Private Equity
Multi-family
Real Estate
Investments

Invest with IRA.

Why use an IRA to Invest

Real estate has historically been a multi-generational builder of wealth. That continues to be true when you invest in real estate through your Self-Directed IRA. Unlike traditional IRAs, in which the beneficiaries have to distribute the value of the entire IRA over ten years. A Self-Directed IRA can utilize what’s known as “stretch” provisions to pass the tax-free Roth IRA growth on to heirs over the beneficiary’s entire lifetime.

Diversification Benefits

Investing with your Self-Directed IRA (SDIRA) enables more diversification. Most retirement IRA accounts are tied up in traditional stocks, bonds, ETFs, and mutual funds. Investing with an SDIRA account, you gain access to more investment opportunities. In addition, deploying capital in assets not tied to the stock market, such as real estate, is an excellent hedge against the volatility in the equities markets. 3, 4

Tax-Free or Tax-Deferred

Becoming a Self-Directed IRA investor offers tremendous tax advantages when you invest in real estate. For example, you will not have to pay taxes on contributions or earnings for a Self-Directed Traditional IRA until you start taking distributions during retirement. Or, if you invest with a Self-Directed Roth IRA, your earnings will appreciate tax-free, allowing you to enjoy your profits without hassle from the IRS.

Secure Future and Legacy

Self-Directed IRA rules protect your retirement savings from debt collectors, which means investments held in these accounts are more safeguarded. Self-Directed IRA rules also allow you to leave these savings to your heirs, so successful investing could represent a significant inheritance for your children.

IRA, ROTH, SEP, Keogh, 401k

What you may not know is that you can easily switch to and invest with Self-Directed IRA. You are not limited to traditional IRAs and can switch over with Roth IRAS, SEP or Simplified Employee Pension IRAs, or a Simple IRA. You can also roll over a 401k from your current or previous employer. It is a fantastic opportunity to maximize the value of your 401k.

Retirement Investments

Many retirement account holders have accounts with Vanguard, Fidelity, Charles Schwab, and Equity Trust. To have a self-directed IRA, you'll need to contact your IRA custodian and ask to become self-directed. For example, suppose you had a 401k Fidelity or a Vanguard Roth IRA account. In that case, you request that you would like to become self-directed.

Why Real Estate?

Cash Flow

Assets produce cash flow by collecting rents from their tenants. Commercial real estate has historically delivered higher income returns than other major asset classes. 1, 2

Stability

Commercial real estate has delivered higher returns than both equities and bonds. It's also at the lower end of the risk spectrum than equities —which means less volatility. Commercial real estate makes risk-adjusted returns more favorable than these other asset classes. 1, 3

Inflation Hedge

Commercial real estate has historically provided overall returns that have exceeded inflation. Rent escalation clauses in many leases and organic rental growth can offer a reliable inflation hedge. 4, 5

Tax Benefits

There are many tax benefits to use to our advantage. One of them is depreciation, a tax write-off that can deduct a certain amount of income taxes each year.

Leverage

Leverage is the use of debt to multiply the potential returns on investment. For example, we could leverage the purchase of a $100MM asset with $25MM.

Appreciation

Appreciation is the increase in the value of an asset over time. There are many ways an asset can appreciate, such as the increase of NOI (net operating income) through value-add opportunities.

What We Do.

Real Estate Investments

Our investment funds are hyper-focused on generating long-term risk-adjusted returns for our investors. We uncover value by identifying assets based on formulated criteria and enhancing their performance by targeted analytical value-add initiatives. We strive to have our assets be a projected community for people to live, work, learn, and play. Join us by becoming a private equity partner in our real estate funds, and add to your wealth, retirement, and, most of all, your legacy.

High-value Impact

We aim to create high value by investing in strategically selected assets. Our capital, analytical insight, and technological knowledge drives innovation that unlocks the asset's true potential. As an investor, you'll be a part of improving the communities that our investments are in and changing the real estate landscape into a projected future that benefits all. We are committed to creating a high-value impact for our investors and people in and around our investments.

Due Diligence

Our investment approach is based on a disciplined due diligence process that measures risk and identifies critical metrics for increased value. Our system helps maximize profit by improving processes across varied elements of an asset's operations and improving the assets through value-add initiatives. The returns that these investments earn for our investors, such as HNWI, pension funds, academic and charitable institutions, governments, and other institutions. Help secure and grow the assets needed to support wealth building, retirees, and essential fund programs.

Why You Should Invest.

Compete Against Inflation

Inflation indicates a decrease in the purchasing power of a nation's currency. What this means is that your money right now is potentially decreasing in purchasing power. For example, if inflation is at 3.58% and you have $100, you now have the "buying or purchasing power" of $96.42, even though you still have $100. It only gets worse with the more money you have. For example, if you have $1,000,000 not being invested, you've just lost $35,800 of buying power! Commercial real estate has historically provided overall returns that have exceeded inflation. 4, 5

Be a Partner, not just an Investor

When you invest in our fund(s), you become a partner with us. We take our partnerships seriously and strive to be positive, ethical, responsible, and fiduciary partners. We expect our potential investors and partners to do the same. We hope to build life-long relationships and create wealth for generations to come.

Insured Physical Assets

Assets are insured so that investments are better protected. It's also a real tangible, physical investment unlike stocks and, to some extent, bonds. This by no means an indication that there are no risks involved in investing.

Direct Savings

We provide shares directly to you, the investors! There are no broker fees, dealer fees, or middlemen.

Accredited Investors.

Who Is An Accredited Investor?

Note: You may be able to qualify as an accredited investor with your retirement account if that account meets any of the requirements.
  • Any natural person who earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR
  • Any natural person who has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), OR
  • Any natural person who holds in good standing a Series 7, 65 or 82 license.
  • Any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person, OR
  • Certain entity with total investments in excess of $5 million, not formed to specifically purchase the subject securities, OR
  • Any entity in which all of the equity owners are accredited investors
  • For current accredited investor requirements and more information visit www.investor.gov