Invest
How To Receive Opportunities
Fill out an onboarding form with accreditation and other general investing information. After a consultation with our team, you will begin to see investment opportunities. There is no financial obligation to join our network.
How To Invest
Review
Review the offering summary for a specific investment.
Reserve
Reserve your level of interest in the investment.
Fund
Fund your direct investment in the offering
Review
Analyze the Opportunity
We will provide an offering memorandum that includes all the relevant information about the property (i.e. demographic information, renovation plan, projected financials, etc). You decide if – and how much – you would like to directly invest in the property.
Reserve
Secure Your Investment
If you are interested in an opportunity, you can reserve your place in the investment partnership. Complete and return the reservation form specifying how much you would like to invest in the opportunity. Reservations are taken on a first-come-first-served basis until the total amount of capital needed to fund the acquisition is obtained.
Fund
Make An Investment
Execute the subscription agreement and make an equity investment into a property trust account. All investors are admitted to the partnership when the transaction to acquire the asset closes.
FAQs
What is a real estate syndication?
Syndication is the pooling of money (financial equity) from passive investors (limited partners) to purchase properties.
What is a Limited Partner (LP)?
The LPs are the passive investors with limited liability (limited to the amount invested, no more). All other assets are protected. The LPs cannot be sued, are not listed on the loan and best of all, are not responsible for any active, day-to-day management of the property.
What kind of returns should I expect?
Typical cash-on-cash (CoC) returns are 5 - 8% annually with an overall internal rate of return (IRR) of 10 - 16%. Returns vary by deal.
Who can invest in a syndication deal?
Our deals are marketed under SEC regulations 506(b) or 506(c). This means that the deals can be shared with accredited and unaccredited investors we have a prior relationship with. If you are unsure, feel free to reach out to us anyways.
What is the minimum investment?
Our deals have a $25,000 minimum investment and increments of $5,000 thereafter.
How are syndications structured?
A new, single-purpose LLC is created to purchase the property. Shares of the new entity are then sold to investors.
What is a General Partner (GP)?
The GPs are the active partners that handle all aspects of the syndication, including finding the property, arranging financing, executing the business plan, and managing the asset. The GPs operate through a different entity – the management entity – which assumes all responsibilities and risks of the property LLC.
What is the typical holding period?
Our holding period varies by deal, but we aim to release most, if not all, of our investors’ capital within the first 5 - 7 years. The investment is illiquid during the holding period.
What are the tax implications?
There are typically significant tax advantages from investing in real estate (e.g. deductions for property taxes, loan interest, and depreciation). You will receive a K-1 statement from the partnership.
Do we invest alongside you?
Absolutely. We believe in all our offerings and will invest alongside you in each syndication.