Tax & Legal

Only approved and accredited investors or sophisticated investors can take part our commercial real estate opportunities. We have strict standards on who invests along with us, the SEC does too. We need to get to know each other and ensure our values and goals align.


Keep in mind that the financial income is not the only factor that determines whether you are eligible for investing with. Commercial real estate investing might not be the best route for every investor. That is why we need to have a conversation and cover a few basic points before we can move further.

The SEC defines an Accredited Investor by one of two thresholds: either $200,000 or more of annual income as a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year OR a net worth individually or with the person’s spouse that exceeds $1 million at the time of the purchase, excluding the value of the primary residence. For a detailed explanation please Click Here for information directly from the Securities and Exchange Commission (SEC).

No, you do not need to be Accredited to invest with us. We often have deals that allow you to participate as a Sophisticated Investor if you have previous experience in similar investments. Consult your tax advisor to determine if you qualify for these investments and approve your participation. 

You will be a Limited Partner (LP) of the property which affords you benefits like depreciation and cash flow, meaning the property is owned by a "Property LLC" for which that property is the only asset (reduces liability). You in turn will be a direct shareholder in this Property LLC so in essence you are part owner of the company that owns the property. This allows for a direct flow-through of cash flow, depreciation, and allows you upon sale of the asset to realize long term capital gains.

Prospective investors will receive a DocuSign document containing a Private Placement Memorandum (PPM), the Company Agreement, a Property Description, a summary of the loan terms, a Subscription Agreement, and a Purchaser Questionnaire to determine Accredited Investor status. Potential Investors will review the these offering documents and if they decide to invest, will electronically complete the signature pages in this DocuSign. Once completed, the document will automatically be emailed to the deal sponsors.

If an investment target is not met, you will receive 100% of your investment deposit back.

Apartment syndications are very tax efficient and as a Limited Partner, you will benefit from your portion of the investment’s deductions for property taxes, loan interest, and depreciation. We use a cost segregation strategy to accelerate depreciation and a portion of this tax loss is issued to each investor based on their level of participation in the deal. This loss can be used to offset other income depending upon your individual tax situation. At the time of sale, the partnership gains are treated as long-term capital gains. We strongly urge you to consult your tax consultant before investing.

As an investor, you become a fractional owner of the deal and receive a proportional share of tax benefits that are passed through in a year-end tax document called a Schedule K-1. K-1’s are commonly used in partnerships and real estate ownership.Like a 1099, a K-1 is an accounting of the deal’s income and expenses for the previous. Each investor receives one K-1 per investment. 

No. By their nature, real estate investments have a longer-term time horizon than stocks or bonds. As such, we advise investors that these offerings are highly illiquid and that you should expect to hold these securities until they grow.

You are investing in a specific real estate project which may provide an opportunity to receive a portion of your capital back prior to the sale of property, typically through a refinance of the property. You can however invest more in the same property if the raise is not yet complete or invest in subsequent opportunities

No, you do not need to live in the state where the investment property is located.

The Sponsors are responsible for the preparation and filing of all tax documents for the entity holding title to the investment property. We will provide to you all related financial information and documentation in order to prepare your personal taxes.

We believe that informed investors are our best investors. That is why we are committed to giving you the tools you need to learn how real estate investing can help you reach financial freedom and create generational wealth. We have built this website to empower you through constant educational content while providing opportunities to grow your wealth. Our investors provide strategic value, not just capital.

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