Investor Portal

FAQ

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The account creation and investment process are completed online via Realty Bits. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically. We will reach out to you after you register to set up an intro call.

The minimum investment is $50,000.

We do not officially call capital until we have suitable properties/operators identified. We do this to avoid cash drag. To get on our email list and be notified about funding announcements, you can contact us here.

Here is the step-by-step process:

  1. Register as an investor and review investment documents and details
  2. Schedule a call with us to get your questions answered and ensure investing with us is the right fit for you and your goals.
  3. Sign the subscription agreement online through DocuSign or print and sign.
  4. Verify your accreditation. Steps for this are laid out in the portal.
  5. Receive funding instructions and fund your investment through wire, ACH, or check.
  6. INVESTNOW receives your funds and deploys the funds directly to a commercial real estate Investment Property. 
  7. Your preferred return begins accruing from the date the Investment Property’s Escrow closes and the funding has been completed. 
  8. You will receive cash distributions, if any as set forth in the Operating Memorandum. 
  9. You will receive a detailed investment update withing thirty days (3) of the end  each quarter.
  10. You will receive closing announcements via email as new properties are added to your Fund.

The Property Investment is structured as an Limited Liability Company (LLC) in the state where the Prpoerty Investment is located. As an investor, you will own a membership interest in in the Property Investment LLC. Investors have direct ownership in the individual properties in the Property Investment LLC, giving you access to cash flow, and tax benefits. For full details of Property Investment LLC, please register and read through the PPMs and Operating Agreements.

No. However, interest can be transferred by gift or inheritance, usually to family members, by will or other official documents. There is not an open market for this investment, it is an illiquid asset. Please see the Operating Agreement for more details. It is important to get to know us and what you’re investing in before investing.
An investment in the Property Investment LLC should be considered long-term investment. The Investor is required to be in the financial position to enable an investor to hold their investment for the duration of the Property Investment LLC, which is projected for 5 to 7 years.
Multi-family Mixed Use acquisition of existing value-add or development properties.
The investor can invest with cash and through trusts, LLCs, and LPs. In addition, you can invest through self-directed IRAs, and self-directed 401(k)s if allowed by the terms of the Operating Agreement.

Our investments are open to approved, accredited investors. Since these offerings fall under Rule 506(c) of Regulation D, investors will be required to verify their accredited status through a third party such as a CPA, financial advisor, attorney, or a service like www.verifyinvestor.com.

Accredited Investors are individual investors who either have a net worth of at least $1,000,000, excluding 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. If you don’t qualify under that standard, you can choose to combine your income with your spouse and the new threshold for qualification would be $300,000.

In addition, entities such as LLCs, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

  • any trust, with total assets more than $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or
  • any entity in which all of the equity owners are accredited investors.

It is also important we ensure we are a fit for one another. This type of investing is not appropriate for every investor. To determine if commercial real estate investing is right for you, please schedule a call with us.
Source: Investor.gov

Disclosure Statement

The information contained on this page is for information purposes. It is not an offer to sell or a solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would violate any laws. The price and value of the investments referred to herein and the income from such investments may fluctuate. Investors may realize losses on these investments, including a loss of principal. We do not provide tax, accounting, or legal advice to our clients, and all investors are to consult with their tax, accounting, or legal advisers regarding any potential investment. The information and any opinions contained on this page are from sources that we consider reliable. We do not represent that such information and opinions are accurate or complete. Past performance is not indicative or a guarantee of future performance. Interested investors should review the Private Placement Memorandum (PPM) and Operating Memorandum (OM). All terms of this page are subject to the terms of the PPM and OM. Projected returns and various assumptions are subject to risks outlined in the PPM.

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