Two women sitting at a modern table talking with a city view behind them.

SUN
WEST
INVESTMENTS

TRUST

Invest in progress.

Unlock long-term growth.

Help make dreams of
homeownership come true.

OUR MISSION

At Sun West Investments Trust, our mission is clear: to maximize long-term returns by investing in one of the most stable and valuable assets—the U.S. housing market. We achieve this by purchasing mortgage loans from Sun West Mortgage Company, Inc. (NMLS # 3277), helping make the dream of homeownership come true for Americans across the country. Through these investments, we not only create value for our investors but also contribute to the futures of families, one home at a time.

Our Approach
and
Flow

Asset protection focus

Right loan-to-value ratios

Bank financing leverage

Enhanced returns

Amplified interest income

Overall yield optimization

+More

Our Unique Approach

1.

Originate mortgages
by Sun West Mortgages

2.

Secure capital plus bank finance to purchase mortgages.

3.

Oversee portfolios and generate income through interest payments.

4.

Bundle the loans and sell them as Mortgage-Backed Securities (MBS).

OUR SERVICES

Our range of services is desgigned to support ins

Mortgage Loan Funds

we purchase mortgage loan funds partnering with Sun West Mortgages.

Set-up Funds

we purchase mortgage loan funds partnering with Sun West Mortgages.

DSTs

Trusts can last for generations, making flexibility in terms and beneficiaries crucial. Delaware’s proven, trust-friendly legal system supports this.​

What’s the Delaware difference?

Delaware Trust

Delaware has become a top destination for trusts, attracting affluent individuals and families from across the U.S. and globally. Our established presence in the state is a cornerstone of our trusts and estates services, allowing us to deliver unparalleled expertise and reliability in this premier jurisdiction.

Our Clients

Our range of services is desgigned to support ins

Pension Funds

Foundations

Family offices and Trusts

Corporate Clients

Photo of a study hall with wooden tables and chairs.

Invest now

want to join the world of mortgage investing today?

Photo of a study hall with wooden tables and chairs.

Contact Us

hello@swi-trust.com

SUN WEST INVESTMENTS TRUST

hello@swi-trust.com

18303 Gridley Rd,
Cerritos, CA,

90703, USA

Sun West Investments Trust © 2025 All Rights Reserved

CONTACT

Two women sitting at a modern table talking with a city view behind them.

SUN WEST INVESTMENTS

TRUST

Invest in progress.

Unlock long-term growth.

Help make dreams of homeownership come true.

OUR MISSION

At Sun West Investments Trust, our mission is clear: to maximize long-term returns by investing in one of the most stable and valuable assets—the U.S. housing market. We achieve this by purchasing mortgage loans from Sun West Mortgage Company, Inc. (NMLS # 3277), helping make the dream of homeownership come true for Americans across the country. Through these investments, we not only create value for our investors but also contribute to the futures of families, one home at a time.

Our Approach
and
Flow

Asset protection focus

Right loan-to-value ratios

Bank financing leverage

Enhanced returns

Amplified interest income

Overall yield optimization

+More

Our Unique Approach

1.

Originate mortgages
by Sun West Mortgages

2.

Secure capital plus bank finance to purchase mortgages.

3.

Oversee portfolios and generate income through interest payments.

4.

Bundle the loans and sell them as Mortgage-Backed Securities (MBS).

OUR SERVICES

Our range of services is desgigned to support ins

Mortgage Loan Funds

we purchase mortgage loan funds partnering with Sun West Mortgages.

Set-up Funds

we purchase mortgage loan funds partnering with Sun West Mortgages.

DSTs

Trusts can last for generations, making flexibility in terms and beneficiaries crucial. Delaware’s proven, trust-friendly legal system supports this.​

What’s the Delaware difference?

Delaware Trust

Delaware has become a top destination for trusts, attracting affluent individuals and families from across the U.S. and globally. Our established presence in the state is a cornerstone of our trusts and estates services, allowing us to deliver unparalleled expertise and reliability in this premier jurisdiction.

Our Clients

Pension Funds

Foundations

Family offices and Trusts

Corporate Clients

Photo of a study hall with wooden tables and chairs.

Invest now

want to join the world of mortgage investing today?

Photo of a study hall with wooden tables and chairs.

Contact Us

Our range of services is designed to support institutional investors at every stage of the investment process

hello@swi-trust.com

SUN WEST INVESTMENTS TRUST

hello@swi-trust.com

18303 Gridley Rd,
Cerritos, CA,

90703, USA

Sun West Investments Trust © 2025 All Rights Reserved

CONTACT

Two women sitting at a modern table talking with a city view behind them.

SUN WEST INVESTMENTS

TRUST

Invest in progress.

Unlock long-term growth.

Help make dreams of homeownership come true.

OUR MISSION

At Sun West Investments Trust, our mission is clear: to maximize long-term returns by investing in one of the most stable and valuable assets—the U.S. housing market. We achieve this by purchasing mortgage loans from Sun West Mortgage Company, Inc. (NMLS # 3277), helping make the dream of homeownership come true for Americans across the country. Through these investments, we not only create value for our investors but also contribute to the futures of families, one home at a time.

Our Approach
and
Flow

Asset protection focus

Right loan-to-value ratios

Bank financing leverage

Enhanced returns

Amplified interest income

Overall yield optimization

+More

Our Unique Approach

1.

Originate mortgages
by Sun West Mortgages

2.

Secure capital plus bank finance to purchase mortgages.

3.

Oversee portfolios and generate income through interest payments.

4.

Bundle the loans and sell them as Mortgage-Backed Securities (MBS).

OUR SERVICES

Our range of services is designed to support institutional investors at every stage of the investment process

Mortgage Loan Funds

we purchase mortgage loan funds partnering with Sun West Mortgages.

Set-up Funds

we can achieve your goals with developing a tailor-maid mortgage loan funds.

DSTs

Trusts can last for generations, making flexibility in terms and beneficiaries crucial. Delaware’s proven, trust-friendly legal system supports this.​

What’s the Delaware difference?

Delaware Trust

Delaware has become a top destination for trusts, attracting affluent individuals and families from across the U.S. and globally. Our established presence in the state is a cornerstone of our trusts and estates services, allowing us to deliver unparalleled expertise and reliability in this premier jurisdiction.

Our Clients

Pension Funds

Foundations

Family offices and Trusts

Corporate Clients

Photo of a study hall with wooden tables and chairs.

Invest now

want to join the world of mortgage investing today?

Photo of a study hall with wooden tables and chairs.

Contact Us

Our range of services is designed to support institutional investors at every stage of the investment process

hello@swi-trust.com

SUN WEST INVESTMENTS TRUST

hello@swi-trust.com

18303 Gridley Rd,
Cerritos, CA,

90703, USA

Sun West Investments Trust © 2025 All Rights Reserved

CONTACT