Self-directed IRA: Clients may have a large portion of their net worth locked up in retirement plans. You can work with a custodian to roll a portion of your retirement account into a self-directed IRA, allowing them to invest in real estate to diversify your retirement accounts. We have recommendations on groups to work with if you’re looking for a self-directed IRA custodian.

Traditional cash investment: Investing after-tax money allows you to take full advantage of the depreciation benefits of owning real estate – without the hassle of to becoming a landlord yourself.

1031: We can accept 1031 exchanges into our projects if you want to take real estate where you are an active owner and exchange into passive ownership through our opportunities. Our minimum equity investment for 1031s is $1 million.

Capital gains/opportunity zones: For clients who have generated a capital gain through the sale of stock, a business, or real estate, we offer projects in qualified opportunity zones. This allows investors to defer their tax payment and pay no taxes on the sale of our project.

An accredited investor is someone who meets income and net worth criteria set by SEC regulations. Accredited investors are allowed to participate in investments not registered with the SEC.

To qualify:

• You need an annual income of $200,000, or $300,000 combined income for two years, with an expectation of maintaining or increasing it this year.
• Your net worth must exceed $1 million, excluding your primary residence.

Our hold period varies. Typically, we target a hold period of 3–5 years, although some deals may target as long as 10 years. The hold period is defined as the time between when the underlying property is acquired and when that property is sold and its proceeds are distributed to investors.