Gaining Access to Our Investment Opportunities
We've designed a clear and structured process to ensure alignment and transparency every step of the way:
1. Submit the Form: Fill out the investment form to express your interest in accessing our investment opportunities and establishing a strategic Investment partnership with us.
2. Schedule a Call: Connect with Ellie Perlman, our CEO, or request follow-up information via your preferred communication method. Only vetted partners will be granted access to our investment offerings.
3. Review Materials: Gain access to comprehensive details on our current investment opportunity, including financial projections, business strategy, and timelines. Carefully review all materials and reach out with any questions.
4. Make Your Commitment: Confirm your participation and secure your investment position.
5. Wire the Funds: Transfer your investment funds securely.
6. Verify Accreditation Status: Confirm your accreditation status to comply with SEC regulations.
By following these steps, you'll gain access to institutional-quality investments alongside Blue Lake Capital and experienced family offices. Our curated opportunities are designed to deliver strong returns and foster long-term, successful partnerships.
Throughout The Holding Period
Once you invest with Blue Lake Capital, we remain committed to providing full transparency and proactive communication throughout the holding period. Our goal is to ensure you stay informed and confident in your investment while maximizing the financial benefits of real estate ownership. Here's what you can expect
- Monitor Performance: Stay updated on your investment's progress with monthly performance updates and quarterly financial reports that provide insights into asset performance, market conditions, and key operational milestones.
- Annual Investor Reports & Calls: Each year, you'll receive a comprehensive investor report outlining the property's financials, business plan execution, and future outlook. Additionally, we host an annual investor call where we provide deeper insights, discuss market trends, and address any questions.
- Ongoing Communication: We believe in open and transparent communication. You'll have access to regular updates, and our team is always available to answer any questions about your investment.
- Receive Distributions: Enjoy quarterly distributions, allowing you to benefit from consistent passive income while your investment continues to appreciate.
- Maximize Tax Benefits: Each April, you'll receive a K-1 tax document, which details your share of the property's income, losses, and deductions. Real estate investments offer significant tax advantages, including bonus depreciation, which may offset taxable gains, and passive loss deductions that may reduce your overall tax liability.
With this structured approach, you'll always have a clear understanding of your Investment's performance and how to leverage its financial and tax advantages for long-term wealth building
Exiting The Investment
Our investment strategy is designed with a clear exit plan to maximize returns and create opportunities for continued wealth growth. Once the business plan is fully executed-typically within 3 to 5 years-or when market conditions are optimal, the asset will be sold. At that point, you have two options:
- Keep Your Returns: Enjoy the full financial benefit of your investment, whether you choose to reinvest, diversify your portfolio, or use the returns however you see fit.
- Leverage a 1031 Exchange to Keep Growing Your Wealth: When applicable, you can defer capital gains taxes by rolling your investment into a new property through a 1031 exchange. This strategy allows you to preserve and compound your wealth while continuing to benefit from real estate's powerful tax advantages.
Our team will guide you through the exit process, ensuring a seamless transition and helping you make the most strategic decision based on your investment goals