KTLC Portfolio of Funds

2009 Tax Certificate Investment Fund I

Fund I was the first tax certificate investment opportunity launched by the principals of KTLC. Fund I was a closed end investment company whose diverse portfolio consisted of Florida tax certificates in four different counties on multiple property types with an average interest rate of 18%, and two Colorado counties with an average interest rate of 10%. Fund I was liquidated in the first quarter of 2011 providing investors with a 14.1% annualized return on their invested capital.

2010 Tax Certificate Investment Fund II

Fund II was the second tax certificate investment opportunity launched by the principals of KTLC. This fund dramatically increased the size and diversification of KTLC’s overall portfolio. This Fund's portfolio consisted of over 4,000 tax certificates in twenty-seven different counties on multiple property types with an average interest rate of 13%. Fund II was liquidated in the first quarter of 2012 providing investors with a 14.7% annualized return on invested capital.

2011 Tax Certificate Investment Fund III

Fund III was the third tax certificate investment opportunity launched by the principals of KTLC. Fund III consists of over 4,000 tax certificates in thirty-five different counties on multiple property types with an average interest rate of 13%. Fund III was also liquidated in the first quarter of 2012 providing investors with a 9.2% annualized return on invested capital.

2012 to Current ~ Tax Certificate Investment Fund IV

Fund IV is the fourth and current tax certificate investment opportunity launched by the principals. The structure of Fund IV has evolved from the previous Funds. The new structure includes an increased term length of seven years and allows investors the opportunity to add and remove capital bi-annually on a limited basis. This flexibility allows the investor to have increased liquidity and provides the Fund with windows for capital injections as opportunities arise. Based on the most recent quarterly report, Fund IV has grown 10.1% since inception and is projected to return over 14% on an annualized basis through its full term.

Tax Deeds, Foreclosures and other Distressed Real Estate

Partnerships formed for the acquisition of tax deeds, foreclosure and other distressed real estate are too extensive to list here and are made available  to a limited group of selected investors.

Community Development District Bonds (CDDs)

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