Welcome to frequently asked questions. If you have a question that is not answered below or need more information please feel free to contact us .
A real estate syndication is an efficient an effective way for investors to pool their finances and intellectual resources together to invest in projects on a larger scale than an individual investor could afford to or manage to complete individually.
Passive real estate investing is when you invest your finances into real estate without having to do any of the work, planning, or managing, and you generate a profit. This gives you more time to focus on other things that matter to you.
The minimum investment is set at $50k.
The PPM or Private Placement Memorandum is a legal document required by the SEC provided to prospective investors and describes the offering, risks, includes the partnership agreement, investment summary and subscription agreement. The subscription agreement is what the investors will review, sign, and includes basic information about investments, terms, and other very important details.
Absolutely. Just make sure that when using your SD-IRA you carefully consider and understand any tax rules and regulations associated with using these funds for investment purposes. Please be sure to consult with your CPA to ensure you are making the best decision for you.
The investment should be considered non liquid investment. As a result of the initial non liquidity as a partner with you, we will review your issue to see if their is something that can be done based on your individual circumstances.
Yes, provided U.S. Securities Laws are satisfied. Foreign investments are reviewed and only accepted on a case by case basis.
An accredited investor, in the context of a natural person,
includes anyone who:
earned income that exceeded $200,000 (or $300,000
together with a spouse) in each of the prior two years,
and reasonably expects the same for the
current year, OR has a net worth over $1 million, either alone or
together with a spouse (excluding the value of the
person’s primary residence).
A sophisticated investor has sufficient knowledge and experience in financial and business matters to make them capable of evaluating the merits and risks of the prospective investment.