Here is what we offer our investors who are looking for “hands off” investing:

FAQ's

We offer passive “hands off” investments through the form of becoming an equity partner in apartment buildings, a private lender on short term projects, or a turn key investor. The most important thing is that we learn first about your investment goals and then determine the right fit from there. 

Your best bet is to participate in our education programs.  We do offer strategic partnerships to those that are active long term in our education communities and have proven themselves to be committed to win-win arrangements.  

The SEC has set up a benchmark for investors having to do with their income and their net worth. The thought process is that if people make above a certain amount of money or have a certain net worth, they have proved themselves to be financially astute and are allowed to invest in more complex offerings, like hedge funds, venture capital, and real estate equity deals. The benchmarks for being accredited are as follows. Investors must meet one of the following to qualify: 

• An individual income of more than $200,000 per year, or a joint income of $300,000, in each of the past two years, with the expectation to reasonably maintain the same level of income going forward  
• A net worth exceeding $1,000,000, either individually or jointly with a spouse. This figure excludes the equity in their primary residence. 

Requirements for accreditation are deal specific. That said, you do need to have some investment education in your background. If you can state that you have participated in these types of investments before or display that you have the knowledge to evaluate them on your own, you would qualify as a "Sophisticated Investor" and would declare yourself as such.  If you are brand new to the world of real estate investing, we recommend that you get educated first through our education offerings and through online communities like BiggerPockets.

Yes. It needs to be rolled over to a Self-Directed custodian to do so. We work with all custodians but have a strategic partnership with Cama Plan and have found them very easy to work with. 

It depends on the investment vehicle.  

• For an equity syndication deal, you have a percentage ownership of the company that owns the property, like owning shares of a stock. You will receive all the documents confirming that ownership when you sign up. Once the property is stabilized and meeting our financial projections you will start receiving quarterly distribution checks. Sometimes we refinance the properties and return some or all of investor capital at that time. In other circumstances, we return investors capital when the property sells.
• With a private loan, you have a mortgage which is filed with the county on the title of the property, which prohibits it from being sold or refinanced without first paying off your mortgage.  Usually we return all capital and interest due when the property sells, but also will pay monthly interest payments under the right terms.
• For turnkey deals, you are 100% owner of the property which is your collateral. As you are the only owner, payment of profit, when to refinance and sell are all under your control.

It is very deal specific.  To hear more about what we have in the pipeline and what projections look like, schedule a consultation by emailing us.