A SIMPLER WAY IN
Real estate ownership without the second job
Most people who want to own real estate picture buying a rental and managing it themselves- the tenants, the repairs, the late-night calls. There's another path. A group of investors pools capital to buy a property that would be hard to acquire alone, a professional team handles everything, and each investor owns a share of the asset and its returns. You bring capital; we bring the deal and the day-to-day.
STEP ONE
Are you an accredited investor?
Accredited
You generally qualify if you meet any one of these:
- Net worth over $1 million, not counting your primary home — on your own or with a spouse or partner
- Income over $200,000 on your own, or $300,000 with a spouse or partner, in each of the last two years, with the same expected this year
- You hold a Series 7, 65, or 82 license in good standing
Non-Accredited
If you don't meet those tests, you're considered non-accredited. You can still invest in some private offerings, certain deals allow a limited number of non-accredited but financially experienced investors.
We'll always be clear about which a given opportunity allows.
These thresholds are set by the SEC and can change over time. This is general information, not a determination of your status. It is recommend to confirm where you stand with your CPA or attorney.
THE BASICS
What is real estate syndication?
A syndication is simply a group of investors pooling money to buy a property together. One team,the sponsor (general partner) finds the deal, arranges the financing, and operates the asset. The investors (the limited partners) provide most of the capital and own a share of the property, but stay hands-off. In exchange for running everything, the sponsor earns fees and a share of the profits; the investors receive the majority share of the cash flow and the gains.
Pooling money to buy real estate is centuries old, but the modern version is recent. For decades, private deals could only be offered quietly, to people a sponsor already knew. The JOBS Act of 2012 changed that creating a path for sponsors to advertise these offerings publicly, opening syndication to a far wider audience and fueling the passive-investing world you see today.
- Sponsor / General Partner- The team that finds, finances, and runs the deal. That's us.
- Limited Partner- You, the passive investor who owns a share and stays hands-off.
- Preferred return- A set rate investors are paid first, before the sponsor shares in profits.
- Equity split- How profits divide after the preferred return- for example, 70% to investors, 30% to the sponsor.
- Hold period- How long the property is owned before sale- often three to seven years.
- Distributions- Your share of the cash flow, typically paid monthly or quarterly.
GETTING STARTED
From curious to invested, in four steps
01
Join our investor list
Tell us a little about yourself and your goals. It costs nothing and commits you to nothing, it's simply how we get to know each other.
02
Let's talk
We'll walk through your situation, answer your questions, and make sure investing this way is a genuine fit before anything else.
03
Review opportunites
When a deal matches what you're looking for, you'll get the full picture: the property, the plan, the projected returns, and the risks, in plain language.
04
Invest, then sit back
If it's right, you invest. From there we handle everything and keep you updated with regular reporting and distributions.
This page is for general educational purposes only and does not constitute investment, legal, or tax advice, nor an offer to sell or a solicitation of an offer to buy any security. Any investment opportunity is offered only to qualified investors and only through formal offering documents. All figures shown are hypothetical and for illustration only; they are not projections, forecasts, or guarantees of any result. Real estate investments involve substantial risk, including the possible loss of your entire investment, and past performance does not guarantee future results. Accredited-investor standards and securities regulations are subject to change. Please consult your own financial, legal, and tax advisors before making any investment decision.