INVESTOR'S FAQ
This page addresses the most common questions from private wealth investors considering our Regulation D 506(c) multifamily partnerships. Family offices typically engage with us directly, and we’ve created a dedicated Family Office FAQ for their unique priorities.
Private wealth investors will find details below on our structures, minimum commitments, distributions, return expectations, and tax reporting. To begin a partnership, please see “How do I get started?” for next steps.
Q: What types of investors do you work with?
A: We partner with family offices and private wealth investors, typically those with ultra-high-net-worth capacity, who share a long-term vision and the ability to scale across opportunities. Our approach is best suited for those who prioritize wealth preservation, disciplined execution, and alignment over multiple investments rather than one-off transactions. By focusing on partners with scale, we ensure each relationship has the foundation to grow meaningfully over time.
Q: What is the minimum investment amount?
A: We typically accept commitments starting at $500,000. This threshold reflects our focus on family offices and private wealth partners who can scale across multiple opportunities.
Q: How are investments structured?
A: Our investments are offered under SEC Regulation D 506(c), which allows us to partner exclusively with accredited investors. We typically structure opportunities through single-purpose entities (SPVs) or joint ventures, and in certain cases tenants-in-common (TICs), depending on partner needs and tax considerations. This flexibility ensures alignment with the preferences of family offices and private wealth investors who have the ability to scale across multiple opportunities.
Q: What returns do you target?
A: We target mid- to high-teens internal rates of return (IRR) on a risk-adjusted basis, with an equity multiple (EM) of approximately 1.7x to 2.0x over a typical hold period. While returns vary by asset and market cycle, our disciplined underwriting and operational oversight are designed to balance wealth preservation with attractive long-term growth.
Q: How often are distributions made?
A: Distributions are generally made quarterly once a property has stabilized, subject to performance and capital strategy. While timing may vary across assets, our priority is balancing steady income with long-term capital growth.
Q: What is the typical hold period?
A: Our typical investment horizon is 3 to 7 years, depending on market conditions and business plan execution. This timeframe allows us to optimize returns while maintaining flexibility for strategic exits.
Q: What tax documents will I receive?
A: Partners receive annual Schedule K-1s from our SPVs, typically delivered in Q1, and prepared with the accuracy and timeliness required for family office and private wealth reporting. We also coordinate directly with investors’ tax advisors when needed to ensure seamless integration with broader family reporting.
Q: How do you approach exits?
A: We underwrite each investment with a defined business plan and disciplined exit strategy, typically targeting a 3–7 year hold. At exit, capital can either be realized or, when available, reinvested through a 1031 exchange or new co-investment opportunity. Our priority is to balance liquidity, tax efficiency, and long-term wealth compounding for our partners.
Q: How often will I receive updates?
A: We provide quarterly written reports, supplemented by quarterly investor calls. These updates cover property performance, market context, and business plan execution. We remain accessible for direct communication at any time.
Q: How do I get started?
A: The first step is to apply for partnership access by completing the form in our Capital Partnerships section under Gaining Access to Our Investment Opportunities. Once we review your information, we will schedule an introductory call to ensure alignment. We move forward only after confirming that our approach supports your objectives and that you have the capacity to scale with us over time.