Typical investment accounts are as Individuals, Joint Accounts, Tenancy in Common, Entity Accounts (Trusts, Limited Liability Companies, Limited Partnerships, C Corporations, S Corporations) and individual retirement accounts such as IRA's and 401K's.

Yes, you can invest through your IRA and 401K! Please check with your current custodian provider to ensure that they will allow you to move your investment over to Equity Trust, whom we personally use. Equity Trust has been in business over 50 years. You can learn more about Equity Trust at www.trustetc.com. Our Client Success Manager is:

Amanda Sherman at (440) 348-9520

Email: a.sherman@equityinstitutional.com

Yes, you can invest using a 1031 Exchange.

For 1031 investors, they will invest in the syndication using a TIC structure. Investors need to identify their replacement property or properties within 45 days of closing on their existing rental or business-use property. They will need to complete the exchange within 180 days. Equity Trust works as the qualified intermediary, Exchanges should ideally be set up within a week or two before the closing date of their existing property, but we can set it up in less time. Reverse exchanges are essentially the purchase of TIC ownership in the deal would come first, then they would sell their existing property within 180 days.

You can learn more about Equity Trust at www.trustetc.com.

Our Client Success Manager is:

Matt Calhoun - Director at (239) 333-4461

Email: mcalhoun@midlandtrust.com

This link gives some general information for the different types of exchanges

This is the form that is filled out to begin a 1031 exchange with us

https://getequity1031.com/start-your-1031-exchange

As a partner in the LLC that purchases the properties, you will receive a “K-1”. A “K-1” is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.

An accredited investor, in the context of a natural person, includes anyone who:

• Earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR

• Has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

• Any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or

• Any entity in which all of the equity owners are accredited investors.

• For more information Find out more here.

In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

A Sophisticated Investor doesn’t meet the requirements of an Accredited Investor but they have investor experience. This could mean the person believes they have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

Yes. We currently only have investment opportunities that are open to accredited investors. You’ll need to register to view our current offerings. We always want to encourage you to reach out to us with your questions so we can help you become an accredited investor if you are not there yet.

Distributions are planned quarterly after the first 24 months traditionally. Please refer to the PPM to confirm distributions on the current offering.

Investor funds are used for the total acquisition cost of the property. This includes but is not limited to the down payment for the actual purchase of the property, acquisition fees, legal and transaction costs, capital improvements, and reserves.

Absolutely! Investors are allowed to visit the property before investing and during the life of the project. If you give us a heads up we can make sure someone is there to show you around and answer any questions.