Common Questions

some of our most frequently asked questions:

HOW DOES PASSIVE OWNERSHIP WORK?

You can carry on with your everyday life while the money that you invested is working for you. In working alongside our team you have passive ownership in your investment, but do not have to deal with the day-to-day activities of being a business operator or asset manager-that is our responsibility. Your only obligation is your capital commitment to the deal.

Low Entry Barrier

Passive ownership gives investors access to investment opportunities, that would otherwise be unattainable. As a passive owner, you get to work with operating professionals that have the knowledge, team, and experience to execute on behalf of the ownership group.

Tax Advantage

Unlike stocks or REITs, passive owners of the business or real estate receive the same advantages as active owners. There are four ways that money is made in each transaction: cash flow, appreciation, loan pay down & depreciation (paper loss). Each year the ownership group is able to deduct losses from their income, relative to their ownership stake. It is called a phantom loss because you are able to deduct it, however, the property is producing revenue and experiencing appreciation in its value.

WHY ARE WE THE RIGHT COMPANY FOR YOU?

We take the extra steps to manage our investments. Like you, our team is invested in the same assets. That said, we only invest in where we see great upside and potential. On top of that, our operations teams will use your money every day to optimize your investments and create gains to give back to you.

WHO CAN INVEST?

We only consider working with accredited investors. This means a few things; you have a net worth of $1 million not including your primary residence. If you you do not meet that standard there are two more ways. You have an income of at least $200,000 in the past two years and is expecting to make that same amount again this year, if you don't make that requirement you can add your spouses income and must be at least $300,000 between the two of you.

WHAT CAN I USE TO INVEST?

There are many different options you can use to invest. Cash, self-directed IRA's, trusts, 1031 exchanges, 401k loans, and many more.

 
WHERE DO WE INVEST?

We invest in value add businesses and real estate that we believe will generate cash flow and equity growth over a 5-10 time horizon. This takes time, deep analysis, screening hundreds of opportunities, and vetting just as many operators. 

Put Your Money to Work,  So You Don't Have to

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