Business Details
50+ Years
experience
Your Trusted Partner for Real Estate and Investment Solutions
Founded in 1921, F E Forbes has built a legacy of trust and expertise in real estate finance and investment services. Our family-owned business specializes in private real estate loans, trust deed investments, and mortgage funds, serving clients across California. With over a century of experience, we prioritize personalized service, community engagement, and innovative financial solutions tailored to borrowers' and investors' needs.Our team combines deep industry knowledge with a commitment to ethical practices, ensuring secure and profitable opportunities for all stakeholders. We pride ourselves on adapting to market changes while maintaining the core values established by our founders.
Services
Trust Deed Investments
Mortgage Fund
Private Money Loans
Real Estate Financing
Investment Opportunities
Details
- Year established: 1921
Highlights and features
- We offer 100 years of experience in California real estate finance.
- Our personalized service matches investors with tailored opportunities.
- All investments are fully secured by real estate collateral.
- We provide flexible borrowing options for unique property needs.
- Our family-owned business maintains deep community ties.
What people say
Sound investment vehicle
Consistent income
Prudent real estate decisions
Caring approach
Profitable business relationship
Services
Trust Deed Investments
Trust Deed Investments allow clients to fund secured real estate loans for property acquisition, construction, or refinancing. Investors earn 7-12% annualized returns by financing single-family homes, apartments, or commercial properties. Each investment is secured by first or second deeds of trust, ensuring collateral protection through property equity.
Mortgage Fund
Our Mortgage Fund offers diversified short-term loans secured by residential and commercial real estate. Minimum investments start at $50,000 with options for compound interest or quarterly distributions. This fund prioritizes stable income and principal protection for qualified investors seeking diversified real estate exposure.
Private Money Loans
Private Money Loans provide efficient financing for investment properties when conventional lenders decline or delay. We specialize in construction rehab, residential bridge loans, and commercial property financing across California. Our flexible terms and rapid approval process cater to urgent real estate transactions.
People
Mark E. Forbes
Principal and Chief Investment Officer
Mark oversees real estate loan origination and investor relations at F E Forbes. Active in the Berkeley Host Lions Club and mortgage industry associations, he brings decades of family-led expertise to client partnerships.
Robert R. Forbes
Property Manager
Robert manages property administration and trust deed portfolios. With a background in Berkeley Kiwanis Club leadership, he ensures meticulous oversight of investment assets and client needs.
Andrew Forbes
Vice President
Andrew directs key operational initiatives at F E Forbes. Building on three generations of family experience, he focuses on maintaining the company's legacy of reliable financial solutions and community service.
Questions
What investment options does F.E. Forbes offer?
We provide Trust Deed Investments (7-12% yield) and Mortgage Fund opportunities (7-10% yield), both secured by California real estate collateral.
Are there minimum investment requirements?
Yes: Trust Deeds require $25,000 minimum, while Mortgage Fund investments start at $50,000.
How long are investment terms?
Trust Deed terms range from 1-5 years; Mortgage Fund investments typically have 2-3 year durations.
Is my investment secured?
All investments are secured by first or second deeds of trust on residential or commercial properties.
Can I use retirement accounts for investments?
Yes, we accept Self-Directed IRAs, Roth IRAs, 401(k)s, and pension funds for qualified investors.
How are investment returns distributed?
Trust Deed investors receive monthly income; Mortgage Fund distributions occur quarterly or through compound interest.
