Performance

 

Appreciation Since 4/1/07

Avg. Yield/Quarter

Starting Investment

Accrued Value Since 4/1/07

Milestone

52.22%

8.94%

$50,000

$76,112

DJIA

-1.11%

 

 

$49,446

S&P 500

-11.49%

 

 

$41,225

Milestone Performance graph

Higher yield.
Shorter investment period.

 

Reliable
monthly income

No
Management fee

Protective equity.
Broad Diversification

 SUMMARY OF OPERATIONS

 

THE FACTS   as 1/1/2012

       
Milestone Financial, LLC (the “Company”) is a California limited liability company owned and managed by William Stuart.  The Company is in the business of originating or purchasing loans secured by real estate primarily located in California, with emphasis in the San Francisco Bay Area.

 

2011 Yield

Avg. Loan Rate

Current Capital

Average Loan

Smallest Loan

# Loans in LLC

Smallest Investor

Foreclosed Loans

8.94%

12.73%

$12,900,000

$110,576

$10,194

104

$50,000

2 in 4.5 years

 

Yield Since Formation

Year of Formation

Avg. Loan Maturities

% First Liens

Largest Loan

Profitable Quarters

Owner Capital

Investor Retention

8.94%

2007

1-3 Years

92.31%

$475,000

100%

$2,450,000

Over 98%

Data obtained from various sources including BankRate.com and YahooFinance.com.  Past performance from Milestone Financial LLC ("Milestone") is not necessarily indicative of future performance.  Risk of
loss is always present. The cause of losses is because of the effect of one or more factors occurring alone or in combination with any other factors,  including decrease in property values, borrower credit, government regulation and other factors.  Milestone is not a security or partnership.  Participation in strictly thru a written promissory note.  Quarterly yield percentages are annualized.

We charge no management fee, load or set up fee. Past performance from Milestone Financial LLC (“Milestone”) is not necessarily indicative of future performance. Risk of loss and variations in yield can occur based on one or more factors including decrease in property values, borrower credit, government regulation and other factors. Milestone is not a security or partnership. Participation in Milestone is strictly through a written promissory note. Yield calculations are annualized. Milestone is not affiliated with or endorsed by Marcus & Millichap Real Estate Investment Services.