How It Works
Step 1
We get to know you
We meet and chat with you to provide you guidance on what investment makes sense for you for your goals. In parallel, we identify and start acquisitions on a project with a strong return profile and diversified risk that fits our stringent criteria.
Step 2
You get to know the investment.
We believe it is important to invest in more than just stocks and bonds. We help you diversify your portfolio with commercial real estate assets and other high yield investment opportunities (multi-family, retail, and office project types) to create a more efficient portfolio and improve your risk-adjusted returns.
Step 3
You decide to invest with us.
If you decide to invest with us on a specific project, we provide you subscription docs and private placement memorandum for your review. You then wire your committed amount to an escrow account in exchange for shares of the investment.
Step 4
You Cashflow, Passively
We provide monthly and then quarterly updates on the project and business plan. We provide quarterly distributions on cash flow based on the performance of the investment and your preferred returns. We will provide K-1s at the beginning of every tax year, showing your income and depreciation losses to help offset your actual cash flow.