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Essential Investment Group
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Essential Investment Group

Essential Investment Group is a private investment firm founded in 2017, based in Kansas City, Missouri. It has been involved in 1 investment and still has one deal open, Essential Income Fund I, LLC.

Lending essentialinvestmentgroup.org →
Essential Investment Group photo

About Essential Investment Group

Essential Investment Group provides direct access to mortgage note opportunities, personalized lending solutions, and private capital partnerships — all backed by real estate. Your trusted partner in note investing, acquisitions & private financing.

Principal Track Record Since 2017 (essentialinvestmentgroup.com — track-record, not AUM): $750K+ deployed into note acquisitions & loan originations; $370K+ collected back from borrowers to date; 62% avg loan-to-value at close; $0 investor capital lost.

Track record

Essential Investment Group has 1 investment on record without dates.

PropertyPlaceUnitsBoughtSoldReturned
New prior asset

Team

The person behind the firm.

  • Sierra Davis

    Investor Relations

    Mrs. Davis oversees the company’s note acquisitions, loan origination, and asset management activities. She also directs Essential Investment Group's overall investment strategy, bringing more than seven years of experience in real estate note investing, fixed income asset management, and direct lending, including over $900,000 in completed secured note acquisitions and loan originations to date. In addition to Essential Investment Group LLC, Mrs. Davis is the Founder of Earn Grow Thrive LLC, a financial education and coaching company dedicated to teaching wealth- building strategies through real estate note investing. Through this platform Mrs. Davis has educated over 700 students through her signature email course, delivered one- on-one coaching, and spoken at workshops and events for entrepreneurs and young leaders nationwide. Prior to her entrepreneurial activities, Mrs. Davis served as a data scientist and technology consultant across the healthcare, insurance, and financial services industries, where she conducted analyses demonstrating over $8.5 million in healthcare cost savings through enhancements to the product algorithm, provided analysis for national level grant applications resulting in over $1 million in awarded research funding, and drove strategic decisions across multimillion-dollar programs at Fortune 500 organizations. She is a published author in 3 high-impact academic journals. Mrs. Davis holds a Master of Business Administration in Data Science from Rockhurst University, Kansas City, Missouri, and a Bachelor of Science in Management Information Systems from Kansas State University, Manhattan, Kansas.

    Who you'll talk to

Headquarters

Kansas City, Missouri

Kansas City, MO

Invest with Essential

One fund is open now.

2 YRS: 8%8%2 YRS3 YRS: 8.8%8.8%3 YRS5 YRS: 9.5%9.5%5 YRS
Open
Essential Income Fund I, LLC
Multi-asset
8.0% Target IRR$20.0K min Minimum

About this profile

Profile built from source documents and firm materials. DealStack provides independent analysis of private placements and is not affiliated with the firms listed unless a subscription is explicitly noted. An empty field means that item is not available yet. The date of the assets-under-management figure is not on file.

Securities are offered only through official offering documents. Some offerings only accept accredited investors, and each deal page says who can invest. All investments involve risk, including the potential loss of principal.

Who you'll talk to
Sierra DavisInvestor Relations
Essential Income Fund I, LLC
Now raising
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