We meet and chat with you to provide you guidance on which investments make sense for you and your goals. We then invite you to join our platform to view upcoming offerings that are aligned with your goals.
We believe it is important to invest in more than just stocks and bonds. We help you diversify your portfolio with commercial real estate assets, digital blockchain funds, and other alternative offerings which allow you to diversify your portfolio all in one place.
If you decide to invest with us on a specific project, we provide you with subscription documents and a private placement memorandum for your review. You then wire your committed amount to an escrow account in exchange for shares of the investment.
We provide quarterly updates on the project and business plan. We then issue monthly or quarterly distributions on cash flow based on the performance of the investment and your preferred returns. We will provide K-1s at the beginning of every tax year, showing your income and depreciation losses to help offset your actual cash flow.
An accredited investor is a person that can invest in securities (i.e. invest in a commercial syndication as a limited partner) by satisfying one of the requirements regarding income or net worth. The current requirements to qualify are an annual income of $200,000 or $300,000 for joint income for the last two years with expectation of earning the same or higher OR a net worth exceeding $1 million either individually or jointly with a spouse.
Yes! If you have an IRA it is possible to roll it over into a self-directed IRA or solo 401k custodian, which allows you to invest your tax-advantaged retirement dollars into alternative investments that a standard IRA will not.
Yes! Some of our offerings are structured to allow for 1031 exchange funds. Please contact us if you’re in need of a 1031 exchange investment.
We typically provide distributions every month. The anticipated distribution schedule for a particular investment is explained on the offering page for that investment. All distributions are dependent on the receipt of corresponding payments from the underlying asset and are not guaranteed.
As a partner in the LLC that purchases the properties, you will receive a K-1 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. Many of our investments feature strong depreciation benefits which will be clearly stated in the K-1.
We aim to provide two new investments every month. These offerings can be found on ourSign Up