Frequently Asked Questions

FREQUENTLY ASKED QUESTIONS

What is syndication?
A syndication refers to bringing people together to invest in a project as a team. Essentially, money is pooled to purchase a larger property than most investors could buy on their own. The benefit is that as an investor or "Limited Partner", you can be totally passive. You invest to own a portion in a large investment that provides cash flow and tax benefits, while the General Partner team manages the investment.
How can I invest?
Please call, email, or message us by using the contact form. Every investor has a different goal and strategy so we want to pair the right deal with each investor.
Are there real estate tax benefits as a passive investor?
Yes! Real Estate has enormous tax benefits and those benefits are passed on to the limited partners. Please contact us to learn more.
What is an accredited investor and is that required to invest?
Generally speaking, an accredited investor makes $200,000 per year, or $300,000 per year with their spouse (for the last 2 years) or a net worth of 1 million, excluding their personal home. Some projects do require only accredited investors. Others require you to be a "sophisticated investor" which does not have clearly defined parameters. Bottom line, is that you need to understand the investment and the risks involved. Please contact us for more information and we can select the project for your financial situation.
Can I use my 401k or IRA to invest?
Yes, you can. Every retirement account situation is different but this is a great strategy to invest in a syndication. Please reach out to learn more and talk to your financial professional.
What are the risks involved?
Every investment has risk associated with it and every property has a different risk level. We would love to learn your investment goals to match the correct property with your comfort level. Please contact us to learn about current opportunities.
How much is the typical investment and hold period?
For most projects, the investment is a one-time investment at closing. Typical investment size is $50,000 to $100,000. You need to be comfortable with that investment staying in the project until exit or until the project is sold. Most projects are held for 5 - 9 years.
What is the business plan?
One of our core values is transparency. You will receive the business plan prior to investing, along with progress reports for the property during operation. You will know how the project is progressing at all times and you are always welcome to reach out with questions.
What will I receive for my accountant/taxes?
Each investor will receive a K-1 at the end of the year. A K-1 is a form used by partnerships to show each partner's share of the taxable income. Tax benefits are great for real estate, and in most cases, you will not show much taxable income each year, if any.
When will I receive distributions?
Typically, you will received a quarterly distribution through a direct deposit or check in the mail.
What are the typical returns and project lengths?
Every project is different, but typically we aim for 7 - 10% cash flow returns and 14 - 15% IRR returns for investors. Most projects are typically between 5 - 9 years but depend on the business plan and market conditions.

FREQUENTLY ASKED QUESTIONS

Please call, email, or message us by using the contact form. Every investor has a different goal and strategy so we want to pair the right deal with each investor.

Yes! Real Estate has enormous tax benefits and those benefits are passed on to the limited partners. Please contact us to learn more.

Yes, you can. Every retirement account situation is different but this is a great strategy to invest in a syndication. Please reach out to learn more and talk to your financial professional.

Every investment has risk associated with it and every property has a different risk level. We would love to learn your investment goals to match the correct property with your comfort level. Please contact us to learn about current opportunities.

For most projects, the investment is a one-time investment at closing. Typical investment size is $50,000 to $100,000. You need to be comfortable with that investment staying in the project until exit or until the project is sold. Most projects are held for 5 - 9 years.

One of our core values is transparency. You will receive the business plan prior to investing, along with progress reports for the property during operation. You will know how the project is progressing at all times and you are always welcome to reach out with questions.

Each investor will receive a K-1 at the end of the year. A K-1 is a form used by partnerships to show each partner's share of the taxable income. Tax benefits are great for real estate, and in most cases, you will not show much taxable income each year, if any.

Typically, you will received a quarterly distribution through a direct deposit or check in the mail.

Every project is different, but typically we aim for 7 - 10% cash flow returns and 14 - 15% IRR returns for investors. Most projects are typically between 5 - 9 years but depend on the business plan and market conditions.