FAQs
A syndication is when a group of people combine their money to purchase an investment - in this case, and apartment complex. We find the apartment complexes, get them under contract, then reach out to our network and present it as an investment opportunity. If you're interested in investing in an apartment syndication, fill out this form and we'll be in touch.
First, we need to have a conversation to understand your investment goals, then we'll add you to our investor list and can officially present an offering. Fill out this form and we'll be in touch.
To be an accredited investor, you must meet one of the following criteria:
Net worth greater than $1 million, not including personal residence
Annual income greater than $200,000 for the past two years with the expectation of the same income in the current year ($300,000 if including spouse's income)
There are other criteria, but they are not common
No. Non accredited investors can also invest in syndications, though there are more opportunities for accredited investors. To invest as a non-accredited investor, fill out this form and we'll be in touch.
The minimum investment amount varies by deal, but it's typically $50,000. On more expensive properties, the minimum investment amount may be higher.
You can invest with your retirement funds if they are in a self-directed account such as a self-directed individual retirement account (SDIRA) or Solo 401(k). For more information, fill out this form and we'll be in touch.
The simplest way to invest is using cash in a savings or checking account. You can use money from an investment account, but typically will need to withdraw it first and move it to an account that is capable of ACH or wire transfers.
You can use other vehicles or entities to invest, such as trusts or education accounts. Check with your account custodian before committing funds to invest from these accounts. If you'd like a referral to someone that can help you set up a self-directed retirement or education account, fill out this form and we'll be in touch.
Real estate investments are very tax-friendly, primarily because they can take advantage of depreciation which can result in a "paper" loss on your investment statement even if you've earned significant returns. In some cases, this paper loss can also offset other investment gains or even your personal income on your tax returns. You should discuss your personal situation with a qualified tax professional.
You will receive a Schedule K-1 to report your gains and losses on the property. Remember, you will likely receive a loss on your K-1 due to the depreciation on the property.
I typically invest at least the minimum amount in every investment opportunity that I'm involved in. Additionally, the general partnerships will typically contribute 10% of the private funds required to purchase the asset. So you're really investing WITH us.
In general, you can expect to receive around 15% average annual returns over the course of the investment with about half of the returns being distributes at sale or refinance of the property. Each individual investment opportunity will have its own projected returns that will include a breakdown of when these returns will be distributed.
Most often, the returns will be distributed on a quarterly basis.
Like any investment, there are certainly risks involved. Though real estate prices have generally increased every year, there are occasionally periods where values go down. There is also a certain amount of risk inherent in operating the property, which is why it is important to invest with experienced operators that can mitigate many of the risks involved. For more information, fill out this form and we'll be in touch.
First off, the projected returns on the investments are inclusive of fees. The general partners typically charge an acquisition fee for the work required to close on the property. They will also earn returns from their invested capital, right alongside yours. Finally, they will retain a small ownership share in the property to compensate the for the work involved in finding and managing the investment opportunity.
Fill out this form and we'll be in touch.
