Frequently Asked Questions

A real estate syndication is a partnership between general partners (syndicators) and limited partners (passive investors) to collectively acquire, manage, and sell a real estate asset, allowing both parties to share in the profits.

Investing in commercial real estate offers several advantages, including:

• Steady Passive Income: Provides a consistent stream of passive income
• Wealth Building: Opportunities to build wealth through appreciation and equity
• Diversification: Helps diversify your investment portfolio

Investing in commercial real estate syndications offers distinct advantages over solo ownership. Here are a few reasons why:

• Expertise and Experience: Benefit from the syndicator’s expertise and experience in real estate investment.
• Qualification for Loans: Tap into the syndicator’s ability to qualify for loans
• Network of Resources: Access a network of resources available to the syndicator including attorneys, contractors, and property management.
• Economies of Scale: Enjoy economies of scale that are often unattainable when purchasing independently.

Investing in our real estate syndications offers a range of direct and indirect benefits. Here are just a few:

Direct Benefits:

• Cash Flow: Enjoy regular cash flow through property operations, distributed to investors during the hold period.
• Equity Growth: Witness growth in the equity invested as the property’s value increases. Upon sale, investors receive their initial investment along with the accrued equity.
• Tax Benefits: Capitalize on tax advantages, including depreciation. Real estate investments may yield a “paper loss” for tax purposes, potentially reducing your overall tax liability. Additionally, passive income or long-term capital gains from the investment are typically taxed at lower rates.

We welcome Accredited Investors to participate in our projects. In certain offerings, we may extend invitations to Sophisticated Investors with whom we have established relationships, in accordance with Securities and Exchange Commission (SEC) regulations.

Absolutely! Investing with retirement funds in one of our syndications allows you to avoid penalties for early withdrawal, as it doesn’t involve withdrawing funds. To get started, open a self-directed account (either a self-directed IRA or Solo 401k) with a qualified provider. The next step involves rolling an existing retirement account into your self-directed account, a process guided by the provider. Once your account is funded, investing from your retirement account is similar to investing with cash.

Yes, you can invest through a trust or business entity (LLC or corporation).

Typically, our syndications aim for a 5-year hold period. Therefore, you should anticipate your funds being committed to the investment for at least this duration. However, the actual timeframe may vary. If the project is progressing well, it could be shorter than 5 years. Conversely, it might extend beyond 5 years if selling at that time isn’t deemed advantageous.

It is important to recognize that these investments are illiquid, meaning your initial investment cannot be withdrawn during the hold period. Returns on your investment will be distributed upon the sale of the property.

Our minimum investment requirement is $50,000.

Investors receive a detailed quarterly report containing essential information such as property updates, performance indicators, and property financials. This report helps you understand how the investment is performing relative to our business plan.

Additionally, we value open communication. Throughout the investment period, we are always available to address any questions or concerns you may have about your investment.

Each investor will receive an IRS K-1 form, issued annually for the investment in partnership interests. The K-1 form reports earnings, losses, deductions, and credits, providing the necessary information for preparing your tax returns.