING BACK

CONTACT US

GENERAL INQUIRY
OFFICE LOCATIONS
SD. 760.607.5400
LA. 310.575.3310
T. 310.575.3310

© 2019 Helvetica Group. Licensed under the California Dept. of Corporations, CFLL #XXXXXXX, San Diego Licensed Mortgage Lender ML.xxxxx
© 2019 Helvetica Group. Licensed under the California Dept. of Corporations, CFLL #XXXXXXX, San Diego Licensed Mortgage Lender ML.xxxxx
© 2019 Helvetica Group. Licensed under the California Dept. of Corporations, CFLL #XXXXXXX, San Diego Licensed Mortgage Lender ML.xxxxx
© 2019 Helvetica Group. Licensed under the California Dept. of Corporations, CFLL #XXXXXXX, San Diego Licensed Mortgage Lender ML.xxxxx

Follow Us

Get Quotes

QUICK QUOTE
Header-Logo--FULL-Helvetica-Group

© 2019 Helvetica Group.
All Rights Reserved.
Privacy Policy | Terms of Use
Security Statement
Licensing

  • INVESTMENTS
  • LENDING
    • SUBMIT A LOAN
    • BROKER RESOURCES
  • CLIENTS
    • INVESTORS
      • INDIVIDUAL INVESTORS
      • FAMILY OFFICES
      • INSTITUTIONS
    • BROKERS
      • MORTGAGE BROKERS
      • REALTORS
    • BORROWERS
      • INVESTORS
      • OWNERS
      • FLIPPERS
  • OFFICES
  • OUR PEOPLE
  • SAN DIEGO
  • LOS ANGELES
  • TAMPA
  • LENDING
  • [Custom]
  • [Custom]

My Account  |  Sitemap  |  Privacy Statement  |  Security Statement  |  Terms of Services  |  Site Feedback  | Licensing

© 2017 Helvetica Group. All Rights Reserved.