Investors
We offer private real estate investments to accredited investors. Request access, talk with our team and see how everything works before you decide anything.
Five steps, in order
Our offerings are open only to accredited investors. We verify this before we share anything about an offering.
Individuals and couples who meet the income, net worth or professional-credential tests in Rule 501(a) of Regulation D.
Offices that invest on behalf of one or more families and want a clear view of how each investment is run.
Companies, trusts and retirement accounts that invest through a legal entity or a custodian.
The SEC explains the definition on investor.gov (opens in a new tab)
Nothing is hidden and nothing is rushed. You can stop at any step before you subscribe.
Complete a short form with your contact details and a few notes on how you invest. Requesting access is not a commitment.What you need: Your name, email and how you hold investments.
A member of our team gets in touch to learn what you are looking for and to explain how we work and how the portal works.What you need: A little time to talk through what you are looking for.
We confirm that you qualify as an accredited investor and set up your profile and account in the investor portal.What you need: Details of the person or entity that will invest, and your accreditation information.
Regular written updates and annual tax documents.
Your capital account, documents, updates and tax forms in one place, each figure labeled and dated.
We invest in residential real estate through four strategies. Each is described on the home page in plain language, with its typical horizon and how investors take part. We do not publish targets or projections.
No. Requesting access is not an offer and creates no obligation for you or for us. It starts a conversation.
An accredited investor is a person or entity that meets the income, net worth or professional-credential tests in Rule 501(a) of Regulation D. We open our offerings only to accredited investors, and we verify status before we share anything about an offering.
Read the SEC explanation on investor.gov (opens in a new tab)
Minimums vary by offering. They are shared once you have access, together with the offering documents.
Three short steps. Requesting access is not an offer and commits you to nothing. A member of our team will reply personally.
All real estate investments involve risk, including the loss of principal. Investments in private offerings are illiquid and are not suitable for every investor.
Once your account is open you can review private offerings in the portal, read the documents and ask us questions. There is no obligation to invest.What you need: Time to read the offering documents.
If an offering is right for you, you subscribe and sign online and send funds by wire. After that you follow your investment, documents and updates in the portal.What you need: Signed documents and the wire instructions shown in the portal.
No. Private real estate investments are illiquid. Plan to stay invested for the full horizon of an offering, which is usually measured in years, and do not invest money you may need before then.
When an investment produces cash, distributions are paid as set out in that offering’s documents. Some investments make no distributions until a sale or refinancing. Timing and amounts depend on how the investment performs and are never promised.
Where an investment is held through a partnership or LLC, investors typically receive a Schedule K-1 each year. K-1s can arrive later than other tax forms, so talk with your tax advisor about timing. Each offering’s documents say which forms apply, and your forms are stored in your portal.
You can invest as an individual, jointly, or through an entity or trust. We collect the details of the investing party during onboarding.
Please ask us. Whether a retirement account can invest depends on the offering and on your custodian, and we confirm it with you before anything is signed.
After we verify you, we invite you to a private portal. There you review offerings, read documents, ask questions and sign online. After you invest, the portal shows your capital account, documents, updates and tax forms, each labeled and dated.
All real estate investments involve risk, including the loss of principal. Investments in private offerings are illiquid and are not suitable for every investor.
Read each offering’s documents carefully, and speak with your own financial, legal and tax advisors before you invest.