MONTHLY INCOME PROGRAM
Build Income That Lasts
With a steady, real estate-backed approach to monthly returns.
Real estate backed investment for dependable monthly income
Diversified portfolio managed by experienced professionals
Designed to help generate consistent passive income
OUR
INVESTMENT OPTIONS
SILVER TIER
Flexible Monthly Income
The Silver Tier is designed for investors who value flexibility while seeking a consistent monthly income approach. With an open term and greater access to capital, it can be suited for investors who want to put their money to work while maintaining flexibility around their investment horizon.
Investors also have direct access to Summit Capital Group principals throughout the relationship.
GOLD TIER
Structured Monthly Income
The Gold Tier is designed for core investors seeking a more structured approach to monthly income. With a defined investment period, it provides a clear framework for investors looking to commit capital for a set term while maintaining a direct relationship with Summit Capital Group principals.
It is built for investors who prefer a more structured approach to putting their capital to work.
PLATINUM TIER
Private Investment Access
The Platinum Tier is designed for select investors seeking a more personalized investment relationship. Available by invitation, this option provides an opportunity to discuss investment terms privately based on the investor's capital, objectives, and relationship with Summit Capital Group.
Terms are tailored and discussed directly with the principals.
*Available by invitation. Terms discussed privately.
FOR THOSE SEEKING STEADY, DEPENDABLE INCOME
Turning Uncertainty Into Steady Income
Whether your money is sitting in low-yield savings, tied up in a volatile market, or simply not working as hard as it should, growing it can feel complicated. Monthly Income Program helps you earn with greater clarity, manage risk more deliberately, and move forward with income you can count on.
Your savings are sitting in low-interest accounts, but they're not earning what they should.
Fixed Monthly Returns
Monthly Income Program pays a steady 7% annual return every month, so your money finally works as hard as you do.
Your money is in stocks and bonds, but the market's ups and downs keep you on edge.
Real Estate-Backed Stability
Your income is backed by real Houston real estate, not market speculation, so it stays steady regardless of what the markets are doing.
You want your money to work for you, but you don't have time to actively manage it.
Hands-Off Income
There's no trading, rebalancing, or daily decisions required, just consistent monthly income while you focus on life.
You've worked hard to build your savings, but want real financial security going forward.
Long-Term Income Planning
Monthly Income Program is built to deliver reliable income over the long run, so your financial security doesn't depend on timing the market.
7%
FIXED ANNUAL RETURN, PAID MONTHLY
$50,000
MINIMUM INVESTMENT
90 DAYS
LIQUIDITY, WITH NOTICE
HOW IT WORKS
Steady Income for Real Peace of Mind
We invest your money in real estate-backed assets across Houston, giving you a fixed monthly return without the complexity of active management or market guesswork.
Simple Terms. Real Returns.
We believe good investments shouldn't need a finance degree to understand. Here's how Monthly Income Program works, clearly and directly.
Fixed Monthly Income
Real Estate-Backed Security
Dedicated Investor Support
Transparent Track Record
Simple Online Onboarding
No Active Management Required
HOW IT WORKS
CHOOSE YOUR TIER
Select the Monthly Income Program option that best aligns with your investment needs and goals.
FUND YOUR INVESTMENT
Complete the investment process directly with Summit Capital Group and fund your selected investment.
RECEIVE YOUR MONTHLY INCOME
Receive payments according to the terms of your investment while maintaining a direct relationship with Summit Capital Group’s principals.
GOT
QUESTIONS?
Preferred Funds is now the Summit Monthly Income Program. The program has grown past $20 million in investor capital, and the new name provides a clearer structure for the different ways investors participate.
No. Your existing note, rate, payment schedule, and callback rights remain unchanged. Only the program name is changing. No action is required from existing investors.
The Summit Monthly Income Program brings our investment options under one structure, with three Long-Term Tiers — Silver, Gold, and Platinum — and a Short-Term Corporate Program.
Investors select the option applicable to their situation, complete the investment process with Summit Capital Group, and receive payments according to the terms of their investment.
Let's Grow Your Income Together
Ready to see how Monthly Income Program can work for you?
Disclamer
The investments and services offered by us may not be suitable for all investors. Summit Capital is not a bank. Investments are NOT FDIC insured and have no bank guarantee. Risk of loss exists. Investment in real estate involves a high degree of risk and may result in the loss of principal capital. Unlike a CD, a Monthly Income Program investment is not guaranteed by the government. Past performance is not indicative of future results. "Summit Capital Group is not a registered broker-dealer or investment advisor. Content is for informational purposes only, and does not constitute financial, legal, or tax advice. Consult a financial professional before making investment decisions.