Investing in Affordable Housing Pays!

Triple Bottom Line Investing


#1 Help Families Become Homeowners

Working families deserve a clean, safe place to raise their kids that is affordable.  For qualified families, we provide a path to home ownership that is not only affordable, but often debt free in less than 15 years.

#2 Help Financial Partners Get Better Returns

Financial partners can avoid the roller coaster ride in the stock market.  As an alternative, partners often see steady, better than average returns from their asset backed investment with immediate cash flow.

#3 Create A Valuable Asset For Investors in the Secondary Market

There is a high demand from investors and funds for properly structured and seasoned mortgage notes that can give a steady return for years to come.

The Why

How many Minimum Wage Jobs must you work to afford average rent?

Find out more

What is the real average rate of return for most people?

I’m afraid to look

Close the deal

Give customers a reason to do business with you.

What good is your money doing?


in the... Stock Market

PLACE HOLDER***We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Financial planning
  • Investment advice
  • Retirement planning
  • Education funding
  • Estate planning

As an independent financial services firm, we can access many different products so you can get the right products and services for you.


in the... Bank

Earning exactly that, pennies....


In the...well,..Nothing..

PLACE HOLDER***Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

Our Model



Locate and buy homes suitable for the program through our network of wholesalers.  Typical purchase price is approximately $17,000 - $30,000



Repair the house using our relationships with local contractors.  Typical repair cost ranges from $1,000 - $7,000



Rent house to financially qualified future homeowner to establish affordability and pay history.  Typical rents range from $650 - $1000/month



Sell house to tenant once they qualify after 12 -14 months.  Typical payment (including taxes and insurance) is $200 less than rent and ranges from $450 - $800/month on a 15 year note.



Collect payments for an additional 6 to 12 months to strengthen pay history and provide additional partner cash flow.



Sell the seasoned performing note to an investor or fund that specializes in note investing.  Recover initial investment and additional profit.

About Us

Grab interest

Say something interesting about your business here.

Generate excitement

What's something exciting your business offers? Say it here.

Close the deal

Give customers a reason to do business with you.

Our Team

Financial Planner #1


PLACE HOLDER****Jennifer began her finance career in April 1999 at Ruman Limited Partners. In November of 1992, she left RLP and started her sales career as an agent with S&H Ltd.

Financial Planner #2


PLACE HOLDER****Jane began her finance career in April 1997 at Soresen Limited Partners. In November of 1992, she left Sorenson and started her sales career as an agent with S&H Ltd.

Financial Planner #3


PLACE HOLDER***Jeff began his finance career in April 2010 at Gage Ltd. In November of 1992, Jeff left Gage and started his sales career as an agent with S&H Ltd.

Interested in Partnering?

Contact Us

Get Started Today

SRI Funding Group

564 Haywood Road, Asheville, North Carolina 28806, United States

(828) 777-7860


Monday - Friday: 10am - 5pm

Saturday: By appointment

Sunday: Closed