This type of investment involves bringing together a group of individuals to pool their money and purchase a property. A real estate syndication can be a great way to get involved in real estate investments without having to go at it alone or deal with the burden of tenants, toilets, and trash.

Under SEC rules, an accredited investor has either: (1) annual income exceeding $200,000 individually or $300,000 jointly with spouse for the past two years with expectation of same level this year, OR (2) net worth exceeding $1 million excluding primary residence, either individually or jointly with spouse. There are additional categories for entities and certain licensed professionals. We can discuss your specific situation in detail.

Commercial real estate syndications are illiquid investments with typical hold periods of 5-7 years. While we maintain a waitlist of potential buyers for investor interests, there’s no guarantee of finding a buyer or achieving a fair price in a private secondary market. Investors should only commit capital they won’t need during the hold period. This is one reason we’re selective about investor qualifications.

Direct ownership requires significant capital (often $5-15 million+), full-time operational involvement, specialized expertise across acquisitions, operations, marketing, maintenance, and assumes all risks individually. Our syndication model allows participation with smaller capital commitments ($50K-$500K typical minimums), benefits from our expertise and established systems, leverages professional management, provides diversification across multiple properties over time, and shares risks across multiple investors. You gain passive income without active management demands.

Minimums vary by offering but typically range from $50,000 to $100,000. We’re targeting accredited investors who meet SEC requirements and can commit capital for 5-7 year hold periods. Specific terms are detailed in each offering’s private placement memorandum.

Fee structures vary by offering but typically include acquisition fees (1-3% of purchase price), asset management fees (1-2% of revenue or NOI annually), and promote/carried interest (typically 20-30% of profits above preferred return hurdles). All fees are fully disclosed in offering documents. We believe in transparent, aligned compensation—we succeed when you succeed.

First, we have an introductory call to discuss your investment objectives and answer questions. If there’s mutual interest, we provide detailed offering materials including private placement memorandum, operating agreement, financial projections, and property information. You review materials, conduct your own due diligence, and consult with your financial, legal, and tax advisors. If you decide to invest, you complete subscription documents and fund your investment. We confirm receipt and provide ongoing access to investor portal and communications.

Yes, most employer-sponsored retirement allows you to roll over all or a portion of your funds into a self-directed IRA. There are many custodians which can help you with this process and invest your retirement finds in alternative assets such as real estate.