A Private Credit Solution for Your High-Net-Worth Clients
Your Reputation is Your Most Valuable Asset. We Protect It.
At OwnEZ, we understand that a CPA doesn’t refer an investment because they are asked to—they refer because remaining silent would be a disservice to their client. When your clients are sitting in low-yield treasuries or munis, introducing them to a disciplined, asset-backed alternative doesn’t just help their portfolio; it makes you the smartest person in the room.
A Track Record Built for Conservative Advisors
We know that for a CPA, an investment’s track record isn’t just a sales pitch—it is liability insurance for your professional judgment. Our fund is designed to meet the rigorous standards of uber-conservative financial professionals:
- Proven Stability: 450+ loans originated across ten states with zero investor losses to date.
- Security First: All investments are backed by first-lien residential real estate with a conservative 75% Investment-to-Value (ITV) ratio.
- Institutional Governance: We utilize third-party administrators and external legal counsel to ensure structural integrity and transparency.
- Predictable Returns: We target a ~9% net yield with reliable quarterly distributions.
Solving the Fixed-Income Math Problem
We aren’t just another alternative investment; we are a mathematical solution to underperforming fixed-income allocations. We provide the transparency you need to verify our performance independently, allowing you to bridge the yield gap for your accredited clients.
How We Support Your Practice
We offer several ways to engage with our team and educate your clients without requiring you to sell a product:
- Professional Roundtables: Join fellow DFW-based CPAs for candid, peer-to-peer discussions regarding private credit market shifts.
- Client Education Sessions: We can provide expert guest speakers for 30-minute educational briefings at your firm, positioning you as a thought leader who brings institutional-quality opportunities to your clients.
- Relationship-First Events: Join us for low-pressure social environments, such as our Rangers suite outings, where you and your clients can meet our team naturally
Transparent Compensation
We recognize the advisory work involved in facilitating professional introductions. OwnEZ offers a clean, one-time referral fee of 1% of invested capital, paid at funding. This structure is designed to be simple, professional, and easy to disclose to your clients.
