F.A.Q.

How does the Helix Investment Fund work?

Investors are shareholders of the Helix Investment Fund. The shares form a sizable lending structure from which 1st and 2nd mortgages are made to borrowers who meet the qualifying guidelines. Borrowers make payments to the Helix Investment Fund, LLC, which then distributes earnings to its shareholders.

What are my options?

An investor can first choose between the Series A or Series B shares. Series A shares are backed by the J.A. Financial, Inc. Corporate Guaranty. Series A shares are currently being offered at 8%. Series B shares are variable rate shares based on the fund’s current performance, which is currently at 12%. Investing in Series B shares also allows the opportunity for investors to reinvest their monthly interest distribution, either a portion or the entire distribution.

How long is the investment? What if I want to withdraw?

Our general term of investment for either series is two years. There is no withdrawal fee. We do our best to accommodate investors who would like to withdraw their investment; however we do ask that you make your request in a timely manner as invested funds will have to be replaced as they are drawn out.

What is my investment liquidity?

Investments in the Helix Investment Fund, LLC are very liquid, as you can opt for monthly cash interest distributions and/or withdraw your investment at any time without any penalties or fees.

How is the Helix Investment Fund, LLC a safe investment in this volatile market?

The Helix Investment Fund, LLC rigorously evaluates property value quite differently than traditional lenders. We typically lend up to 65% loan to value ratio. We often reduce the current appraised value by 20%, ensuring profitability in a market downturn in the unlikely event that a property was to become part of the LLC portfolio. This ensures our investors with profitability even in the worst case scenario.

What is the risk involved?

The risk held by fund investors is greatly reduced when compared to those who choose to invest directly into the market. Investors are not directly liable for the loans, as they are held in the Helix Investment Fund, LLC name. Investments in to the fund are diversified over multiple loans, greatly reducing the risk and exposure to non-performing loans, as the performing loans determine the yield.