It begins with a conversation about the investment types that interest you and the projects that catch your eye.

As I get to know your investment preferences I will keep matching opportunities in front of you.

When a project stands out to you, let me know and I’ll reserve your placement, based on your tier, in the order of interest.

First Tier
Current investors.

Second Tier
Perspective investors who have sent in funds.

Third Tier
Deal Desk members.

Fourth Tier
New Investors.

As a project advances, you will make a commitment to fund which ranges from simply a commitment letter to a deposit.

Deposits follow the terms of our presubscription agreement and remain fully yours until you decide to commit at buy-in.

Deposit is formalized with our presubscription agreement, and you’ll receive statements to keep track.

As a deal matures and it is time to deploy your investment, you'll receive a comprehensive set of documents for your review for official buy-in.

Private Placement Memorandum
A thorough analysis of the opportunity and risks.

Operating Agreement
A detailed guide on how the LLC you'll own a part of will be managed.

Subscription Agreement
Secure your investment by eSigning this final document.

Stay connected with regular updates on the project’s progress and your investment’s performance.

And whenever you’d like to visit your property, we’ll be more than happy to host you.

Keep an eye on your mailbox for distributions and your year-end K-1 for tax purposes.

And remember, real estate offers significant tax advantages—be sure to consult your CPA to explore how it can benefit your situation.