Barrett Income Fund

Data Room

Offering documents are sent to verified accredited investors by investor relations. Request access and Scott Rose will follow up within one business day.

Offering Documents

Private Placement Memorandum (PPM)
Available on request
Operating Agreement
Available on request
Subscription Agreement
Available on request

Financial Reports

Audited Annual Financials
Available on request
Quarterly Performance Reports
Available on request
Loan Portfolio Summary
Available on request

Fund Information

Fund Overview & Tear Sheet
Available on request
Investor FAQ Document
Available on request

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Enter your name and email. Scott Rose (scott@barrettcg.com) and the CIO will respond with materials. We do not route prospective investors to the investor portal.

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Investor Login

Securities of Barrett Income Fund LLC are offered only to verified accredited investors pursuant to Rule 506(c) of Regulation D. This website is not an offer to sell or a solicitation of an offer to buy securities in any jurisdiction where such offer or solicitation would be unlawful. Any offering is made only by the Fund's Private Placement Memorandum, which controls and should be read in full. The 10–12% figure is a target, not expected, projected, or assured performance, and involves forward-looking statements that may not be realized. Past performance does not guarantee future results. An investment in the Fund is illiquid and speculative and involves the risk of total loss of principal. The offering has not been registered with the SEC or any state securities regulator and has not been approved or disapproved by any such authority. Barrett Capital Group originates business-purpose loans on non-owner-occupied real estate only, pursuant to NMLS #181106. Loans are not made on owner-occupied property.