Intervest Mortgage Investment Company

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Intervest Mortgage Investment Company

Lone Oak Fund - California's Bridge Lender
About Us

Intervest is a full service income property mortgage company connecting our clients with the right source of capital from institutional lending sources.

As both a mortgage banking company and a portfolio lender specializing in commercial and multifamily real estate financing, Intervest has the strength and resources to deliver financing options and services that will specifically meet the needs of your property. Our expertise is in guiding and expediting your loan process.

In addition, Intervest is a wholly-owned subsidiary of Umpqua Bank, offering stability and depth as well as a wide range of financial products to meet our clients' needs.

Since 1987, Intervest has partnered with our clients to match their investment goals with the most competitive programs available. Our experienced team has broad access to life insurance company and other institutional lending capital for long-term, fixed rate financing, in addition to a highly competitive portfolio lending program for shorter term loans. As a result, we can meet virtually every financing need for any income property.

By financing real estate and investing in relationships, we'll help turn your vision into reality.

To meet your short-term financing needs, Intervest offers a variety of portfolio programs through our parent company - Umpqua Bank. 

In partnership with national life insurance company lenders, Intervest provides loan servicing expertise in exchange for access to long-term financing options for our clients: 

  • Advantus
  • Allianz
  • American Equity
  • American Fidelity
  • Assurant
  • Assurity Life Insurance Company
  • Columbian Financial Group
  • Farm Bureau Life
  • Genworth Financial
  • Great-West Life / Canada Life
  • Guardian Life Insurance Company of America
  • Guggenheim
  • ICA - Innovative Capital Advisors LLC
  • Lincoln Financial Group
  • Members Capital Advisors
  • Protective Life
  • StanCorp Mortgage Investors
  • Symetra Life
  • Thrivent Financial
  • UNUM 

With production offices in Washington, Oregon and California, Intervest provides a wide range of financing products for income producing properties throughout the West.  Each of these offices are well- established mortgage banking operations with extensive access to life company and portfolio lending capital.

  • Locations:
    • Washington
      • A. Kirkland,  720 Fourth Ave., Ste. 120 Kirkland, WA 98033 
      • 425-828-1404
    • Oregon
      • B. Portland,   9755 SW Barnes Rd., Ste. 270 Portland, OR 97225
      • 503-291-6600
    • Northern California
      • C. Burlingame,  1201 Howard Ave., Ste. 208 Burlingame, CA 94010
      • 650-401-8822
      • D. Oakland, 180 Grand Ave., Ste. 1400 Oakland, CA 94612
      • 510-622-8500
    • Southern California
      • E. Irvine,   20 Pacifica, Ste. 200 Irvine, CA 92618
      • 949-453-5060
      • F. El Segundo,   2121 Rosecrans Ave., Ste. 4330 El Segundo, CA 90245
      • 310-426-7727
Lender Categories
Correspondent / Mortgage Banker
Industries Served
  • Real Estate Professionals