
Real Estate Backed Lending That Puts Your Clients First
Predictable Income With A Fund That Prioritizes Transparency And Alignment

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:
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Transparent Reporting: Institutional-grade reporting, performance metrics, and annual audits.
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Collateralized by Real Estate: Every loan is secured by tangible, income-producing property.
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Investor-First Structure: Distributions are paid to investors before any fund fees.
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Uncorrelated Returns: A stable income stream that’s insulated from public market volatility.

Investment Suitability Assessment

