FAQs

What is a K-1?

As a partner in the LLC that purchases the properties, you will receive a K-1. A K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.

Am I an accredited investor?

An accredited investor includes anyone who:

--> earned income that exceeds $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 over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be considered as accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

--> any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated* person, or

--> any entity in which all of the equity owners are accredited investors.

*In this context, a sophisticated person means the person must have (or the company or private fund offering the securities reasonably believes that this person has) sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

How frequently are distributions made?

Distributions are planned quarterly.

What is a sophisticated investor?

A Sophisticated Investor doesn’t meet the requirements of an Accredited Investor but they have investor experience. This could mean the person believes they have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

What are the funds used for?

Investor funds are used for the total acquisition cost of the property. This includes but is not limited to the down payment for the actual purchase of the property, acquisition fees, legal and transaction costs, capital improvements, and reserves.

Can I visit the property?

Absolutely! Investors are allowed to visit the property before investing and during the life of the project. If you provide sufficient notice, we will personally be there to show you around and answer any questions.

Can I invest with my 401k / IRA / Roth IRA / SD IRA?

Absolutely, and typically involves specific rules and structures, therefore it is crucial to consult with a tax professional who is knowledgeable about retirement accounts and real estate investments before investing in real estate through any retirement account.

Investors Love Working With Us

Discover the power of multifamily investments and unlock your financial potential. Contact us today for exclusive opportunities in emerging markets.

Let's have a conversation about how real estate syndications can contribute to achieving your financial objectives.

Investors Love Working With Us

Discover the power of multifamily investments and unlock your financial potential. Contact us today for exclusive opportunities in emerging markets.

Let's have a conversation about how real estate syndications can contribute to achieving your financial objectives.

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No Offer of Securities—Disclosure of Interests

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments are limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.