AZDOT Income Fund 3 LLC
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AZDOT Income Fund 3 LLC
Offering Platform
INTRODUCTION TO OUR COMPANY
AZDOT Income Fund 3 LLC is an investment fund that specializes in acquiring short-term (1-3 year) mortgage loans secured by real estate properties in the Phoenix metropolitan area and throughout the State of Arizona.
The Company utilizes licensed, non-affiliated third-party entities, including but not limited to licensed mortgage brokers, lenders, and servicers, to originate and service loans that the Company will fund, hold, and/or sell.
The Company primarily operates in the State of Arizona, focusing most of its revenue-generating activities in the Phoenix metropolitan area, leveraging the experience and relationships of the Manager and Principal in the region. The Manager may designate affiliates and non-affiliated third parties, who have established customers and clients, to market, broker, originate, and service the notes, assisting the Manager in deploying the Company’s capital throughout Arizona.
operations summary
AZDOT Income Fund 3 LLC is an investment fund that specializes in acquiring short-term (1-3 year) mortgage loans secured by real estate properties in the Phoenix metropolitan area and throughout the State of Arizona.
The Company utilizes licensed, non-affiliated third-party entities, including but not limited to licensed mortgage brokers, lenders, and servicers, to originate and service loans that the Company will fund, hold, and/or sell.
The Company primarily operates in the State of Arizona, focusing most of its revenue-generating activities in the Phoenix metropolitan area, leveraging the experience and relationships of the Manager and Principal in the region. The Manager may designate affiliates and non-affiliated third parties, who have established customers and clients, to market, broker, originate, and service the notes, assisting the Manager in deploying the Company’s capital throughout Arizona.
Maximum Offering $50,000,000
Minimum
Offering $200,000
Minimum Investment $25,000
$50,000,000
Minimum
Offering $200,000
Minimum Investment $25,000
$200,000
Minimum Investment $25,000
$25,000
terms of the offering
$50,000,000
Minimum Offering: $200,000
Minimum Investment: $25,000
A total of fifty million (50,000,000) Class A Membership Interests are offered through this Offering. The Minimum Investment Amount is Twenty-Five Thousand Dollars ($25,000.00), or 25,000 Class A Interests. Each Interest is priced at $1.00 per Unit.
Distribution Rights
Distributions of Distributable Cash, if any, are intended to be distributed monthly on the first day of every month. All distributions of Distributable Cash, if any, shall be distributed as follows:
- (i) ninety percent (90.00%) to the Class A Interests issued and outstanding, pro rata of the then outstanding Class A Interests; and,
- (2) ten percent (10.00% to the Class B Interests. The distributions to each class will be done concurrently.
The Manager has the sole right to withhold issuing and paying distributions on a monthly basis.
No Member has any right to demand and receive any distribution from the Company in any form other than money in the form of US Currency. No Investor may be compelled to accept from the Company a distribution of any asset in kind.
Liquidation Rights
Upon dissolution and termination, proceeds from the liquidation of the assets of the Company and collection of the receivables of the Company, to the extent sufficient therefore, shall be applied and distributed in the following descending order of priority:
- to the payment and discharge of all of the Company's debts and liabilities and the expenses of the Company including liquidation expenses;
- to the creation of any reserves which the Manager and Liquidating Trustee deems necessary for any contingent or unforeseen liabilities or obligations of the Company;
- to the payment and discharge of all of the Company's debts and liabilities owing to Investors, but if the amount available for payment is insufficient, then pro rata in proportion to the amount of the Company debts and liabilities owing to each Member;
- to all the Members in the proportion of their respective positive Capital Accounts, as those accounts are determined after all adjustments to such accounts for the taxable year of the Company during which the liquidation occurs as are required by this Agreement and Income Tax Regulations § 1.704-I(b), such adjustments to be made within the time specified in such Income Tax Regulations; and,
- (i) ninety percent (90%) to the Class A Members, as a group, pro rata based upon each Class A Member’s relative Percentage Interest of all Class A Membership Interests; and, (ii) ten percent (10%) to the Class B Members, as a group, pro rata based upon each Class B Member’s relative Percentage Interest.
Management Team
The Company is currently managed by a seasoned business and sector professional dedicated to the success of the Company and efficient execution of its planned operations.
James Rosebrough
James A. Rosebrough Jr. is the manager of AZDOT Income Fund 3 LLC where he holds the roles of manager, loan committee chair, and lead underwriter. As a seasoned finance professional and the pioneering force behind the Fund, he is well known in the industry for his expertise in real estate secured debt placements. With a degree in Finance and extensive studies in Economics, James furthered his education with a master's degree from the Institute of Business and Finance, a specialty school dedicated to the finance sector. His career began in Ohio, where he contributed to Edward Jones and Liberty Investment Services before his tenure at National City Bank. In 2009, seeking a change from Ohio's climate, James moved to Arizona, continuing his trajectory in finance by establishing the Strategic Financial Group in 2010. This venture showcased his credentials with specialist certifications in tax, income, annuities, trust and estate planning, and funds.
The period between 2013 and 2017 was marked by diversification into home flipping and rental property management, through which he still retains ownership of four rental properties. The pivot to debt lending in 2017 was a strategic shift, motivated by the profitability and scalability it presented over traditional real estate flipping. He has funded approximately 200 loans, with a current portfolio AUM of $14 million and an estimated total of $40 million in funded loans. James is committed to professional growth, holding two securities licenses and licenses in insurance, real estate, and mortgage, each requiring ongoing continuing education to ensure his knowledge remains current and comprehensive.
Outside of his professional endeavors, James is involved in his community as a thornbird of the Rose garden, enjoys traveling with his wife Jenifer of 25 years, both domestically and internationally, finding relaxation in deep-sea fishing and recently taking up pickleball as a leisure activity. James A. Rosebrough Jr. exemplifies a balance between professional excellence, continuous learning, and community engagement, making significant contributions to both the finance industry and his local community.
CONTACT US
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so much more than what you see
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