X

NEWSLETTER

Thank you for your interest in Phoenix Investment Funds

WELCOME TO PHOENIX INVESTMENT FUNDS

Breathing new life into challenged assets nationwide.

More than property acquisitions

  • OPPORTUNITY
  • FOCUS
  • MOMENTUM
  • INDEPENDENCE

EXPERTISE

We purchase uniquely challenged assets, including those that are environmentally distressed, politically sensitive, damaged, or in bankruptcy. Our diverse team of experts has made us the cost-effective and efficient vehicle for lenders to capitalize on their nonperforming assets.

LIQUIDITY

We have the ability to close transactions of any size quickly. Our experienced team, strategic alliances, and easy access to capital allow Phoenix to stay flexible.

Relationship Focused

We are passionately committed to building long-term, mutually beneficial relationships. Our unique ability to understand our clients’ needs allow us to provide fast, easy, and reliable solutions to their biggest challenges.

Solutions

We provide lenders an opportunity to quickly dispose of nonperforming assets, reduce liability, and eliminate the high cost associated with servicing credit-intensive assets.

Teamwork

Our relationship-focused team has managed hundreds of transactions and continually finds new ways to simplify the complex. We are trusted industry leaders committed to creating positive experiences for our team and all of our business partners.

Consistency

We have consistently provided fast and equitable solutions to our lenders’ most difficult challenges. Our specialized skillsets, proprietary process, and proven approach allow us to confidently and quickly offer our lenders the highest price possible for their assets.

Synergy

Our specialized team and easy access to capital provides lenders with consistent, dependable, and equitable solutions to their most difficult problems.

IDEAL PARTNERS

The nation’s largest lenders, who occasionally have underperforming, non-performing, or uniquely challenged commercial notes, find the best solutions with Phoenix.

Our ideal Banking Partners value open and honest communication and are interested in building mutually beneficial, long-term relationships. Our partners are never left feeling stuck; when an asset doesn’t allow them to realize their expected returns, we’re their first and only call.

 “Doing what you like is freedom. Liking what you do is happiness.”

“There is nothing on this earth more to be prized than the harmony of a perfect partnership.”

IDEAL PROPERTIES

Phoenix purchases non-performing debt secured by commercial properties throughout the United States, with a preference toward notes securing retail, industrial, auto, office, and multi-family assets.

WE PURCHASE:

  • Non-performing loans, preferably with a minimum of 6 months of nonpayment and a foreclosure sale date
  • Environmentally distressed, bankruptcy, judgments, medical, fire damaged, property damaged, political issues, or otherwise distressed assets
  • Retail, industrial/warehouse, auto, office, and multi-family properties
  • Flexible note purchase amounts up to $40 million dollars
  • Nationwide, with a preference for assets located in or near urban areas

“The greatest benefit of synergy is born in the diversity of perspectives. The highest value can be found in these variances.”Danielle Marie Crune 

“We make a living by what we get;
we make a life by what we give.”

— Winston Churchill

TELLING OUR STORY

We're extremely proud of our numbers.

%

of deals closed in 10 days

%

of large banks are our clients

Notes in Review

Sq ft of commercial property managed

%

LSA-to-close ratio

%

Anticipated asset growth in 2016

strategic partnerships

unhappy partners

Made possible by partners like you.

WHAT OTHERS SAY

FAQ

Below are answers to some commonly asked questions. If you need clarification, please don’t hesitate to call our office at 949-381-7600.

What is your close ratio?

Phoenix has a close ratio of 100%. Our team allocates acquisition funds upon verbal approval from the seller (bank). This prefunding process is one of the many elements that ensure we always deliver.

Where do you get your capital?

Currently all acquisitions are funded using internal capital or fund capital; however, to ensure we continue to meet all future commitments, we’ve formed strategic alliances with several third-party capital sources. These third-party relationships—comprised of high-net-worth individuals, large firms, funds, and wealth management companies—provide Phoenix with the ability to purchase qualified asset(s) of any size at any time.

What is your acquisition process?

We discuss the asset with our client, audit and analyze the information they provide, and quickly present an offer. Once a verbal agreement is reached, we reserve funds for a timely closing, and finish any required paperwork. All that being said, we’ve kept our process flexible and work with the seller to meet their needs.

How fast can you close?

We have closed on assets in as short as 72 hours. However, we generally consider a “quick close” any acquisition that allows us less than 2 weeks to fund.

How do you arrive at your offer price?

For debt purchases, we start at the unpaid principal balance and then use our proprietary systems to evaluate any risks associated with the asset, factor in likely future costs, time, etc., and arrive at the highest possible current value for the asset.

Why are you willing to pay such a high price for a distressed asset?

We have a unique ability to quantify the cost and timing associated with distressed assets. Armed with this knowledge and a time-tested environmental remediation team, Phoenix is comfortable where others aren’t. Our knowledge reduces our risk; therefore, we offer a higher price.

How have you built trust?

We have built trust by doing what we said we would do. We hold to our commitments, provide answers quickly, have open and honest conversations, and always close.


About Phoenix Investment Funds

We believe our investment platform makes a positive difference in the lives of individuals, families, and the communities we serve.


OUR STORY

Phoenix specializes in transformation. We chose the name “Phoenix” because it symbolizes our interest in breathing new life (and increased value) into even the most challenged commercial assets. To achieve this goal, two industry leaders, Carson Faris and Matt Beck, combined their diverse skillsets and companies to create Phoenix Investment Funds. Equipped with a deep understanding of the commercial real estate market and how to efficiently remediate environmental issues, the Phoenix team continues to serve the lending community and successfully transform previously distressed assets into useful investment vehicles. Along the way, we’ve created jobs and improved communities.

OUR FUTURE

As Phoenix continues to grow—and the number, size, and type of assets we acquire continues to increase—it’s our goal to keep building great relationships with our partners and investors. At Phoenix, we welcome the future and believe that anything is possible!

OUR PARTNERS

From legal advice to environmental specialists, through dozens of successful engagements, we’re proud to align ourselves with highly specialized companies and leaders of business.


Western Bay is committed to intelligently placing capital for our partners while also working to ensure that all parties involved in a Western Bay transaction see true benefits.


BECK & CO. specializes in purchasing assets, secured by challenged commercial real estate.


Cox, Castle & Nicholson has a breadth of experience that allows us to practically, yet creatively, take a real estate project from acquisition through development, leasing, and disposition.


Winefield Logo_preview

Winefield & Associates, Inc. finds contaminated properties to acquire and redevelop on the West Coast with an emphasis on Southern California commercial and industrial locations.


AFP Saddington LLP is s a boutique firm dedicated to providing high-quality tax and accounting services to small and mid-tier businesses with an emphasis on value.


Provides conception to startup project management, engineering, design, and construction services with a technologically innovative and market sensitive approach.

Our Values

Curiosity

  • + We uncover facts and discover solutions.
  • + We ask interested questions to help uncover the possible.
  • + We ask open-ended questions.
  • + We enjoy exploring the If/then questions.

Connection

  • + We ask questions to truly understand others’ points of view.
  • + We have open and honest conversations.
  • + We bring people together to effectively solve problems.
  • + We celebrate our successes and the successes of others.

Passion

  • + We care about the “why” of what we do.
  • + We believe we can affect positive change.
  • + We see endless possibilities.
  • + We believe in continued personal and professional growth.

Integrity

  • + We consistently do what we say we are going to do when we say we’ll do it.
  • + We take ownership for our actions and results.
  • + We act, behave, and communicate authentically.

Growth

  • + We give back.
  • + We believe in support.
  • + We never stop learning.

Core Team

It's our experience, integrity and passion that keep us in the forefront of our clients' minds.

Text on the button

Let's Talk

We'd love to tell you more about how we can help your bottom line this year.



949.381.7600

4000 MacArthur Blvd., Suite 550, Newport Beach, CA 92660

info@phoenixif.com