Who We Are

Manager. Originator. Same desk.

Barrett Capital Group is the Manager of Barrett Income Fund. It originates, underwrites, and oversees servicing of the loans. Barrett Income Fund is the investment vehicle that provides the capital.

The firm

Make it happen.

We originate interest-only, business-purpose loans on non-owner-occupied real estate — and manage the private mortgage fund that holds them.

Barrett Financial Group is an affiliated origination and licensing network. Barrett Financial Group is not the fund and is not the investment manager.

Headquartered in Chandler, Arizona. Licensed in 49 states. We actively lend in Arizona, Texas, Florida, Georgia, and Nevada, and consider transactions in other licensed states case by case.

Founded
2023
NMLS
#181106
Headquarters
Chandler, AZ
Licensed
49 states

Leadership

Meet the team

Four executives. Investor relations is Scott Rose, Director of Investor Relations — scott@barrettcg.com, 480-250-0799.

Trevor Barrett

Trevor Barrett

Chief Executive Officer

Trevor leads Barrett Financial Group, the national mortgage brokerage he founded in 2001. Under his leadership the company has grown to 3,000+ employees, $50B+ in executed loan volume, and $125M+ in annual revenue for each of the past four years. He holds a Bachelor's degree in Finance from Arizona State University.

$50B+ loan volume3,000+ team members$125M+ annual revenue
Sterling Barrett

Sterling Barrett

Chief Operating Officer

Sterling oversees operations and support staff. He has directly managed the processing, underwriting, and funding of $5B+ in correspondent loans, building the operational infrastructure that Barrett Capital relies on for fast, reliable execution.

$5B+ correspondent loansProcessing & underwritingOperations oversight
Zach Barrett

Zach Barrett

Chief Financial Officer

A former Deloitte analyst specializing in M&A and financial due diligence on $1B+ transactions, Zach brings institutional rigor to Barrett Capital's financial operations. He holds a Bachelor's degree in Accounting from Brigham Young University.

Former Deloitte M&A analyst$1B+ deal experienceChief Financial Officer
Brayden Farr

Brayden Farr

Chief Investment Officer

Brayden leads investor relations and capital strategy for Barrett Capital Group. As Chief Growth Officer at Barrett Financial Group he led national recruiting and expansion. He holds a Bachelor's degree in Marketing from Brigham Young University.

Chief Investment OfficerCapital strategyInvestor relations

Affiliated network

Barrett Financial Group

Founded February 2001. 3,000+ employees. 2,300 loan originators. $50B+ historical loan volume. $125M+ in each of the past four years. Barrett Financial Group is not the lender and is not the investment manager.

3,000+
Employees
$50B+
Historical volume
2,300
Loan originators
2001
Founded

Ready to work with us?

2701 E Insight Way, Suite 150, Chandler, AZ 85286 · 480-907-4640