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Preferred Funding · Growth Package

Get Accredited Investors From Beyond Your Network

We already built the whole funnel for Preferred Funding. A landing page, four image ads, four ad scripts, and a five-minute investor video, all in your brand and ready to run. You can open every piece below and see exactly what would go live before you decide anything.

Everything here is built to bring you qualified accredited investors from paid channels, filtered twice for accredited status and the $50,000 minimum before a single meeting hits your calendar.

01  Landing page 02  Four image ads 03  Four ad scripts 04  VSL script 05  Why it outperforms
01Deliverable

Landing page

Built around the Preferred Funding structure converting best for accredited real estate investors now. Scroll it live below.

summitcapitalgp.com/preferred-funding
A full VSL landing page in your brand: fixed-return hero, the $320M / 300+ / 90-day / $50K proof strip, a CD-versus-Preferred-Funding comparison, and a booking widget that only puts accredited investors on your calendar.
02Deliverable

Image ads

Built around the fixed-income angles converting best for accredited investors now. Four distinct hooks, one brand.

Ad 01The CD Alternative
Summit Capital Preferred Funding image ad 1
Ad 02Monthly Income
Summit Capital Preferred Funding image ad 2
Ad 03Liquidity, Not Lockup
Summit Capital Preferred Funding image ad 3
Ad 04Not Tied to the Markets
Summit Capital Preferred Funding image ad 4
03Deliverable

Ad scripts

The primary text that runs under each image ad, written in the accredited-investor voice. One script per creative.

Ad 01The CD Alternative

A Higher Fixed Return Than Your Bank CD

Accredited Investors: your bank CD is quietly costing you money. Preferred Funding from Summit Capital Group pays a higher fixed return than a CD, sends you income every month, and keeps your capital liquid with a 90-day redemption window instead of locking it to a maturity date. It is backed by a $320 million real estate portfolio, not by whatever rate the bank decides to offer this quarter. More than 300 accredited investors already hold it. The minimum is $50,000.
Headline descriptionMonthly income, 90-day liquidity, asset-backed. Accredited investors only.
Ad 02Monthly Income

Monthly Income, Backed by Real Estate

Accredited Investors: get paid every month, backed by real estate. Preferred Funding sends monthly distributions at a fixed rate, deposited directly to your account. There is no quarterly wait, no year-end surprise, and no guessing what the market will hand you. You know exactly what you earn the day you fund, because the return is set up front and backed by Summit Capital's income-producing portfolio. $320 million under management. A $50,000 minimum. Built for accredited investors only.
Headline descriptionA fixed return paid every month, not at maturity. Accredited investors only.
Ad 03Liquidity, Not Lockup

90-Day Liquidity, Not a 5-Year Lockup

Accredited Investors: real estate income without the five-year lockup. Most private real estate ties your capital up for a full fund cycle before you see a dollar back. Preferred Funding does not. You earn a fixed monthly return backed by Summit Capital's portfolio, and you keep a 90-day liquidity window, so your money stays working and stays reachable. $320 million in assets under management, across more than 300 accredited investors. The minimum to participate is $50,000.
Headline descriptionReal estate income that stays reachable. Accredited investors only.
Ad 04Not Tied to the Markets

Fixed Income, Without the Market Swings

Accredited Investors: income that does not move with the stock market. Preferred Funding is a fixed return backed by Summit Capital Group's real estate holdings. It does not rise and fall with the S&P, and it does not depend on the bank's rate this quarter. You see exactly what you earn before you invest, and you receive it every month. $320 million under management. 300-plus accredited investors already in. A $50,000 minimum to participate.
Headline descriptionA known monthly return, backed by real assets. Accredited investors only.
04Deliverable

VSL script

The five-minute video that carries the landing page and pre-educates every investor before the call. Full script below.

Preferred Funding · VSLApprox 5:00 · 840 words · Accredited investors only
01Hook0:00 - 0:20

If your cash is parked in a CD or a money-market account earning next to nothing, there is an asset-backed alternative most investors never hear about. It pays you every month, it keeps your capital liquid, and it has nothing to do with the stock market.

I am with Summit Capital Group. We manage $320 million in real estate and we work with more than 300 accredited investors. The program is called Preferred Funding, and in the next few minutes I will show you exactly how it works.

02The Problem0:20 - 1:20

Here is the trap most accredited investors are stuck in right now.

Idle cash in a checking account earns you almost nothing. A CD locks your money up and pays a rate the bank can cut the moment they feel like it. The stock market hands you whatever the market decides that year, up or down. And most private real estate deals tie your capital up for five to seven years before you see a dollar back.

So you are choosing between no return, a locked return, a volatile return, or a return you cannot touch for years. None of those is a good home for cash you want working and available.

Preferred Funding was built to sit right in that gap.

03The Mechanism1:20 - 2:40

Preferred Funding is a fixed-income vehicle backed by Summit Capital's real estate portfolio.

You place your capital into the program. You earn a fixed return, set the day you fund, and it is paid to you every single month, deposited straight into your account. You are not exposed to public-market swings, because the return is not tied to equities. It is backed by real, income-producing property.

And here is the part that matters most. You are not locked in for years. Preferred Funding gives you a 90-day liquidity window. You give 90 days notice, and your capital comes back to you. Most private real estate keeps your money for a full fund cycle. This does not.

So you get three things at once that normally do not come together: a fixed monthly income, a return backed by hard assets, and liquidity measured in months, not years.

04Why It Works2:40 - 3:30

Real estate is what backs all of this.

Summit Capital Group has been buying and developing income-producing property in and around Houston for years. Preferred Funding is simply the structure that lets accredited investors earn a fixed yield off that portfolio, without having to underwrite individual deals, sign a fresh stack of LP documents for every property, or wait on a refinance to see a distribution.

We carry the underwriting. We carry the asset management. We carry the day-to-day. You take a fixed monthly check. That is the entire arrangement.

05Proof and Terms3:30 - 4:25

Three numbers to hold onto.

First, $320 million. That is what Summit Capital has under management today, in real estate.

Second, 300-plus accredited investors. We have been doing this long enough that most of our capital comes from people who have invested with us before, or someone they personally introduced.

Third, $50,000. That is the minimum to participate in Preferred Funding. We hold that bar so the program stays accredited and the people in it are serious.

You will see the current rate, the structure, and every disclosure on the call, before you commit to anything.

I do need to be clear about what this is and is not. Preferred Funding is not a CD. It is not FDIC-insured. Returns are not guaranteed. It is offered only to accredited investors as defined by SEC Rule 501, and all investing carries risk, including the possible loss of principal.

06Call to Action4:25 - 5:00

If a fixed monthly return, backed by real estate, with a 90-day liquidity window is the way you want your idle cash to work, the next step is a short call.

Fifteen minutes. We confirm you are accredited, we walk through the current terms, and we answer every question you have. There is no obligation and no pressure.

Pick a time on the page below. If Preferred Funding is a fit, we will show you exactly how to get started. If it is not, you will still walk away understanding a structure most investors never get shown. Talk soon.

Compliance line, every airingPreferred Funding is not a CD, is not FDIC-insured, and returns are not guaranteed. Offered only to accredited investors as defined by SEC Rule 501. Past performance is not indicative of future results. All investments involve risk, including possible loss of principal.
05Why this outperforms

Volume was never the problem. Qualification was.

Your last paid channel booked calls that had no idea what a Preferred Funding is. This funnel filters twice before anyone reaches your calendar.

Eight to nine calls a week means nothing when the people on them are not accredited and have never heard of a fixed-income real estate program. That is spend without qualified meetings, and it is exactly what we remove.

Every asset in this package does one job: put accredited investors who understand Preferred Funding in front of your team, and keep everyone else out. The landing page and the video do the education. The booking step does the screening.

  • Filtered for accredited status. The creative, the page, and the video all state accredited-only up front, so unqualified traffic self-selects out.
  • Filtered for the $50,000 minimum. The minimum is stated before the calendar, so the meetings you take are with investors who can actually participate.
  • Pre-educated on Preferred Funding. Nobody books cold. They arrive understanding fixed monthly income, asset backing, and the 90-day liquidity window.
  • A measurable channel beside your network. Judged on qualified meetings booked, not clicks or call volume.
Proof · Same model, live
We run this exact funnel for Nitya Capital, another Houston real estate firm. Around 15 qualified investor leads a day, near 200 meetings in seven weeks.
15/day
Qualified leads
~200
Meetings in 7 weeks
$320M
Your AUM to point at
300+
Investors already in
Next step

We would run all of it for you, so you can judge the channel on qualified meetings.

Pick a time and we will walk through the full funnel live, agree on what qualified means for Preferred Funding, and set the pilot up so you see the accredited investors it brings in. No obligation.

July 2026

Central Time · 30 minutes
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  • Walk the full funnel live
  • Define qualified for Preferred Funding
  • Set the pilot, no obligation
Wednesday, July 9
10:00 AM CT
11:30 AM CT
1:00 PM CT
2:30 PM CT
4:00 PM CT
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