Socotra Capital Reviews

Very easy to work with and exceptional customer service

Elizabeth has been amazing to work with. Always very professional and easy to work with. Every time she has been the point person on a loan, we have always had a great experience.

Chris Baumann and Socotra are THE go to private lender. They always deliver on time, and get the job done. I Ccrtainly recommend them to other investors.

This is a letter of acknowledgement of truly superior customer service from one of your Loan Servicing Agents, Miss Lauren Mondell. I have reached out to her several times because of our positive initial interaction. When I find a truly helpful person with a company, I try to get in touch with them if I have further inquiries. Lauren is one of these special persons.

I am a business person and frequently call companies for assistance. Being "old school", am totally frustrated by all the Push 1 for ..., then Push 3 for ..., etc. By the time I reach a human, I usually have to apologize for being in a confrontational place and ask for patience until I cool down.

This brings me back to Miss Mondell. First, she's patient and listens to my question. Then she answers directly. She doesn't jump off and spout some canned reply. She has proven to be very knowledgeable and has fielded a variety of questions over the past couple of years.

We sold the property, so won't be dealing with Socotra Capital any more. I must say, interacting with Socotra thru Ms Mondell was a breath of fresh air among my dealings by phone with numerous companies.

I wish Miss Mondell the best of luck in the future.

Bill Benton

I just wish to share that it has been a joy to work with all the staff at Socotra Capital especially Helen Nguyen. I can always count on her friendly and helpful service.

Socotra Capital has consistently managed the loan investment portfolio to obtain positive returns for investers like myself. The asset management team are all local people and they have family who have invested in Socotra and they have always been upfront and candid about the loans they make that benefit investors. I have full confidence in Socotra Capital and I have continued to invest funds with them for years.
I am not related to any of the management team or any Socotra employees and my opinion is based on the very good investment returns they have obtained through their managment of Socotra Capital.
Chad Allan Schwartz

Highly recommend Kerati and his team. Extremely knowledgeable, responsive to questions and proactive with updates. Could not be more impressed.

Socotra is an awesome company to invest with. I feel confident that my money is secure and the returns are great!

Very user friendly lender. Great with quick close acquisitions.

Easy, quick and transparency. Highly recommended when you needed a hard money deals.

As an investor with this company, I am very pleased with their service. Would definitely recommend to my friends and family who are accredited investors.

I worked at Socotra for a summer and was welcomed with open arms. The family at Socotra is a great group of professional people that will take care of you whether as a client or employee.

It was great working with the team at socotra. I learned a lot in a short period of time and it was worth it

Chris is hard working, creative and relentless on getting the job done. I highly recommend his services. No loan is too small or too large for that matter.

@Matt Yu: Always picks up and responds to every text! Very knowledgeable with intensive care and service!

Love this place ! Thank you Socotra for helping me with my investments. The people are all friendly and very competent. I was especially impressed with Kerati who made the process fast and enjoyable. I dont leave reviews of anything very often, but Id absolutely recommend Socotra

Socotra capital is an excellent business that is extremely communicative and easy to work with. Highly recommend Kerati if you ever get the chance to work with Socotra for your hard money needs, whether that be for loans or for investing.

I worked with Matthew on a deal and he got the job done quickly. I am extremely happy that we closed on time and highly recommend working with Matthew.

Great team - very responsive to inquiries and requests and great communication with investment management and strategy with investors.

I highly recommend this company. They are very easy to work with. Matt was very informative, professional, and always responsive.

The worst lending organization I have ever dealt with. They lied to me about a loan and had a newbie, Nichole, work with me on a fixer loan, and she had JUST got her license. She tried to get escrow to hurry and get the purchase closed before the REO had even signed the contract. Obviously she did not know what she was doing. She and her sup hooked me in by saying I was approved for one amount (not putting it in writing to me) and came way down later on approval amount, but I would not have any funds to fix it up. She did this after I was in a non-refundable auction deal. I had to start all over with another lender and almost lost the deal because of her lies. Not only that, but she required I used one of their appraisers who ended up not appraising the home for as much as she verbally told me it will appraise for after seeing it. She had done the preliminary work on it also. I believe they work together on this. PS, I did find it in writing to the seller as far as an approval of the original amount. This company likes to do things verbally, so things are not in writing.

We have been investors with Socotra Capital for two years. Helen Nguyen has been our "go-to" person from the very beginning. She has been knowledgeable, personable, and always eager to reach out and help in every way. We feel she would be an asset and great team player for any company. Thank you Helen for being a good friend and help to us!

George and Heather Anselmo

Smart, knowledgeable people. Trustworthy and well-managed. Very pleased.

Kerati and his team are quick and reliable! Highly recommended.

Chris is ine if the most honest and genuine people I kmow. Highly recommend!

I had a great experience working with Kerati! He was very knowledgeable and extremely responsive. I appreciate the all of the effort and the assistance!

I had a great experience working with Matt. He is super reliable and responded in a timely manner. If you ever get the chance to do business with Socotra, I highly recommend Matt.

My time at Socotra Capital was extremely worthwhile and beneficial. As a Business Associate I was able to learn the inner-workings of the company and everybody's door was open to help improve my work or just to chat.

This is not a 5-star review. This is a TEN-star review that I also want to keep private because I truly don't want other people to learn about Socotra! I've invested with them for 4 or so years now, both for an individual deal and in their fund. They are extraordinary in every category. To a person they are smart, personable, and scrupulously honest. They have tremendous business smarts. They run their business with compassion. And their returns speak for themselves! To go through a pandemic and (so far) not even have a notable hiccup is pretty extraordinary. Socotra is literally my favorite and most stable investment of all time. I'm happy to talk with anyone considering investing with them.

Socotra has two sides to their business; lending money out and investing money in. I have never borrowed money from Socotra but have invested in their fund for a while. Having tried to do hard money loans myself, I realized the risk and complexity of these deal. Socotra manages those processes and risks, making it a great way to get into hard money lending without the headaches.

The team is extremely professional, manages expectations well and does a great job of communications. This is a stand up team, provide a great solutions on both sides. I highly recommend working with them.

People who are dedicated to your needs and accomplishing your goals! Thank you

An awesome internship as a college student where we were able to get 1:1 coaching about the sales and real estate industry and develop skillsets to jumpstart your career. Everyone is a team player at Socotra and wants to see you succeed your success is everyone s success. Work hours are flexible, colleagues are fun to work with, tasks can be challenging at first but gets easier as you learn, continuous learning environment, and ability to network with people in the industry. Did I mention free food??

Great staff, friendly and personable with a deep understanding of hard money and their clients wants/need.

Kerati is a superstar. Trained by the best in the business, John Ingoglia - you are in good hands with him, borrow with confidence.

Best investment i have made. Steady returns, great team. I can't recommend enough

Chris Baumann is the man! He totally went the extra miles to get our deal done in a very timely manner. I can say enough about this great company. Very honest and accommodating staff. Looking forward to using them again in the near future! Thanks again Chris!

Socotra Capital is an excellent group of individuals from top to bottom. I recommend them for any situation requiring a quick close or bridge.

We have been clients of Socotra for several years, and we are extremely satisfied with their service, results, and the professionalism they always exhibit. We highly recommend Socotra to potential new clients, and we have the utmost trust in Adham, Tony and Paul and the entire Socotra crew!

I have always had a great working relationship with Helen Nguyen of Socotra Capital. Over the years, I have found her to be nothing but kind, efficient and the ultimate professional.

Smart, creative, and knowledgeable- Socotra Capital has been an invaluable resource to my business. Big thank you to Sean McDonald for all his continuing efforts.

Worked with Socotra Capital for several years, great company.

Socotra Capital is an excellent company, and I highly recommend them. Mathew and his team are very diligent, responsive, and always ready to help. I look forward to working with them again in the future.

My wife and I have been long-term investors with Socotra Capital and have only salutary comments about its professional operations, high-quality personnel and the transparency with which they run their business. I would unqualifiedly recommend Socotra for anyone seeking a prudent, conservative, detail-oriented investment partner.

Sean McDonald was fantastic to work with. Very professional and a pleasure to work with. I wouldn t hesitate to work with him again in the future.

My experience as an investor with Socotra Capital has been excellent. They are thorough, professional, honest and prudent. It is a very well run company and a bright star for Sacramento.

Working with Socotra is always seamless! They work fast and are very honest! Love this company!!

Highly recommending Matthew Yu at Socotra Capital. We closed multiple deals together since 2015. Very professional and responsive. If you need a hard money loan lender, you should call Matt at Socotra.

Matt Yu and his team are life savers! I m a real estate agent and was representing a Seller when I had the pleasure of working with Matt. The lender the Buyer was originally working with was unable to close the loan after repeatedly assuring all parties involved that it wouldn t be a problem. Fast forward 50 days, the Buyers were in jeopardy of losing $48,000 due to their original lenders poor guidance and were introduced to Matt. Within 7 days of meeting Matt, he got the loan closed. He did everything he promised and provided multiple updates daily. I highly suggest Matt and welcome the next opportunity to work with him!

My connection with Socrata Fund has felt more like family than just with a business institution.

The Socotra Capital team is wonderful to work with and has helped several clients with financing solutions.

I had a great time working with Kerati. He was extremely professional and easy to work with. Any issues/questions I had was met with an answer in a timely manner. I would definitely recommend Kerati to anyone looking to do business with Socotra.

Socutra is a fabulous company with a great, honest and dedicated staff. We have worked with Socutra Capital as investors for many years and have always had a positive experience. I highly recommend the team at Socutra Capital!

Kerati and Socotra capital Team were great to work with- they were quick, responsive, and approved Hard Money Loan for my client in less than a week. They were also very patient and answered all questions.

Talented, detail-oriented founders and staff and great business model and operation!

I have been working with Socotra Capital for almost 5 years now and they are very professional and always do the best they can on all their deals. They're the BEST! Keep up the good work

Great overall experience from a tight knit, well lead and extremely knowledgeable group of individuals. These guys work diligently to satisfy their clients with haste. Working with Mr. Apilakvanichakit was an absolute pleasure, I recommend him for any of your future endeavors regarding any of the services offered at Socotra.

An unbelievable professional company. The staff is first class and very knowledgeable about their investments. I have now switched most of my investments to Socotra due to the success and solid return on investments I have received since I became a client. A great company that you can count on for solid income growth and consistency in performance. The staff always keep you well informed and respond with customer service questions promptly. I look forward to many years as a client with Socotra Capitol. A company that makes investing fun!

Some of the best in the industry to work with on a speedy transaction! I had the pleasure to closing a transaction with Kerati and we are looking forward to continuing our business relationship helping our mutual customers!

Excellent service, plan on investing more in the future.
Thank you

Very transparent organization with great customer relations.

We ve been Socotra investors for 11 years and couldn t be more pleased with our relationship with this company. Beyond the outstanding rates of returns we ve experienced, the team of Socotra professionals adhere to a strict and consistent investment philosophy that reduces variability compared to other hard money investment companies. Their communication with customers is amazing. They take time to really educate their investors. It may sound corny, but as an investor you feel like you re part of the Socotra family.

I was referred to Socotra Capital by a friend who has used them a number of times for investment properties, and this company is the best hands down.

All of their employees are very knowledgeable and accommodating, I had the pleasure of working with Kerati A., and he really knows his stuff. I most appreciated how available he was to answer questions, execute paperwork, and his close involvement, every step of the way. He routinely answered emails and phone calls, both on weekends and late nights! He went above and beyond to ensure I was filled in on the backend and was satisfied with the terms presented.

Thank you Kerati and the entire Socotra Capital Team! You are all a pleasure to work with.

Lauren Mondell is awesome to work with. She provides me excellent customer service that has exceeded my expectations. She is always pleasant and extremely timely with any information I need. I have worked with her for several years now and I can count on her when I need anything related to my loan. I can provide the highest recommendation for Lauren as well as Socotra Capital.

Wow!! Jill, thank you so much for your constant follow up and extreme professionalism! I know my deal was not the easiest, but somehow, you made it seem so. I really appreciate all your efforts!

Everyone there is always available whenever I have questions.
Very patient and knowledgeable .

Socotra is a real estate investment company dealing mainly with commercial property and a select number of investors. Worked here temporarily as a mgmt consultant. Great team and work family environment. Senior leadership treats everyone like family. Good incentives for hardworking individuals. For self motivating starters there's room to move up with proven work accomplishments.

The team was great and so easy to work with! Sean McDonald was delightful and took care of us every step of the way.

I've invested in this professional company for almost a year and am very happy with the experience.

The Socotra team is experienced, accessible, transparent, and outstanding in their performance. They have exceeded my expectations.

I ve been lucky enough to have been working with Socotra for almost 10 years now. They are an incredibly communicative and well thought out team. I receive personal phone calls about both my current and potential investments on a regular basis alongside my statements. I ve been exceedingly happy with my investments here as well as with my returns.