We have over 15 years of experience in Real Estate Investing and have over $50 Million in assets under management ranging from Single Family Rentals (SFR’s), Apartments, Retail Strip Centers, Self Storage Facilities, etc.

Our proven strategy in this asset class focuses on acquiring SFR’s well below replacement cost, efficiently deploying capital to improve the assets, and leasing them out to quality tenants at or above current market rates. The objective is to create current cash flow and long-term market appreciation, providing an attractive risk-adjusted total return to our investors.

Private real estate investing refers to the direct investment in real estate properties that are not publicly listed or traded. Unlike public real estate investments, such as Real Estate Investment Trusts (REITs), private real estate investments typically involve the direct purchase of property, either individually or through private partnerships, funds, or syndicates.

To be eligible for investment, investors must meet the SEC’s criteria of being an accredited investor.

An accredited investor is an individual or entity that is allowed to invest in private securities offerings that are not registered with the Securities and Exchange Commission (SEC) 12. The SEC defines an accredited investor as someone who meets one of the following criteria:

Has an annual income of at least $200,000 for the past two years (or $300,000 combined with a spouse) and expects to earn the same or more in the current year.

Has a net worth of at least $1 million (excluding the value of their primary residence).

Is a general partner, executive officer, or director for the issuer of the securities being offered.

Is a business entity with at least $5 million in assets.

The SEC requires companies raising capital to limit participation in many early-stage companies to accredited investors. Investing in private securities offerings can be complex and carries risks, so it’s important to consult with a financial advisor or tax professional before making any investment decisions.

Private real estate investing offers several attractive benefits, key among them being the potential for higher returns compared to many traditional investments. It serves as an excellent way to diversify an investment portfolio, often reducing overall risk. Investors have a significant degree of control over their decisions and strategies, a distinct advantage of private real estate. Additionally, properties can generate steady income through rent, providing a continual revenue source. There are also potential tax benefits, including deductions and the advantage of depreciation, which make private real estate investing appealing.

However, it's important to be aware of the risks involved. Illiquidity is a major concern; real estate is not as quickly sold and converted into cash as stocks or bonds. Market risks can also affect property values and rental incomes, especially during fluctuations in the real estate market. Effective management is crucial, and poor management can lead to significant losses. Private real estate typically requires a higher initial investment than public real estate options and is sensitive to economic downturns, which can impact property demand and value.

This is dependent on the offering, but most investment minimums begin at $50,000.

You will be updated on the performance of your investment through your Owner portal as well as bi-monthly updates & reporting.

We utilize Appfolio Investment Manager software, a software designed to enhance real estate investment management. It streamlines operations, improves accuracy, and boosts efficiency. This platform features a digital portal that offers investors real-time data, downloadable documents, and insights into upcoming investment opportunities. Additionally, it automates complex calculations, manages distribution payments, and provides tools for visualizing fund structures. This helps us to manage our investments and communicate with our investors in a professional, timely manner.

A Private Placement Memorandum (PPM) is a detailed document that provides essential information about an offering. It's a disclosure tool used by companies during a private securities offering, offering an in-depth outline of the key aspects of the investment.

Deciding to invest in a real estate offering is a complex process that requires thorough consideration. Here are some general steps we follow to make an informed decision:

Defining Our Investment Goals: We start by determining what we aim to achieve through real estate investing. This helps us identify the types of properties that align with our goals.

Conducting Market Research: We research the local real estate market to spot emerging opportunities. We consider economic conditions, rental demand, and property value trends.

Evaluating Potential Properties: We narrow down our options by carefully evaluating potential properties. We assess their features, locations, and potential returns to ensure they align with our investment goals and market research findings.

Performing Financial Analysis: We analyze the financial aspects of each property, including cash flow projections, return on investment (ROI), and net operating income (NOI). This provides us with a comprehensive understanding of the financial feasibility of each potential investment.

Conducting Due Diligence: We thoroughly investigate the background and condition of the property to identify any potential risks or issues. This includes inspections, title checks, and researching zoning regulations.

Consulting with Professionals: We often consult with financial advisors, tax professionals, or real estate attorneys before finalizing any investment decisions. Their expertise provides valuable insights and helps us navigate the complexities of real estate investing.

By following these steps, we ensure that our real estate investments are well-considered, align with our goals, and are positioned for success.

Investing in single-family homes offers distinct advantages compared to investing in apartments, each contributing to their appeal among investors. One of the primary benefits is the ease of management. Single-family homes typically house just one tenant, which simplifies tenant interactions and reduces the frequency of maintenance issues. This aspect alone can make them a more manageable option for those who prefer a more straightforward investment.

Another significant advantage is the tendency for single-family homes to have lower vacancy rates. This can lead to a more consistent and reliable income stream, a crucial factor for many investors seeking stability in their investments. Additionally, single-family homes offer greater control over the property. Investors have the freedom to make changes, renovations, or improvements as they see fit, allowing for a personalized approach to property management and potential value addition.

From an appreciation standpoint, single-family homes often have a strong potential for value growth over time. This appreciation can lead to substantial returns on investment when the property is eventually sold, making them an attractive long-term investment option.

Moreover, these homes can provide stable returns through ongoing rent payments, further reinforcing their attractiveness as an investment choice. However, it's crucial to remember that investing in real estate does carry inherent risks, and each investment should be approached with thorough research and consideration. Consulting with a financial advisor or tax professional is always recommended to ensure informed decision-making and alignment with personal financial goals.

Tenants often have distinct preferences when it comes to renting, and many find single-family homes more appealing than apartments for a variety of reasons. One of the most valued aspects of single-family homes is the privacy they offer. Typically situated on their own plot of land, these homes have no shared walls, giving tenants a sense of seclusion and personal space that is harder to find in apartment settings.

Another attractive feature of single-family homes is the availability of outdoor space. Many come with their own yards, which is particularly appealing to tenants who have children or pets. This outdoor area provides a personal space for relaxation, play, and entertainment, something that is often limited or communal in apartment complexes.

In terms of the living environment, single-family homes are generally quieter. The absence of shared walls or floors means less noise from neighbors, ensuring a more peaceful and private living experience. Additionally, these homes often provide more space. They are typically larger than apartments, offering more room for tenants who need extra space for their belongings, families, or activities.

Furthermore, single-family homes can foster a sense of community. Living in a neighborhood of similar homes often brings a different kind of community feel, one that is not always present in the more transient nature of apartment complexes.

A preferred return is a fundamental concept, serving as a threshold profit percentage that investors are entitled to receive before the investment management team can start earning profits. Typically, preferred returns in this sector vary between 6% and 9%, depending on the associated risk of the investment.

This financial mechanism is strategically designed to place passive real estate investors at the forefront when it comes to profit distribution. The preferred return rate is established prior to the deal being introduced to potential investors, with most offerings setting this rate in the 6-9% bracket.

Once an investment is underway, the agreed-upon percentage of the preferred return must be distributed to passive investors first, before any revenue is allocated to the sponsorship team. This ensures that the interests of the investors are prioritized. Moreover, this setup incentivizes the deal sponsor or syndicator to optimize the property’s financial performance. The sponsor's earnings are directly tied to how well the property performs financially, as they only receive their share of profits after fulfilling the preferred return commitments to investors.

In our specific case, we are going beyond the usual standards by offering an above-market preferred return of 10%. This not only highlights our commitment to providing superior value to our investors but also reflects our confidence in the potential success and profitability of our investment offerings. With this enhanced preferred return, we aim to establish a strong foundation of trust and profitability for our investors.

You can use a self-directed IRA to invest in real estate private equity offerings.

A self-directed IRA is a type of IRA that allows you to own alternative assets like real estate. You can find a custodian that allows or specializes in real estate IRAs and open a real estate IRA with them. Once you have funded your account, you can buy real estate and have it titled in the name of your IRA. You can also finance real estate in your IRA with an investment property-specific mortgage. When you sell a property held in a real estate IRA, the funds remain in the account.

Depending on the type of IRA you’ve selected, those funds grow tax-deferred (traditional IRA) or tax-free (Roth IRA).