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About Portola Oak Capital, Inc

Portola Oak Capital is the manager of Apex Note Fund, LLC, a private equity debt fund specializing in residential properties in the western United States. The Fund buys quality trust deed investment products that provide a competitive yield when compared to other alternative investments all the while with manageable risk When investing with Portola Oak Capital, Inc., you join a seasoned team of mortgage professionals with significant experience in the trust deed/mortgage investment world. The benefits of joining Portola Oak to invest in this asset class is that many of the traditional costly barriers to investment here are reduced including the amount of capital required and the time necessary to locate and manage these investments. While each transaction is unique, we are guided by a set of predetermined underwriting criteria developed over many years to assist us in structuring good loan transactions.

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