Solo 401K
Topics
How distribution provided
Solo 401K
Solo 401K
Topics
How distribution provided
Solo 401K
Solo 401K
Topics
How distribution provided
Solo 401K
IRA
1031 Exchnage
Solo 401K
Investment
1031 Exchnage
Solo 401K
IRA
1031 Exchnage
Solo 401K
IRA
1031 Exchnage
IRA
IRA

Our dedicated team will work with you to get the most out of your investment

How it works
Step 1

We get to know each other.

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.

Step 2

You get to know the investments.

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.

Step 3

You decide to invest with us.

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.

Step 4

You collect passive income and profit.

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.

What is an accredited investor?

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.

Do I need to be an accredited investor to invest?

Not necessarily. We try to make our investments as accessible as possible, so for some of our investments, we open the investments to a select few non accredited investors. However you do need to be a sophisticated investor. This is a person who is deemed to have sufficient investing experience and knowledge to weigh the risks and merits of an investment opportunity.

Can I invest with a self directed IRA or solo 401k

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.

Do you accept 1031 exchange investments

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.

How frequently are distributions provided?

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.

What tax documents do I receive?

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.

How often are new investments available?

We aim to provide two new investments every month. These offerings can be found on our

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Frequently asked questions