Sortis Family of Funds

Sortis Income Fund

Sortis sponsors and manages the $150 million Sortis Income Fund, an un-leveraged, evergreen investment fund focused on the acquisition of senior loans collateralized by real estate in Western US markets. SIF’s disciplined approach and rigorous risk management results in a diversified loan portfolio generating stable, high yielding fixed-income returns for investors, all without the use of leverage. Our 10% plus lifetime net yield to investors for over five years speaks for our ability to generate returns.

Sortis’ real estate and banking expertise allows SIF to selectively deploy capital in an environment where high demand for financing is not being met by traditional financial institutions.

Sortis REIT

Sortis sponsors and manages the Sortis Real Estate Investment Trust (“Sortis REIT”) a non-traded perpetual real estate investment trust focused on the acquisition of core and core-plus real estate assets. The Sortis REIT uses creative sourcing and hands-on management resulting in a diversified asset portfolio generating stable cash flows with long term appreciation. The private REIT vehicle allows Sortis to provide cash flow in a tax advantageous manner and allow exposure to real estate equity as a hedge to inflation.

Equity membership units in the fund are offered to Accredited Investors through a Regulation D private placement offering in a non-traded perpetual real estate investment trust vehicle.

Sortis Opportunity Zone Fund

(Closed to new investment)

Sortis sponsors and manages the Sortis Opportunity Zone Fund I, a Tax Reduction Fund for investors to take advantage of one of the best capital gains tax reduction programs of a generation. Created through the Tax Cuts and Jobs Act passed in December 2017, Opportunity Zones offer investors the ability to invest realized capital gains into real estate projects and businesses in qualified geographical areas. Following our successful private lending fund footprint, Sortis invests in the Western US with a focus on the Northwest.

Sortis Rescue Fund

(Closed to new investment)

The Sortis Rescue Fund was launched to capitalize on the dislocation and market stress caused by the COVID-19 pandemic. The subsequent economic fallout was deep and intense enough to create situational distressed opportunities, particularly in hospitality, retail, office, and select operating businesses.

The SRF does not make broad market acquisitions but rather rescues and acquires specifically targeted distressed assets in situations with strong value enhancement.

Our Capabilities

Real Estate

We have an uncanny ability to read the markets, anticipate emerging and enduring trends, and direct our investments to unique projects positioned to generate excellent risk-adjusted yields. Our track record reflects our expertise across a broad range of asset classes — office, retail, multi-family, hospitality, light industrial, life sciences, and assisted living — and our ability to bridge economic cycles while mitigating risk.



Our private lender specializes in solving problems through short-term real estate collateralized lending.  Whether you need a bridge loan because you are short on capital, need quick funding, do not yet qualify for a bank loan, need development or rehab funds, or have some other issue that requires short term capital, we are there to understand the complexities of your situation and provide quick funding.



Private Equity

Sortis offers expanded alternative investment opportunities for those interested in private equity. We focus on investments in consumer facing companies spanning from products, to hospitality, to real estate. Sortis’ approach to private equity is to protect principal and provide investors with opportunities that support economic growth and community resiliency. Our affiliate and former parent company Sortis Holdings currently manages our private equity portfolio.


Leveraging our companywide expertise, we offer advisory services through our Sortis Capital Advisory affiliate. We specialize in institutional debt and equity capital placement, lines of credit, institutional seed capital for funds, loan sales, securitizations, strategic capital advisory, and distressed situations.


Our Values


We forge strong, enduring relationships with our clients and partners. In pursuing our shared vision, we are accessible and attuned to your needs.

At Sortis, we embrace five distinct values in delivering superior client experiences and generating desired results.


We invest significant time, attention and expertise into each relationship, making every effort to promote the best possible outcomes.


Our reputation is built on fair and responsible business practices. We are committed to upholding the highest standards of conduct with our clients and partners.


Unique situations require inventive solutions. For greater customization and return potential, we inject creativity through exceptional ideas, actionable strategies and innovative tools.


We conduct our business in a socially, environmentally and economically responsible and ethical manner, being respectful of the communities in which we work.