No. Because real estate investments have a longer term time horizon, they are not as liquid as stocks and bonds.
$50,000 is the minimum investment in a fund.
A K-1 is similar to a 1099 and is an accounting of the yearly tax income. An investor will receive a K-1 for each investment made. K-1 forms are often used in partnerships and real estate ownership.
The benefits vary according to your own tax situation, but may include:
- Cash flows may be received without a current tax impact (tax depreciation deductions defer taxation, and depreciation rules are favorable to the investor)
- Distributions from refinancing events provide cash flows with no current tax obligation
- Section 1031 exchanges from other real estate investments into a multifamily housing can defer capital gains taxes and lever up your potential cash flows and returns
- When you sell your real estate investments, a significant portion of the gain may be taxed at favorable capital gains tax rates
- Real estate is an ideal estate planning vehicle. Your heirs’ future tax obligations are reduced due to the step up of basis to fair value at the date of death
- If you qualify as a real estate professional, paper tax losses can reduce current taxation on ordinary income
For more details on these potential benefits see The Tax Advantages of Residential Real Estate Investing. (Remember to consult with your own tax advisor before investing since the articles on this web site do not constitute tax planning advice.)
To invest you must be an Accredited Investor that has gone through our approval process.
Accredited Investors are individual investors who either have a net worth of at least $1,000,000 (not including the value of one’s primary residence) or have earned income over each of the last two years of at least $200,000 and have the expectation to make the same amount in the current calendar year. You may also qualify by combining your income with your spouse and the new threshold for qualification would be $300,000.
Investing in commercial multifamily apartments is not suitable for every investor. Before investing, we’ll make sure it will be a good match for one another.
There are a variety of ways you can participate in this type of investing. Some of the ways you can invest are with cash, through trusts, using truly Self-Directed Ira’s, 1031 Exchanges, and more.