How Real Estate Investing Works
Structured process for accredited investors to access real estate investment opportunities.
SEC Regulation D Process
This process is designed to comply with SEC Regulation D, Rule 506(b), which permits private placement offerings to accredited investors only. All steps include proper regulatory compliance measures and investor protection protocols.
Investor Qualification
Qualification Process
Complete a brief form to verify your accredited investor status. We maintain a structured and compliant process.
What You'll Need:
- Basic financial information (income or net worth)
- Structured accredited investor self-certification
- Contact information and investment interest
Personal Consultation
Initial Consultation
Brief conversation to understand your investment goals and explain the opportunity. We keep it straightforward and informative.
What We'll Discuss:
- Your real estate investment experience and interests
- Overview of the current investment opportunity
- Basic risk factors and expected returns
- Next steps if you're interested
Property Review
Review Investment Opportunity
When we have a property under contract, we'll contact qualified investors with the opportunity details.
What You'll Receive:
- Property details and investment summary
- Expected returns and investment terms
- Risk factors and timeline
- Time-limited investment opportunity
Investment Process
Investment Process
If you decide to invest, we'll handle the paperwork to add you to the LLC and process your investment.
What You'll Sign:
- LLC operating agreement amendment
- Structured accredited investor certification
- Investment commitment form
- Basic risk acknowledgment
Ongoing Management
Ongoing Management & Reporting
Professional asset management with regular investor communication and performance updates throughout the investment lifecycle.
Investor Services:
- Regular performance updates and financial reporting
- Annual tax reporting (K-1 forms) and documentation
- Property updates and important communications
- Direct access to management for questions and concerns
How We Find Opportunities
Our deal-sourcing process and timeline for bringing opportunities to qualified investors
Property Sourcing
We actively search for and analyze potential investment properties
Under Contract
Once we have a property under contract, we create the investment opportunity
Investor Outreach
Qualified investors receive the opportunity with limited time to commit
Important Process Notes
Opportunity-Based: We only reach out when we have a specific property under contract, not on a regular schedule.
Time-Sensitive: Investment opportunities are typically time-limited based on contract timelines and financing requirements.
Qualification First: Complete your investor qualification to be notified of future opportunities as they become available.
Get Qualified for Future Opportunities
Complete your accredited investor qualification to be notified when new investment opportunities become available.