
LEADERS IN QUALITY INVESTMENTS AND HIGH
YIELD OPPORTUNITIES
INVESTMENT CRITERIA

Hard Money Lending
Brokers Wholesale Only
Our ventures in real estate started in the 1990’s when we established what ultimately became Sphere Family High Yield Fund, a leading residential and commercial hard money lender. Our focus over the last fifteen years has been on residential homes, 2-4 Res, multi-family, commercial and mixed-use urban and rural high growth markets. We actively seek out brokers, bankers and realtors with which to partner on newly originated loans. Sphere serves as capital provider, servicer and manager.

Trust Deed
Investing 1st & 2nd Notes
Everyday we purchase 1st and 2nd lien position trust deed mortgage notes all over the United States. Our portfolio is both residential and commercial with a focus on non-owner 1-4 and multi-family. For the past 5 years our most desired locations are California, Texas and Florida. As an asset based investor we review the quality of the property first. We prefer 2-5 year terms and allow all condition properties. We require at least a 9% return with full title insurance.

Alternative Market
Investments Debt & Equity
Sphere Family seeks to partner with capable, high-integrity entrepreneurs and owner-operators who have proven experience and a track record which support the opportunity to create significant value. Our focus in on new alternative markets such as cannabis cultivation, legal cannabis businesses and properties. We have a specific demand for oil / edible manufacturers, distribution companies and lab testing operators.

ABOUT
The entrepreneurial Sphere Family has been seizing opportunities for over four decades. From humble beginnings as immigrants at the end of the nineteenth century, the family patriarch began to build what would become of the largest window manufacturers in North America. Under his leadership, the Sphere family established itself as a pioneer of the double pane vinyl window landscape and built a crown jewel in the emerging renewable energy economy. As a direct beneficiary of the fortune created from the empire, the family office multiplied the value of the cash flow by continually reinvesting in a myriad of ventures, ranging from trust deed mortgage notes to real estate development, to alternative markets private equity or debt investment. Since 1990 the Sphere Family Office has independently operated The Sphere Family Real Estate Trust as a single focused office.
OUR PHILOSOPHY
We have a deeply rooted understanding and appreciation for building businesses, and we are an ideal partner for entrepreneur- and family-owned companies. We bring significant resources and credibility and maintain a long-standing commitment to our core values of honesty, integrity, and loyalty.
SUBMIT NEW INVESTMENT
1985
Year Established
406
RE Loan Projects Completed
781
Mortgage Notes Purchased
26
Alternative Market Investments
CONTACT
Inquiries/New Deal Review
For new deal submissions please use the online submission engine click here. For deals in progress and underwriting inquiries use the contact us form below. please call: 888-SPHERE2 or fill out the following form
Philanthropy
The Sphere family carry on the long philanthropic tradition initiated by previous generations of family members. As doing business is in the family’s DNA, so is philanthropy. Our employees are inspired by the family’s leadership and take a hands-on approach in community involvement. Many employees regularly participate in activities in support of a number of causes. Forward thinking, strategic and nimble, the Sphere Family Foundation strives to create and innovate Investments that favor the environment, culture, education, entrepreneurship and quality of life.
Head Office
555 California Street, Suite 4925
San Francisco, CA 94104
Tel: 888-SPHERE2
Fax: 888-774-3732