🤝 FINANCIAL ADVISORS & WEALTH MANAGERS
Introduce Qualified Clients to Real Estate-Backed Construction Note Investment Opportunities
Builders Commercial Capital Group, LLC (“BCCG”) works with qualified private investors seeking access to mortgage note investment opportunities secured by residential real estate collateral.
🏡 REAL ESTATE-BACKED. INCOME-ORIENTED. PRIVATELY OFFERED.
Help qualified clients gain access to carefully underwritten mortgage note investment opportunities secured by residential construction projects and offered through private placement transactions pursuant to applicable securities registration exemptions.
BCCG works with home builders, developers, and construction companies seeking project financing and provides qualified investors with access to select mortgage note participation opportunities secured by residential real estate collateral.
💼 COMMON CLIENT OBJECTIVES
Many advisors introduce clients to BCCG when those clients seek:
- Real estate-backed investments
- Alternative fixed-income opportunities
- Portfolio diversification
- Private credit exposure
- Mortgage note investments
- Passive income opportunities
- Reduced correlation to public markets
- Shorter-term investment opportunities
⭐ WHY ADVISORS WORK WITH BCCG
BCCG provides access to carefully underwritten mortgage note investment opportunities that may complement the objectives of certain accredited investors, self-directed IRA investors, high-net-worth individuals, trusts, family offices, and business owners.
Opportunities are structured around specific mortgage loans secured by residential real estate collateral and are designed for investors seeking passive participation in private credit and residential construction financing transactions.
🏆 KEY CLIENT BENEFITS
- First-Position Mortgage Security
- Real Estate-Backed Collateral
- Monthly Interest Income Potential
- Passive Fixed-Income Participation
- Short-Term Investment Horizons
- Attorney-Supervised Escrow Closings
- Independent Third-Party Loan Servicing
- Participation Through Loan Participation Notes (LPNs)
🏡 WHAT YOUR CLIENTS ARE INVESTING IN
Clients participate directly in specific mortgage loan investments originated and underwritten by BCCG.
Clients are not investing in BCCG, the borrower, the builder, the developer, or any operating company.
Each Loan Participation Note (“LPN”) represents a proportional participation interest in a specific mortgage loan and allows participating investors to share proportionately in interest income, principal repayment, Due-on-Sale Remittance (DOSR) payments where applicable, and related loan proceeds.
⚖️ SECURITIES OFFERING FRAMEWORK
BCCG note investment opportunities are structured as private offerings and offered pursuant to securities registration exemptions, including Rule 506 of Regulation D under the Securities Act of 1933, as amended.
BCCG originates, underwrites, structures, syndicates, and facilitates the private placement of mortgage loan participation opportunities to qualified investors.
Investment opportunities are not publicly offered and are available only to qualified investors who satisfy applicable investor qualification requirements and complete BCCG’s registration, due diligence, compliance, and documentation procedures.
🔍 HOW THE PROCESS WORKS
- Advisor Introduction – Introduce a qualified prospective investor to BCCG.
- Investor Registration – The prospective investor completes BCCG’s Investor Registration Questionnaire.
- Confidentiality & Due Diligence – Approved investors receive access to transaction-specific due diligence materials through a secure online repository.
- Independent Review – Investors review the opportunity with their financial advisor, CPA, attorney, trustee, tax professional, spouse, business partner, or other trusted advisers.
- Participation Documents – Interested investors complete the required participation and compliance documents.
- Escrow Funding – Investment funds are deposited directly into the escrow account of the independent real estate closing attorney or escrow agent facilitating the loan closing.
- NOTE: Neither BCCG nor the borrower has possession of or unrestricted access to investor funds held in escrow.
- Closing & Ownership Documentation – Following loan closing, participating investors generally receive:
-
- Note Investment Participation Acknowledgment Letter
- Note Investment Participation Certificate
- Assignment of Mortgage Documentation
- Loan Servicer Account Information
🎯 IDEAL CLIENT PROFILE
Accredited Investors
- High-Net-Worth Individuals & Families
- Self-Directed IRA Investors
- Trusts & Family Offices
- Business Owners
- Investors Seeking Alternative Fixed-Income Opportunities
- Investors Seeking Real Estate-Backed Investments
- Investors Seeking Diversification Beyond Traditional Markets
🔗 INVESTMENT PROFESSIONAL REFERRAL PROGRAM
BCCG welcomes introductions from:
- Financial Advisors
- Wealth Managers
- CPAs
- Attorneys
- Trustees
- Retirement Plan Administrators
- Real Estate Professionals
- Investment Consultants
- Private Client Professionals
Qualified financial professionals who believe certain clients may benefit from reviewing BCCG opportunities may request a BCCG Investor Referral Agreement and explore becoming a BCCG Referral Partner.
All referral relationships are subject to BCCG review and approval and must comply with applicable laws, regulations, professional licensing requirements, firm policies, disclosure obligations, and securities-related restrictions.
🏦 BCCG’S ROLE
Builders Commercial Capital Group, LLC (“BCCG”) is a commercial mortgage banking and private lending firm that originates, underwrites, structures, closes, administers, syndicates, and privately places mortgage loan participation opportunities for home builders, real estate developers, construction companies, and other real estate borrowers.
- BCCG is not a registered investment adviser, registered securities broker-dealer, securities exchange, investment company, or investment banking firm.
- Neither does BCCG participate in any activities, transactions, or business operations that require such registration, licensing, or regulatory approval.
- BCCG does not provide individualized investment advice, securities brokerage services, investment management services, financial planning services, legal advice, accounting advice, tax advice, or fiduciary services.
- BCCG’s role is limited to the origination, underwriting, structuring, administration, syndication, and private placement of mortgage loan participation opportunities offered pursuant to applicable securities registration exemptions.
- Prospective investors should consult with their own attorney, CPA, financial adviser, tax professional, trustee, retirement plan administrator, or other professional advisers before making any investment decision.
📞 LET’S START A CONVERSATION
Whether you represent a single investor or manage relationships for multiple clients, BCCG welcomes the opportunity to discuss how our mortgage note investment platform may complement your clients’ investment objectives.
📞 Call: Michael Thomas
Investor Relations Coordinator
Builders Commercial Capital Group (BCCG)
[email protected]
443-318-6485
🌐 Investor Registration Portal: BCCG Notes Investor Portal
🎥 Investment Overview Video: Watch Video Overview
🤝 Investor Referral Program: Request a BCCG Investor Referral Agreement
📅 REQUEST AN ADVISOR INTRODUCTION CALL:
🤝 BECOME A BCCG REFERRAL PARTNER:
⚠️ IMPORTANT NOTICE – BCCG note investment opportunities are offered through private placement transactions pursuant to applicable securities registration exemptions, including Rule 506 of Regulation D under the Securities Act of 1933, as amended. Investment opportunities involve risk, including the possible loss of principal. This page is provided solely for informational purposes and does not constitute an offer to sell securities, a solicitation to purchase securities, investment advice, legal advice, tax advice, accounting advice, or financial planning advice. Any offer or sale of participation interests may be made only through the applicable offering documents, participation agreements, disclosures, and related transaction documents.