Investor profile - AZ
Barbara Trust
Barbara Trust is a real estate investor and operator based in Phoenix, AZ. Public filings show activity across 2 properties held through 11 holding companies. Recent mortgage relationships include Wells Fargo Bank.
Barbara's Activity
As of December 2025, public records show approximately $0 in recorded mortgage exposure linked to this investor across at least 2 mortgage filings and 2 properties held through 11 holding companies. Activity appears concentrated in residential assets recorded between 2015 and 2025.
Primary Geography
Phoenix, AZ
ZIP codes: 85254 and 85745
Most recorded activity for this investor appears in SCOTTSDALE and TUCSON.
Property Type Breakdown
Associated Entities (11)
AZ · 0 properties · 2 mortgages
AZ · 1 property · 0 mortgages
AZ · 0 properties · 0 mortgages
+8 more not shown
Mortgages (2)
Top Lenders
| Date | Amount | Status | Lender | Borrower | Address |
|---|---|---|---|---|---|
| 09/21/2015 | $300k | Closed | Wells Fargo Bank | TRES HERMANAS III LLC | - |
| 09/21/2015 | $500k | Closed | Wells Fargo Bank | TRES HERMANAS III LLC | - |
+0 more not shown
Owned Properties (2)
| Address | Deeded owner | Status | Consideration |
|---|---|---|---|
| 3190 N TOMAS RD, TUCSON, AZ 85745 | ROLAND G HELGERSON AND BARBARA M HELGERSON TRUSTEES OF THE ROLAND AND BARBARA HELGERSON LIVING TRUST DATED APRIL 3 2000 AS AMENDED AND RESTATED MAY 14 2015 | Owns - 13 mos | $0 |
| 7120 E KIERLAND BLVD, SCOTTSDALE, AZ 85254 415 | PHOENICIAN INVESTMENTS LLC | Sold | $2.7M |
+0 more not shown
FAQ
What type of real estate does this investor focus on?
Associated mortgages and deeds show activity in residential properties across Phoenix, AZ.
What companies is Barbara Trust associated with?
Barbara Trust is associated with 11 entities based on extracted signatures from public records. Key entities include TRES HERMANAS III LLC, CINDY STREET RENTAL LLC, MIRABEL HOLDINGS LLC, DESERT ISLAND DREAM BED AND BREAKFAST LLC, and TRUE RESOURCES LLC.
How many properties are associated with this investor?
At least 2 properties are associated with Barbara Trust and the entities they control, based on signatures extracted from recorded documents connecting Barbara Trust to the entities.
Which lenders has this investor worked with?
Recent mortgage activity references Wells Fargo Bank, indicating a mix of lending relationships.
How recent is their activity?
Records show activity from 2015 through 2025, with the most recent mortgage recorded in 2015.
How is associated activity determined?
Elementix uses AI to extract signatures from recorded documents. These signatures are used to determine the relationships between people and entities. This is a novel approach that goes beyond looking at corporate filings and skip-tracing.
The information displayed on this page is compiled from recorded real estate documents, business filings, and other lawfully available sources. Elementix summarizes and analyzes public record activity related to investment real estate and associated business entities. Any contact indicators shown (such as email domain references or partial phone digits) are provided solely as unverified signals and may be incomplete or outdated.
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