Investor profile - AZ

Dale Trust

Dale Trust is a real estate investor and operator based in Flagstaff, AZ. Public filings show activity across 2 properties held through 5 holding companies. Recent mortgage relationships include INVESTMENT PROPERTY EXCHANGE SERVICES IN, Pacific Premier Bank, and Capital Fund 1.

Contact info available

Dale's Activity

As of December 2025, public records show approximately $6.7M in recorded mortgage exposure linked to this investor across at least 7 mortgage filings and 2 properties held through 5 holding companies. Activity appears concentrated in multifamily and residential assets recorded between 2013 and 2025.

Primary Geography

Flagstaff, AZ

ZIP codes: 85018 and 86305

Most recorded activity for this investor appears in PRESCOTT and PHOENIX.

Property Type Breakdown

Multifamily50%
Residential50%

Associated Entities (5)

YH DEVELOPMENT PROPERTIES LLC

AZ · 1 property · 4 mortgages

active
Incorporated on 01/24/2011 in AZMailing Address: 1645 W MOORE RD, TUCSON, 85755, Pima, AZ, United States
SIDNEY INVESTMENTS LLC

AZ · 4 properties · 2 mortgages

active
Incorporated on 09/26/2012 in AZMailing Address: % MARK ALTMAN 13236 N 7TH ST STE 4-215, PHOENIX, 85022, Maricopa, AZ, United States
ASPEN TIMBERLINE II LLC

AZ · 0 properties · 1 mortgage

active
Incorporated on 01/18/2006 in AZMailing Address: 2415 E CAMELBACK RD STE 900, PHOENIX, 85016, Maricopa, AZ, United States

+2 more not shown

Mortgages (7)

Top Lenders

INVESTMENT PROPERTY EXCHANGE SERVICES IN
INVESTMENT PROPERTY EXCHANGE SERVICES IN

$4.1M · 4 loans

Pacific Premier Bank
Pacific Premier Bank

$2.6M · 1 loan

Capital Fund 1
Capital Fund 1

$0 · 0 loans

DateAmountStatusLenderBorrowerAddress
07/09/2025$2.6MOpenPacific Premier BankCAMELBACK GARDEN LLC-
07/02/2018$725kOpenINVESTMENT PROPERTY EXCHANGE SERVICES INYH DEVELOPMENT PROPERTIES LLC1042 WHIPPLE ST,
PRESCOTT, AZ 86305
07/02/2018$1.3MOpenINVESTMENT PROPERTY EXCHANGE SERVICES INYH DEVELOPMENT PROPERTIES LLC1042 WHIPPLE ST,
PRESCOTT, AZ 86305

+4 more not shown

Owned Properties (2)

AddressDeeded ownerStatusConsideration
1040 WHIPPLE ST,
PRESCOTT, AZ 86305
YH DEVELOPMENT PROPERTIES LLCOwns - 7.7 yrs$3.2M
3536 E MONTEROSA ST,
PHOENIX, AZ 85018
SIDNEY INVESTMENTS LLCSold$240k

+0 more not shown

FAQ

What type of real estate does this investor focus on?

Associated mortgages and deeds show activity in multifamily and residential properties across Flagstaff, AZ.

What companies is Dale Trust associated with?

Dale Trust is associated with 5 entities based on extracted signatures from public records. Key entities include YH DEVELOPMENT PROPERTIES LLC, SIDNEY INVESTMENTS LLC, ASPEN TIMBERLINE II LLC, CAMELBACK GARDEN LLC, and RDB ARIZONA LLC.

How many properties are associated with this investor?

At least 2 properties are associated with Dale Trust and the entities they control, based on signatures extracted from recorded documents connecting Dale Trust to the entities.

Which lenders has this investor worked with?

Recent mortgage activity references INVESTMENT PROPERTY EXCHANGE SERVICES IN, Pacific Premier Bank, and Capital Fund 1, indicating a mix of lending relationships.

How recent is their activity?

Records show activity from 2013 through 2025, with the most recent mortgage recorded in 2025.

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.

Elementix is not a consumer reporting agency, and this information does not constitute a consumer report. The data may not be used to make decisions about an individual's eligibility for personal credit, consumer housing, employment, insurance, or any other purpose governed by the Fair Credit Reporting Act.

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