Steffel & Young

Investment, Funds and Trusts • 8460 Duke Blvd, 200, United States • 1-10 Employees

Company overview

Headquarters	8460 Duke Blvd, 200, Mason, Ohio 45040, US
Website	steffelyoung.com
NAICS	525
Employees	1-10

Key Contact at Steffel & Young

Steven Steffel

Managing Partner | Co-Founder

About Steffel & Young

Steffel & Young is a real estate investment firm preparing a private investment vehicle focused on acquiring discounted, seller-financed first-lien mortgage notes across the United States. We operate as a principal buyer with disciplined underwriting that emphasizes collateral quality, established borrower payment histories, conservative investment-to-value, and servicing oversight. We work with accredited investors, including family offices, UHNW individuals, and institutions that seek exposure to asset-backed cash-flow potential while adhering to our stringent underwriting criteria. Focus areas: * Performing first-position real estate mortgage notes * Established payment histories and documented borrower credit * Conservative investment-to-value and diversified geography * Institutional-level diligence, servicing, and reporting practices Status: The investment vehicle is in formation. Final structure and terms will be determined with counsel and prospective investors. Compliance: For accredited investors only. This profile is informational and not an offer or solicitation. Any offering will be made only through the Fund’s confidential documents to qualified purchasers. All investments involve risk, including possible loss of principal. Steffel & Young LLC and its affiliates are not registered broker-dealers or investment advisers. Contact: office@steffelyoung.com | SteffelYoung.com

Steffel & Young revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues	$547,552
Total funding	No funding