Investment Options

The F.E. Forbes Company Investment products offer investors a convenient alternative to traditional bank CD’s, bonds and the volatile stock market. Since F.E. Forbes was founded, we have specialized in California residential and commercial real estate loan investing and have funded well over a billion dollars over the past 94 years. As a result, investments in F.E. Forbes Trust Deed investment products have earned investors an opportunity to yield 8% to 10% annualized returns.

Frequently Asked Questions regarding Trust Deed Investments

Investment Types

The F.E. Forbes Trust Deed investment products have been offered to hundreds of private individual investors for the past 90 years, with many qualified investments from trusted F.E. Forbes clients. The company has originated well over a billion dollars in privately funded Trust Deed investment transactions, across Northern California.

When you invest in a Trust Deed, your investment will fund real estate loans for acquisition or refinance of investment properties including single family residences, apartments, or small commercial properties, as office or industrial buildings. The investment is secured by a first or second deed of trust, and protected by the equity and value of the real estate collateral the deed of trust is secured against.


  • Minimum Investment: $ 25,000
  • Minimum Yield: 8.00-12.00%
  • Fully secured by real estate
  • Investment Term: 1-5 years
  • Payment Schedule: Monthly
  • Income paid monthly
  • Investment Objective: Stable consistent income and principle protection
  • Investor Suitability: Must meet minimum income or net worth requirements
  • Self-Directed IRA’s, Roth, 401-K and Pensions accepted

To learn more about Trust Deed Investments click here to download a PDF from the California Bureau of Real Estate.

For Frequently Asked Questions regarding Trust Deed Investments click here.


You may contact us any time to talk with our Investor relations department specialists about potential Trust Deed Investment opportunities.

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A friend recommended Mark Forbes as a sound investment vehicle. Mark has an excellent business and product. He is clear about the benefits, the risks, and does work very hard to match you with the right investment approach. He is honest with everyone involved and he works with people in a caring, straightforward approach. I will continue to work with Mark and recommend him wholeheartedly.
– Fran G., Investor
Forbes Company has been a consistent and uninterrupted part of my investment portfolio for over 15 years, regularly yielding income at the top of my list. Mark and his staff have listened to my priorities, suggested choices, and guided me in making prudent real estate finance decisions. My mother too was among Forbes’ investors for many years. It’s a most satisfying and profitable business relationship. I’ll continue to make investments with Forbes Company as long as I can.
– Denise T., Investor
I have been an investor with the Forbes Company for over twenty-five years. My investments with the Forbes Company have consistently brought me the financial rewards I have needed to live a comfortable life. Through the ups and downs in the economy, the Forbes Company has always striven to make things right and to protect my equity interests. I highly recommend making investments with this company.
– Derek L., Investor
As an investor with the F.E. Forbes Company for over 25 years, I recommend them without reservation for the quality of investments, their integrity and complete professionalism in every regard. The attention to detail, transparent communication and respect for the clients and investors is of the highest caliber. I have recommended them to several friends over the past years.
– Al L., Investor

Our Address

1795 Solano Ave
Berkeley, CA 94707

Phone Number

(510) 526-7933