Real estate syndications are group investment opportunities. As a limited partner/passive investor in a real estate syndication, your capital is invested alongside other investors in a single commercial asset (i.e., a 240-unit apartment complex in Dallas, Texas).
The best part about passively investing is you don't have any other responsibilities – you get to leave the hard work to us! We, alongside other General Partners in the deal will actively manage the asset and execute the business plan.Yes. As a multifamily investor, you can get the tax benefits of property ownership, including *accelerated depreciation through cost segregation, which can help lower the taxable passive income you receive.
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*Cost segregation identifies costs that would typically be depreciated over 27.5 years and reclassifies them to permit a shorter, accelerated depreciation method. This segregation model leads to substantial tax savings for the investor versus the standard depreciation model.
Every year, you’ll receive a Schedule K-1 tax form for your tax filings. This form will report your income and losses for the investment.
There is an opportunity to apply the losses against your ordinary income if you are a real estate professional.
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DISCLAIMER: SR Equity Group, its partners, and its representatives do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your tax, legal, and accounting advisors before engaging in any transaction.
As soon as we have a deal under contract, we’ll send you an email with high-level details of why we love the deal, business plan objectives, and the potential returns.
You’ll be invited to participate in an investor webinar that’s typically a couple of weeks after we initially notify you of the deal. So be sure to block off time on your calendar and attend this live to ask questions.
Once the webinar is completed, we’ll email out a recording with the slide deck that includes all the business plan details and a link to review the documents in the investor portal.
If you love the deal and want to invest, you’ll complete the documents in the investor portal and wire your funds with the instructions provided.
(And don’t worry, we’ll walk you through each step when it’s time and make it super simple!)
We accept both accredited and sophisticated investors (see definitions below).
You can also invest through your self-directed 401K, IRA, and QRP funds.
DEFINITIONS
Accredited Investor: Your individual income has been $200,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your joint income with your spouse has been $300,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your individual net worth (or joint net worth with your spouse) exceeds $1,000,000, excluding your primary residence.
Sophisticated Investor: You have sufficient knowledge and experience in financial and business matters to make you capable of evaluating the merits and risks of the prospective investment.
You can invest through cash (wired funds from your account), Self-Directed 401K or IRA, personally or through an entity like an LLC or Trust, and individual or joint-registration with your spouse.
These types of deals are unique and highly sought after. We spend a lot of time underwriting deals and submitting offers – but very few of them end up going to contract. We typically offer 1-3 investment opportunities per year to our investors.