Investment Strategy
Proposed Plan
LOCAL PARTNERSHIP
VALUE-ADD STRATEGY
COMMUNITY ENGAGEMENTS
INVESTOR EXPERIENCE
Financial Solution
Receive monthly cashflow distributions
True equity ownership and appreciation
Depreciation and other tax benefits
Refinances & 1031 exchanges to compound your equity without taxable events
Product Offerings
Exit Strategy
Refinance
A refinance is not a taxable event. The higher stabilized net income can support a higher debt payment, resulting in a tax free return of capital back to investors. Investors then are able to still maintain “house equity” and continue receiving distributions and equity appreciation on their equity still in the property.
Capital Gain
On our 5 full cycle sales/exits, we achieve an average annualized return of 28%.
Investor receives their principal back + capital gains and combining that with the cashflow distributions throughout the investment, the total returns are much higher than traditional investments (stocks, bonds, mutual funds) as investors get paid 4 ways in private real estate offerings. (Cashflow, amortization/principal reduction, deprecation(tax shelter to pay no taxes on distributions & other income, capital gains).
1031 Exchange
We have successfully performed 3 1031 exchanges. Which is a legal which to trade into another property and deferred 100% of the capital gains. This is a great way to trade into better and bigger properties or markets while paying zero taxes.
