F.A.Q's

FREQUENTLY ASKED QUESTIONS

What is the fund?
The fund is a private real estate investment and lending vehicle that pools investor capital to deploy across multiple value-add real estate opportunities, including both direct investments and real estate lending strategies. Investors participate in a diversified portfolio managed by our professional team.
How can I invest?
Please call, email, or message us by using the contact form. We’ll walk through your goals and determine if the fund is a fit based on your investment profile, or if we have other opportunities for you.
Are there tax benefits as a passive investor?
Real estate investments may offer certain tax advantages depending on your individual situation. Investors will receive the appropriate tax reporting documents annually. Please consult your tax advisor for specifics.
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, in many cases self-directed retirement accounts can be used to invest. We recommend working with your financial advisor or custodian to confirm eligibility.
What are the risks involved?
Every investment has risk associated with it and different risk level's. We would love to learn your investment goals to match the correct strategy with your comfort level. Please contact us to learn about current opportunities.
What is the minimum investment and term?
Minimum investment is typically $25,000. The fund targets a minimum 12-month investment horizon, though capital is generally deployed across ongoing opportunities within the portfolio.
What is the business plan?
One of our core values is transparency. You will receive the business plan prior to investing, along with quarterly progress reports once you're in the fund. You will know how the funds are being deployed, and you are always welcome to reach out with questions.
What will I receive for my accountant/taxes?
Each investor will receive regular updates on fund performance and annual tax documents (such as a K-1 or equivalent reporting, depending on structure).
When will I receive distributions?
Distributions are typically paid quarterly via direct deposit, subject to fund performance and capital deployment cycles.
What returns can I expect?
The fund targets a 9% annual preferred return, with distributions paid quarterly depending on performance and deployment timing.

FREQUENTLY ASKED QUESTIONS

Please call, email, or message us by using the contact form. We’ll walk through your goals and determine if the fund is a fit based on your investment profile, or if we have other opportunities for you.

Real estate investments may offer certain tax advantages depending on your individual situation. Investors will receive the appropriate tax reporting documents annually. Please consult your tax advisor for specifics.

Yes, in many cases self-directed retirement accounts can be used to invest. We recommend working with your financial advisor or custodian to confirm eligibility.

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

Minimum investment is typically $25,000. The fund targets a minimum 12-month investment horizon, though capital is generally deployed across ongoing opportunities within the portfolio.

One of our core values is transparency. You will receive the business plan prior to investing, along with quarterly progress reports once you're in the fund. You will know how the funds are being deployed, and you are always welcome to reach out with questions.

Each investor will receive regular updates on fund performance and annual tax documents (such as a K-1 or equivalent reporting, depending on structure).

Distributions are typically paid quarterly via direct deposit, subject to fund performance and capital deployment cycles.

The fund targets a 9% annual preferred return, with distributions paid quarterly depending on performance and deployment timing.