The Bridge2Sell Equity Trust Agreement is a disciplined real estate finance strategy built on conservative leverage, defined exit timelines, and asset-first underwriting.
Bridge2Sell acquires residential and commercial real estate at or below 55% price-to-value, establishing a conservative capital position from day one. Each asset is underwritten on its own merits with a defined acquisition basis.
A bridge period of 12 to 24 months is established at closing. Exit strategy is defined before acquisition. The bridge period creates the window for asset disposition at the target return threshold.
Title is held in a dedicated Trust for each position. AFX Research conducts a full 30-year title search on every transaction. All monthly bridge payments are prepaid at closing.
Returns are driven by asset disposition. Each Trust is structured to exit the asset within 24 months, through homeowner refinance or sale. Capital partners receive returns upon asset exit, targeting 18-25% net of fees.
Here is that model at work in our current pipeline.
Eight open Equity Trust Agreement positions. Every dollar figure is projected at full term. Total projected value returned to investors: $2.58M (cash to close plus projected profit at exit).
| Property | Property value | Cash to close | Projected profit at exit | Targeted return |
|---|---|---|---|---|
| 4580 Ballantyne RdBelgrade, MT 59714 | $2,200,000 | $356,239 | $177,495 | 25% |
| 1130 200th AvenueMilltown, WI 54858 | $329,751 | $159,612 | $80,859 | 25% |
| 3028 Elm StFruitport, MI 49415 | $405,088 | $100,670 | $50,158 | 24-25% |
| 1010 River RoadHoltwood, PA 1753218 month term | $1,000,000 | $447,149 | $167,689 | 23-25% |
| 1141 Club TerMount Pleasant, SC 29464 | $1,340,000 | $229,185 | $114,191 | 25% |
| 206 N Miller StNewburgh, NY 12550 | $500,000 | $185,238 | $92,294 | 25% |
| 7465 Dysinger RdLockport, NY 14094 | $400,000 | $129,054 | $64,301 | 24-25% |
| 385 Morrisville RoadAndrews, SC 29510 | $310,000 | $153,282 | $76,372 | 25% |
| Total, 8 homes | $6,484,839 | $1,760,429 | $823,359 | 24-25% |
Profit at exit is the projected investor profit at the end of the full term, after fees. Terms are 24 months, except 1010 River Road at 18 months. The targeted return range runs from the projected Year 1 return to the projected annualized return over the full term. Projected, targeted, not guaranteed.
Positions closed from August 22 to October 6, 2026: $696,762 of capital deployed into 5 homes, and an exit in Kalispell, MT. Total property value across the window: $9.59M.
| Position | Type | Date | Cash to close | Property value | PTV | Term | Return (Yr 1 / Yr 2) |
|---|---|---|---|---|---|---|---|
| Kalispell, MT | Exited | Aug 28, 2026 | $1,847,217 | $6,000,000 | 31% | 14 months held | 28% |
| Seymour, IN | Closed | Sep 11, 2026 | $118,741 | $420,418 | 28% | 24 months | 25% / 25% |
| Grand Junction, CO | Closed | Sep 2026 | $143,238 | $310,000 | 46% | 24 months | 23% / 25% |
| Dallas, TX | Closed | Sep 2026 | $92,191 | $859,083 | 11% | 24 months | 23% / 25% |
| Boca Raton, FL | Closed | Sep 24, 2026 | $174,137 | $1,300,000 | 13% | 24 months | 25% / 25% |
| Billings, MT | Closed | Oct 2026 | $168,455 | $700,000 | 24% | 24 months | 25% / 25% |
| Total deployed, 5 closings | $696,762 | $3,589,501 | |||||
Value shown is the full position per ledger. Projected returns are targeted, not guaranteed.
$1.76M to close today.$2.58M projected back at exit within 24 months or less.Talk to us about current positions.
This presentation is for information only. It is not an offer to sell, or a solicitation of an offer to buy, any security or investment. Any offering is made only through definitive documents to accredited investors. Projected returns shown are targeted, not guaranteed. Projections are based on current proformas and owner or third party valuations that may change before closing. Past results, including achieved returns, do not guarantee future results. Figures are unaudited. Exit timing depends on homeowner refinance or sale and may be delayed. Real estate investments carry risk, including loss of capital.