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Real Estate Backed Lending That Puts Your Clients First

Predictable Income With A Fund That Prioritizes Transparency And Alignment

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Designed for Income, Stability, and Trust

Simplestate partners with Registered Investment Advisors (RIAs) who need a reliable, income-focused solution for accredited clients. Our strategy centers on first-lien, real estate–secured lending engineered to deliver stable monthly distributions, consistent performance, and disciplined risk management.

With a track record of zero down quarters, conservative underwriting, institutional reporting standards, and direct collateral on every loan, we focus first on capital preservation while generating dependable, uncorrelated yield. Simplestate provides RIAs with a proven way to help protect and grow client wealth across every market cycle.

Why RIAs Partner with Simplestate

A Consistent, Transparent Income Strategy for Client Portfolios

​RIAs turn to Simplestate to diversify client portfolios with an alternative investment that offers the stability of real assets and the performance of active management: 

  • Transparent Reporting: Institutional-grade reporting, performance metrics, and annual audits.

  • Collateralized by Real Estate: Every loan is secured by tangible, income-producing property.

  • Investor-First Structure: Distributions are paid to investors before any fund fees.

  • Uncorrelated Returns: A stable income stream that’s insulated from public market volatility.

Stacking Coins

Investment Suitability Assessment

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Matt Hiltner

VP Of Capital Development

Disclaimer: The information presented on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any securities offered by ITM, LLC will be made available exclusively to accredited investors through a confidential Private Placement Memorandum (PPM) and related offering documents, which contain detailed information, including investment objectives, risks, fees, and expenses. Investments in ITM, LLC funds involve significant risk, including possible loss of principal. Past performance is not indicative of future results. No representation is being made that any investment will or is likely to achieve profits or losses similar to those shown or described. All performance data presented are net of fees and subject to final audit confirmation. Individual returns may vary based on investment timing and other factors. Prospective investors should conduct their own due diligence and consult with their financial, tax, and legal advisors prior to making any investment decision. ITM, LLC does not provide tax, legal, or accounting advice. Ownership interests in ITM, LLC funds are not registered under the Securities Act of 1933 or applicable state securities laws and are offered pursuant to exemptions therefrom. Investments are secured by first lien deeds of trust but remain subject to market, credit, and liquidity risks. For more information, please contact ITM, LLC at (303) 960-5355.

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