Skip to content 
INVESTING
Meet with us
Request a One-On-One Meeting
Our Investors are not just Customers but also Partners
Finding where you fit
Explore Simple and Effective Ways to Boost Your Income
General Partners
Usually 4-6 in one deal. We oversee the business plan with each GP required by law to have an active role in the managing the asset. GP(s) have a fiduciary duty to Limited Partners LP(s).
General Partners usually serve various roles to include: Signing for the loan (aka Key Principle), investor relations, document review, asset management, and more.
These are the passive investors. Limited Partners do not have an active role in managing the asset. They simply provide capital for the deal and receive updates from the General Partners. Limited Partners often receive the bulk of the returns with a preferred return on the front of the investment hold period.
Accredited Investors
- Earned Income of at $200,000 for the past 2 years, $300,000 with spouse in each of the previous 2 years and reasonably expect the same for the current year; OR
- Has a net worth of at least $1,000,000. Either alone or together with spouse. (Does not include the value of one’s principal residence)
Non-Accredited Investors
- Must have a substantive, pre-existing relationship with the syndication team. This can be accomplished by conducting meetings with syndicators that offer educational content. (Please note it is illegal for a syndicator to pitch you a specific offering when you are not an accredited or sophisticated investor). The sophisticated investor threshold can be met by having a pre-existing relationship with syndication team.
- We will not provide an offer until we are confident that you are a sophisticated investor. Accredited investors are presumed to sophisticated. Unaccredited investors have to meet more requirements to be declared sophisticated investors.
Limited Partner
Investment Criteria
- We look for class C properties in a B area. More broadly we like to find these properties in growth markets. Generally, we like to focus on larger metros that have incoming job growth to increased rents and rising housing demands.
- Investing in a private syndication is more than simply buying shares in an company. You build a relationship with the general partners and have consistent dialogue with decision makers through the investment period (5-7years). After meeting, we MUST be confident that our investors will trust the operator’s expertise. We are not just selling securities but entering a partnership.
- Cash on Cash Return - this is the rate at which the return on investment (ROI) re-pays the downpayment. We like to see around 8%
- Capitalization Rate - the rate at which the Net Operating Income pays for the cost of the property. This is market driven and does not consider debt or associated interest. We like to see 6% or higher, but can go lower in the right market
- Internal Rate of Return (IRR) – includes all returns to the investors over term of the investment. This is the total return which captures the Cash Flow, Appreciation, inflation, and Principal Reduction in Debt. This is often the most significant metrics. 20% is considered very good and would double the investor’s initial contribution over a 5-year-hold.
Evaluating a Deal as a Limited Partner
Stake your claim in the most proven asset class
Join us on the journey to ownership and discover the perfect place to call your own.
