OZ Financial

Investing in our mortgage fund offers a simple way to tap into the real estate market — without the responsibilities of buying or managing physical properties.

Take a look below for a detailed view of our current fund performance.

Portfolio Summary

Target Yield: 9.00%

Per Annum

AUM: $10.3 Million

Current OZ MIC (As of January 31, 2025)

Avg. Weighted LTV: 64.60%

Average

# of Loans: 95

Currently in Portfolio

Preferred Shares: Class A

BEL 3001 Fee-Based Class (Belco)

Preferred Shares: Class B

BEL 3003 Advisor Trailer Class

Preferred Shares: Class C

BEL 3005 Institutional/HNW (Inquire for minimums)

Preferred Shares: Class D

BEL 3007 Fee-based (Dealer Class)

Distributions

Important Documents

Fund Fact Sheet


Offering Memorandum


Subscription Document

Trusted mortgage lending and investment solutions

Take Control of Your Financial Future Today

Whether you’re an investor or broker, OZ Financial helps you achieve your goals with personalized support and proven expertise.

Get Started Now