Partner With OptimisticRealty
Tax Lien & Tax Deed Investment Opportunities
Government-Backed Returns of 10-25% Annually
Asset-backed real estate investments with state-mandated interest rates and multiple exit strategies
Investment Overview
Minimum Investment
$25,000 - $50,000
Target Returns
10-25% Annually
Investment Timeline
6-24 Months
Portfolio Target
$50K-$100K for 20-40 liens
Two Paths to Profit
Path 1: Redemption Revenue
Property owners pay back taxes plus your interest. Earn 10-25% returns based on state-mandated interest rates. Most liens redeem within 6-24 months, providing predictable cash flow.
Path 2: Property Acquisition
If taxes remain unpaid, foreclose and acquire properties at 20-50% below market value. Wholesale for quick profits ($5K-$15K assignment fees) or convert to rental properties.
Example Investment Scenario
Tax Lien Amount
$8,000
Property Market Value
$120,000
State Interest Rate
18% annually
Redemption Period
12 months
Your Return (Redemption)
$1,440 (18% ROI)
OR Your Return (Foreclosure)
Own $120K property for $8K
Why Tax Liens?
✓ Asset-Backed Security
Every investment is secured by real property collateral from day one - not speculative, backed by government-enforced priority liens
✓ Predictable Returns
State statutes mandate the interest rates (10-25%). Your returns are legally defined before you invest
✓ First Position
Tax liens have priority over mortgages, making them the most secure form of real estate debt investment
✓ Multiple Exit Strategies
Earn redemption interest, acquire deed through foreclosure, wholesale properties, or convert to rentals
✓ Government Enforcement
Counties handle collection enforcement - you're backed by government authority
✓ Recession-Resistant
Tax delinquency occurs in all economic cycles, providing consistent deal flow
The Safety Factor: Equity Protection
We only target liens where property value is 5-15x the lien amount. This means even if property values drop 50%, you're still protected. Example: $10K lien on $150K property means $140K equity cushion protecting your investment.
Our Competitive Advantage
Operational Excellence
We handle 100% of the work - deal sourcing, auction bidding, redemption tracking, foreclosure processes, and property disposition. You remain completely passive while earning high returns.
Marketing Expertise
15+ years managing $500K+ monthly marketing budgets at Fortune 500 companies (Boeing, Sally Beauty). We use proven direct response systems to find and acquire the best deals before competition.
Technology-Driven
Remote operations with dedicated teams in Philippines and Bangladesh. Monitor multiple county auctions simultaneously at significantly lower overhead.
Vertical Integration
We don't just find deals - we manage properties post-acquisition through our property management division, ensuring maximum returns.
Legal Infrastructure
Licensed real estate attorneys on retainer, title company partnerships, and established foreclosure processes in multiple states.
Investment Structure & Returns
60/40 Profit Split in Your Favor
You receive 60% of net profits, we retain 40% for operations, deal sourcing, and management. This aligns our interests - we only profit when you profit.
Profit Split Example:
Portfolio Diversification Strategy
Target Counties & Markets
We focus on markets with consistent auction volume, strong rental fundamentals, and favorable foreclosure timelines.
Selection Criteria:
- ✓ Consistent auction volume (20+ properties monthly)
- ✓ 12-18% minimum state-mandated interest rates
- ✓ Strong rental markets (backup exit strategy)
- ✓ Favorable foreclosure timelines (6-18 months)
- ✓ Low institutional competition
- ✓ Established legal infrastructure for tax lien investing
Primary Markets: Texas, Florida, Arizona - highest returns and most favorable investor laws
Expansion Markets: Georgia, Illinois, Colorado - proven track records and growing deal flow
Who We're Looking For
Self-Directed IRA Investors
Already have $50K-$500K in retirement accounts earning 3-7% in traditional investments. Tax liens are IRA-compatible and offer 10-25% returns with government-backed security. Perfect for investors seeking tax-advantaged high-yield investments without active management.
Passive Real Estate Investors
Own rental properties but tired of tenant headaches. Want real estate exposure with zero property management. Tax liens offer similar or better returns without 3am emergency calls, eviction headaches, or maintenance issues.
Accredited Investors Seeking Diversification
Have stock/bond portfolios but want uncorrelated, asset-backed investments. Tax liens provide consistent returns regardless of stock market performance. Looking for 10-25% returns with tangible collateral backing every dollar.
Real Estate Syndicators
Already raising capital for deals but seeking higher-yielding opportunities for investor capital between larger acquisitions. Tax liens provide short-term (6-24 month) high-yield parking for capital with defined exit timelines.
Family Offices & High Net Worth Individuals
Managing $1M+ portfolios and seeking alternative investments with measurable risk-adjusted returns and tangible collateral. Tax liens offer institutional-grade returns without institutional-grade minimums.
Due Diligence & Risk Mitigation
Our Property Analysis Process:
- ✓ Title Searches: Comprehensive title examination before every bid to identify liens, encumbrances, and ownership issues
- ✓ Property Valuations: Professional BPO (Broker Price Opinion) or drive-by appraisal on every property over $10K
- ✓ Market Analysis: Comparable sales analysis ensuring minimum 3:1 value-to-lien ratio
- ✓ Physical Inspections: Drive-by or walk-through assessment of property condition and neighborhood
- ✓ Ownership Research: Background on property owner to assess redemption probability
- ✓ Redemption Modeling: Statistical analysis based on owner equity position and payment history
Professional Team Infrastructure:
- ✓ Licensed real estate attorney (on retainer)
- ✓ Title company partnerships in each market
- ✓ Property inspection network
- ✓ Experienced auction bidders in multiple states
- ✓ Foreclosure processing specialists
- ✓ Property management team for acquisitions
Investment Process: How It Works
Initial Consultation (Week 1)
15-minute overview call to discuss your investment criteria, review sample deal analysis from recent acquisitions, and answer your questions about the process and expected returns.
Due Diligence Review (Weeks 2-3)
Receive comprehensive pitch deck with financial projections, review legal structure (LLC operating agreement), connect with our real estate attorney for third-party validation.
Capital Commitment (Week 4)
Execute subscription agreement, wire transfer to escrow account, receive real-time dashboard access to monitor your portfolio and all investment activity.
Deployment & Returns (Months 1-24)
We acquire liens at county auctions (monthly/quarterly based on county schedule), provide quarterly distribution statements, and deliver final payout upon redemption or property sale.
What You Get:
Join Our Founding Investor Round
We're currently raising $50,000 - $100,000 for our inaugural acquisition fund with target deployment across 20-40 liens over the next 6-12 months.
Founding Investor Advantages:
✓ Preferred Terms
Priority access to future funds with preferential profit splits
✓ First Right of Refusal
First access to wholesale property deals we acquire through foreclosure
✓ Investor Education
Quarterly webinars teaching tax lien strategies and market insights
✓ Management Fee Discount
Reduced management fees on rental property conversions (2% vs. standard 10%)
✓ Co-Investment Rights
Ability to co-invest in larger deals alongside the fund
Ready to Explore This Opportunity?
Schedule your 15-minute overview call with Kresnier Jeffrey Perez
No obligation - just an educational conversation to determine if tax lien investing aligns with your investment criteria and risk tolerance
What to Expect on the Call:
- ✓ Sample deal analysis from our target markets
- ✓ Financial projections and return scenarios (conservative, base case, best case)
- ✓ Legal structure overview and investor protections
- ✓ Timeline for capital deployment and expected distributions
- ✓ Your specific questions answered in detail