FAQ

The SEC defines an accredited investor as either:
1. an individual with gross income exceeding $200,000 in each of the two most recent years or joint income with a spouse or partner exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.
2. Your individual net worth (or joint net worth with your spouse) exceeds $1,000,000, excluding your primary residence.

The minimum investment is dependent upon the offering, and can vary for each offering. Typically, the minimum investment amount is $50,000 per offering. We cannot guarantee your spot in any particular investment, all Investments will be accepted on a first come first serve basis.

Investors will be granted access to our sophisticated investor portal through their own username and password where they can review their investment details and relevant documents at any time. Depending on the offering, investors can expect monthly or quarterly updates on their investments.

Each year Investors will receive a Schedule K-1 for each of their investments. These documents will be made available through our secure investor portal.

A schedule K-1 reports each shareholder’s share of income, losses, deductions and credits to be reported on your personal income tax filings.

Yes, on each deal we typically perform a cost segregation study which allows investors to benefit from bonus and accelerated depreciation.

Cost Segregation is a tax strategy that allows real estate owners to utilize accelerated depreciation which ultimately separates personal property from land and building improvements. Cost Segregation helps increase cash flow, and reduce the federal and state income taxes paid on rental income.

Bonus depreciation allows an investor in real estate to deduct the full cost of all capital improvements in the same tax year the expense is incurred. This is beneficial specifically for those who have significant K-1 passive activity gains from other sources.

As the general partner we will provide our projected business plan to our investors so our investors can have the opportunity to decide whether this opportunity is right at this time for them. The business plan will include the expected hold period requirement to keep the capital in the deal until the project has been completed. Typically these investments are illiquid until a refinance or sale event occurs. However our typical hold period would be between 5 and 7 years.

Distributions are generally paid out quarterly and begin to accrue once the property is acquired. Whether distributions can be sent will depend on the strategy and stage of the project.

A general partner or GP is also commonly referred to as the syndicator or sponsor. The GP will identify and structure the deal, putting all the pieces together. They are responsible for overseeing and managing the entirety of the project.

A limited partner or LP, is the passive investor. The LPs provide the equity to carry out the project.

Absolutely, on every deal we pride ourselves on putting up at least 30% of the total capital needed to purchase the property. This helps align our interests with yours.

No, as with any other investment there is no guarantee of profit.

All investors who decide to invest with us must complete an IRS Form W-9 upon making their first investment. At the end of each applicable tax year, investors will be issued a Schedule K-1 reflecting their share of the taxable income, or loss, from each property Investors are solely responsible for including such income, or loss, on their tax returns.

The soft commitment stage allows you, the investor, to reserve a spot in an upcoming project while we work on acquiring the deal. There is no cost to hold a spot, no wire transfer is required, and you are under no obligation to fund the investment once a property is secured. The soft commitment stage also allows us to understand the type of investments our investors are most interested in so we can source and find the right deals for our investors. Investors who reserved a spot during the soft commitment stage will be notified via email, text message or both when the project is open for investment, and you will have a specified number of days to complete the wire transfer to activate your investment. Due to the nature of closing times and contractual obligations the amount of time to fund your investment will vary however, we strive to give our investors at least 5 days to sign all applicable paperwork and initiate the wire to secure their position in the investment.