Frequently Asked Questions

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We are primarily focused on multifamily assets, but we will also have industrial, retail, office, and other commercial property types for investment opportunities when they make sense.

• These are defined by the SEC in part as:
  • An accredited investor, in the context of a natural person, includes anyone who has the following: Earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR has a net worth of over $1 million, either along or together with a spouse (excluding the value of the person’s primary residence).
  • This is an exciting point. Over a 5-year period it is our goal to have our properties not be more than 50-60% leveraged. While we start out with about 75%-80% leverage based on purchase price, we decrease that ratio rapidly by actively paying down the loan and by forcing appreciation of the property through value add improvements, superior management, and rent increases, leading to a 5-year loan to value ratio of no more than 60%. This conservative approach provides additional buffer from the ups and downs of the real estate market.

Absolutely! We offer investments for both accredited and sophisticated non-accredited investors. Per SEC guidelines, we are only allowed to advertise accredited opportunities. However, if you complete your information, we can share with you non-accredited opportunities when they become available.

Typically, there will be general partners and limited partners. General partners (GP) actively manage the deal. Limited partners (LP) are passive investors. You would be considered an LP which comes with much less liability and still has the upside of cash flow, depreciation, and any appreciation in the asset. Each deal you invest in will have the breakdown of anticipated returns and ownership splits.

Generally, the leverage starts around 60-75%. Over a 5-year period it is our goal to have the assets not be more than 50-60% leveraged. The leverage is reduced by a combination of loan paydowns, value-adds (improvements) to the property, and solid management. At this leverage point, there is a large cushion.

Yes! Investing in commercial real estate in a structure like this works very well with Self-Directed IRA (SDIRA) or Solo 401k.

• Each deal is different. The Private Placement Memorandums are based on individual properties so returns can vary depending on deal size, purchase price, hold period, etc.

Our returns typically consist of two parts:

• Preferred Return from Cash Flow: Each investment is selected such that it pays a minimum average annual preferred return of at least 6% (depending on the individual property deal this could be higher) and is typically paid quarterly. Investors get paid first before the sponsors.

• Profit Share/Back End Profit: Upon a Sale or Refinancing of the property it is our goal to return 100% of the initial invested amount to each investor, and then do a profit split between sponsors and investors.

Yes, we can help provide you with resources and education materials so that you are able to make informed decisions.

Distributions are typically paid quarterly. You can expect your first distribution to be shortly after quarter end when the property closed.

REIT investments are paper investments much like buying a stock or bond. Investing directly into the asset through a real estate fund or syndication is direct ownership of the physical asset.