By the Numbers: A Track Record You Can Rely On
Nearly $3 billion in Mortgage Investments
7% to 16% Annualized Return
3792 Active Mortgages
Over $1 Billion in Assets Under Administration
The CMI Difference
CMI arranges individually underwritten first- and second-lien residential mortgages that clients hold directly—giving them full collateral transparency and you precise exposure control. With more than $3 billion funded and a sub-1 % historical loss rate, our platform couples institutional-grade due diligence, servicing, and monthly loan-level reporting with the high-touch support and compliance documentation advisors need to meet fiduciary standards while delivering stable, uncorrelated cash flow.
Deliver More Value
In a market defined by uncertainty, investors are turning to private mortgage investments as a proven way to deliver more predictability, generate consistent income, and enhance portfolio diversification.
Let CMI help you with high-performing mortgage investment solutions built for today’s wealth management landscape.
Learn more about our unique processContact Us
Contact us for more information or to book an appointment with one of our Investment Professionals.