Institutional Product Overview
Our investment platform supports a wide spectrum of mortgage strategies and structures, giving institutions the flexibility to deploy capital according to specific portfolio objectives.
Our offering includes:
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Whole Mortgage Investments: Direct acquisition of underwritten residential mortgages across first and second lien positions.
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Managed Portfolios: Custom-built pools based on defined credit risk parameters, LTV targets, geography, or duration preferences.
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Mortgage Investment Corporation (MIC): Passive exposure to a professionally managed, diversified portfolio of mortgages with quarterly income distributions.
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Co-Investment Opportunities: Shared exposure in larger deals, structured for enhanced yield potential or risk-sharing arrangements.
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Key Benefits & Risk Profiles
Each solution is designed to provide a unique blend of return, liquidity, and risk profile alignment:
✓ Income Generation: Steady monthly or quarterly distributions.
✓ Capital Preservation: All investments are secured by real residential assets.
✓ Non-Correlation: Low correlation to public market volatility.
✓ Risk-Aligned Structuring: Loans are tailored by credit grade, LTV, duration, and asset location.
Contact UsScalability & Customization
Whether you’re deploying $5 million or $50 million, our vertically integrated platform enables us to scale efficiently while maintaining asset quality and process control.
✓ Flexible structuring for mandates requiring capital efficiency, credit overlays, or duration matching.
✓ Turnkey servicing, reporting, and compliance alignment with internal investment committees.
✓ White-labeled opportunities and multi-entity capital stacking when required.
Our Institutional Team supports every phase—from onboarding and due diligence through ongoing reporting and performance reviews.
Market Insights & Performance Metrics
CMI’s mortgage portfolios have consistently delivered risk-adjusted returns above benchmark-alternative credit indices.
✓ Diversified exposure across first and second residential mortgages
✓ Loan-level underwriting and property vetting in historically stable markets
✓ Customized portfolio analytics for investor reporting and allocation reviews
✓ Quarterly and on-demand reporting, including borrower performance, yield attribution, and regional exposure
Governance & Risk Management
Risk control is embedded into every layer of our operation:
✓ Institutional oversight with internal risk committees and legal review
✓ Annual third-party audits and financial controls
✓ Borrower vetting, LTV discipline, and property-level analysis
✓ Fully transparent reporting for compliance teams and auditors
Contact Us
Contact us for more information or to book an appointment with one of our Investment Professionals.