Transforming Capital into Legacy
We’ve helped dozens of investors not only earn strong returns but also create generational wealth through smart, strategic real estate deals.
Syndication is the pooling of investor money where the investor is typically a limited partner and the general partner, or active partner, puts the deal together and manages the business plan to provide a return for the benefit of all investors.
The Private Placement Memorandum is required by the SEC and describes the offering, risks, includes the partnership agreement, investment summary and subscription agreement. It is a lengthy legal document prepared by a syndication attorney. The subscription agreement section includes basic information as to amounts being purchased and percent ownership. The risk section highlights just about every possible risk that could happen.
Annual returns are targeted in the 8-10% range and with an average IRR in the 15% range over the hold period. In a value-add project, a large part of the investor returns come in the year of sale. Actual returns vary on a property by property basis. See the private placement memorandum (PPM) for specific property investment risks.
Our Debt Fund has 9 month or 12 month terms. Our specified often are based off the
individual deal but may range anywhere from 3 – 6 years.
Minimum is set at $50K with preference given to investors with more to invest.
Investor distributions vary from deal to deal but most syndications make monthly or quarterly distributions.
We’ll provide monthly or quarterly email updates on the investment’s progress including renovation status/pictures, rents we are getting, and the distribution amount for the period. You will also receive a K-1 statement from us in March of each year for your tax filing.
Apartment syndications are very tax efficient. As a limited partner, you will benefit from your portion of the investment’s deductions for property taxes, loan interest, depreciation, etc. We will also use a cost segregation strategy to accelerate depreciation. The tax loss can then 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.
Yes – We operate on a core value of treating investors’ money as if it were our own. We invest alongside our clients in every deal.
Yes – We model different scenarios to show our breakeven point for profitability given a decline in occupancy or if rents drop below projections.
We charge no up front fees to our investors outside of joining our investor club! We make our money behind the scenes through margin, with our notes and fees our borrowers may pay us when we issue them loans.
While we are not tax advisors, we know from our own tax returns that real estate cash flow can be tax-protected much more than tech sales equity. In fact, this is one of the greatest benefits of investing in real estate.
Absolutely!
Please reach out to us to discuss more! This is especially a wonderful place to park your funds for our debt fund.
