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Frequently Asked Questions (FAQ)

RealtyWealth.com is a digital investment platform and marketplace, that has been developed for the Net Lease industry, and uses proprietary technology to make commercial real estate investing simple and more affordable to a large audience of accredited investors.

Through our investment platform RealtyWealth.com, we provide accredited investors the opportunity to pool their money with other accredited investors and to purchase shares in Net Lease commercial real estate across the United States. The investment opportunities are available to US-based and International investors.

The platform provides a turnkey investment approach to Net Lease Investing - we have a fully integrated online platform for making and managing investments, allowing our clients to review projects, fund investments and track them online through our extensive investment dashboard. The company generally focuses on ‘single-tenant’ Net Lease commercial real estate assets that provide long term, passive, stable income streams for our clients.

Investors can now enjoy the convenience of RealtyWealth.com’s digital investment platform and marketplace, while maintaining the ability to access institutional quality Net Lease investment opportunities for as little as $5,000.

The following video provides an excellent overview and highlights our differentiation from other real estate crowdfunding portals http://www.realtywealth.com/video-page 

Traditionally, the majority of Net Lease investors have been institutional - pension funds, insurance companies, public/private REITs including high net-worth investors and Net Lease investments have been largely unaffordable to smaller accredited real estate investors. Through our investment platform and marketplace, all Accredited and Foreign investors will now be able to select and make investments in pre-vetted, institutional quality, Net Lease assets directly through our website.

Net Lease properties generally provide a better yield than bonds, and are just about as safe and worry-free. Institutional investors’ interest in these assets continues to grow as they seek value and yield. Publicly traded REITs, in particular, are drawn more to single-tenant properties, as they try to attract individual investors who are also seeking lower risk returns.

Single-tenant Net lease (STNL) properties are generally ‘stand-alone’ commercial properties with a long-term (corporate guaranteed) lease in place, where the tenant pays for utilities and property taxes in addition to rent and insurance. For example – McDonald’s, Burger King and Drug Store Companies such as Walgreens and CVS are Tenants for Net Leased Properties as they prefer paying rent to investors as opposed to tying up working capital in ownership of the property.

In certain Net Leases the landlord may pay for maintenance, repairs including the property taxes or insurance. Net Lease properties require little to no management on the part of the owner, and only minimal oversight. The cash flow, in most cases, is dependable and in some cases rent bumps are written into the lease contract.

In the event that a crisis should happen, and the tenant goes out of business - an unlikely outcome in a building with a long-term net lease on it - the investors will still have a valuable, tangible asset in the underlying property. Investors are often able to write off property depreciation against Net Lease income.

The following video provides an excellent overview and highlights our differentiation from other real estate crowdfunding portals http://www.realtywealth.com/video-page 

RealtyWealth.com is geared towards accredited investors and provides a turnkey investment approach to Net Lease Investing for our clients in the USA and Internationally. We have a fully integrated online platform for making direct investments in Net Lease commercial real estate, allowing our clients to review projects, fund investments and track them online. Fully digital investing is now available through RealtyWealth.com, essentially making RealtyWealth.com a paper-free company.

Our platform is geared toward investors seeking properties in the $1M - $5M range who lack access to private equity funds and may be frustrated with the volatility of REIT’s. The company focuses on Net Lease assets that provide long term, stable income streams for their clients. Our goal at RealtyWealth.com is to streamline the process for our real estate investors by utilizing relationship management technology to make our investment platform and marketplace more efficient.

We prepackage everything on our platform to present to the investor as a turnkey investment opportunity. We do all the heavy lifting required so our clients don’t have to. RealtyWealth.com offers efficiency with a combination of expertise to offer passive, long term realty investments.

The investment process for making Commercial Real Estate Investments requires 4 Simple Steps:  

Step 1. Set-up Your Accredited investor Account

Sign-up and register – its free and easy. Once you have registered and verified, you will have access to all our exclusive, pre-vetted Net Lease investment opportunities.

Step 2. Browse and Select Net Lease Investments

Registered Accredited Investors can securely browse our marketplace and investor dashboard, offering detailed Net Lease offerings and investments.

Step 3. Confirm and Finalize your Net Lease Investment

When you are ready, have evaluated the properties offered and decided to participate, simply click on the investment opportunity and invest.

We are essentially a paper-free platform and all Investment and Legal Documents are electronically signed through our secure investment platform and funds transferred to our escrow account. Each investment has a targeted funding goal and until this goal is achieved, our investor’s funds remain in escrow. As soon as the goal is achieved, funds are released from escrow and the investor will own a share of that specific Net Lease property. If the goal is not achieved, 100% of our investor money is returned.

Step 4. Manage Your Net Lease Investments Online

Our investors have access to our extensive and secure investor dashboard and all investments and returns can be tracked online with regular updates being given including new investment opportunities.

The following video provides an excellent overview and highlights our differentiation from other real estate crowdfunding portals http://www.realtywealth.com/video-page 

Our Investment Platform is geared towards both High Net-worth (HNW) investors investing between $200,000 and $900,000 per deal and the underserved, smaller accredited investor (USA and international) - a largely untapped market and important investor pool who are seeking passive yield and we intend concentrating on $1M- $5m Net Lease property transaction size.

RealtyWealth is mobilizing new stakeholders and investors, and introducing the STNL market to these clients. It is estimated that over 8.7M Accredited Investors exist in the USA. We have access to a database of Foreign Investors including 2.6 million qualified South African investors and have recently secured a marketing deal with Juwai, the largest international property portal and market leader in China. We believe the investment opportunity is well suited and affordable to foreign investors looking to earn US dollar based income.

These investors may be frustrated with the volatility of REIT’s and may typically lack access to private equity funds. These investors may not have the ability to invest hundreds of thousands of Dollars towards the acquisition of even the smallest Net Lease property and/or may not wish to invest such a large sum of money into a single property with little diversity. The Net Lease market for this investor group is largely untapped and represents an important future investor pool for the industry.

RealtyWealth is strategically positioned to cater to these investors amidst the groundbreaking regulatory changes under Title II of the Jobs Act.

Through our investment platform, we intend making Commercial Real Estate and Net Lease investments available to the significant number of Accredited and Foreign investors who have, until now, been unable to invest or unaware of the opportunities within the Net Lease investment market. 

Our goal is to streamline the process for our real estate investors – we prepackage everything from offering memorandums to due diligence information and legal documentation to support the campaign and we present this online to the investor as a turnkey investment opportunity.

We provide a safe and secure online investment platform – from the strongest encryption software through Norton Secured to an FDIC insured bank account for investor fund protection. We make it both simple and extremely affordable for investors to invest and maximize their returns from Net Lease property investing, for as little as $5,000 investment.

We provide yield-driven investors an opportunity to pool their resources and invest their money in Net Lease real estate across the United States.

RealtyWealth.com has a team of professionals who have over 50 years’ experience in the Net Lease, Commercial Real Estate and Capital markets. They have worked with some of the largest corporations in the USA and internationally. Their expertise in, and dedication to investing for their clients translates into professionalism and knowledge that is second to none.

RealtyWealth provides investors in the USA and Internationally the opportunity to invest and participate in U.S based, Single Tenant Net Lease (STNL) commercial real estate investments, including equity and debt, for as little as US$5,000.

Whereas traditional real estate investments are valued by the underlying real estate, Net Lease property values are a function of factors including the lease rate, the tenants credit, length of lease and rental escalations and of course the real estate. This explains the stable valuations of Net Lease investments in the face of economic swings. Single tenant Net Lease (STNL) properties will maintain their value due to the bond-like, long term, corporate backed leases and tenant credit ratings.

There are typically few risks related to investing in Net Lease properties, tenants with non-investment grade credit profiles offer higher levels of risk but this translates into higher rates of return. Investors also need to consider the property fundamentals when investing such as the location of the Net Lease property and the ability to re-lease the property in the event that the tenant was to vacate the space or default.  

Net Lease properties make great all-weather commercial real estate investments. They are good investments in both good and bad economic times. As an investor, you know exactly who will be a tenant in your building, how long that tenant will be there and exactly how much rent they will pay you over the lease period. In many cases lease agreements will include rental bumps to account for inflation and other economic forces. That means investors will derive a predictable and steady income from your investment, regardless of how the economy or real estate market is performing.

Investing with RealtyWealth.com allows Accredited and Foreign Investors to passively invest in Net Lease commercial real estate for as little as $5,000. Traditionally, Net Lease investors have been pension funds, insurance companies, public/private REITs including high net-worth investors and largely unaffordable to smaller accredited real estate investors.

RealtyWealth is an aggregator of a NEW pool of investors for the STNL market. This includes the vast majority of the 8.7 million US Accredited Investors that have no idea what a STNL or NNN property is, in addition to our foreign investors from China, South Africa, India and Latin America.

The following video provides an excellent overview and highlights our differentiation from other real estate crowdfunding portals http://www.realtywealth.com/video-page 

Not all - some Net Lease properties are retail shopping centers. Many grocery store chains fall into this category. Publix, Kroger, Trader Joe’s and some department stores also are attached in a Retail Shopping Center. Other Net Lease properties are freestanding (Single Tenant) buildings such as many Walgreen’s, CVS, Starbucks, Burger King, Taco Bell or McDonald’s.

A ground lease is generally a long-term lease of land in which the tenant is allowed to occupy and develop the land during the lease period. After the lease expires, the land with all improvements, buildings and other structures will be restored to the owner. Ground leases are typically long term Net Leases where the tenant pays all expenses except debt service.

Some investors prefer ground leases because they don’t need to use their own capital to build and improvement the commercial property, yet the Investor ends up owning the improvements on termination of the lease. Many Tenants prefer ground leases because a ground lease can reduce the tenant’s cost of development by eliminating land acquisition costs.

Investing in any real estate investments can be risky. RealtyWealth provides a safe and secure online investment platform and marketplace for making investments and each Net Lease investment opportunity has a unique fundraising goal and until this goal is attained, your investment remains safe and secure in a FDIC insured bank account.

The following video provides an excellent overview and highlights our differentiation from other real estate crowdfunding portals http://www.realtywealth.com/video-page 

Depending on which structure you choose to invest through the RealtyWealth.com platform (equity or debt), you will either receive dividends or interest payable quarterly on your investment.

For Equity investments Schedule K-1's will be issued by the LLC on Income earned on an annual basis to the members, so that the member parties can report the information and pay any asscociated income tax on their own returns.

For Debt investments a 1099 will be issued by the LLC on Interest earned on an annual basis to the members, so that the member parties can report the information and pay any asscociated income tax on their own returns.

Please consult with your tax advisor to determine tax implications of any proposed investment.

Yes, currently our minimum investment is $5,000 per investment. This may vary for future transactions. There is no maximum amount for investment and/or limitations on how much investors can invest.

Each Net Lease property investment is purchased through a special purpose Limited Liability Company (LLC) or Delaware Statutory Trust (DST). As an investor, you will own shares or preferred units in the specific LLC or DST and will derive the long-term benefits including limited financial exposure and tax at an entity level.

Yes, international investors can invest through RealtyWealth.com and we can assist foreign investors in setting up the appropriate investment entity and tax structure for investing.

Did you know that Foreign Direct Investment Allowance for South Africans has increased from R5million to R11million per person per calendar year (over 18 years old)?

Yes, we have partnered with an investment company that has a platform that allows investors to invest with retirement dollars via self-directed IRA’s.
Yes, you can invest through a LLC or Trust. We are required to verify the entity and will need additional information on the entity prior to investment.
If the goal amount is not achieved, 100% of our investor’s money and investment deposited in Escrow, will be returned.

RealtyWealth offers various types of Net Lease property investments with different risk profiles – ranging from length of lease periods, rent yields and lessees to geographic location. These are private real estate transactions that have been thoroughly assessed by RealtyWealth’s team but they are not traded on public stock exchanges and are not "liquid." Investors will receive returns on investments as distributed.

This includes quarterly distributions on income and capital as and when the property is sold. Certain Net Lease investments will be entered with shorter term exit strategies in mind which will be communicated to investors.

We are serious about protecting personal information and require investors to register on our platform, using Secure Socket Layer (SSL) encryption for all online transactions. We use the strongest encryption software through Norton Secured to protect our investor’s personal information.

No, each investment opportunity has a unique fundraising goal and timeframe (normally between 30 - 45 days) within which to raise the equity, and investors funds remain safe and secure in an FDIC insured escrow bank account until deployed. 

If the goal is met, the investment process is complete, transfer takes place through the Seller's title company and our investors become owners / stakeholders in the property. If the goal is not met then 100% of the money raised is returned to the investors and the transaction cancelled.

The investment platform is only open to Accredited and Foreign investors, and SEC regulations require us to take reasonable steps in verifying that all our investors are either Accredited and/or Foreign Investors.

Rule 506(c) allows RealtyWealth to raise an unlimited amount of funds from accredited investors (subject to conditions of the rule) and under SEC rules, companies can generally solicit their offerings under rule 506(c).

The Regulation S Offering (Reg. S) is an exemption designed by the SEC for companies seeking to raise capital from investors located OUTSIDE of the United States. A regulation S offering under the Securities Act of 1933, as amended (the "Securities Act") is a safe harbour rule that defines when an offering of securities would be considered an "offshore transaction" so as not to be subject to the registration obligations imposed under Section 5 of the Securities Act.

RealtyWealth advises that all potential investors consult with their accountant or attorney before investing with RealtyWealth.com.

A major benefit of investing through a special purpose vehicle like a LLC is that it allows taxation as partnerships and thus allows profits, losses and depreciation to be passed through to investors. Depreciation, structured equity, loan accounts and capital accounts are powerful tax planning tools.

Schedule K-1's will be issued by the LLC on an annual basis to the members, so that the member parties can report the information and pay any asscociated income tax on their own returns.

The SEC’s repeal of the ban on general solicitation relates to accredited investor-only offerings under Rule 506(c) of Regulation D. The 506(c) exemption program, which was activated on September 23, 2013, allows for the company to engage in general advertising and solicitation of accredited investors for securities offerings. Accredited investors are defined as individuals with greater than $1 million net worth excluding their primary residence OR individuals with an income of $200,000+ in the last two years, with the expectation of the same in the current year or $300,000+ joint-income including their spouse. Rule 506(c) offerings are not crowdfunding offerings under the JOBS Act. Crowdfunding is embodied in Title III of the JOBs Act. The repeal of the ban on general solicitation in all accredited investor Rule 506 offerings appears in Title II of the JOBS Act. Therefore the SEC’s repeal of the ban on general solicitation is not what is referred to as crowdfunding under the JOBS Act.

Traditionally the majority of Net Lease investors have been institutional including high net-worth individuals, family offices and hedge funds. This has made Net Lease investing largely unaffordable and inaccessible to smaller accredited investors.

Net Lease real estate investing generally provides a better yield than corporate bonds and is arguably about as safe, passive and worry-free. Many investors have previously owned other types of real estate but are looking for investments that require less maintenance and supervision, offer predictable returns due to the long-term nature of the leases, provide for depreciation and which include the opportunity for growth in cashflow and value.

The following video provides an excellent overview and highlights our differentiation from other real estate crowdfunding portals http://www.realtywealth.com/video-page 

STNL properties require little or no management on the part of the investors/owners and only minimal oversight. In most cases, the tenant is responsible for taxes, insurance, maintenance (and in Triple Net Lease (NNN) roof and structure).

Net lease properties offer predictable returns due to the tenant's long term lease responsibilities and an opportunity for growth in cashflow and value due to the built in rent escalations. Net Lease properties have the ability to access 50 - 75% loan-to-value debt financing from banks, due to the predictable cashflows, which can provide a high internal rate of return relative to the low investment risk.

The following video provides an excellent overview and highlights our differentiation from other real estate crowdfunding portals http://www.realtywealth.com/video-page 

Investing in any real estate can be risky! However Net Lease Properties are considered by many investors to be one of the least risky of all commercial real estate investments. Net Lease properties generally involve long-term leases with tenants that are considered investment grade.

Net leased properties appeal to a wide variety of buyers, from high net worth individuals to institutional investors like real estate investment trusts, life insurance companies and pension funds. Traditionally this has been the norm, however with RealtyWealth.com, all accredited investors can now consider making investments in Net Lease properties to maximize their returns. Net Lease properties are also very attractive to investors who need to do a 1031 tax-deferred exchange.

Net Lease Tenants may include Office, Warehouse, Industrial or Retail properties. RealtyWealth concentrates currently on the Retail sector, including Pharmacy & Drug Store companies such as Walgreens and CVS, quick servoce restaurants like Burger King, McDonald’s and Wendy’s, financial tenants such as Bank Of America and Wells Fargo and retail operations such as Dollar Store. Virtually any retail company may be engaged in Net Leasing. Realtywealth also concentrate on Single Tenant, free-standing properties in order to assess and manage the risk of each investment.

The Regulation S Offering (Reg. S) is an exemption designed by the SEC for companies seeking to raise capital from investors located OUTSIDE of the United States. A regulation S offering under the Securities Act of 1933, as amended (the "Securities Act") is a safe harbour rule that defines when an offering of securities would be considered an "offshore transaction" so as not to be subject to the registration obligations imposed under Section 5 of the Securities Act.

A regulation S offering (Foreign Direct Public Offering) only exempts the issuer from the registration requirements. It does not exempt the issuer from anti-fraud provisions.

There are two main requirements in using a Regulation S offering. The first is the offer and sale of the securities must be in legitimate offshore transactions. Under a Regulation S offering, you may not offer or sell any securities to a U.S. citizen or resident even if that person purchases the securities abroad. Also, the sale must not be done for the purpose of secretly selling the securities to a U.S. investor. The second requirement under Regulation S is that there cannot be any directed selling efforts in the United States. Generally, this means you cannot advertise the offering in a publication where the circulation crosses over to the U.S.

A regulation S offering provides two exemptions or safe harbors from U.S. securities registrations: an exemption for the initial sale and another exemption for the resale of securities after they are held for a period of time example normally one year.

An important advantage of using Regulation S is we are able to advertise in the foreign markets in newspapers and other publications. Under Regulation S we are allowed to hold seminars, road shows and engage in other general solicitation outside of the U.S. (in compliance with the foreign countries' securities laws).

Also, Foreign Direct Public Offerings (Regulation S) are not integrated with Section 5 public offerings or Reg. D Private Placement Offerings. Reg D offering documents contain rules which apply to U.S. transactions. Regulation S offering documents contain rules which apply to foreign transactions only. Therefore, you can conduct simultaneous Private Placement Stock Offerings (Reg. D for U.S. investors) and a Foreign Direct Public Offering (Reg. S for non-U.S. investors) without jeopardizing either exemption. Also, Regulation S (non-U.S.) investors are treated the same way as accredited investors for the purpose of determining compliance with the 35 non-accredited investor limitation outlined in Reg D U.S. private placements.

US Tax law requires that a non-resident alien who sells an interest in US real property is subject to withholding, for tax purposes, of 10% of the gross sales price (i.e. $30,000 on a property with a sales price of $300,000). The withheld amount is required to be forwarded to the IRS, by the Closing Agent, within 20 days of the date of closing. These funds are held until the IRS is satisfied that all taxes due by the non-resident are paid. In order to apply for a refund you can either:-

File US tax returns for each year that rental income was received, reporting all income and expenses; file a final US tax return in the year following the year of sale, to report the sale and recover the balance of cleared funds. This process can take up to eighteen months depending on when, during the tax year, the property is sold.

File prior year tax returns (where required) plus an application for early release of cleared withholding on or before the date of closing. By making this submission, the 10% withholding remains with the Closing Agent whilst the IRS processes the Withholding Application and issues a Withholding Certificate for the cleared funds – usually around 90 days.

Please note that applying for and receiving a Withholding Certificate does not eliminate your requirement to file a final US income tax return to report the sale transaction. In fact, when your final tax return is filed you may receive a further tax refund depending on the number of owners and length of time that the property was held.

In order to ensure a timely release of your funds it is extremely important that the following is obtained PRIOR to closing:-

  • Buyer’s names, address and SSNs – if US Citizens
  • Buyer’s names, address and ITINs – if non residents

Or, if the buyers are non-residents and do not have ITINs, the buyer’s completed Form W-7 (one per buyer) and authenticated copy of the picture page of their passport(s).

Our general acquisition criteria below:

- Single tenant NNN retail properties (will look at medical as well)
- Minimum rate of return (cap rate) of 6,5% or better
- Long term leases – min. 8 years remaining on the lease (or guarantee of renewal)
- Retail properties situated in major US metropolitan areas
- Creditworthy tenants – investment grade (bank/institution) fundable
- Corporate guaranteed leases or strong franchisee
- Leases with rental bumps – preferably every year/two years

Our focus is generally on the smaller STNL properties in the $750K – $5M range. We do occasionally have requests from larger investors and Family Offices for bigger deals up to $30M.

Each investment opportunity has a unique fundraising goal and timeframe (normally between 30 - 45 days) within which to raise the equity, and investors funds remain safe and secure in an FDIC insured escrow bank account until deployed. 
 
If the goal is met, the investment process is complete, transfer takes place through the Seller's title company and our investors become owners / stakeholders in the property. If the goal is not met then 100% of the money raised is returned to the investors and the transaction cancelled.

While those are all fine escrow agents for most purposes, they are not allowed for securities transactions (equity or debt).

SEC Rule 15c2-4 requires that funds raised in private securities offerings be held in an FDIC bank escrow until funding contingencies occur.

We currently use FundAmerica to ensure compliance with regulations while keeping costs under control.

 

A entry level Limited Liability Company (LLC) with a bank account in the US will cost you (once-off cost) between $750 to $1,500. You can also use this structure for multiple real estate investments in the US, saving you ongoing operational expenses.

The IRS provides an important exception to capital gains taxation, made-to-order for real estate investors: If you own an investment property, you can sell your property at a profit and roll your money over into another property within 60 days without having to pay capital gains taxes at all – a transaction known as a 1031 Exchange, named for the section of the U.S. Revenue Code that allows it. It has to be a property of “like kind.” You cannot swap your rental property for a personal residence, or vice versa. For this reason, these exchanges are sometimes called like-kind exchanges.

 

The 1031 exchange makes it possible for real estate investors to defer paying capital gains tax almost indefinitely – which is another advantage over investing in mutual funds, stocks, bonds and other securities or collectibles. Outside of a retirement account, you have to pay tax on gains in these items by the April 15th in the year after you sold them.

There are a number of reasons the LLC is preferred as the entity for ownership of crowdfunded real estate:

 - An LLC that has NOT elected to be taxed as a corporation is a partnership for federal tax purposes.  The members (owners) in an LLC get both the benefit of protection from personal liability and the tax benefits of partnership tax law 

- The LLC provides the protection from personal liability to all members (including managers of the LLC), like a corporation

- While the sale of corporate property and liquidation of a corporation can generate two levels of tax on shareholders, the LLC taxed as a partnership exposes the members to only one level of tax.   

- Partnership tax treatment does present accounting and tax challenges for an LLC, such as the deemed liquidation of the LLC in the event 50% or more of the ownership is transferred within a 12-month period.  However, the passive investment nature of real estate allows for planning and thoughtful implementation of any change so that potential tax problems can be addressed.  

- Partnership tax treatment does present accounting and tax challenges for an LLC, such as the deemed liquidation of the LLC in the event 50% or more of the ownership is transferred within a 12-month period.  However, the passive investment nature of real estate allows for planning and thoughtful implementation of any change so that potential tax problems can be addressed.  

- Real estate is most often a straight-forward investment so that an interest in an LLC owning real estate is often attractive to other members and to outside investors.  

- Many real estate investments avoid the gross receipts tax, which does not apply until gross receipts hit $250,000, because gross receipts from the property are below that threshhold, except in the year of sale of the property.   

- Creditors of members of an LLC, like creditors of partners in a partnership cannot get at the assets of the LLC, and cannot step into the shoes of the member without complying with the steps required in the LLC Operating Agreement.  

- A creditor who has a judgment against a member of an LLC cannot take over the LLC interest of the member even after foreclosure unless the operating agreement or a majority of the other members allows the creditor to do so, while the foreclosing creditor of a shareholder of a corporation can become a shareholder of the corporation.  

- The California LLC law allows flexibility in structuring an LLC to fit the management and ownership needs of the particular investors. In contrast, corporations have a set structure determined by the California Corporations Code, with little flexibility in ownership rights and management.  

- The members of an LLC in which the only activity is ownership and leasing of investment real property (rather than dealing in real estate as a business) are not subject to the self-employment tax.  An LLC used for “trade or business” activities often subjects its members to self-employment tax.  

- When the real estate owned by an LLC that has NOT elected to be taxed as a corporation is sold, the tax treatment is that of liquidation of a partnership, with one level of tax on the partners, based on partnership tax law.  

- The LLC can be owned by members who are corporations, trusts, or any other type of person or entity, without disturbing the tax status of the LLC.  In contrast, an S corporation can lose its status as a pass-through entity if any shares of stock in the S corporation are transferred to a corporation or other type of person or entity not permitted as an S corporation shareholder. 

 

Distribution depends on each investment, but are typically processed to the investor on a quarterly basis on the underlying investment property and K-1's on an annual basis

Distribution depends on each investment, but are typically processed to the investor on a quarterly basis on the underlying investment property and K-1's on an annual basis

Our mission is to make net lease investing as transparent and simple as owning stocks and bonds. Our Asset Management services are completely customized for individual investors from providing quarterly investor reports on individual properties to being involved in the day to day operation of property funds with multiple properties and everything in between.

Some of the services we can provide are:
  • Complete books and records
  • Conformity to US GAAP/IFRS
  • Rent Collection/Paying of invoices
  • Annual Budgeting and CAM Reconciliations
  • Cash Distribution Management
  • Partnership Agreement Compliance
  • Tax Compliance
  • Lease Administration
 
  • Property Valuations (Quarterly/Annually)
  • Adherence to GIPS reporting standards
  • Partnership Accounting
  • Portfolio Accounting
  • Market Analysis
  • Transaction support and due diligence
  • Site visits and inspections
  • Monthly/Quarterly Investor Reporting
  • Online access to all property documentation and records

Our mission is to make net lease investing as transparent and simple as owning stocks and bonds. Our Asset Management services are completely customized for individual investors from providing quarterly investor reports on individual properties to being involved in the day to day operation of property funds with multiple properties and everything in between.

Some of the services we can provide are:
  • Complete books and records
  • Conformity to US GAAP/IFRS
  • Rent Collection/Paying of invoices
  • Annual Budgeting and CAM Reconciliations
  • Cash Distribution Management
  • Partnership Agreement Compliance
  • Tax Compliance
  • Lease Administration
 
  • Property Valuations (Quarterly/Annually)
  • Adherence to GIPS reporting standards
  • Partnership Accounting
  • Portfolio Accounting
  • Market Analysis
  • Transaction support and due diligence
  • Site visits and inspections
  • Monthly/Quarterly Investor Reporting
  • Online access to all property documentation and records

Our mission is to make net lease investing as transparent and simple as owning stocks and bonds. Our Asset Management services are completely customized for individual investors from providing quarterly investor reports on individual properties to being involved in the day to day operation of property funds with multiple properties and everything in between.

Some of the services we can provide are:
  • Complete books and records
  • Conformity to US GAAP/IFRS
  • Rent Collection/Paying of invoices
  • Annual Budgeting and CAM Reconciliations
  • Cash Distribution Management
  • Partnership Agreement Compliance
  • Tax Compliance
  • Lease Administration
 
  • Property Valuations (Quarterly/Annually)
  • Adherence to GIPS reporting standards
  • Partnership Accounting
  • Portfolio Accounting
  • Market Analysis
  • Transaction support and due diligence
  • Site visits and inspections
  • Monthly/Quarterly Investor Reporting
  • Online access to all property documentation and records