Frequently Asked Questions
Through exclusive investments like apartments, we help you build and protect your wealth, so you can retire with confidence.
Real estate syndications are group investment opportunities. As a limited partner/passive investor in a real estate syndication, your capital is invested alongside other investors in a single commercial asset (i.e. a 240 unit apartment complex in Atlanta, Georgia).
Every deal is different in how quickly it “subscribes” and closes to investors – much of that depends on the market, returns, and the size of the capital raise.
On the aggressive side, we’ve seen deals fill up in a couple of weeks while others are available for 30-60 days.
Keep in mind these investment opportunities are being sent out to thousands of investors to evaluate, and there’s only space for 60-80 total investors on the average deal.
As soon as we have a deal under contract, we’ll send you an email with high-level details of why we love the deal, business plan objectives, and the potential returns.
You’ll be invited to participate in an investor webinar that’s typically a couple of weeks after we initially notify you of the deal. So be sure to block off time on your calendar and attend this live to ask questions.
Once the webinar is completed, we’ll email out a recording with the slide deck that includes all the business plan details and a link to review the documents in the investor portal.
If you love the deal and want to invest, you’ll complete the documents in the investor portal and wire your funds with the instructions provided.
Due to SEC regulations and our unique partnership structure, we must have a pre-existing, substantive relationship with our investors before we’re able to send live investment opportunities.
We accept both accredited and sophisticated investors (see definitions below).
You can also invest through your self-directed 401K, IRA, and QRP funds.
DEFINITIONS
Accredited Investor: Your individual income has been $200,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your joint income with your spouse has been $300,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your individual net worth (or joint net worth with your spouse) exceeds $1,000,000, excluding your primary residence.
Yes. As a multifamily investor, you can get the tax benefits of property ownership, including *accelerated depreciation through cost segregation, which can help lower the taxable passive income you receive.
*Cost segregation identifies costs that would typically be depreciated over 27.5 years and reclassifies them to permit a shorter, accelerated depreciation method. This segregation model leads to substantial tax savings for the investor versus the standard depreciation model.
Every year, you’ll receive a Schedule K-1 tax form for your tax filings. This form will report your income and losses for the investment.
There is an opportunity to apply the losses against your ordinary income if you are a real estate professional.