Barrett Capital Group

Proud to have been one of the sponsors at the Procopio Latin American Family Office Forum in San Diego last week. It was a great opportunity to connect with industry leaders, global investors, and some of the top family offices across Latin America.
Barrett Capital Group is committed to forging long-term relationships with our investor partners and expanding access to high-quality private credit opportunities. Thank you to everyone who stopped by, we look forward to continuing the conversations!
A special thank you to Procopio for hosting a first-class event and bringing together such a strong network of industry leaders.

16.44% return in March!
Barrett Income Fund had its best month to date thanks to strong new loan originations, giving origination fees back to investors, high-quality deals, and zero management fees through 2025.

We're committed to maximizing returns and keeping it investor-first, always.
📈💼🏡

Consistency. Simplicity. Real estate-secured returns.

Barrett Income Fund is powered by the deal flow and expertise of the nation’s largest mortgage brokerage.
No fluff. Just smart, passive income.

🔹 8% Preferred
🎯 10–12% Target
💵 Monthly Distributions
🧱 Real Assets. No speculation

Another month, another all-time high monthly yield! Barrett Income Fund continues to set new benchmarks, delivering a 13.8% annualized yield* in February.
For new investors eager to explore this opportunity, remember that we’re waiving all fees through 2025. To learn more about our strategy, potential risks, and how you can participate, please get in touch or request our Private Placement Memorandum.

🚀 Record-Breaking Returns! 🚀
January 2025 was our strongest month yet, delivering a 13.7% annualized return—our highest ever! 📈🔥

At Barrett Capital Group, we continue to provide investors with consistent, high-yield opportunities backed by real estate.

Join us as we build on this momentum! 📊💼

💰🏡 Bridging the Gap Between Deals and Capital

At Barrett Capital Group, we don’t just provide capital—we provide access to unparalleled opportunities. Backed by our partnership with Barrett Financial Group, we offer a level of expertise and connectivity that sets us apart:

✅ 1700+ Loan Officers Nationwide – Bringing us the best transactions and exclusive deal flow.
✅ 20+ Years of Industry Experience – Trusted by professionals across the financial and real estate sectors.
✅ Nationwide Presence – Giving us unmatched reach and the ability to connect capital with opportunity wherever it’s needed.

Together, we transform capital into thriving investments and deals into success stories. Whether you're an investor or a borrower, we’re here to deliver results that matter.

🚀 December Highlights! 🚀
Barrett Income Fund delivered an impressive 11.53% annualized return last month!

✅ Funded a high-value deal with an experienced fix-and-flip group.
✅ Reallocated capital from paid-off loans into new opportunities in under 2 weeks.
✅ Keeping your money working and earning—every step of the way.

Here’s to building consistent returns together.

What does Barrett Capital Group do?

Barrett Capital Group is a private money lender specializing in asset-based lending. We focus on offering financial solutions secured against real estate assets and provide loans with a target Loan-to-Value (LTV) ratio of 60%. Our flexible lending terms range from 6 to 36 months, tailored to meet the diverse needs of our clients. Interest rates typically fall within the range of 10-14%, ensuring competitive rates while accommodating various financial situations.
Interested in learning more? Message us to speak to a member of our team.

FAQ About investing with Barrett Income Fund:

What is a mortgage fund?

-A mortgage fund pools accredited investors' money to invest in a range of mortgages, providing quarterly income from borrowers' interest payments. The invested capital is secured against the loans made by the fund.

Who can invest in Barrett Income Fund?

-Accredited investors, minimum investment of $100,000.

When are dividends paid?

-Dividends are distributed on a quarterly basis.

Who serves as the fund administrator?

-The Ascent Group serves as our third-party fund administrator, ensuring accurate NAV reporting, monthly accounting, and compliance measures. They provide complete transparency and accountability that helps maintain trust, integrity, and efficiency within the fund.

How do I invest in the fund?

-Visit https://www.barrettcapitalgroup.com/invest-now to start the process or connect with Brayden Farr, [email protected] for more information.

Start Investing — Barrett Capital Group

🚀 We're Excited to Announce the Launch of Barrett Capital Group! 🚀

Barrett Capital Group, leveraging the legacy and expertise of Barrett Financial Group, is proud to introduce a unique investment opportunity through the Barrett Income Fund. With a history of success, including over $50 billion in loan volume over the last 20 years and a robust team of 1,500 employees, we're positioned to offer unparalleled investment solutions in the hard money lending space.

Why Invest with Us?
Preferred Returns of 8% with a targeted return of 10-12%. Dividends paid Quarterly.*
As a private, open-ended fund we seek to deliver tax-efficient and reliable investment opportunities to our partners and seek to provide consistent cash flow as dividends through loans that are secured by real estate assets.

Complete Transparency and Expertise, backed by partnerships with industry leaders like CohnReznick LLP, Ascent Group , Geraci LLP.

Dive deeper into our investment strategy and how you can grow your portfolio with us. Visit www.barrettcapitalgroup.com/invest
for more details.

Overview — Barrett Capital Group Invest with Barrett Income Fund 8% Preferred Return* 10-12% Targeted Return* $100,000 Minimum Investment 20% QBI Tax Deduction** Download Barrett Income Fund Investor Presentation Drawing on the successes of Barrett Financial Group, including a robust team of 1,500 employees, a remarkable $50 billio...