Performance
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SUMMARY OF OPERATIONS |
THE FACTS as 1/1/2012 |
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| 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.
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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% |

