* 8.05% 2025 Yield
8.21% 2024 Yield
8.15% 2023 Yield
8.17% 2022 Yield
8.21% Yield Since We Began (2007)
Lending on Real Estate Throughout California
Higher Yield, Lower Risk, Historical Profitability
* Through 3-31-2025
“Distributions made every quarter since 2007”
Milestone Financial LLC is a private mortgage originator and servicing company seeking additional investors who are interested in putting their money to work for a higher rate of return. Please call our office at 650-799-6179 for the most current rate of return. Our net investor yield history is:
8.21%: 2024 Yield
8.15%: 2023 Yield
8.17%: 2022 Yield
8.21%: Average Yield since we began (2007)
Milestone originates first and second mortgages on commercial, residential non-owner occupied, and owner-occupied (business purpose) properties throughout California, with a higher concentration of loans in the San Francisco Bay Area. We specialize in helping that do not qualify for conventional financing. These mortgage loans typically range from 55%-65% loan to value. Our office is in Los Altos, California, just south of Stanford University. We welcome potential investors to visit us by appointment.
Milestone retains all original loan files in our office and services all loans in house. Investors participate in all income from the loans under our operating agreement. Investors receive distributions quarterly with a detailed income/expense statement. Will and Carolyn Stuart are the managers of Milestone and have a combined 70+ years in lending, law and real estate brokerage.
We have numerous investor references for you to contact and discuss their investment experience:
CALL 650-799-6179 IF YOU HAVE QUESTIONS OR WOULD LIKE AN INVESTMENT PACKAGE.
WE DO SELL LOANS ON OCCASION.
WE ALSO ACCEPT FUNDS FROM RETIREMENT ACCOUNTS.
Licensed by the California Department of Financial Protection and Innovation under License Number 60DBO 73257. We are not under regulation by the Department of Real Estate.
*”Annual yield based on total annualized return (net of fees) paid by Milestone Financial LLC on all invested capital.”
+ Effective 5-1-2015, Milestone Financial LLC is a registered security within Regulation D of the Securities Act of 1933
Contact Will Stuart
650-799-6179
wsmilestone@gmail.com
www.milestonefinancial.net
Past performance from Milestone Financial LLC (“Milestone”) is not necessarily indicative of future performance. Yield can vary based on decrease in property values, reduction in income, increase in expenses, borrower credit, government regulation and other factors. Quarterly yield percentages are annualized net of fees. Read the private placement memorandum thoroughly. Available only to accredited investors as defined by Federal law.