Accredited Investors Only

Earn Consistent Returns Backed by Real Estate Notes

Discover how note hypothecation lets you earn 8–10% annualized returns — secured by tangible real estate assets, without the headaches of property ownership.

8–10%

Annualized Returns

70–75%

Conservative LTV

$50K

Minimum Investment

60 Mo.

Investment Term

See How Note Hypothecation Works

A clear walkthrough of the investment structure, your protections, and what to expect.

What Is Note Hypothecation?

A time-tested strategy that allows investors to earn passive income secured by real estate notes — without owning or managing property.

Note hypothecation is straightforward. When a borrower takes out a loan to purchase real estate, that loan is documented through a promissory note secured by a deed of trust. The note holder — in this case, Prospera Advisory Group — pledges that note as collateral to you, the investor.

You provide capital, and in return, you receive a secured interest in the underlying note. The borrower's monthly payments generate the cash flow that funds your returns. Your investment is backed by the note itself and the real property behind it.

It's not equity. It's debt. You sit in a creditor position — which means you get paid before equity holders, and your returns don't fluctuate with market values.

Think of It Like This

Imagine a bank lends money for a home purchase. That bank holds the note. Now, the bank uses that same note as collateral to borrow money from another institution. That second institution earns interest while the note secures their capital. In this model, you are that second institution — earning returns secured by a performing real estate note.

Scenario A

Single Note Hypothecation

Your capital is secured by one specific promissory note tied to a single real estate asset. You know exactly which property backs your investment, the borrower's payment history, and the property's appraised value. Ideal for investors who prefer transparency and direct asset-level visibility.

Scenario B

Pooled Note Hypothecation

Your capital is secured by a pool of multiple performing notes spread across several properties. This diversifies your collateral base — reducing risk from any single borrower or asset. Ideal for investors who prioritize risk mitigation through diversification while maintaining the same return structure.

How Your Investment Works

From initial conversation to first payment — here's exactly what to expect.

1

Discovery Call

We start with a one-on-one conversation to understand your investment goals, risk tolerance, and timeline. We'll walk you through the hypothecation model and answer every question you have.

2

Due Diligence & Note Selection

Prospera presents one or more qualified notes for your review. You'll receive the borrower's payment history, the property appraisal, title information, and LTV analysis. For pooled investments, you'll receive a portfolio summary with aggregate data.

3

Legal Documentation

Once you approve, we execute a hypothecation agreement — a legally binding document that pledges the note(s) as collateral securing your investment. This is typically accompanied by a collateral assignment recorded with the county.

4

Fund Your Investment

You transfer your capital (minimum $50,000) to the designated escrow or trust account. Your collateral interest is secured and perfected before funds are deployed.

5

Earn Monthly Returns

Once active, you receive consistent monthly interest payments at your agreed-upon rate (8–10% annualized) directly to your account. Payments are generated from the borrower's underlying note payments.

6

Maturity & Principal Return

At the end of the 60-month term, your full principal is returned. You'll have the option to reinvest into a new note or exit completely.

How Your Capital Is Protected

Multiple layers of security ensure your investment is backed by tangible, enforceable assets.

🏠

Real Property Collateral

Every note is secured by a deed of trust on real property. Your investment is ultimately backed by a physical asset with appraised value — not a promise or projection.

📊

Conservative 70–75% LTV

We maintain loan-to-value ratios at 70–75%, meaning there's a 25–30% equity cushion protecting your position. Even in a market downturn, this buffer absorbs significant depreciation before your principal is at risk.

📝

Recorded Collateral Assignment

Your security interest is documented through a collateral assignment, creating a legal lien on the note. This is a perfected security interest — giving you enforceable rights to the collateral.

🔒

First-Position Debt Status

As a secured creditor, you occupy a priority position. In any liquidation or recovery scenario, debt holders are paid before equity holders — putting you at the front of the line.

Expected Returns & Terms

Predictable, passive income with full principal return at maturity.

Annualized Return
8–10%
Paid monthly directly to your account
On a $100,000 Investment
$667–$833
Estimated monthly interest payment

$50,000

Minimum Investment

60 Months

Investment Term

Monthly

Payment Frequency

What Happens If a Borrower Defaults?

Defaults are uncommon — but even when they occur, your capital has multiple paths to recovery.

🛡️

Default Protection

If a borrower stops making payments, you are protected at multiple levels. The note is secured by a deed of trust, giving the note holder the right to foreclose on the property. Because your hypothecation agreement assigns you a secured interest in that note, you have enforceable rights to the collateral.

  • The borrower's property can be foreclosed upon and sold to recover capital
  • The 25–30% equity cushion (LTV of 70–75%) provides significant loss protection
  • In pooled structures, diversification means a single default has minimal impact on your total returns
  • Prospera actively monitors all note performance and intervenes early on delinquencies
🚪

Your Exit Strategy

Your investment has a defined 60-month term with a clear path to full principal return. Here's how capital comes back to you:

  • At maturity, your full principal is returned in a lump sum
  • Throughout the term, you receive monthly interest payments as passive income
  • At maturity, you can choose to reinvest in a new note at current rates
  • If the underlying note pays off early (borrower refinances or sells), your principal may be returned ahead of schedule

Frequently Asked Questions

Who is this investment designed for?

This opportunity is available exclusively to accredited investors — individuals who meet SEC income or net worth requirements. It's designed for investors seeking predictable, passive income backed by real assets, without the management burden of direct property ownership.

How is this different from investing in a REIT or rental property?

Unlike a REIT, your investment is secured by a specific note (or pool of notes) with a direct collateral assignment. Unlike rental property, there are no tenants, repairs, or management responsibilities. You earn fixed interest as a secured creditor — not variable equity returns.

What if I need my money before the 60-month term ends?

The investment is structured as a 60-month commitment. However, we understand circumstances change. Early exit options may be available depending on the specific note and market conditions. We discuss all terms transparently during the onboarding process.

Is my interest rate fixed or variable?

Your rate is agreed upon at the start and remains fixed for the life of the investment. There are no surprises — the return you're quoted is the return you'll receive, paid monthly.

How does Prospera Advisory Group make money?

Prospera earns the spread between the rate the borrower pays on the underlying note and the rate paid to you as the investor. Our interests are aligned — we only profit when the notes perform.

Ready to Explore Note Hypothecation?

Schedule a confidential discovery call with the Prospera team. We'll walk you through the current inventory, answer your questions, and help you determine if this strategy aligns with your portfolio goals.

Schedule Your Discovery Call

No commitment required. Calls are typically 20–30 minutes.

This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Investments are available only to accredited investors. Past performance is not indicative of future results. Prospera Advisory Group does not provide tax, legal, or accounting advice. You should consult your own advisors before engaging in any transaction. All investments involve risk, including the possible loss of principal.