Preferred Funding for Accredited Investors
Targeted Annual Preferred Distributions through Structured Real Estate Investments
This offering is available to Accredited Investors only as defined by the SEC.
Houston Headquarters: 2100 West Loop South, Suite 1450, Houston, TX 77027
WHO ARE WE
Preferred Position Within the Capital Stack
Preferred Funding is a structured investment position within real estate projects that receives distribution priority ahead of common equity.
Investors participate through a preferred position designed to target recurring annual distributions, subject to project performance and offering terms.
Targeted Annual Preferred Return: 7%
This is not a bank product and is not FDIC-insured. It is a private investment offering.
Repayment Priority Within the Capital Stack
Layer
Senior Debt
Preferred Funding
Common Equity
Type
Institutional Lender
Investor Position
Sponsor Capital
Repayment Priority
1st
2nd
3rd
Typical Range (Illustrative)
4%–7%
7% Targeted
Performance-Based
Example Targeted Distributions
For illustrative purposes only.
Investment Amount
$50,000
$100,000
$250,000
7% Targeted Annual Return
$3,500
$7,000
$17,500
Approximate Monthly Distribution
$291.67
$583.33
$1,458.33
These figures are examples only and do not represent a promise or guarantee of performance.
WHAT WE OFFER
The Summit Process
Submit Accredited Investor Inquiry
Confirm eligibility and share your investment range.
Introductory Consultation
Discuss objectives, timeline, and suitability.
Review Offering Materials
Receive structured documents outlining risks, structure, liquidity terms, and distribution mechanics.
Funding & Onboarding
Complete subscription documents and fund according to offering terms.
Ongoing Reporting
Receive updates and distribution reporting according to the investment structure.
Why Summit Capital Group
Houston-Based Real Estate Investment Firm
Summit Capital Group operates from its headquarters in Houston, Texas and focuses on structured real estate investments and private capital deployment.
FAQs
Are returns guaranteed?
No. Returns are targeted and subject to investment performance and offering terms.
Is this FDIC-insured?
No. This is not a deposit account or bank product.
Who can invest?
Accredited Investors as defined by the SEC.
What information is required initially?
Name, contact details, investment range, and accredited confirmation. No sensitive financial data is collected at this stage.
Let’s Build Your Future Together
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.