Referred to herein as “Sterling REIT.” Managed by Sterling Pacific Financial. California focused, income-producing real estate.
Sterling Core Income Fund I, LLC, referred to herein as “Sterling REIT,” is a newly established real estate investment entity managed by Sterling Pacific Financial.
Sterling REIT will focus on acquiring income producing real estate assets in targeted regional markets where properties are strategically positioned with competitive advantages.
The REIT is targeting a $100 million capital raise to facilitate a conservative low-leverage acquisition strategy.
The objective is to build a diversified portfolio that generates stable cash flow, supports monthly distributions or reinvestment options.
Acquiring income producing real estate assets.
A conservative low-leverage acquisition strategy.
Self-storage and multifamily, building toward a diversified portfolio.
Targeted regional markets with competitive advantages.
Sterling REIT’s strategy is focused on acquiring income-producing real estate assets in targeted regional markets where the property has a clear competitive advantage. Future acquisitions may include:
The strategy is designed to create a diversified portfolio focused on stable cash flow, low leverage, and long-term equity growth.
Rather than relying heavily on debt to drive returns, the REIT’s long-term strategy is to acquire income-producing assets, operate them efficiently, and reduce leverage over time. This approach is intended to:
The long-term objective is to build a portfolio of real estate assets with increasing equity value and decreasing debt exposure.
Sterling REIT’s initial asset base includes four Class A self-storage assets professionally managed by Extra Space Storage and a mixed-use loft property in Downtown Los Angeles.
Antioch Storage is a stabilized Class A self-storage asset located in the East Bay market. The asset is professionally managed by Extra Space and operates at approximately stabilized occupancy levels.
Lompoc Storage is a newer Class A self-storage facility located in California’s Central Coast region. The asset is professionally managed by Extra Space Storage and is operating above stabilized occupancy.
A stabilized Class A self-storage asset located in a Central Valley growth corridor, professionally managed by Extra Space Storage and combining current income with continued growth potential.
A strong-performing income asset in San Benito County, a regional market influenced by Silicon Valley migration and affordability trends. Managed by Extra Space Storage, providing consistent monthly cash flow.
A mixed-use live/work loft property with 58 residential loft units and two ground-floor commercial tenants, combining residential rental income and commercial tenant income.
Sterling REIT is targeting a projected 6% annual yield, supported by income-producing real estate assets and underlying portfolio NOI.
*The 6% yield is projected only and remains subject to asset performance, portfolio NOI, reserves, debt service, and final offering terms.
Sterling Pacific Financial is a California-based real estate finance and investment firm with a long-standing focus on real estate-backed lending, asset management, and investment oversight.
The firm’s roots date back to 1998, when the Fischer family began lending against California real estate. Sterling Pacific Financial has since continued to build its platform around disciplined underwriting, regional market knowledge, and asset-backed investment strategies.
For Sterling REIT, Sterling Pacific Financial will serve as the manager, responsible for investment strategy, asset evaluation, capital allocation, portfolio oversight, and investor communication.
Sterling Pacific Financial connects investors with private real estate lending opportunities backed by California property, disciplined underwriting, and decades of hands-on real estate experience.
Invest in a professionally managed real estate portfolio focused on income-producing assets.
Invest in a specific loan secured by a specific property.
Participate in a diversified pool of private real estate loans.
Prospective investors should review the full PPM investment package, offering documents, and risk disclosures.
Talk with Janeth Capinpin about whole and fractional note opportunities. Direct: (831) 536-7417
Talk with Jake Forte about mortgage pools, funds and more.
Sterling Core Income Fund I, LLC is offered under Regulation D Rule 506(c) to verified accredited investors only. Share your details and Jake Forte will send the PPM package and answer your questions.
Sterling REIT will be managed by Sterling Pacific Financial, supported by an experienced California real estate finance, investor relations, and operations team.
Investment strategy, capital raising, and portfolio execution.
Investment strategy, capital raising, and portfolio execution.
Investment strategy, capital raising, and portfolio execution.
Most investors move from first look to subscription in a few conversations. Here is what to expect.
Share your details and Jake Forte will send the private placement memorandum and offering documents for Sterling Core Income Fund I.
Request PPMBook a 30-minute call to walk through the strategy, the initial assets, distributions and any questions about the offering documents.
Book a CallConfirm your accredited investor status through the verification process described in the offering documents, then complete your subscription documents.
Answers to the questions investors ask most. The offering documents govern all terms.
Sterling Core Income Fund I, LLC (“Sterling REIT”) is a newly established real estate investment entity managed by Sterling Pacific Financial. It focuses on acquiring income-producing real estate in targeted California regional markets where the property has a clear competitive advantage.
The initial California portfolio includes five assets: Tailor Lofts in Downtown Los Angeles and self-storage properties in Hollister, Antioch, Lompoc and Los Banos. Future acquisitions may include self-storage, multifamily, retail, office and small mixed-use properties.
The fund has a projected annual yield of 6%. This is a projection only. It is not guaranteed and may change based on underwriting, acquisition timing, financing terms, market conditions and operating performance.
The fund is structured for monthly distributions, with the option to reinvest. Distribution terms are set out in the offering documents.
The offering is intended for accredited investors. You will be asked to verify your accredited status before subscribing.
Minimum investment and other terms are described in the private placement memorandum. Request the PPM or book a call with Jake Forte for details.
Investments in private real estate funds are generally illiquid, so plan to hold your investment for the long term. Any redemption or transfer terms are described in the offering documents.
Sterling REIT gives you an ownership interest in a portfolio of income-producing properties. A trust deed investment is a loan secured by a single property. Sterling Pacific Financial offers both; Janeth Capinpin can walk you through trust deed options.
Real estate investments involve risk, including possible loss of principal. Projected yields are not guaranteed, distributions may vary, and property values, occupancy, financing costs and market conditions can all affect results. Review the full PPM, risk disclosures and offering documents, and consult your own legal, tax and financial advisors.
Explore the opportunity. Review the materials. Connect with our team.
Sterling Core Income Fund I, LLC is offered under Regulation D Rule 506(c) to verified accredited investors only; accredited investor status must be verified before investing. This page is not an offer to sell, or a solicitation of an offer to buy, any security. Offers are made only through the private placement memorandum (PPM).
Investing involves risk, including possible loss of principal. Distributions are not guaranteed. Private fund interests are illiquid and may not be suitable for all investors.
Sterling Core Income Fund I, LLC is a newly established investment platform. Any yield referenced on this page is a projected yield only, is not guaranteed, and remains subject to change based on underwriting, acquisition timing, financing terms, market conditions, and operating performance.
The initial assets, projected returns, distribution structure, capital plan, and investment strategy remain subject to final offering documents, legal review, underwriting, acquisition timing, financing terms, and operating performance.
This page is intended for introductory discussion purposes only and should not be considered a complete offering document or investment recommendation.
Prospective investors should review the full PPM investment package, offering documents, risk disclosures, and consult their own legal, tax, and financial advisors before making an investment decision.
Book a 30-minute call with Jake Forte, Director of Private Capital, to go through the presentation, the initial assets and your questions.